Want to build a strategic plan that actually gets used—and gets results? This is for you.
Too often, strategic planning becomes just another checkbox—something done every few years and forgotten the next day. But the best organizations know it can be so much more.
A well-crafted, inclusive strategic plan can unite your team, align your resources, and spark real change. The key? Meaningful engagement. When you involve the people who matter—your staff, board, community, or clients—you create buy-in, clarity, and purpose that lasts well beyond the planning session.
This workshop goes beyond templates and buzzwords. You’ll learn how to design a process that’s practical, collaborative, and powerful—from defining a shared vision to gathering the right data, facilitating effective conversations, and building a plan that people actually believe in.
Whether you’re just starting out or refreshing your direction, this is your chance to plan with impact.
"We have utilized Theresa from Starfish Synergies Inc. many times over the past few years to develop 2 strategic plans, helped us to "Find our Why" and multiple retreats and team building professional development. She has inspired us through so many phases of our organization to help us to grow, learn, and strive for excellence!" ~ Family Space
What the Strategic Planning Process Includes
Initial discovery and exploration meetings with leadership and key stakeholders
Stakeholder engagement strategy (e.g., staff surveys, focus groups, interviews)
Design and facilitation of visioning and values sessions
Environmental scan and organizational analysis
Identification of strategic priorities and measurable goals
Development of a clear, actionable strategic plan document
Support with communication, implementation, and accountability structures
Optional facilitation of follow-up sessions or refreshers
What You'll Walk Away With
A clear, customized strategic plan aligned with your organization’s mission and future
Staff and stakeholder buy-in from a collaborative, inclusive process
Practical tools to guide decision-making and resource allocation
A roadmap that’s easy to communicate, track, and implement
Renewed energy, clarity, and alignment across your leadership and teams
