Strategic Planning

We take a holistic approach when assisting you in determining SMART goals and business trajectory. Considering economic indicators, social trends, and high-impact variables (such as technology and financial forecast), we guide you in developing the pathway that measures what you consider a win.

As a business, you want to take your company to the next level in your production and services, increasing your yield on investment.  The ideal way to do this is planning for the next 2 – 5 years while considering all variables, including technology trends and updates, economic outlook, and existing social indicators.  We walk with you through every step to identify where you want to go.  We then do the research on the variables and help you identify goals and objectives to measure success. 

As a government entity, you want to provide services to your residents and customers as efficiently and effectively as possible while staying within budget.  Identifying and setting priorities for the next 3 - 5 years is paramount to achieve your goals.  We understand the intricacies of working with public officials and meeting expectations, which is why we meet with local government executive staff and officials to understand general needs of your organization prior to holding the strategic planning meeting.  We then guide the process and provide written documentation that is refined and developed into a strategic plan of priorities.  The process includes fleshing out the priorities into measurable objectives. 

The next step after developing a Strategic Plan is to develop a Business Plan or Work Plan that includes performance metrics if desired.  Please see Business/Work Plan Development for more information on this next step.