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.
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

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