One Page - One Day Strategic Planning

Our one page strategic planning facilitation services are the perfect fit for the busy professional service firm or non-profit.  We understand that in order for the team to own the plan, they need to create the plan.  We also understand the economic impact to professional service firms when your people are not servicing clients for an extended period of time, and on non-profits that are working through board members and volunteers.  That's why we created a one-page planning process that can be built in as little as one eight hour session, with a deliverable back in your hands within 10 business days of your retreat.

One Day Session

Having spent 10 years building a CPA firm where inventory = hours, we know all too well how expensive it is to remove your professionals from the field even for one day.  That's why we created a facilitation system to produce a game changing strategic plan in as little as just one eight hour session.  

One Page Deliverable

It frustrated me to hire a facilitator, pay thousands of dollars, spend days tying up our team, and end up with piles of post-it pads that I was left to develop into a plan. That's why I created a one-page plan that we deliver back to you within 10 business days of your retreat.  We organize the information in an easily consumable format to ensure execution.

Total Team Buy In

The team that creates the plan will own the plan.  Empower your team to design their future, and they will do everything in their power to create and execute on a winning plan that all can believe in.  That's why we facilitate your session in a manner that ensures maximum team involvement.