Facilitated · Project
Strategic Planning
Clarity on where you're going and the plan to get there.
A facilitated engagement that ends with a plan the whole leadership team believes in, because they built it. Diagnostics, working sessions, KPIs, org design, and comp.
Who it's for
Right fit looks like this.
- 01
Leadership team is guessing about the next 12 months.
- 02
Everyone is busy; nobody agrees on what winning looks like.
- 03
The plan lives in the founder's head and only comes out under pressure.
- 04
You're heading into a strategic moment: growth, raise, acquisition, exit.
- 05
You've been in a pod, or you're ready to skip straight to the engagement level. Most private clients come up through Mentor Pods first, but it isn't required.
What you get
The actual deliverable.
Business diagnostic
An honest read on the business, financials, org, sales engine, ops, before we plan anything.
Working sessions
Facilitated on-sites with your leadership team. Real decisions, not workshops.
KPIs & scorecards
The 5-10 numbers your team should actually run against, weekly and quarterly.
Org & comp design
Who owns what, who reports to whom, what they're paid on, and why.
12-month operating plan
The document you'll actually use, priorities, owners, milestones, and the review cadence.
Process
How it actually runs.
- 01
Diagnostic
2-3 weeks. Data, interviews, and the read-out.
- 02
Off-site(s)
Facilitated working sessions with your leadership team.
- 03
Operating rhythm
Handoff to your team, plus a review cadence so the plan doesn't rot.
Next step
Get the leadership team out of guessing mode.
Grab a time to walk through the diagnostic and how a planning engagement would run in your business.
Ready when you are
Grab a time on my calendar.
Straight to a call, no forms, no gatekeeping.