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The Benefits of Strategic & Tactical Planning

Did you know that businesses using strategic plans are 12% more profitable? A strategic plan is a management tool that keeps everyone and everything (energy, resources, time, etc.) moving in the same direction. Through a strategic plan, companies also see improved control over costs, increased foresight, improved operational performance, increased transparency and insight into the business, and a sense of shared purpose.


Read how Success Trek’s initial and subsequent work with a client helped to organize and document their strategic plan and tackled other obstacles along the way.


Session #1

The Task

The CEO of a full service commercial real estate brokerage firm specializing in Northwest Indiana and the South Chicago Suburbs contacted Success Trek through a referral from another client in the financial industry. The CEO wanted direction on how to keep everyone on the same page and plan more effectively for the future. A Strategic & Tactical Planning retreat was determined to be the best approach to accomplish this task.

The Action

Success Trek first queried participants prior to the retreat to understand the team’s perspective about what was working well and not so well. The open discussion during the retreat helped the team bring ideas forward to support the growth of the company.

The Result

Together, the team identified short and long-term goals, objectives, and action plans. The team stated they enjoyed the well-organized conversation that got them all going in the same direction. For the first time, they had buy-in from the entire team about what to do next and how to get it done.


Success Trek’s work during Session #1 helped the client Improve Business Operations by creating a strategic and tactical plan customized for their industry and their workplace situation. Although the client chose to continue the implementation and follow-through of the plan on their own, Theresa checked in periodically to learn of their progress.


Session #2

The Task

About eight months after implementing the plan on their own, challenges remained. While accomplishing much of what was agreed to, the team continued to experience breakdowns in communication, and many were unclear about who was doing what and when. The CEO asked Theresa to facilitate another strategic conversation.

The Action

Success Trek presented another pre-retreat exercise to further pinpoint the client’s concerns. During the retreat, there was more discussion about role clarity and communication strategies to keep everyone informed. The team talked about their accomplishments over the last year, industry trends that might affect their growth goals, and how to keep everyone updated on the work they were doing.

The Result

The team stated that by incorporating agendas, taking notes, assigning deadlines, and designating a person responsible for the task during their weekly meetings helped hold themselves more accountable and focused. Team members could confidently “think outside the box” about issues that held them back, bringing forward limitations that they did not know existed.


Success Trek’s work during Session #2 continued to help them Improve Business Operations by updating their strategic and tactical plan. Additionally, Empowered Leaders & Teams and Strengthened Workflow Processes resulted from implementing cost-effective meeting strategies.


How can we help?

If you or your team need help to identify obstacles and challenges in your workplace situation, contact Theresa, or visit our Contact Us page to schedule a 30-minute Complimentary Conversation. Reaching a goal is a journey, and Success Trek is here to take that journey alongside you.

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Complimentary Conversation

Reaching a goal is a journey, and Success Trek is here to take that journey alongside you. Whether we are helping you develop a strategic plan, facilitating a skills workshop, or writing a procedure guide, we will guide you through obstacles and challenges with the tools and support for success. The process starts with a 30-minute Complimentary Conversation.

Anne Van Keppel

The workshop was a great use of my day. I have received very useful tools in setting and achieving business and personal goals. I am excited to see where I am with the information I received in 90 days.

Anne Van Keppel
Valparaiso University

Amber Hensell

Thank you so much! I know that it takes a lot of behind the scenes work to make these staff retreats run smoothly. Please know that we are grateful. Theresa, I was fascinated watching your ability to extract information while also making everyone feel validated and encouraged. That’s an art and you’re a pro! Thank you so much.

Amber Hensell
Frontline Foundations Inc

Barb Tracy

Just knowing you are there has helped a great deal. Your voice gives me strength. All is good.

Barb Tracy
Marilyn's Bakery

Brenda Scott Henry

As a professional stretched in many directions, I would recommend this workshop to my clients and colleagues. It helped me to focus on ways to do my job better to become more effective and efficient.

Brenda Scott Henry
Rural and Urban Consulting

Alexius Barber

The Success Trek model is dynamic. The CEO is quick to shift align bases on the synergy of the participants. This yields itself to a champion outcome!

Alexius Barber
Mental Health America of Lake County, Board of Directors

Aundrea Hoffman

What an eye-opener! Although I was aware of the things I needed to work on, this pushed me to confront them directly and take active steps toward completing my goals. Thanks for the support and encouragement.

Aundrea Hoffman
Morse and Company

Andrea Proulx-Buinicki

Theresa makes you focus on what you want and how you are going to get it. It sounds so simple, and at first I was skeptical of coaching. I’m not a touchy-feely person. The first workshop was a powerful learning experience for me. It opened my eyes to how much I was distracted from my goals and priorities by the everyday fires that ignited my desk. Now, I’m finding ways to keep the fires to a minimum and concentrate on the activities that will be most beneficial to my performance.

Andrea Proulx-Buinicki
Opportunity Enterprises

Annette Corbett

Fast Pace. Clear Examples. Good Content and Activities to test/practice skills.

Annette Corbett
Long Beach Country Club

Amber Hensell-Hicks

Thanks – Love your attitude

Amber Hensell-Hicks
Frontline Foundations Inc

Bob Wanek

High energy, driven, intuitive.

Bob Wanek
Valparaiso YMCA

Anna Rominger

I think the workshop was very helpful in eliciting and making my personal and business goals specific and measurable.

Anna Rominger
IU Northwest

Beckie Guffin

I expanded my mailing areas and with that I was like, ‘How am I going to manage?’ Theresa helped me put systems into place on how to maximize my assistant to be more of a support, to get more done and be more efficient. Theresa took a birds-eye view operationally of my business and helped me put some things into place. I had several ‘a-ha’ moments.

Beckie Guffin
Direct Mail Advantage

Aaron McDermott

I think a few were skeptical coming into this program as to the point. Very good at keeping us organized and guiding the program.

Aaron McDermott
Latitude Commercial Real Estate

Amber Jung

I love the learning of optimizing your web traffic thru powerful keywords that inspire actions and emotions.

Amber Jung
Harrah's Entertainment

Alexander Saltanovitz

It’s great to call a timeout in your busy life to see where you are at now and where you want to go next.

Alexander Saltanovitz
Met Life Financial Services
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