STRATEGIC PLANNING & ORGANIZATIONAL CHANGE FOR SME'S

STRATEGY & LOGISTICS ARE OUR LOVE LANGUAGE.  WHETHER IT'S 1:1 CONSULTATIONS WITH BUSINESSES TO HELP THEM MAP OUT THEIR NEXT STEPS, FACILITATING TRAINING TO HELP ORGANIZATIONS INTRODUCE OR IMPLEMENT CHANGE, OR WORKING WITH BUSINESSES TO DEVELOP A STRATEGIC PLAN THAT THEY CAN IMPLEMENT,  WE STRIVE TO CREATE AN ENGAGING ENVIRONMENT THAT ENCOURAGES TRUST, FOSTERS BUY-IN, & PRODUCES ACTIONABLE STEPS TO ACHIEVE YOUR GOALS.  

strategic planning

01

What are your overall objectives?

Are you looking to expand, rebrand, create a better customer experience or cultivate a more positive work environment?

02

Where are you now?

Change is impossible without first having a comprehensive view of where you are now in every area of your business.  

03

Where do you want to go?

This is the GPS of planning... its where you turn objectives into specific and actionable goals.  

04

How will you get there?  

Once the goals are set, you'll need an implementation plan.

05

What Obstacles may prevent you from reaching executing your plan?

This is a great time to objectively consider any financial, communication, management, logistics, or resource allocation issues. 

06

How will you achieve stakeholder buy-in?

Buy-in and commitment from teammembers, leadership and stakeholders, for your initiative is imperative for its sustainable success.  It's the difference between real change and a dusty binder on a shelf.

07

How will you measure the success of the plan and sustain it long term?

Measuring if, when, and how you meet your goals, what works and what doesn't and updating your strategy to meet new needs and to quickly solve issues is the key to sustainability.  

01

Objectively cultivate a clear line of sight. 

 

Our expert strategists can work with you and your team to cut through the clutter and to clearly identify measurable and realistic objectives that hold true to your organization's mission and values.  We ask the hard questions that challenge you to dream again.

02

Conduct a Situational Analysis 

Depending on your needs we can design and utilize surveys, focus groups, and interviews to find establish your business's current status from the perspective of your leadership team, board, employees, and stakeholders.  We ask the hard questions so you don't have to.  We will analyze the results identify the areas of success and the areas of growth and present them to you with our recommendations.

03

We Challenge you to be specific.

Teams love to be vague, it's human nature.  Our expert facilitators will challenge your team to define specific, time-stamped, measurable goals, complete with accountability standards 

04

Reverse Engineer Your Goals & Create a definitive and comprehensive course of action to get there.

Through Strategic Planning Sessions or Group Meeting Facilitation, we work with your team to develop a plan that incorporates all players and their needs.  We utilize our 18+ years of experience in operations, marketing, business development to guide your team considering the interdepartmental logistics of each goal and then creating the internal and external processes to execute them.

04

Reverse Engineer Your Goals & Create a definitive and comprehensive course of action to get there.

Through Strategic Planning Sessions or Group Meeting Facilitation, we work with your team to develop a plan that incorporates all players and their needs.  We utilize our 18+ years of experience in operations, marketing, business development to guide your team considering the interdepartmental logistics of each goal and then creating the internal and external processes to execute them.

04

Reverse Engineer Your Goals & Create a definitive and comprehensive course of action to get there.

Through Strategic Planning Sessions or Group Meeting Facilitation, we work with your team to develop a plan that incorporates all players and their needs.  We utilize our 18+ years of experience in operations, marketing, business development to guide your team considering the interdepartmental logistics of each goal and then creating the internal and external processes to execute them.

04

Reverse Engineer Your Goals & Create a definitive and comprehensive course of action to get there.

Through Strategic Planning Sessions or Group Meeting Facilitation, we work with your team to develop a plan that incorporates all players and their needs.  We utilize our 18+ years of experience in operations, marketing, business development to guide your team considering the interdepartmental logistics of each goal and then creating the internal and external processes to execute them.

WE GUIDE ORGANIZATIONS IN OVERCOMING OBSTACLES THAT PREVENT THEM FROM REACHING THEIR OBJECTIVES, IMPLEMENTING CHANGE, CULTIVATING A POSITIVE WORK ENVIRONMENT, AND INCREASING THEIR BOTTOM LINE. 

Strategic Planning is a systematic journey through six stages:  What are your overall objectives?  Where are you now?  Where specifically do you want to go? How do you get there?  What obstacles may prevent you from getting there? How do you foster and maintain buy-in from all stakeholders? &  How do you maintain it long term? 

When an organization, large or small, is trying to strategically plan for the next 1-3-5 years of existence, many factors come into play, including communicating clear objectives, fostering buy-in from stakeholders, wholistically considering the teams' perspectives and objections in the decision-making process, managing conflicts, and creating a plan that is implementable and sustainable.

Strategic Planning Facilitation

Handshake

(Ideal for Small Business Owners, County & State Departments, Corporations, and Nonprofits

  And that is where C. Renae Simon, a professional and engaging facilitator shines. She has been working with businesses to create strategies to answer all of these questions and more for over 18 years.  She is a professional and engaging facilitator who first establishes trust and an environment for openness and creativity, and guides your group through the process of creating a strategic plan.  Renae is an active listener, who has an innate ability to see the whole picture by embracing varying perspectives and finding common ground.  She is adept in addressing issues in a tactful way to keep the group on track and most importantly, in helping organizations achieve buy-in from it's management and employees to acheive the goals.  

Our Services

When it comes to Strategic Planning or Implementing a Change Initiatives each organization may have different needs.  

Our services may include one or all of these components

A Comprehensive Situational Analysis

Meeting Facilitation

11.png

(Ideal for Small Business Owners, County & State Departments, Community Organizations, and Colleges)

Creating change in an organization or even a department can be difficult, but often necessary.  Our certified meeting facilitator, C. Renae Simon is adept at understanding the problems and helping management create a clear strategy and objectives to address it.  She can then use her expertise in training and facilitation in guiding teams through the process of implementing the change from concept to sustainability.  

Bridging the Gap - Generations in the Workplace

Business People Applauding

Product Manager

From Boomers to Millennials to Generation Z, each generation brings it's own values, priorities, and views on work ethic to the table.  In this seminar, we will discuss those differences and provide strategies to help everyone understand them and work together more effectively.