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Strategic Planning Summary and Outline Discovery

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Service Overview

Being Strategic is a key factor in business leadership. However, Strategy is a conscious choice of a growth mindset. Every business idea, investment, and/or collaboration must allow for consideration of a decision-making process. Being aware of strategic business and market movements can only make for effective decision-making.

A notable factor in strategy is awareness. An even more critical factor is emotional awareness. Often in business and even more often in small businesses, decisions are made emotionally and not strategically. We focus on these core factors: Emotional awareness, accurate assessment of strengths and limitations, and confidence in gathering information.

With the groundwork established, we collaborate with the executive and team on setting attainable individual, team, and organizational goals.

Strategizing how to meet those goals within a fluid team dynamic structure. Research shows that teams respond well to celebrating small accomplishments. The small victories! We work on goal-setting strategies such as the “Blue Ocean Strategy.”

We offer simple yet practical strategies that can be used daily for simple tasks like making effective decisions. This section builds on the first sessions as well. We focus on communication, team interaction, and individual strength that can help the organization meet its goals.

Through this work we will outline the Strategic Plan of the Organization and start the process of a 3–5 year plan. Tools we use of data gathering are but not limited to previous plans, reports groups meetings, and 1:1 dyad. Each area report is presented to Executive Leadership, Board, and/or Stakeholders at the end of each review and evaluation.