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STRATEGIC PLANNING

We partner with our clients to develop strategic plans that support their organization’s goals. Following the process outlined below, we facilitate working sessions with key stakeholders and meet with the leadership team to craft the strategic plan. Additionally, we will help you develop your first year action plan and implementation strategy and provide a tracking tool you can use to measure progress toward your strategic priorities.

Strategic Planning showing orange background featuring a white line-art icon of a clipboard playbook

CLIENT CASE STUDY

Strategic Planning Case Study

The team made every member of our team feel heard and allowed them to have a voice. By the end of the process, Lisa and Michelle felt like they were members of our office! We can’t wait to work with them again and highly recommend Kane Learning!

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— Erin, Health Commissioner

THE PROCESS

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Articulate Mission

Ideate and align on a mission, vision, and values that communicates:

·Why do we exist?

·How do we define excellence?

·What do we stand for?

Identify Critical Issues

Through a facilitated SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis, the team will explore the gap between the current state and the desired future state. Understanding this gap will help the team identify the critical issues that need to be addressed to support long-term success.

Determine Strategic Priorities

Using the critical issues identified, the team will align on strategic priorities for the next 3-5 years. Then, they will establish objectives and measures of success for each strategic priority.

One Year Action Plan

Create high-level goals for the length of the strategic plan and specific one-year action plans for each goal, identifying specific steps to take, timelines, owners, etc.

SCHEDULE YOUR 
FREE CONSULT!

Schedule a free 20-minute consult to explore how strategic planning can support your goals. We’ll learn more about your business, discuss your current challenges, and identify where our team can help you create a clear path forward.

BOOK A FREE CONSULT!

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