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Strategic Planning

Your Vision for the Future

Strategic Planning is beneficial to any company, but it is essential for a growing organization, particularly one with multiple owners, shareholders or stakeholders.

This engagement is designed to articulate your organization’s vision for the future in as much detail as possible and assess the current status of the business in a wide array of mission critical areas.

We’ll develop strategies, tactics, timelines and resource allocations for getting the business to its current “place” to its “destination”.

Two Days at Your Place

This program is a two-day, on-site engagement. It is intended to lay the foundation for an extended process of data gathering, strategic development, implementation and measurement over the following six months. 

Every company is different and the time, methods and resources you’ll need will depend on your situation.

What You'll Get 


Strategic Framework Development

  • Welcome and Overview
  • Mission & Vision Statements
  • Values, Beliefs & Company Culture
  • 3-Year Operating Objectives
  • Financial Review of Business

Interviews & Data Collection

  • Growth Readiness Assessment
  • Organizational Strengths & Weaknesses
  • Marketing Position – QUIP & USP
  • Competition Analysis
  • Key Staff Interviews

Priorities & Processes

  • LEAN Process Improvement
  • Cash Flow & Overbilling
  • Organizational Roles and Responsibilities
  • Customer Service and Competitive Advantage

Implementation, Action Plans & Timelines

  • Transition, Leadership and Training Needs
  • Corporate Outsource Team
  • Metrics & Key Performance Indicators
  • Succession & Contingency Planning

Interested? Let's Chat...


Opt Out

I confirm that I am choosing to opt-out of the new Roundtables membership, henceforth referred to simply as Roundtables (“Roundtables”).  

I understand that my current membership will not change and will be henceforth referred to as RT Legacy, Roundtables Legacy, or simply Legacy (“Legacy”). I understand that by opting out I will not receive the additional benefits offered to Roundtables membership and will not receive the bonus PSCs.  I acknowledge that if I choose to upgrade at a later date, I will not receive any bonus PSCs above the standard issue.

By clicking below, you opt out and will be locked into the Legacy program for 2021. You will not receive an increase in dues, other than our standard inflationary annual dues increases. You will have the opportunity to opt in for the 2022 membership year. However, there will be no bonus given to future opt in cycles.

Please note that if you cancel your membership, you forfeit access to Legacy membership in the future. You may rejoin only as a Roundtables member.

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