Strategic & Operational Planning

Sandra Page and Eric Billman


  • Want to save time? Increase decision making impact?
  • How great would it be to have higher ROI this year?
  • Do you want to increase production? Employee retention? Revenue generation?

Our customized implementation builds Communication, Collaboration, Leadership skills and Teams – deepening knowledge throughout your organization.


Plans for Executive Leader and Leadership Team

  • Focused plans that are concise, comprehensive & shareable
  • Objectives & Action Plans crafted to support your organization’s Vision & Mission
  • Strategies to achieve goals over multiple years
  • Align and cascade plans through the leadership team & your organization

Coaching & Performance Management

  • Build community and collaboration by reporting progress, communicating success and sharing solutions.
  • Meeting preparation: Roll out the plan to key stakeholders and your board
  • Best Practices for implementing strategies
  • Peer-to-peer support group for Executive Director or CEO

More about the planning software 

  • 12 month Cloud-based Software license
  • Each participant receives access to his or her cloud-based plan
  • Coaching sessions on using the software for strategic planning and preparation for monthly sessions to report progress


Leadership and Board Training Sessions

Group sessions conducted annually, semi-annually, quarterly or monthly.

Example Topics:

  • Roles and responsibilities
  • Fundraising 101
  • Millennials & Board Leadership
  • On-boarding new members
  • Shared leadership – Board & Executive Director

Mastermind Intensive Training

A customized day or ½ day of moving beyond the ordinary for your team. See our list of Education Topics for ideas to start the conversation.

Like what you see?
Contact us to start the 12 month strategic planning and performance management program for your organization.

Need a short-term option?
Inquire about our 4 month Strategic Planning and Performance Management program. The same great planning software with coaching and leadership training customized to your needs.