Strategic Planning Workshop
Create a focused, achievable plan to lead your team with clarity and confidence.
The Strategic Planning Workshop is a full-day virtual session that walks participants through the essential steps of building a practical, results-oriented plan for the year ahead. Designed for small business leaders, team managers, and emerging executives, this workshop provides the tools and structure typically offered by high-cost consultants — but in an accessible, facilitated format.
Participants will explore their current challenges and opportunities, define clear priorities, and build a simple, actionable strategic plan to guide decisions, align their team, and reduce stress in the months ahead.
What You'll Learn
How to clarify your strategic priorities and set achievable goals
How to align your vision with realistic action steps
Techniques for keeping your team focused and accountable
How to move from reactive to proactive leadership
A repeatable framework for annual or quarterly planning
Course Includes
Full-day (virtual) instructor-led workshop
Strategic planning workbook and templates
Guided planning tools to build your own 12-month strategy
Breakout discussions and peer feedback opportunities
Certificate of completion
Best For
Small business owners and team leaders
Managers preparing for annual or quarterly planning cycles
Non-profits or community organizations planning with lean resources
Anyone wanting a structured approach to planning with less overwhelm
Key Model
This workshop uses a proven strategic planning framework adapted from traditional executive consulting models — restructured for busy teams and smaller organizations. It’s designed to help you plan smarter, faster, and with clarity — without needing to hire an outside consultant.
Delivery Format
Full-day virtual session (or 2x half-day options)
Interactive, practical, and highly personalized
Includes digital templates and planning guides
Great for individuals or intact teams
Get Started
Stop reacting. Start leading with a clear, focused strategy for the year ahead.