A plan only matters if people use it. We guide you through practical planning that sets direction, assigns ownership, and builds in check-ins so the plan lives.

Our Planning Stages:

1. Listen & Learn – Data review and conversations with the people who know the work

2. Clarify Direction – Mission, vision, values, and what success means now

3. Set Priorities – Choose a small number of goals that matter most

4. Map Capacity & Gaps – People, process, tech, budget, partnerships

5. Build the Roadmap – Timelines, milestones, owners, resources

6. Track & Adapt – Dashboards, review meetings, course corrections

7. Refresh Regularly – Annual pulse checks and mid-cycle adjustments when conditions change

Common Tools:

• Surveys

• Listening sessions

• Data integration (HR, budget, incident, outcomes)

• Scenario stress-tests for geopolitical or regulatory shifts