A Written Strategic Plan
You can put in front of any stakeholder
Before next year starts, align your team to your strategy
When your strategic plan is written in a simple-to-understand format, all stakeholders can easily get on board.
Who benefits from seeing your long-term strategy?
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management team
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employees
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strategic alliances/channel partners
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trusted advisors
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investors
Smart Strategies Series
September Topic
From Founder to CEO: The Top 5 Ways to Make Your Vision Stick
Sept 23 | 11:00a
VIRTUAL
The 10-Point Strategic Plan
A Contextual Guide
The frameworks are designed to be contextual, allowing you to tailor the strategies to the unique needs and challenges of your organization.
Team Alignment
Foster a cohesive, high-performing team aligned with the company’s strategic goals.
Adaptable for the Future
As your business evolves, different frameworks may become more relevant, so the company can revisit and dive deep into new areas.
About Sandy
3x Best Selling Author
Founder of a nine-city business coaching company
Strategic Planning Facilitator
Value Growth Expert
She has spent 25 years developing strategic plans for companies across 75+ industries.
Sandy Stewart, Founder of Think Big Sustainable Business, teaches her IP (methodologies) to businesses ready to scale. Her expertise is in Business Value Growth, Strategic Planning, Strategic Alliances, Capacity Planning, Financial Modeling, Functional Efficiencies and Carbon Accounting.
Her 10-Point Strategic Plan Framework has been used to help over a thousand companies scale, either through 1:1 facilitated planning or through running large workshops, seminars and breakout sessions at conferences.
Her frameworks are built for any business in any industry, and once any leadership team learns the framework, the methodology can be followed year upon year as the business grows.
Strategic Planning Coach
CLIENTS
Selected brands that I've helped with their strategic planning and growth strategies.
A Business Plan is written for banks.
A Strategic Plan is written for leaders.
Business Plan
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Written to secure financing
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Time frame is typically 1-3 years
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Often done at startup or when large capital funding is needed
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Defines product/service, customer and use of funding
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Read by a lender, used once
Strategic Plan
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Written to run the company
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Time frame is typically 10+ years AND the next 1-3 years
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Revisited each year, provides a clear context every year
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Defines long term vision, direction and growth pathways
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Used company-wide for budgeting, goal setting & leadership decisions
The 10-Point Strategic Plan
What makes this process unique is my 10-Point Strategic Plan framework. Each of the 10 sections of your final Strategic Plan begin as a contextual framework and end with defined specifics that sets the course of your business in the right direction.
Why offsite?
Thinking strategically requires creativity, and the distraction of being in the office (real or subconscious) stops that creative flow in its tracks. We'll work together to find the best location for our day.
How is the plan built?
Whether you choose a half day or full day facilitation, I will work behind the scenes with just a little input from you to prepare for the day. My prep tells me which of the 10 points need the most attention, which ones will light your guiding star the most. Then, after our strategy day together, I will create a presentation you can use to communicate your strategy with all of your stakeholders.
What's covered?
All 10 Points of the full framework are included, but we will deep dive on the most applicable ones that your business needs. Whether it's redefining your market position, laying the foundation for a clear path of capacity growth, refreshing your product & pricing model or resetting your long term vision, you and your business will have the most clear path forward with annual and quarterly targets.
When a company communicates their strategic vision...
Higher productivity: your team shifts from being busy to being productive, actually moving the company forward.
Better advisor collaboration: your CPA, attorney, financial advisor and consultant work in concert with each other, toward a common goal.
Better employee engagement: people work harder and stay longer when they understand how their work connects to something bigger
Session Details
Half Day Session
For smaller leadership teams only (1-3)
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a scheduled offsite half-day session with you and your senior leadership team/partners
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includes recommended deep dives into 3-4 of the 10-Points
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a quick brush through the other sections of the plan
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within a week following our session, you'll receive a editable presentation of the strategy and recommendations for communicating it to your various stakeholders
Half Day
Full Day
Full Day Session
For any size leadership team
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a scheduled offsite full-day session with you and your senior leadership team/partners
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includes recommended deep dives into 5-7 of the 10-Points
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a quick brush through the other sections of the plan
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within a week following our session, you'll receive a editable presentation of the strategy and recommendations for communicating it to your various stakeholders
Request a proposal below for pricing and options
