02 / Planning and Alignment
Bring the right people into the same conversation.
A facilitated planning engagement for boards, leadership teams, and working groups that need to agree on what matters next and how to move it forward.
A good fit when
Does this sound familiar?
People share the mission but see different paths forward.
Growth or change has outpaced the way you plan together.
A retreat or planning conversation needs to lead to decisions people can carry.
The engagement
From the question
to the work.
- 01
Shape the conversation
Agree on the purpose, decision makers, preparation, and what useful progress should look like.
- 02
Facilitate the work
Make room for different perspectives, work through tradeoffs, and turn the discussion toward shared decisions.
- 03
Put the plan into use
Receive a clear synthesis and practical action plan, with ownership and review points built in.
Practical deliverables
Clarity you can carry into the organization.
Shared direction
A concise statement of the challenge, the intended direction, and the choices that guide the work.
A short set of priorities
An agreed focus for the next planning horizon, grounded in the people and capacity available.
A 90-day action plan
Specific next steps with owners and review dates, plus a record of unresolved decisions and dependencies.
Preparation, participants, facilitation format, and follow-up are agreed in the proposal. The engagement focuses on a defined organizational question or planning horizon.
The proposal confirms the scope, timing, and fee before work begins.
Common questions
Good to know.
Bring the question you’re carrying.
Let’s explore whether Planning and Alignment is the right next step.