Strategic Planning

Together we can craft and actualize your vision for change. 

Our team has extensive experience developing organisational strategies and facilitating annual, multi-year, and launch planning processes. We have developed tools and frameworks for diverse groups and have helped them reach tangible outcomes and increase their operational excellence. 

 

We believe strategic planning includes:

  • Nurturing collective visions

  • Open and trusting team conversations

  • Mapping out milestones and accountabilities

Tools Leveraged

  • OKRs (Objectives & Key Results)

  • SMART Goals 

  • Vision Boards

  • Logic Model

  • SWOT analysis

  • RACI Model

  • Scenario Planning

  • Business Model Canvas

  • Value Proposition Canvas

  • Balanced Scorecards

  • PESTLE analysis

  • Project Management Tools

Past Clients

Canadian Women’s Foundation

Investment Readiness Program Consultant

Umbrella Multicultural Health Co-op

Strategic Planning & Theory of Change

BC Association of Community Health Centres

Board Strategy Retreat

Calgary Arts Development Association

Board Strategy Retreat

Creative Mornings

Organisational Development & Co-Production

BC Cycling Association

Organisational Development & Chapter Structure


First Nations Technology Council

Community Engagement Plan & Execution
 

Menu of Offerings

Strategic
Planning Session

1-2 Day

  • For staff and/or board

  • Design custom session

  • Facilitate strategy session

  • Produce strategy documents

Strategic
Planning Process

1-2 Months

  • Engagement and planning

  • Develop and facilitate session(s)

  • Produce strategy documents

  • Implement strategic processes

Strategic
Launch Process

3-6 Months

  • Kick-start your project or initiative

  • Planning (timeline & budgeting)

  • Project management 

  • Process & system development

Strategic Coaching
& Mentorship

Ongoing

  • Bi-weekly or monthly coaching

  • Co-develop monthly, quarterly or annual goals and tracking system

  • Accountability support

Annelies was a pleasure to work with. She's thoughtful, highly competent and efficient. She supported our team to develop a strategic plan that will no doubt increase the impact of our future work.

Esther Hsieh

Executive Director, Umbrella Multicultural Health Co-op

Other Services