Get your board, executive, managers, and high potentials aligned to achieve results.
Our Strategic Planning programs are designed to help leaders identify a shared vision, agree on the most important priorities, and provide a set of action items to achieve next-level success.
Here is how it works:
Schedule a no obligation 30-minute call
with Nicole Casey, our Business Development and Community Relations Partner, to get started.
A P&PG team member works with you to understand your company’s needs, the dynamics of your leadership team, and clear objectives for the planning session or retreat.
We facilitate an event that aligns your leaders with one vision, and enables forward movement by identifying a clear strategic plan with prioritized action items.
Set up a 30 minute call with Nicole so we can get to know each other and answer any questions.
No matter your business, competing visions and priorities can sidetrack progress, distract key leaders, and lead to confusion and disengagement. As the saying goes, “if you aim for nothing, you’re bound to hit it”. On the other hand, leaders with clear strategy can effectively say no to distractions, align teams around a compelling vision of the future, and achieve next-level results.
Our Strategic Planning events are designed to give boards and senior leaders a forum and safe space for healthy conflict and alignment about what matters most. Our expert facilitators surface the most difficult issues in a way that allows for meaningful solutions to emerge. Events can range from half-day sessions for a department, to multiple-day offsite retreats.
P&PG’s Strategic Planning approach utilizes best practices to get you from here to there:
PPG’s HR Evaluation assesses three aspects of your HR Department:
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Professional Strategic Planning Methodology:List Item 1
P&PG consultants have facilitated over 150 strategic planning workshops and retreats, and apply strategic planning methodologies including Collins’ Good to Great, Lencioni’s The Advantage, Wickman’s Traction/EOS, Soderquist’s Values-Based Strategic Framework, and P&PG’s proprietary Purpose & Commitments approach.
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An Engaging Experience:List Item 3
We use experiential activities, guided reflection, and engaging vision-building activities to keep everyone engaged and focused on collaboration and commitment. We develop team health WHILE we identify strategy. Facilitation methods include Cooperrider & Whitney’s Appreciative Inquiry, Boyatzis’ Intentional Change Theory, Kolb’s Experiential Learning Theory, and Schooley’s FIRM adult learning model.
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Prioritization and Saying No:List Item 4
We help you set limits on ideas and priorities. We understand you can’t commit to the most important items without saying “no” to some ideas. We help everyone on your team let go of less important items so you can move forward quickly.
The final report from the session include three parts:
The final report from the assessment includes three parts:
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Results of pre-event surveys or interviews that highlight conditions that contribute to or challenge individual, team, and organizational performance.List Item 1
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A retreat report that will include images of any flipchart or whiteboard artifacts, “parking lot” items identified during the retreat for future discussion by the board, staff, or other stakeholders.List Item 3
We will help you understand the impact of your HR Department on the experience of every employee, whether positive or negative.
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A strategic plan that connects the mission, vision and other strategic anchors to a roadmap of future activity with identified action items and clarity on who owns each itemList Item 4
The report outfits you with the ability to manage change, hold individuals accountable, and a concrete plan for how your team will achieve results.
An agreed upon Strategic Plan is central to your organization’s success.
Schedule 30-minute call today with Nicole to get started.
Contact Us
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Locations:
Oklahoma
2510 East 15th St, Suite 201
Tulsa, OK 74104
Montana
PO Box 160233
Big Sky, MT 59716