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Strategic Planning and Execution Workshop

Transform vision into reality. Leave with an executable strategic plan that drives growth and aligns your entire organization

Is Your Strategy Failing to Deliver Results?

Strategy Sits on Shelves

Beautiful plans created during annual retreats that no one looks at after week two.

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Misalignment Across Teams

Departments work in silos. No one understands how their work connects to organizational goals. 

Too Many Priorities

Everything is "strategic"so nothing actually gets done well. Resources spread too thin.

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Lost Productivity

Strategy is clear but execution is chaos. No accountability, missed milestones, reactive firefighting. 

Creating strategy is the easy part. Executing it - turning vision into measurable results - is where most organizations fail. If your team spends weeks planning but months struggling to execute, this workshop bridges that gap.

What Makes This Workshop Different

From Workshop to Reality

You leave with an actual plan, not just concepts. Most strategic planning workshops teach you HOW to plan. This workshop facilitates your actual planning. You'll leave with:

  • Documented mission, vision, and strategic priorities

  • Specific goals with timelines and owners

  • Resource allocation decisions

  • KPIs and measurement approach

  • Communication and cascade plan

 

It's done, not just discussed.

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Framework-Agnostic Expertise

I don't force one methodology. Whether you're using OKRs, Balanced Scorecard, Hoshin Kanri, or a custom approach, I meet you where you are. We'll discuss during our consultation what you currently use and determine the best framework for your context, maturity level, and culture.

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Strategic Planning + Execution Integration

Most consultants help you plan. Few help you execute. This workshop bridges both:

  • The Blueprint (WHAT and WHY): Mission, vision, goals, strategy

  • Making It Happen (HOW): Action plans, accountability, resources, performance management

 

You won't just know what to do. You'll know how to make it happen.

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Facilitated, Not Prescribed

I'm not here to tell you what your strategy should be. I facilitate your leadership team's strategic thinking, surfacing insights, driving alignment, and ensuring you make clear decisions. Your strategy. My facilitation expertise.

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Immediate Implementation Focus

We don't create 100-page documents no one reads. We create actionable 90-day priorities, clear owners, and simple tracking mechanisms. Strategy that lives in daily work, not on shelves.

What Your Leadership Team Will Achieve

  • Clarity on mission and vision: Define where you're going and why it matters

  • Strategic priorities identified: Focus on the vital few goals that drive the most impact

  • Competitive positioning: Understand your market landscape and where you differentiate

  • Executable action plans: Move beyond ideas to specific initiatives with owners, timelines, and resources

  • Leadership alignment: Get everyone rowing in the same direction with shared understanding

  • Performance management system: Establish KPIs, dashboards, and review cadences to track progress

  • Communication strategy: Know how to cascade strategy through the organization so every team understands their role

  • Adaptation framework: Build in flexibility to pivot when market conditions change

"Kelly took a hands-on approach and gave us the confidence to implement strategic initiatives. I have noticed a significant improvement in our strategic planning and execution capabilities after our workshop with her."  

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-Michael S., CEO

Workshop Packages

Choose the depth that fits your organization's strategic planning needs. All packages result in tangible deliverables you can use immediately.

FOUNDATIONS

2 hours

€2,800

Strategic planning essentials for leadership teams needing quick alignment

  • Mission and vision clarification

  • Strategic priorities identification (top 3-5)

  • High-level action plan

  • Initial alignment on approach

DISCOVERY

Half-day (4 hours)

€4,500

Comprehensive strategic planning with execution roadmap

  • Complete situation analysis (SWOT, competitive landscape)

  • Strategic goal setting with framework selection

  • Resource allocation and prioritization

  • Action planning with owners and timelines

  • KPI identification and measurement approach

  • Communication and cascade planning

MASTERCLASS

Full-day (8 hours)

€7,500

Complete strategic planning and execution system for complex organizations.

  • Everything in Discovery, plus:

  • Deep competitive and market analysis

  • Comprehensive Balanced Scorecard or OKR development

  • Detailed resource planning and budget alignment

  • Multi-year strategic roadmap

  • Performance dashboard design

  • Quarterly review and adaptation framework

  • Complete communication rollout plan

  • 90-day execution priorities

Empower Your Organization: Train-the-Trainer Program

Build internal capability to facilitate strategic planning across your organization. This is critical for companies with multiple business units or regions requiring consistent strategic planning processes.

