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These are our latest thoughts, tools and experienced from the field

Phase 5: Build (the vision)


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Phase 4: Assemble (the tools)

This phase is usually Day #2 of the offsite (remember your offsite maybe longer depending on the size of your business) so this is just a baseline you can use as a guide. I named this phase of the process “Assemble” because your focus will turn from defining the path...

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Phase 2: Audit (the present)

Okay, so you have done the groundwork and now you are ready to get your hands dirty. Good! This part requires lots of analysis, research and surveying. I called this phase “Audit”, because that’s exactly what you will be doing. You are auditing the environment around...

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Phase 1: Groundwork

Overview The process is divided into five logical stages as you can appreciate below. Each stage has a number of steps that we recommend get completed for a thorough and effective Strategic Planning exercise.   Below is a suggested plan across a four-week period....

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