Strategic planning means many things to many people. We help clients focus on the most important actions at the highest level that the key people need to be doing to ensure continued profitability and performance for the organization. In most cases, the emphasis will be on the following decision areas:

1. Markets served

2. Existing and future products/services

3. Growth strategy

4. Financial

5. Human resources

6. Organizational strategy

7. Technology

Our Strategy Consulting services are driven by a simplified and practical, results oriented strategic planning process.

The three core phases include the following services:

1. Phase One – Preplanning meeting to decide on our overall strategic planning approach, to identify critical issues facing the organization and through the phase one process, identify what information is necessary in order to have a successful planning session. (2-4 Hours)

2. Phase Two - To conduct a 1 or 2 day strategy session to include the Strategic Leadership Team and anyone else decided upon at the preplanning meeting.

3. Phase Three - To conduct three quarterly strategy sessions with the Strategic Leadership Team to revise the plan and keep it current. (Typically a 4-6 hour meeting)

4. To conduct conference calls with CEO/Business Owner/Manager in between the quarterly strategy sessions to act as a sounding board, check the results of the strategies and provide consultation.

5. To provide a typewritten document of all planning sessions and meetings during the year.

Thank you for the opportunity to serve you. If you have any questions regarding this outline of services please contact Matt Herlihy at (805)748-2974.