Execution Planning

A vision and strategic plan show you where to go and how to get there, but execution planning gives you the step-by-step directions for the journey. In this package, we work together to brainstorm actionable tasks and quantifiable metrics—such as timelines, responsibilities, resources, and completion criteria—to support your strategies and create a clear and measurable implementation plan. We then compile this into an action planning tool that helps your team track progress and manage detailed planning for each phase of the project.

Package Includes:

  • Workshop prep materials for attendees

  • (1) 4-5 hour in-person workshop

  • (1) 2-3 hour virtual review meeting

  • Comprehensive report that summarizes key insights from the workshop

  • Action Planning tool populated with action tasks and metrics for managing strategy implementation

Why Is This a Valuable Investment?

While strategies describe what needs to be done to achieve your goals, they sometimes leave team members unsure of where to begin or how to determine successful completion. Since what gets measured gets done, it's essential to break strategies into actionable and measurable tasks. By doing so, you create a system that allows your team to own and effectively manage the strategic planning process.

This package is also ideal for organizations struggling to launch or manage a project. By defining and scheduling each step, assigning responsibilities, and establishing a clear process for execution and tracking progress, you’re setting your team up for success.

Want to learn more about our other packages?

Visioning

Strategic Framework

Annual Roadmap

Need help deciding which package is right for you? Let’s chat!