Strategic Planning Workshop
Strategic planning should be more than a document that sits on a shelf. Our facilitation approach empowers your leadership team to create a dynamic roadmap based on your organization’s unique insights and expertise.
Through customized off-site sessions, proven strategic frameworks, and our proprietary 12+1 accountability methodology, we guide teams through analysis, alignment, and execution, ensuring your strategic plan becomes a living guide that drives decision-making and action throughout the year.
What is Strategic Planning Facilitation?
Every organization plans, but not every organization executes.
Strategic Planning Facilitation is a collaborative, outcomes-focused process that transforms your leadership team’s insights into actionable roadmaps. Unlike traditional consulting where solutions are imposed from the outside, facilitation empowers your team to develop strategies based on your own deep knowledge of your organization.
Through customized off-site sessions, proven strategic frameworks, and our proprietary 12+1 accountability methodology, we create an environment for open dialogue, innovation, and collaborative decision-making. The result is a strategic plan that doesn’t gather dust, it becomes a living guide that drives behavior, decisions, and results throughout the year.
Our approach addresses three critical phases:
Each phase is valuable. Our facilitation helps your team navigate all three with clarity and momentum.
Benefits of Strategic Planning Facilitation
- Create alignment around shared vision, priorities, and strategic initiatives
- Build ownership by empowering your team to develop solutions based on internal expertise
- Drive execution with clear roadmaps, accountability mechanisms, and ongoing support
- Enhance collaboration through structured dialogue and collaborative decision-making
- Maintain momentum with our 12+1 quarterly accountability framework
- Transform strategy from a static document into a dynamic guide for action
Great content is only made better by great facilitators
As an Award-Winning Facilitator and the Owner and Founder of Positive Impact, Will empowers people around the world to lead their best life by blending the art of coaching, integrating mindfulness principles with skills learned from over a decade’s experience with one of the top-three best-known brands globally. The result is a meaningful vision and a gratifying journey. Read more about Will’s journey from Coca-Cola to Positive Impact below.
Lindsay was recently awarded the Top Entrepreneur Coach by the Coach Foundation. She is a passionate entrepreneur, guide, and coach. She brings her experience as a director and divisional head, along with an international coaching certification to help entrepreneurs and business leaders achieve the strategic growth, scale and success they strive for. The focus is on building a highly strategic plan, finance model and leadership team to support this growth.
Bringing over a decade of leadership and development experience ranging from improv stages to executive offices, Michael has worked with over 50,000 people across North America in supporting their own personal and professional development.
Jason is a TEDx speaker, author, certified Life and Corporate Coach, counsellor, and hypnotherapist. With training in Suicide Intervention (ASIST), NLP, MBSR, MBCT, psychology, and peer support, Jason tailors his approach to meet each client’s unique needs. Driven by a passion for building more cohesive teams, he focuses on emotional intelligence, effective communication, and self-restoration—the triad of success.
How Strategic Planning Facilitation Works in Practice
The process is collaborative, customized, and results-driven. We begin with stakeholder interviews and preliminary data collection to understand your organization’s unique challenges and opportunities. This pre-work informs a customized agenda designed to maximize the productivity of your off-site session.
During the facilitated off-site, your leadership team engages in strategic discussions, applies proven frameworks, and co-creates specific implementation tactics. We build roadmaps that ensure the strategic plan becomes a guide for decision-making and behavior across your organization. Where available, we recommend hosting sessions off-site to shift perspectives and create space from everyday operations.
Following the initial planning session, our 12+1 approach provides quarterly check-ins to maintain accountability, empower course corrections, and continuously develop your strategic roadmaps.
It was a pleasure to work with Will and Positive Impact. I was both inspired and empowered to co-deliver a meaningful offsite. Their positive incite into leadership performance and emotional resilience gave me clear direction and tactical tools I could apply to my workplace right away. I thoroughly look forward to working with Will again.
– Haley Daniels
Olympian and Motivational Speaker
Thanks for your incredible support, kindness, professionalism, and realness.
It was my sincere pleasure and privilege to work with you on our event.
You are a unique and special human, and I’m grateful that our paths crossed on this project, and look forward to the next time.
– Shauna Grinke, MBA, CPHR
Vice President – People and CultureThe workshop was an incredibly valuable experience for our team — the facilitator created an open, engaging environment that encouraged honest discussion and collaboration. The content was thoughtfully tailored to our team’s specific goals, making the session both relevant and actionable. We’re excited to continue partnering with Positive Impact to build on the great momentum sparked in this session.
