Strategic Planning & Growth Advisory

The business challenge

The organization has ambition but no shared view of where to focus. Priorities compete, resources are spread thin, and growth decisions are made one at a time rather than against an agreed direction.

• Too many priorities and no agreed order
• Growth targets without a clear path to reach them
• Leaders who disagree on where to invest
• A plan that no longer reflects the market

Who the engagement serves

Owners, CEOs, executive teams and boards of growing companies, nonprofits and mission-driven organizations preparing for a planning cycle, a new stage of growth or a significant strategic decision.

Questions we help answer

• Where should we focus over the next one to three years — and what should we stop doing?
• Which growth options fit our capabilities, resources and market?
• What has to be true for the plan to work?
• How will we know whether we are on track?

Our approach

1. 01

   Understand

   Interviews and working sessions with leaders to understand ambitions, constraints and the decisions in front of you.

2. 02

   Assess

   A review of performance, market position, capabilities and resources so the conversation is grounded in evidence.

3. 03

   Decide

   Facilitated sessions to agree on priorities, choices and trade-offs.

4. 04

   Plan

   Decisions translated into objectives, owners, milestones and measures.

Engagement scope and duration are tailored to your situation.

Potential deliverables

• Strategic situation assessment
• Agreed strategic priorities and choices
• Growth options analysis
• One-page strategy summary
• Objectives, owners and milestones
• Planning and review calendar

Deliverables are what we produce with you. Outcomes depend on how they are put to work, which is why we agree on how progress will be reviewed from the start.

Implementation support

When it helps, we stay involved after the plan is agreed — supporting leadership reviews, refining priorities as conditions change, and connecting the plan to implementation support, leadership alignment or brand work. Ongoing advisory retainers are available for leaders who want a consistent thinking partner through major decisions.

How progress is reviewed

We agree on baselines and a small set of indicators at the outset, then review milestones and observable changes with your leadership team at an agreed cadence.

Relevant consultants

• 

  Dr. Kelvin Thomas, EdD, MBA, PCC

  Executive Management, Organizational Consulting & Leadership Advisory

• 

  Terry McDougall

  Executive Coaching, Marketing Strategy & Commercial Leadership

• 

  Cyrus Erickson

  Executive Coaching, Commercial Leadership & Team Performance

Consultants are listed for relevant background. This does not make anyone a practice lead or mean each person delivers every part of an engagement; Dr. Kelvin Thomas assembles the team around each engagement.