strategic clarity + goals to roles™

As a leader, you know it’s your responsibility to direct the company where it needs to go. It’s hard to help people go in the right direction and get input from everyone to know where to move next. Watch this brief video to learn more about our approach to strategic planning.

Strategic plans have their value. We take this process one step further to help you identify where you want to go and how to get there, with accountability and trust built in. We believe leaders can be collaborative and get buy-in to make your plans a reality rather than something that collects dust in a drawer.

This program is a 1 - 2 day event designed to increase a team’s effectiveness by creating a sense of joint purpose. It helps the entire team identify what priorities, and connect individual roles to the larger context framework of the organization's purpose. 

Strategic Clarity: The first portion of the workshop strengthens alignment of the entire team around Lencioni's first 4-5 strategic questions

  • why the organization exists and who it serves

  • what core values does the team truly live by

  • what they collectively do

  • and what strategies they will use to succeed

Goals to Roles™: The second portion of the workshop takes the strategic priorities identified in the Strategic Clarity session and translates them to the day to day activities. 

Here we answer the last two Lencioni questions

  • what's most important right now

  • and who must do what

Participants build a scoreboard with a joint rallying cry and key elements to achieve that overarching goal. Then they identify who will do what and create a system to track progress.

Based on the joint priorities, participants identify how they will contribute to both the defining objectives and the day to day operations. The team can then make sure the priorities are covered. If not, they decide together how to get more resources or narrow their priorities.