Facilitated Strategic Planning
Strategic Planning Facilitator for Leadership Teams
We guide your team through a structured, creative process and leave you with a clear plan everyone agrees on. On-site, off-site or remote, anywhere in the US.
- Neutral expert leads the room so you can take part
- 1 to 3 day sessions built around your goals
- Clear mission, goals and tactics your team owns
Over 25 years, 150+ clients and 250+ projects, since 1999.
Prefer to talk? Call 1.415.479.2028
Request a Facilitation Quote
Tell us about your team and your planning session. We'll reply with next steps.
Why teams bring in an outside facilitator
Everyone takes part, including you
You join the discussion instead of running it. Our facilitator keeps the group focused and on time.
A plan you can act on
We move from mission and values to goals and tactics, so you leave with next steps, not just notes.
Real alignment, not silent doubt
Highly interactive sessions where every voice is heard. Decisions get buy-in because people helped shape them.
Experienced guides
Our facilitators have written books on strategic planning, innovation, team building and meetings.
On-site, off-site or remote
We work across the US and also run sessions virtually, so your whole team can join.
Built around your situation
We tailor the agenda through interviews and surveys before the session starts.
What a facilitated strategic planning session looks like
Our facilitators guide your team through a structured, creative process that ends in a clear, actionable strategic plan. You reflect on the past, define mission and values, look hard at the present, picture the future, then set goals and the tactics to reach them.
Sessions run 1 to 3 days and work for senior leadership teams, departments that need alignment and groups that want structured ideation. We can hold them at your office, at an off-site location or remotely.
- Strategic planning facilitation: 1 to 3 day sessions
- Reflect on the past and analyze the present
- Define mission, values and a shared vision
- Set goals and build the tactics to reach them
- Executive retreats and leadership offsites: 1 to 4 days
- Problem solving and decision making facilitation using CPS, SPRINT and the Aha! Process
- Groups from 5 to 500 people
- Large group methods: Open Space Technology, World Café and Appreciative Inquiry
- Delivered on-site, off-site or virtually
Trusted by leadership teams across the country
“This planning session absolutely met my expectations. Bruce was kind and courteous. He was very effective at keeping the participants engaged and on task. The board came away from the session with good direction and attainable goals.”
“Our management group came together around a shared vision. We are currently integrating two companies into one. This meeting helped to reduce the we/them and increase the us. Optimism, increased teamwork and confidence in the direction of the company. Top-Three- I would recommend this service. The tools and methodology the Bruce uses are very effective. He brings everyone into the process and helps drive the discussion to a consensus. like_working_with_me?: Bruce is easy to work with, professional in his approach and an excellent communicator.”
“Significant cross-disciplinary discussion, alignment, and outcomes were achieved”
What happens after you ask for a quote
We talk about your goals
A short call to understand your team, the decisions you face and the outcome you need.
We design the session
We use interviews and surveys to build an agenda, pick the right tools and confirm scope and cost.
We facilitate and document
Your facilitator guides the session and you get a written summary of the output and decisions.
Frequently asked questions
How long does a strategic planning session take?
Strategic planning facilitation runs 1 to 3 days. Executive retreats and offsites run 1 to 4 days. We help you pick the right length during the planning call.
How is pricing set?
Pricing depends on the length of the session, the group size and how much design work is needed. Send us your details and we will quote your session.
Can you facilitate remotely?
Yes. Sessions are delivered on-site, off-site or remotely. Remote sessions work well when your team is spread out.
How big can the group be?
We facilitate groups from 5 to 500 people. For large groups we use methods like Open Space Technology, World Café and Appreciative Inquiry.
Do you travel outside California?
Yes. We are based in the San Francisco Bay Area and work nationwide, with frequent sessions in Los Angeles, New York, Boston, Chicago, Austin, Dallas, Houston and Las Vegas.
What do we get at the end?
You get a clear, actionable strategic plan with goals and tactics, plus a documented report of the session's output.
Ready to plan a session that ends in decisions?
Tell us about your team, your dates and what you need to decide. We'll come back with a facilitation plan and a quote.
- Neutral expert leads the room so you can take part
- 1 to 3 day sessions built around your goals
- Clear mission, goals and tactics your team owns
Prefer to talk? Call 1.415.479.2028