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Strategic Planning "training model"

Give us the tools, and we will finish the job! - Winston Churchill

Chief executives need to create the conditions for success.  Our "Goal Tree" form of strategic plan provides direction and is a 1-page diagram for collaboration, delegation and succession. 

Training model of strategic planning


We aren't consultants, telling you what we think you should do. Instead, we give our clients the tools and language they need to work together to shape their own destiny.  Creating a strategic plan usually needs four of our tools: 5-Year Look, Competitor Grid, Trends Outline and the Goal Tree. It begins with "question discovery," a 2-hour session to identify and prioritize all the big questions. This "tool set" answers the three core questions of leadership:

Why are we doing this?
Where are we going?
How are we going to get there?

"I learned about Question-Based Planning as a director of our hospital, where it's been a repeat success; the one-page 'goal tree' really got my attention. At Culver's, it helped our management team get and stay clear on the key issues. The plan helped us make real progress in every discipline." - Phil Keiser, CEO, Culver Franchising System, Inc.

One CEO vented: I just want everyone headed in the same direction—I don’t really care which one! 

Without a solid plan, projects wander and time and resources get wasted. Plans should instead generate focus, improve collaboration and produce consistent resultsThe Goal Tree provides added benefits:

  • Shows direction and priorities at a glance

  • Shows everyone how they fit together

  • Traces everyone’s career path

  • Clarifies lines of delegation

  • Keeps directors focused

  • Makes accountability crystal clear



We help people achieve great things together.


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