STRATEGIC PLANNING & FACILITATION

Want to strategically move forward as a team and focus on the right priorities?  We can help.

Strategic planning menu of options (1-4 event days):

  • Review previous successes & identify areas for growth
  • Create or revise your values and/or vision & mission statements
  • SWOT analysis to create direction (Strengths, Weaknesses, Opportunities, Threats)
  • Create strategic initiatives for 1-5 years connected to your organizations desired outcomes and goals
  • Action plan creation
  • Assess culture: current state and desired state
  • Engagement activities to invite open dialogue
  • Clarification of roles and responsibilities
  • Create communication ground rules
  • Seek and integrate community & stakeholder input
  • Professional document creation of your plan

Pricing

½-day program: $1200-$1300
Full-day program: $1700-1900

Fee varies depending on number of participants. Additional travel cost applies.

To get the best date selection we recommend contacting us at least 2 – 6 months prior to your desired event.

Already have a strategic plan in motion but could use some additional support to keep things moving in the right direction with clarity and momentum?  We can help.

Julie Ryan

Julie has a magical way of reconnecting teams by encouraging people to step out of their comfort zones and exchange honest feedback within a safe space. Her engaging and entertaining facilitation cultivates cohesion that sticks, long after a retreat is over. Our leadership team is now able to lock arms, support each other, and tackle difficult issues together.

Julie Ryan, Executive Director, NAU Campus Health Services

Julie did a fantastic job helping the Economic Development Program to look to the future. She assisted with developing a planning process to receive stakeholder feedback, and then worked with us to turn that into a document we can own and really use. Her facilitation throughout the process led to great insights about our communication, about our strengths as a team, and about where we want to go to fulfill our role for the community.

David McIntire, Community Investment Director, City of Flagstaff

Julie is a dynamic individual who facilitated a Vice President’s retreat for the University. As the VP group was still in the early stages in terms of time working together, Julie’s efforts really helped the team identify some key goals and the communications that would be helpful to reach those goals. Seeing the group’s effectiveness increase after the retreat was a positive and tangible result. Having this come as a result of an enjoyable mixture of activities and discussion, was an added benefit.

Bjorn Flugstad, Vice-President, Northern Arizona University

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