STRATEGIC PLANNING

& Facilitation

Want to strategically move forward as a team and focus on the right priorities?

WE’VE CRAFTED 40+ strategic plans

USING A BEST-PRACTICE APPROACH

to create an effective, innovative, & implementable guide to your present & future.
We recommend crafting a plan that spans 18 months to 5 years.

OUR STRATEGIC PLANNING PROCESS CAN BE DONE REMOTELY OR IN PERSON.

It includes a 6-phase process and will be complete within 2 weeks – 3 months (totaling 2.5 days), accommodating your schedule.

  1. Looking back to move strategically forward
  2. Community input from stakeholders
  3. Identifying possibility
  4. Brainstorm & direction setting
  5. Action Planning
  6. Document creation & keeping it alive

We’d be happy to send you details about each phase.
Be sure to ask about pricing for non-profits & small business ( <10 employees).

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
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 are here to support you.
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

Check out these strategic planning results that we are presenting to a client