Plans are only useful when they are created with a clear and compelling purpose – to answer a specific question, to guide a specific effort – and when they are designed to be used rather than to simply comply with a requirement or norm. Otherwise, they sit on shelves gathering dust. As with everything else we create, we believe the content of your plans needs to be meaningful, measurable, and manageable.
We create meaningful plans by first building clarity and consensus around why you are planning and what the plan must accomplish. Then, we design a process tailored to your team and timeline and a plan format that serves your unique needs. No templates. No formulas.
To ensure that your plans can guide decisions and action, we carefully define what success will look like and how you will know when you have achieved it. We operationalize vague or lofty goals, so your team shares an understanding of their target.
Lastly, to ensure that your plans are manageable, we pull from our continuous quality improvement and project management toolkits to explore the interdependencies and relationships between your goals and objectives so we can prioritize and sequence them, allocate resources and capacity, and plan reasonable timelines.
Guided by these commitments and this approach, we have helped organizations:
- Clarify and articulate their organization’s Mission, Vision, and Values
- Test the alignment of their organization’s What, Why, How, and Who
- Transform generic, vague, and unwieldy strategic plans into meaningful, measurable, and manageable ones
- Plan multi-year projects and collaborations