Strategy Development and Planning

We specialize in strategy development services that help organizations compete for customers and, in the case of non-profits, compete for philanthropic support. Our approach emphasizes differentiation, also known as clarifying the unique value proposition of the organization and its products or services. This helps organizations effectively answer the question "Why should I buy from you?" or "Why should I give money to you?"

Our years of experience in designing and managing marketing programs give us a practical perspective of what works. As a result we take into account both the internal and external impacts of a new strategy. This creates a framework for making operational decisions and resource allocations. It also creates a foundation for effective messaging, branding and marketing implementation.

Our strategic services include:

Strategic Assessments - With tailored approaches for for-profit, non-profit and social enterprise organizations, we comprehensively evaluate the organization's current and desired state and identify opportunities to achieve your objectives. We work with research partners to design and conduct detailed qualitative and quantitative studies that identify insights and opportunities for your organization. More information on
Assessments and Audits.

Strategic Planning - We work with for-profit, non-profit and social enterprise organizations to develop competitive positioning with particular focus on core strengths, as well as layers of competitive advantage. We then help organizations create operational alignment of their day-to-day practices with strategic priorities. Information on translating Strategic Plans into
Marketing Plans.

Strategic Planning Meetings / Facilitation - We design and deliver customized strategic planning processes in retreat settings for individual clients. Our approach emphasizes competitive positioning and cultivating organizational strengths. Assignments typically include pre-retreat analysis and information gathering, retreat facilitation, and post-retreat follow-up.

Change Leadership - Development and implementation of a new organizational or marketing strategy often requires attention to individual and organizational beliefs and values, individual and organizational behavior, culture and systems. We help clients develop the leadership strategies to assure more effective implementation of their strategic plans.

We build customized processes around a suite of core strategic tools and frameworks. Information on our
tools and frameworks.

Please contact us today to discuss your strategic planning needs.