Client Stories

Learn more about our work

Surprisingly, around 80-85% of strategic planning efforts are considered failures by those who lead them.

Despite these discouraging statistics, conducting strategic planning remains imperative for most leadership teams.

Our company has over 20 years of experience guiding clients through strategic planning. During high-growth and challenging times, our clients achieve their strategic goals a year ahead of plan!

Read a few of our Client Stories

If They Grow, We Grow

A case study in an  innovative approach to growth.

growth strategy

The Big Squeeze

A study of competitive pressures.

Competitive Pressure Strategy

100 Years Young

A case study in digging deep and taking the long view.

Strategic Plan for the Next 100 years

Lost In The Dark

A case study in setting direction without context

Lost In the Dark

Planning Must Go On

A case for examining critical decisions in the midst of a global pandemic.

Planning Must Go On

Which Comes First

A case study in how to update strategic thinking.

Which Comes First

New Leader Big Vision

A case study in expanding planning to expand your vision.


Strategic Plan for a New Leader

Which Comes First

How to update strategic thinking

Many organizations will do short-term strategic planning; they have a plan for three years and then see where they are before defining what to focus on next. We wanted a very powerful, bold vision to guide our mission into the future, and we are indeed much stronger and more sustainable because we took the longer view.
Anne B.
Non-profit, CEO
Our founder is the classic entrepreneur; he has the strategic mind of the founder and appears to operate from the gut feel strategy guy. It is hard for him to translate his thoughts into a business plan. Working with the Focused Momentum approach, we were able to get those great ideas out of his head and build a plan that the entire team could implement.
Katharine E.
Large Asset Management Co, Manager
Clear direction for strategic planning and a really good focus on the big picture. Great follow-through.
Gayle E.
Non-profit, Board Member
The Focused Momentum team facilitates conversations amongst the group without swaying the conversation. They kept the group on track and allowed us to formulate our thoughts and objectives.
Alan R.
Non-profit, Board President
Cecilia's facilitation was terrific. Even in the middle, when we thought we were all over the place, Cecilia saw the direction clearly and got us there together.
Katherine V.
Non-profit Board President
I realize that our strategy session four years ago started us on the path to help us consider a different future than just going it alone. On more than one occasion, we could have been distracted, but each time, we stuck to our plan and attracted a great acquisition candidate. Now, the future for our entity and staff is very bright. That was our objective when we first met with Cecilia and her team. They were an amazing force in facilitating the first real strategic planning process for us, and this work sowed the seeds of a wonderful harvest.
Lynn M.
Air Ambulance Co, CEO



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