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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 |
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 methodology, can help you tackle these tough issues.