THE STRATEGIC PLANNING PROCESS

01. INQUIRY & DISCUSSION
We start our conversation by discussing the mission of your business and the overall goals of your project. This information will help me draft a customized proposal that outlines the objectives to help you successfully accomplish and reach your endpoint.

02. STRATEGY
Before we finalize the plan, we will complete exercises that will determine customized operational strategies to incorporate into your business.

03. PLAN
Next, we will work together to craft an action plan that conveys the mission and objective of your project and compels your audience to actively respond to the benefits of your product and service offerings.

04. DELIVERY
I will help you and your team kick off the action plan and measure it outputs and outcomes. If project management is needed for ongoing activities, I am glad to develop a scope of work.


My process applies to commissioned work or consultation on special projects as well as coaching sessions and training sessions for you and your staff.