Strategic Planning Service

2: Do you currently have a written strategic plan or roadmap to achieve those goals?
We’re not talking vague ideas. We’re looking for a documented, shared plan with real timelines and priorities.

3: How are you breaking down big goals into smaller, manageable initiatives or milestones?
If the plan only lives at the 30,000-foot view, it never gets done. We want to see how you’re bridging strategy with weekly execution.

4: What makes it difficult to prioritize or focus on the most important tasks each quarter?
This helps uncover problems, whether it’s too many ideas, misalignment, constant shifts, or just lack of clarity on where to start.

5: Do you have a regular cadence for reviewing, adjusting, or tracking progress on strategic initiatives?
It’s not enough to plan once a year. We want to know how often you revisit the plan and steer based on progress.

6: How do you decide what to say ‘no’ to when planning your quarter or month?
A good strategy is as much about subtraction as it is about action. We want to see if you have a filter, or if everything feels urgent.

7: Who is involved in your strategic planning process?
This tells us how aligned your leadership or team actually is, and whether you’re building in a silo or with full visibility.

8: What tools, documents, or formats are used to capture and communicate your strategic plans?
From Notion pages to slide decks to scribbled whiteboards, we’re looking for how ideas get turned into shared direction.

9: What part of strategic planning feels the most overwhelming or unclear right now?
This question pulls out the real blockers, whether it’s sequencing, resource allocation, or simply not knowing where to begin.

10: If you had a clear, realistic strategic roadmap for the next 90–180 days, what would that change for your business or leadership team?
Think about the focus, momentum, and clarity your business would finally have if everyone was rowing in the same direction.