Train-the-Trainer Investment

€7,500

Equipt 2-4 internal facilitators to lead strategic planning workshopsfor unlimited teams within your organization.

What's Included

2-Day Intensive Training

Day 1: Experience the full workshop + master strategic planning frameworks (OKRs, Balanced Scorecard, Hoshin Kanri)

Day 2: Facilitation skills, practice delivery, framework selection guidance, handling difficult strategic conversations, Q&A

Internal Delivery Approval

Unlimited workshop sessions within your organization for internal strategic planning

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Complete Facilitator Toolkit

Professional slide deck, detailed facilitator guide, all templates and frameworks, and customization guidelines​​

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Post-Training Support

Two 60-minute coaching calls within 3 months to answer questions and refine delivery

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Ideal For

  • Large organizations with multiple business units or regions needing consistent strategic planning processes

  • Corporate strategy and planning teams who want to own this capability long-term

  • Organizations with annual planning cycles requiring scalable facilitation capacity

  • Companies wanting to build internal strategic thinking capability cost-effectively across leadership levels.

ROI Example: After training 3 internal facilitators, you could facilitate this workshop for 15 leadership teams (€67,500 value at standard rates) for a one-time investment of €7,500 plus your internal facilitation time.

Note: Train-the-Trainer participants must attend the full 2-day program. Recommended group size: 2-4 facilitators. 

Volume and Multi-Team Pricing

Planning to roll this workshop across multiple business units, divisions, or regions? Take advantage of these cost-saving options:

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Volume Discount: Book 2 or more workshops, receive 10% off the second workshop

Perfect for organizations with multiple leadership teams needing strategic planning facilitation.

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Multi-Team Pricing: Run the same workshop for additional leadership teams within 3 months: 25% off each additional session.

Ideal for organizations wanting to create consistent strategic planning capability across divisions. Since the framework and approach are already customized for your organization, subsequent sessions are more efficient to deliver.

 

​Example: Discovery package for Division 1: €4,500 | Division 2: €3,375 | Division 3: €3,375
 

Note: Discounts cannot be combined. Multi-team pricing requires workshops to be scheduled within a 3-month period for teams within the same organization.

What's Included

Live Workshop Facilitation

Virtual or in-person delivery with professional materials and frameworks

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Facilitated Strategy Development

Hands-on session where we build your actual strategic plan together

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Documented Strategic Plan

Summary document capturing decisions, priorities, action plans, and owners

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Strategic Planning Framework

Guidance on selecting the right methodology (OKRs, Balanced Scorecard, Hoshin Kanri) for your organization

Templates and Tools

All frameworks templates, and planning tools used during the workshop

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Optional Enhancements

Follow-Up Coaching Session

60-minute leadership team coaching call 30-60 days after the workshop to review progress, address execution challenges, and refine the strategic plan based on early learnings.

€400/session

Implementation Toolkit (PDF)

Comprehensive 50-page strategic planning and execution resourrce package:

  • Quick Reference Tools: Strategic planning process overview, framework comparison guide, strategic planning calendar

  • Vision & Mission Toolkit: Vision statement development, mission framework, values alignment, communication guide

  • Situation Analysis Tools: SWOT analysis, competitive analysis, market assessment, internal capability assessment

  • Goal Setting & Strategy Development: SMART goals template, OKR guide, strategy canvas, priorities matrix

  • Execution Planning: Action planning templates, resource allocation framework, accountability matrix (RACI), milestone tracker

  • Performance Management: KPI development guide, Balanced Scorecard template, review cadence, dashboard design

  • Communication & Alignment: Strategy communication plan, cascade framework, rollout scripts, alignment workshop guide

  • Adaptation & Iteration: Quarterly review template, pivot decision framework, strategy refresh guide

  • Editable Templates: Strategic plan template, OKR tracker, Balanced Scorecard, action plans, SWOT analysis, resource allocation, KPI dashboard, quarterly review

This toolkit transforms workshop outputs into sustained strategic execution with structured guidance for maintaining momentum and accountability.​​

€500

Sustainment Package (Bundle and Save €50!)

Implementation Toolkit + Follow-up Coaching Session

Ensure your leadership team succesfully executes the strategic plan with comprehensive resources and personalized coaching support.

