OVER 27 YEARS  |  FORPROFIT  |   NONPROFIT  |  STRATEGIC PLANNING

Client Stories 

How leaders take on the strategic challenges keeping them up at night

Every engagement in this library began with a leadership team facing a problem they couldn’t solve with their existing strategies or management approach.

 These are their stories — what the challenge was, how we approached it, and what changed.  If you recognize your situation in one of them, that’s usually a good place to start a conversation. 

The Weight of the Vision

When a new leader's vision exceeds the organization's current capability — and both need to grow together

Read

Strategic Planning for a New Leader

The Structure Was the Strategy

When vision and ambition are aligned, but the operating model is holding everything back.

Read

Organizational Restructuring

Everyone in Their Lane

When the strategic plan is approved and the structure is aligned — but departments still don't have a concrete path to execute

Read

Strategic Alignment Planning

New Leader Big Vision

When a new leader needs a plan to get board buy-in

Read

New Leader First Strategic Plan

From Trauma to Transformation

When a new leader inherits an organization that's been broken and needs a path forward, not just a plan.

Read

Strategic plan turnaround

Where You Are Is Who You Are

When a hidden geographic asset becomes the strategic foundation for everything that follows

Read

Migratory birds along the western hemisphere flyway

If They Grow, We Grow

When your market is growing — and your division isn't keeping pace.

Read
If they Grow WE grow case study pic

The Big Squeeze

When disruption hits from every direction, and you have no response strategy.

Read
Competitive Strategy

100 Years Young

When a significant milestone reveals the need for a new vision first.

Read
100 years young | Long-range planning

Lost In The Dark

When a new leader inherits a plan that lacks market grounding and stakeholder buy-in

Read
strategic planning when you are a new leader

Planning Must Go On

When crisis makes planning feel impossible — but the cost of not planning is higher

Read
Planning Must Go On

Which Comes First

When a bold goal leaves every department pulling in a different direction

Read
which comes first 900x610
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

CONTACT US

 

Ready to make strategy possible?

 

Get in touch with us by filling out this form or clicking the button below to schedule a call.