Strategic Planning

Planners at WorkA Planning Model
Environment changing?
Time to update your organization’s strategic plan?
Need to re-focus your organization and team on clear goals?


Strategic Planning is best undertaken frequently or almost continuously if things are changing rapidly. PKR customizes its approach to make the most of the work you have already done--reports, studies, previous accomplishments, and more. We help you find opportunities that will generate excitement and create new focus.

Organize and carry out your planning sessions with the help of an experienced consultant.  Whether your organization is large or small, for-profit or not-for-profit, accustomed to strategic planning or not, we've been in similar places.  We appreciate your unique context and needs, customizing our services to suit your requirements.
Our Approach to Strategic Planning:
We help you at every step.
  • gather relevant information for planning,
  • select the people who participate in your event,
  • facilitate meetings,
  • document the work, and
  • guide your follow-up to be sure that plans lead to action and that action leads to positive impact for your organization and its clients or customers.  
Analyze. Strategize. Act.
Understand the Changing Context

Good strategic planning helps your organization move intentionally from where it is to where it would like to be.  The hitch is that the context in which you operate never stands still.  Client and customer needs change--sometimes dramatically.  Policy shifts to new priorities, leaving old ones behind.  Technology changes not only how you do back-office work but also how you deliver products and services.  New uncertainties loom as you look forward.  All these dynamic forces and more affect your thinking, your aspirations, and your plans.  
Develop Powerful Strategies

With a good understanding of the changing context, move on to mapping its implications for your organization.  What previous strengths might be weakened by this context?  What opportunities does the context present?  What weaknesses must you shore up to be successful in the context that's shaping up?  What threats does the context pose?  What values are most important to your organization?

And, finally, where do you want to be...what do you want to be as your organization moves to its next stage?  The answers to these questions are your strategic priorities.  Sometimes expressed as challenge questions, these are the issues on which your organization's future may depend.  Strategies are the game plan for addressing those priorities:  shall you partner or develop key resources on your own?  Shall you be a leader or a close second?  Shall you influence the context or be an agile responder? 

An aspirational vision grounded in strong values, a limited number of clear, explicit goals, and powerful strategies set your organization on the right path for progress.
Take Action for Results

Peter Drucker famously observed that "Strategy is interesting, but implementation is everything!"  Planning without action is a waste of time, energy, and money.  Action plans must follow strategies, along with routines for monitoring their completion.  Monitoring is more than checking items off the "to do" list.  It also includes learning from what is occurring, adjusting plans that aren't getting desired results, and assuring that plans are complementary, not contradictory.  The degree to which leaders effectively manage the implementation phase of the strategic planning process is often the key to positive outcomes.  

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About Dr. Leddick

Susan Leddick is a consultant in organization design and improvement. An effective consultant and trainer with extensive experience in both the public and private sectors, Susan helps you and your team develop practical solutions based on sound theoretical principles.

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