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Fluid Edge Themes

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Strategic Planning

Experienced and Friendly

It takes understanding, empathy, and vision to help a company develop and implement a strategic plan. Our process is to engage stakeholders, collaborate and gain consensus. We take your company through a simple 4 step process:

Step 1: Planning and Preparation: We need to understand your culture, who the key stakeholders are and build out a collaborative plan to develop the strategic plan.

Step 2: Holistic Assesment: We can’t develop a proper strategy without really engaging with your team. We do phone interviews, focus groups, surveying and research to gain a complete picture of your business and the competitive landscape.

Step 3: Visioning and Planning: We help you find your why and set short and long-term goals using OKR methodology.

Step 4: Execution and Monitoring: We do check-ins on the plan and see if tweaks or changes are necessary.

In the end, you’ll have a shared vision and cohesive goals. This alignment will set you up for success.