Healthcare Strategic Planning Facilitation
Facilitated Strategic Planning for Healthcare Organizations
Our facilitators guide your leaders through a structured process that ends in a clear, agreed plan. On-site, off-site or remote, anywhere in the US.
- Neutral facilitators guide your leaders to real agreement
- 1 to 3 day sessions: on-site, off-site or fully remote
- Leave with a clear mission, goals and action steps
Since 1999: 150+ clients and 250+ projects, including Novo Nordisk and Alcon.
Prefer to talk? Call 1.415.479.2028
Request a Strategic Planning Quote
Tell us about your team and your goals. We will follow up with next steps and pricing.
Why healthcare leaders bring in a facilitator
Everyone takes part, including you
You lead your team instead of running the room. Our facilitator keeps the session on track so clinical, operations and finance voices are all heard.
A structured process, not a free-for-all
We move your group from looking back, to reading the present, to setting a vision, goals and tactics. Each step builds on the last.
Decisions your team will stand behind
Our tools drive discussion toward consensus, so people leave with shared direction and clear next steps.
Experience in healthcare and life sciences
We have facilitated sessions for organizations such as Novo Nordisk, Alcon, Karl Storz, BioMarin and Quorum Review IRB.
Meet where it suits your team
Sessions run on-site at your facility, off-site at a retreat location, or remotely for teams spread across sites.
Seasoned guides
Our facilitators include authors of books on strategic planning, meetings, innovation and team building.
What a strategic planning session looks like
Our facilitators guide your team through a structured, creative process that produces a clear and actionable strategic plan. Sessions run 1 to 3 days and suit senior leadership teams, departments that need alignment, and groups that want a structured way to generate ideas.
If you want more than planning, we can build the session into an executive retreat of 1 to 4 days that also covers problem solving, role clarity, conflict resolution and team building.
- Reflect on the past and agree on where you stand today
- Define or refresh your mission and values
- Analyze the present: strengths, gaps and pressures
- Envision the future your leadership team wants
- Set goals and build the tactics to reach them
- Run 1 to 3 days, on-site, off-site or remotely
- Expand into an executive retreat or 'advance' of 1 to 4 days
- Add team alignment, role clarification and conflict resolution
- Serve groups from 5 to 500 people
Trusted by healthcare, life sciences and public sector teams
“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.”
“I want you to know it was a pleasure getting to work with you and see you deliver this very beneficial seminar. I appreciate all the time and effort you put into ensuring this piece was suitable for Quorum.”
What happens after you ask for a quote
We talk through your goals
We learn who is in the room, what decisions you need to make and how much time you have.
We design the session
We tailor the agenda to your team. For retreats we use interviews and surveys to shape the design.
We facilitate and you decide
Your facilitator runs the session on-site, off-site or remotely, so your leaders leave with goals and next steps.
Frequently asked questions
How much does a facilitated strategic planning session cost?
There is no list price. Cost depends on session length (1 to 3 days), group size, and whether we meet on-site, off-site or remotely. Tell us what you are planning and we will send a quote.
Do you have experience with healthcare organizations?
Yes. Our clients include healthcare and life sciences organizations such as Novo Nordisk, Alcon, Karl Storz, BioMarin, IESO Digital Health and Quorum Review IRB.
Can you facilitate the session remotely?
Yes. Strategic planning can be conducted on-site, off-site or remotely, which helps when your leaders sit across several sites.
How large can the group be?
We facilitate groups from 5 to 500 people. Strategic planning is most often run with senior leadership teams, departments and cross-functional groups.
Do you travel to us?
We are based in the San Francisco Bay Area and work nationwide across the United States, with frequent sessions in Los Angeles, New York, Boston, Chicago, Austin, Dallas, Houston and Las Vegas.
How long should we plan for?
Strategic planning sessions run 1 to 3 days. If you want a fuller leadership retreat that also covers team building and problem solving, plan for 1 to 4 days.
Ready to plan your next strategic session?
Tell us about your leadership team, your timing and where you want to meet. We will come back with a plan and a quote.
- Neutral facilitators guide your leaders to real agreement
- 1 to 3 day sessions: on-site, off-site or fully remote
- Leave with a clear mission, goals and action steps
Prefer to talk? Call 1.415.479.2028