Level 3

Strategic Planning Level 3

Strategic Planning Process Facilitation


Serve as a facilitator for the entire executive leadership team. This will initially involve a one-day intensive session with the entire team focused on finding answers to a series of questions derived from the Roadmap.

Within one week of this initial session, a rough-draft plan will be pulled together to guide a second day of intensive interaction with the entire team. Focus of this second session will be to gain team support and commitment. What are the areas of agreement/disagreement; where is more information needed and what areas need to be deleted or added to cement team support and commitment?

Within one week after this second session, a proposed final draft strategic and annual plan (1st year of the strategic plan) will be prepared and reviewed during a one-half day third session with the entire team.

Within one week of the third session a proposed final draft will be issued and sent to the entire team. If needed, an additional one-half day fourth session will be held to make final changes and ensure total team understanding and commitment.


A well-developed strategic and annual plan based on the Roadmap, accompanied by a high level of understanding, support and commitment of the entire executive leadership team along with a proposed deployment for aligning the entire organization with the plans.

A plan ready for Board processing.