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The PDI Difference

  • Practical
  • Dynamic
  • Interactive

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!

 

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