What are the most important issues your strategic plan must address?
Leaders in the corporate, government and non-profit sectors frequently tell us they are looking for a strategic planning process that addresses one or more of the following issues. Click below to learn how the Drivers Model, our strategic planning approach, can help you tackle these tough issues.
Strategic Planning Packages
Select the Right One for You or Customize Your Own!
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Premier
5 days, mid-year update, travel, and more... |
Standard
2 days, mid-year update, travel and more... |
Streamlined
1 day, mid-year check-in, travel and more... |
Phase I. Situation Assessment |
Management Briefing to define Critical Issues |
2 hour on-site |
90 min teleconference |
90 min teleconference |
Planning Team meeting to develop the Assessment Plan |
½ day on-site |
90 min teleconference |
(Identification of assessment needs is included in teleconference above) |
Templates for your Briefing Book |

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Springboard Online! Access |
All Planning Team Members |
2 Planning Team Members |
1 Planning Team Member |
Phase II. Strategy Workshop |
Strategy Sessions |
Two 2-day strategy sessions (2-3 weeks apart) |
One 2-day strategy session |
One 1-day strategy session |
Plan Documentation |

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View the Agendas |
View the 2-day Agenda |
View the 1-day Agenda |
Phase III. Implementation and Monitoring |
Staff Briefing to Review the Strategic Plan |
2 hour on-site |

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Action Planning Meeting |
1 day on-site |

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Strategy Dashboard to track monthly progress |

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Feedback session to review Strengths & Areas for Improvement |
1 hour teleconference |
1 hour teleconference |
1 hour teleconference |
6 Month Update |
½ day on-site |
½ day on-site |
2 hr teleconference |
You will... |
Implement the plan and the communications plan
Monitor progress monthly using the dashboard
Hold a formal review every six months and reassess the plan as needed |
Confirm the overall positioning and guiding principles
Determine the baseline, three-year targets and first year milestones for each objective
Hold a briefing session for your staff to review the strategic plan
Develop action plans for each priority strategy
Implement the plan and communications plan
Monitor progress monthly using the dashboard
Hold a formal review every six months and reassess the plan as needed |
Confirm/develop the vision statement, positioning, and guiding principles
Determine the baseline, three-year targets and first year milestones for each objective
Finalize strategies and priorities
Hold a briefing session for your staff to review the strategic plan
Develop action plans for each priority strategy
Implement the plan and communications plan
Monitor progress monthly using the dashboard
Hold a formal review every six months and reassess the plan as needed |
Add Situation Assessment Services to any Package
Includes employee survey, customer/stakeholder survey, industry trends, analysis of current performance, and a briefing book for every member of the planning team.
Experience the PDI Difference!
Whichever package you choose, you will receive the practical, dynamic and interactive facilitation that we call the PDI Difference!
Practical
Our facilitators focus on results. We will work with you to understand your key objectives and then carefully design the agenda and our facilitation methods to achieve your outcomes.
Dynamic
Our facilitators receive rave reviews for their energetic facilitation style. Their dynamic facilitation will energize the workshop and keep your team motivated and focused.
Interactive
Our facilitators use interactive techniques to engage and create buy-in. Throughout the workshop, we will have your planning group working in teams to identify issues, target outcomes and create strategies for action.
Learn more about our Strategic Planning Facilitation Services
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