Our mission:

Connect and inspire people

to transform organizations.

Steering Team Orientation

Included

An initial meeting to understand your organization's needs and goals.

This foundational session establishes the framework for your strategic planning engagement, ensuring everyone starts on the same page. We explore your organization's current state, strategic priorities, key challenges, and desired outcomes.

The orientation helps align expectations, clarify roles and responsibilities, and establish communication protocols. We discuss the planning process, timeline, and what to expect at each stage, addressing questions and concerns upfront.

This session sets the tone for collaboration and ensures your steering team is prepared and confident to guide the planning process effectively.

Steering Team Check-Ins

Included

Regular check-ins to ensure project alignment and progress.

These scheduled touchpoints keep your strategic planning initiative on track and responsive to changing needs. During check-ins, we review progress, address challenges, make course corrections, and ensure alignment across all stakeholders.

We discuss upcoming activities, resource needs, and any adjustments required to the plan or timeline. Check-ins provide opportunities to celebrate wins, troubleshoot issues early, and maintain momentum throughout the planning process.

These sessions are flexible in format—they can be brief status updates or more in-depth problem-solving sessions depending on what's needed. Regular communication ensures transparency, builds trust, and helps prevent small issues from becoming major obstacles.

Project Plan

Included

We prepare a comprehensive written plan that integrates your Organization's project vision with insights gathered during workshops, actionable change management recommendations, and a realistic high-level schedule.

Project Website

Included

We develop and maintain a custom website where impacted stakeholders, internal and external, will easily find updates, resources, questions, answers, and contact information.

Messaging

Included

We prepare custom messaging throughout your engagement such as flyers, talking points, and graphic posters.

Our messaging strategy ensures consistent, clear communication that resonates with your specific audiences—from internal staff to community members and elected officials. We develop key messages that align with your organizational values and strategic priorities, then adapt them for different formats and channels.

Whether it's a one-page flyer explaining the planning process, talking points for leadership presentations, or eye-catching posters for public spaces, all messaging is tailored to your organization's voice and brand.

We ensure messages are accessible, jargon-free, and action-oriented, helping stakeholders understand not just what's happening, but why it matters and how they can participate. Consistent, professional messaging builds trust, reduces confusion, and increases engagement throughout your strategic planning process.

Interviews

$200/hr

One-on-one conversations with key stakeholders to gather insights and perspectives.

Computer Based Training

$75/hr

Custom Computer-Based Training for any employee that contains your organization's expectations, accountability, empowerment, performance, and prioritization.

Facilitated Group Input

$200/hr

Interactive sessions to gather collective input and build consensus.

Leadership Orientation

Half-Day

An orientation session for leadership to understand the strategic planning process, their roles, and expectations.

Leadership Workshop

Half-Day

To build leadership team by focusing on a specific topic.

Action Planning

Half-Day

An inclusive and interactive session to develop action plans including metrics and timelines.

Program Alignment

Multi-Day

A multi-day engagement to align programs, resources, and initiatives with your strategic goals and priorities.

Elected Official Planning

Multi-Day

Using a structured and participatory method, we facilitate meetings for your elected officials to determine priorities.

Strategic Plan

Price varies

A comprehensive strategic plan document that outlines your organization's vision, goals, and action plans.

Online Input

Price varies

Digital platform for collecting stakeholder input and feedback throughout the strategic planning process.

Manager Toolkit

Price varies

A comprehensive toolkit with resources, templates, and guides to help managers implement strategic initiatives.

Current State Report

Price varies

We analyze your Organization's existing reports and all input collected for key themes, assumptions, and strategic issues. We can add benchmark data at your request. We provide the results to you in a Current State Report that objectively synthesizes your community's strengths, needs, and issues. Importantly, your report will include an organizational section on internal-facing items that may block successful plan implementation, along with recommendations.

StrategySync Online App

Subscription

A comprehensive online platform that combines project management with change management excellence. StrategySync helps leaders visualize their organization's change landscape, make strategic decisions about initiatives, and maintain momentum through visible progress tracking. Built specifically for organizational strategy and change, it provides transparency, accountability, and the tools needed to transform strategic vision into actionable results.