Strategic Planning That Works!

My Proven Method

My proven seven-phase process eliminates the reasons most strategic plans fail. Let's get started with a no-obligation Discovery Call today.

Phase One: Internal and External Strategic Situation Assessments
Phase Two: Develop your Strategic Plan
Phase Three: Capture your strategic plan in writing.
Phase Four: Mobilize and Communicate Your Strategic Plan
Phase Five: Implementation of your Strategic Management System for stellar execution.
Phase Six: Evaluation and Critical Thinking About Your Plan
Phase Seven: Continuous Improvement of Your Strategic Disciplines

The process works. Every time.

I Offer a Swiss-Army-Knife Mix of Services

Multi-Generational Family Business

Multi-Generational Family Business

Multi-Generational Family Business

Family/Business Overlap
Multi-Generational Family Agreement, or Family Constitution Development
Exit Coaching
Outside Board of Director Role
"Rewirement" Planning
2nd and 3rd Generation Executive Coaching Using my Socratic method
Strategic Thinking Skill Development
Epic Annual Retreats

Communication and Sales

Multi-Generational Family Business

Multi-Generational Family Business

Primary, or Secondary Market Research
Voice of the Customer Studies
Voice of the Business Partner Studies
Marketing Your Strategic Plan Online
Consultative Sales Training
Communicating Your Strategic Direction Internally
Brand/Corporate Culture Alignment
All-Company Meetings

Operational Excellence

Multi-Generational Family Business

Operational Excellence

TQM and Partnering in Construction
Strategic Process Reengineering and Mapping to Improve Efficiency
Strategic Alliance and Joint Venture Optimization
Post Merger Strategic and Cultural Integration
Aligning Operating Budget and Capital Appropriations to the Strategic Plan
Company Culture Assessment