Online Strategic Planning Session

Best for small teams writing their first strategic plan, people starting a non-profit, or those leaders who do not have an engaged, working Board.

Online planning sessions involve a 1/2 day facilitated online planning session with you and/or your small team, via Skype, etc. We talk about Very Important Things. There may also be glitter and markers, if you’re into that sort of thing!

I’ll take you step by step through some inspiring, empowering planning activities that will help you really get clear on your Vision, Mission, Values and Goals. These planning activities are designed just for Do-Gooders to help get to the heart of what you want to do to change the world and how you’re going to get there. The process is developmental and will help you think things through as well as develop some great leadership skills!

After our planning session, I’ll draft your plan and send it to you for review within 5 working days.

We meet one more time for about an hour to discuss changes, and I make one final revision.

This process usually takes about 2-3 weeks to complete.

You’ll receive a fully formatted, editable Strategic Plan written in my highly effective and one-of-a-kind Strategic Plan Template for Do-Gooders. It includes Vision, Mission, Values, Budget, Goals, and an action plan to keep you on track.
Your investment for this package is $850, which must be paid in full, in advance of our first planning session.

Strategic Plan Reviews

If you've used my Strategic Plan Template for Do-Gooders, and would like some feedback on it, this service is for you! Best for people who just want a bit of advice on a plan already written.

Email me your completed Strategic Plan and I’ll review it thoroughly, giving you written comments, changes and suggestions. I’ll then email it back to you for review and we’ll set up a time for a 1-hour coaching session to help you get your plan really ready to help you do more Good!
You’ll receive detailed comments, suggestions and guidance on how to make your plan really useful and effective. You’ll also get 1 hour of coaching time with the Wizard of Good. (Yay!)
Your investment for this package is $350, which must be paid in full, in advance of our first planning session.

In-Person Facilitated Strategic Planning Sessions

Best for well-established organizations with working Boards who need to be fully bought into the process. This package is really useful for organizations that need to get focused on a clear, shared Vision, Mission and Goals.

I’ll meet with you and your leadership team to discuss exactly what you want to get from your planning process. We’ll design a process that will ensure you get the very most out of strategic planning, including Board Development, Employee Engagement, and feedback from key stakeholders.

Once a process is agreed, we’ll agree a date for planning sessions. There will be a bit of pre-work on my part to gather information and prepare a meaningful, empowering, and enjoyable planning retreat (usually at least 1 day with your Board and leadership team).

After the planning sessions are completed, I’ll write your draft plan, and then meet with you or your leadership team to revise it and develop detail. It will then be presented to your Board and a final revision made before the plan is complete and handed over to you to implement!

The whole process can take 2-3 months to complete, and usually 5-7 days of my time.

Depending on your needs and budget, this package usually involves a staff or volunteer planning session, meetings with key stakeholders to gather feedback, a full day planning retreat with your Board and Leadership team, follow up meetings as necessary, and of course, an awesome, exciting and actionable Strategic Plan.
Fees for in person strategic planning events are charged by the day at $850 per day. Most small organizations require at least 4-5 days of work to develop a strategic plan, but the best way to determine how much an in person session would cost is to discuss it with me. Each of these sessions is bespoke, and unique to your needs. (Note: Travel and expenses are charged in addition to daily service fees.)