Strategy & Execution Planning Facilitation

We designed a new virtual facilitation solution to make planning more flexible and customisable for your company’s needs. We can now facilitate your entire session or just the parts you need.

  1. Custom Planning Prep
  2. Strategy Planning
  3. Annual Priorities
  4. Quarterly Execution Planning

Client feedback has been nothing less than enthusiastic. A great benefit was the ability to do planning in 3-4 hour segments over multiple days. Teams were more focused, stayed energized, and really enjoyed the experience.

Custom Planning Preparation Session

Uncover the Right Data to Drive the Right Discussions

Who is it for? Executive Teams Preparing for Annual or Quarterly Planning

Purpose: Bring your team together for ½-day to gather input, uncover opportunities, get the team aligned, and uncover what additional information you need to gather for your upcoming planning session

Takeaways:

  • Facilitated session to ensure your team is prepared and aligned
  • Understanding the right strategic conversations you need to have
  • Identify the right research, data, and input needed
  • Customise your agenda and logistics for your session

Strategy Session

Make a Breakthrough for Your Company

Who is it for? Executive Teams

Purpose: To facilitate strategic discussions that will develop and further enhance the company’s strategies and ability to achieve its long-term goals

Takeaways:

  • Alignment and progress on strategic discussions
  • Decisions on strategic questions posed
  • Path of Progress to advance strategy and next steps

Annual Priorities Session

Align Your Executive Team For the Year to Come

Who is it for? Executive Teams

Purpose: Envision a successful year together, decide on the top 3-5 annual initiatives and targets to advance your strategies, and determine the right timing and sequence of major milestones you’ll need to accomplish over the next four quarters

Takeaways:

  • Create a Destination Postcard
  • Company’s top 3-5 annual priorities with success criteria
  • 4-Quarter Flyover

Quarterly Execution Planning Session

Be Confident Your Plan is Ready for Execution

Who is it for? Executive Teams

Purpose: To create an “execution-ready” plan for the upcoming quarter that includes the company’s targets and top 3-5 Company Priorities with success criteria as well as the supporting priorities needed to accomplish the company’s goals

Takeaways:

  • Execution-ready quarterly plan for the Executive Team
  • Financial targets for the quarter
  • Top 3-5 company level priorities with RYG success criteria
  • Create weekly meeting dashboards
  • Next steps to cascade and communicate the plan company-wide

Contact us today

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What our CEO clients are saying

