Want to run a high-performance company? The strategic planning consultants at KPI help turn your dreams into a plan, and that plan into a mission. Our guided strategic planning sessions help you create your long-term vision by breaking it down into short-term execution.
As a strategic planning expert, we act as a facilitator during strategic planning sessions. This allows you, the business owner, to be an active participant rather than trying to wear multiple hats.
If issues like these sound familiar, you need help:
The strategic planning process outlines the direction, goals, and strategies of your business. We look ahead, define your vision for the future state of your business, and develop an action plan to bring the vision to life.
As a small business owner, strategic planning can help you allocate resources efficiently, streamline operations, and foster growth. The goal is to ensure the sustainability of your business in the competitive marketplace.
Key Performance Integrators can help your business with a variety of strategic planning sessions. We will also help you with strategy execution once we’ve clarified your goals so your goals can become a reality.
Impactful business practices are intentional. Strategic planning sessions are all about prep and process. Our work as the strategic planning facilitator starts long before we all get in one room together.
Creating alignment and clarity on the shared goal is key. As the facilitator, we’re going to start with the business owner and quickly meet with all departments to understand the unique needs and workings of the organization. It will build rapport and help us stay hyper focused during our actual session.
We’re also going to provide suggestions for physically setting up your strategic planning session. There’s tips and tricks for holding attention throughout the day and garnering active participation.
Thanks to our meticulous preparation and expert guidance, these high-impact sessions consistently provide more clarity and alignment than many leadership teams ever achieve.
Together, we’ll create a shared vision, identify the key milestones and actions needed to get there, and develop a detailed action plan that everyone is excited to execute.
Here are some strategic planning tools to increase the efficiency of your meetings.
We’ll work together to create a clarity document — a living roadmap that guides your business to its desired future state. It provides a clear and concise articulation of your vision, goals, strategies, and key milestones.
We’ll develop a thoughtful and methodical plan to communicate the vision articulated in your clarity document to the entire organization, ensuring everyone is aligned and engaged.
In the wise words of Thomas Edison, “Vision without execution is hallucination.” We’ll help you build a roadmap to bring the vision to life, from OKRs and measurables to timeline, roles, and meeting cadences.
We don’t believe in telling you what you “should” do and calling it a day. We want to see your vision become a reality! Following the planning session, we’re always here to help troubleshoot any roadblocks or issues that arise and provide guidance and resources to help keep things on track.
Take the first step in transforming your strategic planning process by filling out our clarity document.
I recently hired Jeff from Key Performance Integrators (KPI) to facilitate Brabo Payroll’s annual leadership summit, and I must say, I was thoroughly impressed by the level of service provided by KPI.
Jeff’s ability to engage and motivate our leadership team was exceptional, and his insights were both relevant and actionable. He helped us identify areas for improvement and develop strategies for growth, all while keeping us focused and on track.
Kevin, CEO of Brabo Payroll
KPI offers a 2-day annual strategic planning workshop and a 1-day quarterly strategic planning workshop.
Massachusetts companies may qualify for reimbursement through the Workforce Training Fund.
A strategic planning facilitator enables you to be a participant. As the business leader, you’re often the most impactful participant. But you cannot participate and lead.
Businesses may need a strategic planning consultant for a variety of reasons. These can include needing an outside perspective on their business model or strategy, help in identifying opportunities for growth or improvement, assistance with a business turnaround, or guidance in managing a significant change, such as a merger or acquisition.
When hiring a strategic planning consultant, a proven track record of strategic planning, strong analytical skills, and good communication abilities. It’s also essential that they align with your company culture and understand your business goals.
The cost of hiring a strategic planning consultant can vary widely. Some consultants charge a fixed fee for a specific project, while others charge on an hourly basis. The overall cost will depend on the complexity of the project and the consultant's expertise and reputation.
Strategic plans should generally be reviewed at least once a year, or more frequently if there are major changes in the business environment. Regular reviews provide an opportunity to assess progress and make necessary adjustments to ensure the plan is still relevant and effective. They also give organizations a chance to evaluate any new opportunities or threats that may have arisen.
This review process should include input from stakeholders, management, and other key players in order to gain feedback and insights about the effectiveness of the current strategy.
Quarterly & Annual strategic planning
Mergers & Acquisitions integration
Change management
OKR consulting services
