Theresa is known for her contagious energy and remarkable ability to inspire others to contribute more of what they do best. After more than 20 years of leading companies and teams through change, she has seen how a happier workplace can increase the number of satisfied customers and improve the bottom line.

Did you know that businesses using STRATEGIC PLANS are 12% more PROFITABLE?

When was the last time you took a good, hard look at your strategic plan? Is it a viable, working document that helps guide your organization toward your short and long-term goals, or is it simply gathering dust in the bottom drawer of your desk? We can help you get rid of those dust bunnies and bring your strategic plan back to life on a path of passion and purpose.



The purpose of strategic planning is to set overall goals for your business and to develop a plan to achieve them. It involves stepping back from your day-to-day operations and asking where your business is headed and what its priorities should be.


  • Improved control over costs
  • Increased foresight
  • Improved operational performance
  • Increased transparency and insight into the business
  • A sense of shared purpose among team members

Get Started with Strategic Planning

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Strategic and tactical planning is one of our specialties. Let us help you take your company to the next level. But don’t take our word for it — here’s what our clients have to say!

Great help especially for owner/operated businesses who need to rely on staff to help support goals of owner and providing tools to better our company sales, staff and clients/product.

Laura Zaranski
East Wind Acupuncture

Since working together in 2016, the Valparaiso Fire Department continues to use the Strategic Plan document that Theresa created and love it. It allowed us to accomplish so much.

Chad Dutz
Valparaiso Fire Department

Success Trek is wonderful to work with! Theresa Valade is an operational genius who is able to pivot organizational struggles into successful action items. She is a strategic thinker with only the best interests of her clients in mind.

Jennifer Hatseras
Valparaiso Family YMCA

Complimentary Conversation

We are here for you! We may seem busy as bees; however, we are never too busy to help you and your business further succeed. If you, your organization or someone else could benefit from an outside perspective to clarify what is working well, what needs work, and how to go about it, we are here to listen.

In a 30-minute complimentary conversation, we can determine if we can help and if we are a good fit to work together. Thirty minutes may not seem like a lot, but we are skilled at fostering conversations to advance solutions that make sense for you and your organization.

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