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Strategic Excellence

Make Your Next Executive Retreat Pay Off

Your strategies aren't standard, so why settle
for a standard strategic plan?

Chances are that you have already undertaken the creation of a strategic plan in the traditional sense (e.g., mission statement, vision statement, etc.), complete with strategic goals and objectives.  Heck, they might even be SMART[1] or SMARTER[2] goals and objectives. 

But you are stuck. 

Here’s a little secret:  Traditional strategic planning has always failed us.  It’s just been tough to admit. Please don’t get me wrong.  A strategic planning workshop for management is a good team-building exercise.  However, the next time you need one, a golf outing or a dinner cruise might be a better bonding experience.

This is not your Granddaddy's strategic plan.


And if you want the traditional SWOT analysis and that perfectly crafted mission statement professionally facilitated, I’m not your gal. ​It's really no fun. Your team want to reflect on the way they do things, gain insights and be entertained. All at the same time! If that’s an experience you’re looking to deliver, I’m the one to call.

The trendy business idiomatic buzz phrase, “move the needle,” is popular for a good reason:  traditional strategic planning exercises don’t get the organization moving. Instead, they get management and stakeholders hopeful--and hope is not a strategy.  They get employees

Been there

excited (for a while).  But after all the time and energy put into crafted goals, results are elusive.  Plus, implementation seems to take eons IF it happens at all.

Image by Jayalekshman SJ



And that’s also the reason why I don’t facilitate strategic planning workshops in the traditional way anymore—even if they are held in Kiawah Island or Kilimanjaro.


Then why do 99% of Fortune 1000 companies do it that way?  After having facilitated dozens of traditional strategic planning exercises over the past two decades, I’ll share with you what I knew even before the global shut down: We don’t have time for this stuff.


Now, how about we shoot for the Strategic Excellence Experience (the "SEE," for short)?

[1] The acronym “SMART” stands for Specific, Measurable, Assignable, Realistic, and Time-related (Doran, 1981).

[2] Adding an “ER” on the back of the word “SMART” makes one’s objectives either “Evaluated and Reviewed” (Yemm, 2013) or “Exciting and Recorded” (Mac, 2017).  OK, that’s cute.

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