€850

Delivery Options

Language: English

Group Size: Recommended for up to 6-15 senior leaders (executive teams, department heads)

Format: Virtual (MS Teams, Zoom, Google Meet) or in-person

Location: Available globally. I am based in Lower Austria but travel throughout Europe and internationally as needed

Travel: For in-person workshops, travel costs will be added if applicable (ÖBB 2nd class or mileage €0.42/km within Austria; international travel costs quoted separately)

Who This Workshop Is For

Executive Leadership Teams developing organization-wide strategic direction

  • CEOs, Presidents, Managing Directors

  • C-suite executives setting multi-year vision

  • Board members involved in strategic oversight

Senior Leadership & Department Heads creating functional or divisional strategy

  • VPs and Directors aligning department goals to corporate strategy

  • Business unit leaders developing unit-specific plans

  • Regional leaders coordinating across geographies

Strategic Planning & Operations Teams responsible for facilitating planning processes

  • Corporate strategy teams

  • Strategic planning managers

  • Chief of Staff roles

  • Operations leaders coordinating execution

Organizations Facing Strategic Challenges:

  • Rapid growth requiring clearer direction

  • Market disruption demanding strategic pivot

  • Post-merger integration requiring unified strategy

  • Misalignment between strategy and execution

  • Annual planning processes that don't drive results

Ready to Turn Strategy Into Results?

Let's discuss your strategic planning needs and which workshop package fits your goals

FAQ

Do we need to have a framework chosen before the workshop?

No. Part of our consultation will be discussing what you currently use (if anything) and determining the best approach for your organization. I'm versed in multiple frameworks and will recommend what fits your context.

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Can this workshop be delivered virtually?

Yes. Strategic planning workshops are highly effective virtually using collaborative tools like Miro, Mural, or Google Jamboard alongside MS Teams or Zoom. Many clients prefer virtual for geographically distributed leadership teams.

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What if we already have a strategic plan but struggle with execution?

Perfect. We can focus the workshop on strategic execution—translating your existing strategy into action plans, accountability systems, and performance management approaches. Let's discuss your specific needs during the consultation.

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How is this different from hiring a strategy consulting firm?

Strategy consulting firms typically:

  • Conduct lengthy assessments and deliver recommendations

  • Cost €50,000-500,000+

  • Take 3-6 months

  • Create strategies FOR you

This workshop:

  • Facilitates YOU creating your own strategy

  • Costs €2,800-€7,500

  • Happens in one session (2-8 hours)

  • Builds your internal strategic thinking capability

You get expertise without the massive cost or lengthy timeline. And you OWN the strategy because you created it.

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What preparation is needed before the workshop?

Minimal. I'll send a brief pre-workshop questionnaire to understand your context. Participants should come prepared to think strategically and make decisions. For best results, ensure the right decision-makers are in the room with authority to commit resources and set direction.

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Can we split a longer workshop across multiple sessions?

Yes! The Masterclass works well as two half-day sessions (e.g., Day 1: Strategic Planning / Day 2: Strategic Execution). This allows time between sessions to reflect and gather additional input. We can discuss scheduling options that fit your team's calendar.

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What if our leadership team disagrees on strategic direction?

That's exactly why you need facilitated strategic planning. I create structured space for healthy debate, surface underlying concerns, drive toward decisions, and build alignment. Disagreement is normal—facilitated resolution is the goal.

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How often should we update our strategic plan?

Best practice: Annual strategic planning with quarterly reviews to assess progress and adapt as needed. The workshop will establish your ongoing strategic planning rhythm and review processes.

 

What deliverables do we receive after the workshop?

You'll receive:

  • Documented strategic plan (summary of decisions, priorities, goals)

  • Action plans with owners and timelines

  • Templates and tools used during the session

  • Certificates of completion

Optional enhancements add comprehensive implementation toolkit and follow-up coaching.

 

What's the ROI of strategic planning?

Organizations with clear, well-executed strategy consistently outperform those without. Research shows:

  • 2-3x higher revenue growth

  • 30-50% better execution on key initiatives

  • Higher employee engagement and alignment

  • Faster decision-making

 

The ROI of clarity, alignment, and focused execution is immeasurable—but the cost of strategic drift is very real.

Ready to Talk?

Schedule a 30-minute consultation to discuss your strategic planning needs and explore how this workshop can help your leadership team create clarity, alignment, and executable plans.

For organizations facing strategic challenges, the question isn't whether to plan—it's whether your plan will actually drive results. Let's make sure it does.

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