Strategic Planning

Forge a Future Where Your Organization Thrives

Strategic Planning

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Strategic Planning ➔

Every visionary leadership team knows that a robust strategic plan is the cornerstone of any successful enterprise. But crafting one that’s actionable, comprehensive, and inspiring isn’t easy.

That’s where Jeff Shannon steps in.

Who is this for?

CEOs and leadership teams looking to redefine their future.

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Department heads eager to drive organizational alignment and efficacy.

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Why invest in this workshop?

  • Future Vision

    Define the path for organizational growth.

  • Distinct Value

    Refine and crystalize your company's unique value proposition.

  • Strategic Bets

    Identify and double down on meaningful investments.

  • Prioritization

    Articulate the most mission-critical work and say “no” to the rest.

  • Buy-in

    Create alignment by inviting cross-functional leaders to build the plan together.

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What will we accomplish together?

Create a straightforward plan answering the Five Big Strategic Questions:

What drives our aspiration to win?

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Where is our battleground?

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How do we outpace and outsmart?

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What foundational capabilities and systems do we need.

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What's our action plan for the crucial first 90 days?

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How does it work?

  • Jeff will guide you through a planning meeting to ensure alignment on workshop objectives, desired outcomes, and agenda. He’ll also advise you on meeting logistics, headcount, and room arrangements that create a great experience.

  • Participants will receive an email preview, complete with a video, which means every participant arrives aligned, primed, and ready.

  • Jeff will create pre-work assignments for workshop participants, including surveys, interviews, and research.

  • The workshop will leverage small group activities to dissect and address each strategic question to ensure every voice is heard.

  • Participants will develop and compare up to three strategies, choosing the most potent path forward.

  • Starting with an in-room draft, Jeff then crafts a digital second. The second draft and guidance for getting feedback form the foundation for a final, collaboratively perfected strategy.

  • Leave with a first draft plan and a clear 90-day accountability roadmap.

  • Benefit from a structured 90-day follow-up meeting agenda.

  • Photos capture every insight from the workshop and the moments your team was in the thick of it, shaping the future.

What makes this workshop different?

  • We will focus on what makes the organization competitive in the marketplace, not on Mission, Vision, and Values or the team’s to-do list.

  • We won’t spend hours wordsmithing sentences. Jeff has a proven process for getting the words just right so you can focus on getting the best ideas on the table.

  • All of Jeff’s workshops are activity-based. What that means is there will be no PowerPoint slides or long-winded presentations. We roll up our sleeves and get to work when the workshop begins.

  • We won’t settle for the first and most obvious path forward. We will explore multiple paths and approaches for your strategic plan, leading to better and more comprehensive thinking by your team.

  • There will be an agenda for this workshop, but Jeff is a master at adapting and improvising the work to reach the best outcome for the group.

  • Jeff is a business person who facilitates workshops. He led a $1 billion frozen foods brand, spearheading one of the most transformational and productive periods.

Partner with Jeff Shannon for Strategic Planning 

Envisioning the future is one thing. Crafting a strategy to bring that vision to life is another. With Jeff's extensive experience and proven methodology, you will see the future and have the strategic blueprint to make it a reality.

Shape Your Future. Shape Your Success.