Expand. Learn. Succeed.

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

  • 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

  • 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

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.

  • 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.