2000 Regency Parkway Suite 420

Cary, NC 27518

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Strategic Planning and Management

Strategic planning is used by organizations to set priorities, focus energy and resources toward agreed upon goals, and assess and adjust the organization’s direction in response to a changing environment. Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful.

Strategic Planning Consultation and Facilitation

We offer consulting and facilitation services that are tailored to each client’s unique needs to help you:

  • Organize and assess your current situation by reviewing the trends impacting your organization, and assessing stakeholder expectations
  • Establish strategic direction by articulating your organization’s vision, mission, core values and overarching goals
  • Examine the important drivers of success and formulate strategies to improve your organizational performance
  • Identify and articulate strategic objectives to best reach your vision
  • Identify and analyze key performance indicators to measure what matters most
  • Improve organizational alignment and strategy communications using the framework that is most appropriate for your situation
  • Ensure strategic initiatives and projects are aligned to strategy and designed to drive the right outcomes

Our facilitation approach builds off our Nine Steps to Success™ framework, which is a disciplined, practical, and tested approach to developing a strategic planning and management system. We adapt the framework to reflect the client’s unique needs and schedule, but training is always an integral part of the framework, as is change management, and problem solving. Emphasis is placed on “teaching clients to fish, not handing them a fish”, so the scorecard system can be sustained after our consultants leave. The system components are developed by your team during a series of facilitated workshops that are designed to be high energy and focused on specific deliverables.

Trusted Around The World

Blue Man Group

Need help with your strategy?

Although we only implemented the balanced scorecard approach a couple of years ago, we have already seen improvements in our operations. The [Nine Steps to Success™] approach helps us focus on our ambitious goal to drastically increase the number of transplants we facilitate.

Michael Boo

The National Marrow Donor Program®/Be The Match Registry®

“You learn a lot about organization indicators at different levels. Fully recommended for all professionals involved in this world of organizational performance.”

Edwin Mieses

Dominican Electric Transmission Company

“A worthwhile experience that has given me the tools to think strategically both for my organization and myself.”

Eric Rossmanith

US Marine Corps Systems Command

The Institute Way

Free 5-Minute Assessment