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Strategic Planning & Facilitation

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

Our strategic planning process includes (2.5 days):

  • Review successes to inform your future
  • Align your values and/or vision & mission statements
  • Stakeholder & community input through focus groups, interviews or surveys
  • Create a SWOT analysis to guide direction (Strengths, Weaknesses, Opportunities, Threats)
  • Create strategic initiatives to guide your organizations & navigate daily work by desired strategic outcomes
  • Devise a step-by-step action plan
  • Participate in engagement activities to invite open dialogue; our process is actually enjoyable!
  • Receive a professional document of your plan

5 critical factors throughout the process that we specialize in:

    • active engagement for all in attendance (we engage a “no bystanders” philosophy)
    • encouraging innovative, possibility-thinking (thinking beyond “operational strategy”)
    • creating an open-minded, inclusive environment (that promotes psychological safety for all)
    • behind-the-scenes strategizing of the Lancaster Leadership team (to best serve the client as the events unfold)
    • developing concrete, measurable outcomes and action plan (with an easy, trackable format that promotes strong follow-through after the strategic planning event)

Strategic Planning Pricing

We’ve provided strategic plans for 30+ organizations.  Lancaster Leadership provides a best-practices approach to the creation of your effective, innovative, and implementable plan to guide your present and future. We recommend your plan to span a minimum of 18 months and maximum of 5 years. Phase 1-5 may take a minimum of 2 weeks and maximum of 3 months. Email us today to get a quote! Additional travel cost applies; we work with clients in all 50 states.

Ready to move forward?

Meet & Greet for a Strategic Planning Event Link (15-20 min.)
If you would like to chat to get to know each other before saying yes, or if you are trying to decide which direction to go

Planning Meeting for a Strategic Planning Event(s) Link (30-55 min.)
If you are ready for your official planning meeting for your event(s) where we craft your agenda. 1 is included in each contract. If you’d like, you are welcome to bring 1 or 2 additional attendees

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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