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The PDI Difference

  • Practical
  • Dynamic
  • Interactive

Strategic Planning Facilitation

Partner with our industry leading strategic planning consultants

Has your organization spent countless hours developing strategic plans that simply haven't produced acceptable results?

Or, are you considering formalizing a business strategy for the first time?

Contact us and tell us about your strategic planning needs.

Our expert strategic planning facilitators can help you plan, implement and monitor your corporate, government or NPO business strategy. And, ask about our satisfaction guarantee.

View our Strategic Planning Methodology

The Drivers Model

Strategic Planning Packages:
Select a package below or Customize Your Own!

View Detailed
Package Info

 

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

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
  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
Action Planning Meeting 1 day on-site
Strategy Dashboard to track monthly progress
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.

Which Strategic Plann Issues are You Facing?

Action Making sure the plan is actionable
Alignment Aligning the organization with the priorities of the plan

Direction

Establishing a clearly defined strategic direction

Engagement Getting all stakeholders engaged in the process
Execution Moving the plan from paper to implementation
Growth Identifying strategies for growth
Process Agreeing on a planning process and definitions
Priorities Determining priorities for focus and investment
Relevance Ensuring the plan addresses specific business-related issues
Resources Increasing funding and other resources
Results Setting specific, measurable outcomes
Values Establishing and implementing a consistent set of values

Don't see your issue?
Contact Us or call 800.824.2850

We'll send you a free Strategic Planning guide, complete with a sample plan and a list of the key elements of an effective strategic plan, defined.