Strategic Planning

The theory, tools, and templates needed to create and execute a Strategic Plan for your organization.

Does your business lack the direction and clarity needed to be proactive in the midst of change? Are you facing big decisions in your business? Do you agonize over which direction to take? Are you feeling confused, worried, stuck, overwhelmed or frustrated? Would you like to learn how to better assess market changes? Would you like to learn how to understand your position in comparison to your competitors? Would you like to learn which aspects of your business to change?

If this sounds like you, then you might benefit from working on your strategy. Strategy, in general, is a term used for your plans to achieve one or more long-term goals under conditions of uncertainty. I am a PhD and strategy doctor that helps businesses and individuals create and update their strategy so that they can navigate change and lead with clarity.

Please join me to create a custom strategy for your organization! I will work with you one-on-one over the course of six sessions to design a custom strategic plan for your company. I have worked with a variety of clients, including government organizations, family-owned businesses, public-private partnerships, and theme parks.

This strategic planning course will equip you with the knowledge and tools to understand how to:

  • Identify competitive structure
  • Determine your business advantage
  • Refine or create your organizational vision and mission
  • Assess the current state of your operations
  • Uncover new areas of profitability and value
  • Conduct an opportunity analysis
  • Identify strategic scenarios
  • Create a full implementation plan

The environment is shifting – new challenges relating to policy, technology, culture, and customer preferences are taking place real-time.

Are you ready?

Do you know how to respond to it?

It is important that all employees understand their organization’s strategy and have a role in making it happen. Are yours engaged in implementing your strategy?

“Change before you have to”

Jack Welch

Today’s business environment poses unique challenges, and dynamic strategies must be developed and implemented in order to maintain your competitive position. I will equip you with information and best practices to learn how to create an effective and adjustable strategic plan. Whether you have an existing plan or not, we will work together to create a strategy for your organization.


We work together over the course of six sessions that are held once per week. During these sessions, I teach you the concepts and theory of strategy, and then will give you the templates that you need to implement what you have learned. We will review your work together and I will provide you with additional information and tips to guide you along the way.

The Value

Large companies retain consultants like Deloitte, Accenture, Hackett, Boston Consulting Group, or Korn Ferry to create their strategy for $500k or more. Medium size companies invest around $50,000 in their company’s strategy. I have worked with multiple strategy consultancies and have created a simplified process to teach you the most important methods in strategic planning for $1,500. That’s about the price that an undergraduate student would for one month’s rent. Make one of the best investments this year by creating your strategic plan.