Strategic Planning & Management

Evidence-Based Facilitation for Strategy That Gets Implemented

Strategic planning is not about producing a document—it is about creating clarity, alignment, and sustained momentum. When facilitated effectively, it enables leadership teams to focus on what matters most, make informed choices, and translate strategy into action.

I facilitate in-person strategic planning and strategic management engagements that help organizations move beyond intention to execution—using current, evidence-informed practices grounded in real-world leadership and organizational complexity.

Unlocking Your Organization’s Potential

A quality strategic planning process creates shared understanding around purpose, direction, and priorities. It strengthens decision-making, aligns effort and resources, and supports leaders to navigate uncertainty with confidence.

This approach goes beyond traditional planning models. Strategic planning is treated as part of a broader strategic management process—one that supports clarity, accountability, learning, and adaptation over time.

The result is not just a plan, but a living strategy that leaders actively manage.

Strategic Management: Strategy + Execution

Strategic management is an ongoing, cyclical process that integrates strategy development, implementation, monitoring, and adjustment. Rather than viewing planning as a one-time event, this approach ensures strategy remains relevant and responsive in changing environments.

Facilitated engagements guide leadership teams through four integrated phases:

Assess

Develop a shared understanding of the current reality using relevant data, stakeholder input, environmental trends, and organizational performance insights.

Position

Clarify organizational purpose and direction by refining vision, mission, and strategic priorities.

Plan

Identify focused, realistic strategies and success measures aligned with organizational capacity and resources.

Implement & Monitor

Translate strategy into action through clear accountability, progress tracking, and structured review—allowing leaders to adapt as new information emerges.

This approach reflects contemporary research emphasizing adaptive strategy, execution discipline, and continuous improvement.

What This Approach Delivers

Strategic planning and management facilitation is designed to be:

• Evidence-informed – grounded in research, data, and proven practice
• Facilitated – engaging leaders in meaningful, focused dialogue
• Practical – centred on decisions, priorities, and implementation
• Adaptive – responsive to emerging challenges and opportunities

Participants leave with a strategic framework that supports ongoing leadership oversight, not a static plan that sits on a shelf.

Outcomes & Benefits

Organizations that engage in this process typically experience:

• Clear, shared strategic priorities
• Realistic and actionable strategies
• Stronger alignment across leadership
• More effective use of resources
• Increased accountability and follow-through
• Greater confidence navigating complexity and change

Monitoring Success: Where Strategy Succeeds or Fails

Monitoring and review are the most critical elements of strategic management. I support organizations to establish simple, meaningful processes that enable leaders to:

• Track progress against strategic priorities
• Identify risks and emerging issues early
• Learn from results and refine strategy
• Maintain focus over time

This ensures strategy remains active, relevant, and effective.

Who Should Participate

Strategic planning and management engagements are most effective when they involve those responsible for direction, oversight, and implementation, including:

• Senior leadership teams
• Executive teams
• Boards and senior managers (where governance alignment is required)

Each engagement is tailored to the organization’s size, sector, and context.

Ready to Strengthen Your Strategic Direction?

If you are looking for a strategic planning and management approach that is practical, evidence-based, and execution-focused, I would be pleased to support your organization.

Get More Information

Interested in learning more about strategic planning and strategic management facilitation?

You can complete our inquiry form and a member of our team will be in touch to discuss your organization’s goals, priorities, and timelines.