  • Jonathan is a regular guest speaker and panel moderator at our E-Lead events, delivering powerful insights on leadership and purpose. Jonathan shares his inspirational story in highly interactive and insightful workshops where his knowledge and guidance open fresh and valuable perspectives for all participants. As part of Scale Up Growth Partners monthly Mastermind group, I have experienced first-hand the implementation of Jonathan’s proven framework and disciplines from his years of practical expertise. He is what I would call a master in his field and would recommend Jonathan to entrepreneurial business leaders and their executive teams who want to successfully scale their business and accelerate growth.
    Shahid Majeed
    CEO, E-LEAD Global
  • I joined Jonathan's mastermind in 2022. Jonathan is a lifelong student of entrepreneurial success, Jonathan is a master communicator and can succinctly explain the scale up concepts. I had many ‘Aha’ moments. More, as a founder and CEO I always have more questions than answers. The complexities in managing up, down, sideways, internally, externally is a constant challenge. Straight talk from Jonathan was gold when I needed someone to get me out of my own head. Working with Jonathan means I now make better decisions which in my role is critical and my ultimate value to the business.
    Jon Hui
    Group CEO, Eco Easy Group
  • Thank you Jonathan. I'm very grateful for your contribution to me and my leadership team over the past few years. We set ourselves a goal that was based on a 3 year vivid vision that you helped me with - about 18 months ago, which set an ambitious goal around a bunch of key things in our business. I am pleased to say that becoming certified as a great place to work in all 5 countries we operate in APAC - Australia, NZ, China, HK & Singapore has been well and truly achieved as we reached that in less than half the time frame.
    Mike Morgan
    Senior Vice President & Managing Director APAC at Insight
  • Jonathan’s distinctive style of engagement has improved my thinking and spurred me on to do things so much quicker in scaling up my business.He’s easy to talk to, completely understands the challenges of business and has introduced me to a strong network of entrepreneurs in a similar position. Jonathan has a flexible and professional, yet firm approach. His frameworks, level of thinking and enormous experience is invaluable.
    Nick Grande
    Managing Director,Grande Drill and Blast
  • Jonathan is a genuine, experienced business coach that has truly transformed my business in less than a year. Every session contains little nuggets of gold that continuously inspire me to refine the way I think about my business in combination with my personal life, enabling me to level up and achieve my dream life. The tailored 1:1 experience has been further complimented by the 10x Mastermind which provides an actionable success blueprint and connections to an like-minded peer group of incredible entrepreneurs that I can rely on for robust feedback at any hour of the day or night.
    Simone Ryan
    Managing Director at SNH Consulting
  • I’ve found working with Jonathan that he is highly professional and really knows his stuff. The concepts and the way in which he delivers them are easy to implement and life changing. Jonathan’s superpower is to challenge the norm. He has a unique way of looking at business from a macro down to a micro level, quickly identifying clear, actionable and successful outcomes. He is highly personable, non-judgemental and a real pleasure to work with. I would have no hesitation in recommending Jonathan as a coach in tandem with his monthly mastermind group.
    Christopher Murray
    Director - Aurora Capital Australia
  • Our team has never been more aligned and focused – after just one workshop with Jonathan
    Sam Aloschi
    Head of Site, Coles Retail Ready Operations Australia
  • Jonathan has delivered tremendous value in a short period of time to my business. He has years of practical experience in the tools and frameworks that he coaches. This combined with his enthusiasm and commitment make him a valued long-term strategic partner.
    Lachy Gray
    Co-founder & Head of Product, Yarno
  • It has been great to be part of the Mastermind group. Jonathan has a wealth of knowledge that many business owners can benefit from. I enjoy his practical approach and support.
    Oksana Koriakova
    Founder & CEO, Impero Group
  • Jonathan and Scaling Up Advisers added real value to our company by quickly aligning our team toward a real agreed purpose and helped us to refine our long term goals. Critical for My Local Foodie he gave us the tools to uncover and focus on our imperative quarterly priorities to enable us to gain the momentum we need to grow.
    Glen Harris
    General Manager, My Local Foodie
  • The secret to success is that there really are no secrets. However, there is certainly a framework and Jonathan has spent a lifetime studying just this. Not only can Jonathan help you build the right team, but he will also keep you honest on the journey from strategy to execution – ensuring you build healthy and repeatable rhythms to profitably scale your business. Along the way, he is sure to become an insightful colleague, an experienced ear and cohort you can depend on when you most need sage counsel. I’d cheerfully recommend his team to yours.”
    Andre Wyzenbeek
    Managing Director, John Morris Scientific
  • Jonathan is forward-thinking, intrepid and has a willingness to take calculated risks. He has a bias toward thoughtful action. He is strategic yet tactical – he has a vision and is able to execute. He is decisive yet inclusive. In all situations, Jonathan has exceeded my expectations.
    Hon. Michael Yabsley
    Chairman, Australia Gulf Council, ex NSW Minister of State for State Development, Tourism & Corrective Services, ex Federal Treasurer of Liberal Party of Australia
  • In my career, I have dealt with and/or done business with a considerable number of persons … Many were ordinary, some were good, but only a few were truly excellent; Jonathan Herps is one of these few truly excellent people. He is a very enthusiastic, extremely articulate, numerate and truly dedicated professional. He is an excellent team player and a first rate business man of the highest standing.
    Chris Slims
    Former CEO of Aldar Properties and Naseej BSC
  • In every case, Jonathan met his Highness’ expectation of exemplary ethical behaviour and world-class business standards.
    Eyhab Jumean
    Chief Executive Officer, Abu Dhabi Capital and SBK Holdings
  • Jonathan is both grounded and visionary with an energy that provides those around him with inspiration and confidence. He has a naturally innovative “DNA” which is highly complementary to his strategic development capabilities. One can be assured of timely and well-rounded delivery from him together with superb relationship management skills.
    Nicola Pero
    CEO
  • Jonathan is a regular speaker and panel participant in our conferences in the Middle East, Saudi Arabia and Asia. His inputs to these sessions are always highly intellectual, visionary and thought-provoking – which is no surprise that he is widely and highly respected within the industry.
    Saudin Dungog-Noddings
    Conferences Manager – Cityscape, IIR Middle East
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