Strategic Planning FAQ

Strategic Planning FAQs

 A strategic plan is used 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
  • An organizational chart that improves team performance and collaboration
  • Retention of high performers & opportunities to promote from within

Everyone who has a vested interest in helping your company achieve their short and long term goals

  • Executive Level: CEO’s, Presidents, Owners
  • Senior Level: COO, CIF, CFO, VP’s
  • Department Level: Mid-Level Managers, Directors
  • Supervisory Level: Shift Supervisors, Leads, Foremen
  • Front Line Team Members
  • Non-Profits: Board Members, Senior/Director Level Staff

A retreat can be held at your location/office, but it’s generally advisable to hold it at an off-site location, where attendees can be away from the workplace and focus on the strategic discussions.  It also helps to have enough space to have break-out groups for specific activities throughout the retreat.

It will help us to prepare to have information as to the current state of organization; i.e.: a list of team members, job descriptions or tasks people are expected to do, current organizational, operational, or financial goals, etc. We may also ask attendees to take a short, confidential survey so that we can pull out common themes.

No, Success Trek does not provide any snacks, meals or drinks during the retreat. The retreat can be held at a location that serves food, or food can be delivered. We would rather focus on YOU and provide you with a quality service and not have to worry about catering arrangements.

  • We will provide a 30-60 minute debrief after the retreat along with notes and timelines that were discussed
  • We will also provide a 30-minute check in within 30 days to learn about progress and possible roadblocks
  • If additional assistance is needed to help further the goals and action steps, we would be happy to discuss additional ways for us to help!

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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