Build a Strategic Plan

Launching a strategic planning effort can be a daunting task.

It feels like the weight of the entire organization hangs in the balance. Everyone has an opinion and will want to participate. 

It's common for leaders to have doubts and a bit of dread as they think about taking on such a significant and visible effort. 

You don't have to fear strategic planning. We are the experts who know how to listen, distill, and package your thinking into your next brilliant strategic plan.

Get the expertise and experience you need

with a Strategy Summit® 

Strategic Plan

What is it?

The Strategy Summit® is a fully customized, in-depth strategic planning engagement. Each phase is designed and facilitated by the Focused Momentum team, providing you full access to all our planning tools, techniques, and experience. Unite all stakeholders and create a common vision of future success that will drive decision-making for years to come.

Strategic Planning Phases

How it works?

We listen to your challenges and help define clear goals for your planning effort. Then we build a custom approach for conducting strategic planning that engages a wide variety of stakeholders in your strategic thinking. Each Strategy Summit® includes three phases: Strategic Assessment, Strategy Creation, and Plan Development & Strategy Integration.

Strategic plan

What We Deliver.

The main product of a Strategy Summit® is a new or updated Strategic Plan to guide decision-making and operational planning. It includes a shared long-range Vision of Success, clear Core Strategies to evolve your business model, and Strategic Milestones that mark the evolution you will make over time. All are documented using our Strategy Planning Template System.

The Strategy Summit®

Our strategy development process is designed to tap into the strategic thinking beyond the leadership team to create a brilliant and achievable strategic plan. 

A Strategy Summit is a proven strategic planning methodology that has been successful with commercial clients as well as non-profit organizations.

download this process design
Strategy Summit Process
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

NEW to Strategic Planning?

We got you covered.

Check out What is Strategic Planning? to answer many of your questions.


Learn how to combat the common causes of Strategic Plan FAILURE before your next planning meeting.


Epic Strategy Failure

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