Strategic Planning

Services

Our dedicated team of strategic planning consultants is here to guide you through a transformative journey. We’ll help your organization thrive in today's dynamic business landscape.

First, what is strategic planning and how can it propel your success?

At the core of every successful business lies a well-crafted strategic plan. But, you might be wondering, "How do I do strategic planning effectively?" NEWaukee’s seasoned consultants are here to demystify the process.

NEWaukee hosts a strategic planning session with a client.
Two people analyzing a graph on a laptop screen.
NEWaukee employees gathered at a table discussing client work.

Understanding the Strategic Planning Process

Strategic planning requires a thoughtful approach. We start by engaging with our clients to understand their goals and desired outcomes for the strategic planning session(s). Through collaborative pre-session discussions, we determine who should be involved in the strategic planning process to ensure comprehensive insights and diverse perspectives.

Our strategic planning process is a meticulous series of steps designed to unlock your organization's potential:

  • Pre-Session Goal Setting: We kick off the process by defining clear and achievable goals for your organization. This sets the foundation for the entire strategic planning endeavor.

  • Identifying Key Stakeholders: Determining who should be involved in the strategic planning process is crucial. We help you identify key stakeholders whose insights are vital for a comprehensive strategy.

  • Transparent Run-of-Show: Prior to the strategic planning session, we provide a detailed run-of-show and deck that outlines in advance the exercises we will lead the team through. The client is able to review and provide suggestions if there are additional topics they want to cover.

  • Guided Self-Reflection and Group Work Exercises: During the session(s), our consultants take leaders through a series of prompts and questions, providing opportunities for self-reflection and group work exercises. This unique approach ensures everyone’s opinions are heard and elevated—not just those with the loudest voices.

  • Strategic Planning Templates and Workbooks: We equip you with powerful strategic planning templates and workbooks, streamlining the planning process and facilitating effective documentation.

  • Full-Day Summit or Series of Shorter Meetings: Tailoring our approach to your needs, we can host either a full-day summit or a series of shorter meetings. Flexibility is key, ensuring that your strategic planning experience is both impactful and convenient.

The In-Person Advantage

If you opt for in-person strategic planning, NEWaukee can handle all the logistics, leaving you to focus on what matters. Our team is able to manage everything from booking a venue to coordinating audio-visual requirements and catering services.

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Why Choose NEWaukee for Strategic Planning Consulting?

  • Comprehensive Approach: Leave no stone unturned. Our strategic planning process delves deep into every facet of your organization, ensuring a comprehensive strategy that aligns with your unique goals.

  • Flexible, Tailored Sessions: One size does not fit all. We understand that every organization is unique, and our team works closely with you to tailor our approach to your specific needs and challenges.

  • Proven Track Record: Our success stories speak for themselves. From scaling startups to Fortune 500 companies, NEWaukee has been a catalyst for growth and success across industries.

What to Look for in a Strategic Planning Consulting Firm

Choosing the right strategic planning consulting firm is a crucial decision. Here are key factors to consider:

  • Proven Experience: Look for a firm (like ours!) with a track record of success and satisfied clients.

  • Customized Session Run-of-Show: Your organization is unique, and your strategic planning session should be too. Ensure a firm can tailor its approach to meet your specific needs.

  • Comprehensive Services: Your strategic planning firm should offer end-to-end services, from initial consultations to follow-up reports and action plans. 

  • Transparent Pricing: We provide the full pricing and project scope up front so you know exactly what to expect right away.

  • A True Partnership: Your goals and vision should be at the forefront. Choose a firm that prioritizes your success and works collaboratively with your team. At NEWaukee, we don’t stop once the strategic planning session is over. We share detailed action plans and then check in regularly as an accountability partner.

Collaborating with a strategic planning consultant is an investment in your organization's future. At NEWaukee, we are committed to guiding you every step of the way, ensuring that your strategic planning experience is not only productive but also enlightening.

Interested in booking a workshop with your team? Connect with us today.

Let’s make NEW possible.

See what we can do for you.