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
The Structure Was the Strategy
When vision and ambition are aligned, but the operating model is holding everything back.
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
From Trauma to Transformation
When a new leader inherits an organization that's been broken and needs a path forward, not just a plan.
Where You Are Is Who You Are
When a hidden geographic asset becomes the strategic foundation for everything that follows
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