During the retreat, leaders within an organization
participate in an organized process to make decisions
on strategies for moving forward and operating
proactively for future success. To help with the
successful implementation of the plan, quarterly
reviews are held to discuss progress and results made
on achieving the organization's goals.
Each year, our clients ask Michele to facilitate her
10-step process with their guiding leaders. Together
she helps them to assemble a planning team made up of
senior management and board of directors, if
appropriate.
Critical data to assess the internal and external
state of the company is collected followed by a one or
two-day pro-treatSM
is scheduled. Following the pro-treatSM,
Michele monitors the successful implementation of the
plan through quarterly progress connections, either
face-to-face or via the telephone.

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After
participating in this workshop, you will be able to:
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Explain the
purpose and benefits of strategic planning. |
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Recognize the
four major phases of strategic planning. |
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Understand the
ten steps to complete within the planning process. |
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Describe the
components of a strategic plan |
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Begin taking the
first steps in planning a strategic planning pro-treatSM. |
Length:
Strategic Planning Overview 1-4 hours
Follow-up Sessions
Include:
1) Strategic Planning pro-treatSM
Length: 1-2 days, off-site
2) Strategic Planning
pro-treatSM
-
Phase II

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