– Shannon Charbonneau
Account Director
Treetop Marketing and Promotion Inc.
I’m leaving our session with a sense of optimism that I haven’t had in a while. It was time extremely well spent! I am sure that we all feel much closer and more connected.
– Participant
MDA Geointelligence Engineering Leadership SummitThe environment that was created made me feel comfortable to participate and collaborate with my colleagues. It was very well organized. I liked the outcome of the brainstorm sessions and warmup activities.
– ParticipantThe level of engagement and pace of the training was excellent. Like the fact that this workshop was trainer-guided, but participants lead!
– ParticipantFantastic facilitating most importantly Will understood when to let us talk and when to corral us back on track. Excellent value this afternoon.
– Engagement Workshop Participant
Strategic Planning Facilitation FAQs
What is Strategic Planning Facilitation?
Strategic Planning Facilitation is a collaborative process where we guide your leadership team through developing and executing strategic plans. Unlike traditional consultants who provide direct solutions, facilitators enable your team to create strategies based on your own organizational knowledge. We create an environment for open dialogue, innovation, and collaborative decision-making, empowering your team rather than imposing external ideas.
How is facilitation different from consulting?
Traditional consultants typically analyze your organization and prescribe solutions. Facilitators guide your team through a process of discovery and decision-making, drawing on your internal expertise. We ask the right questions, provide proven frameworks, and create the structure for productive strategic discussions. Where relevant, we offer insights from other organizations and suggest best practices, but the strategy itself comes from your team’s deep understanding of your context, challenges, and opportunities.
What is the 12+1 methodology?
Our proprietary 12+1 approach ensures your strategic plan remains actionable beyond the initial planning session. After developing your plan, we reconnect every 13 weeks (quarterly) to assess progress, identify areas requiring adjustment, and reinforce strategic commitments. This ongoing engagement keeps teams accountable, enables course corrections, and ensures the strategic plan evolves as a living guide rather than becoming a forgotten document.
How does the facilitation process run?
We follow a three-phase approach. Phase 1 involves current state analysis, stakeholder interviews, and preliminary data collection to understand your organization. Phase 2 is a customized off-site facilitation session where we apply strategic frameworks and co-create implementation roadmaps. Phase 3 offers ongoing quarterly sessions focused on execution, accountability, and continuous refinement. Each phase is tailored to your organization’s specific needs and timeline.
What strategic frameworks do you use?
We utilize a range of proven tools including Deloitte’s Stakeholder Mapping, RACI Matrix for role clarity, PESTLE Analysis for environmental scanning, SWOT Analysis for strategic positioning, and SMARTER Goal Setting for actionable objectives. The specific frameworks we employ depend on your organization’s challenges and objectives, identified during the pre-work phase. We select tools that will generate the most valuable insights and actionable outcomes for your context.
Why should we hold the session off-site?
Off-site sessions create physical and psychological distance from day-to-day operations. This shift in environment helps participants think more creatively, engage more openly, and focus more deeply on strategic priorities without the distractions and constraints of the regular workplace. Off-site settings signal that this is dedicated strategic time, not business as usual, which elevates the quality of thinking and participation.
Is this only for executive teams?
Strategic planning facilitation is particularly powerful for leadership and executive teams responsible for organizational direction. However, it’s also valuable for departmental leadership teams, cross-functional project teams, and any group that needs to align around strategic priorities and execute collaboratively. The scope and focus of the facilitation can be adapted to different organizational levels and contexts.
How long does strategic planning facilitation take?
The initial off-site planning session typically ranges from one to two days, depending on scope and complexity. Pre-work involving stakeholder interviews and data collection occurs in the weeks leading up to the session. If you choose ongoing execution support through our 12+1 methodology, quarterly follow-up sessions (typically one day each) maintain accountability and momentum. We customize the timeline and structure based on your organization’s needs and schedule.
What outcomes can you expect from strategic planning facilitation?
Organizations leave with a clear strategic plan that includes defined priorities, actionable roadmaps, and accountability mechanisms. Beyond the documented plan, teams develop shared understanding, stronger alignment, and collaborative decision-making capabilities. With our 12+1 approach, you gain ongoing support that transforms strategy from theory into practice. Most organizations report faster execution, better resource allocation, and sustained focus on strategic priorities that drive measurable results.
