A Strategic Plan isn’t a Binder.
It’s a Behavior.
If you’re going to take time away from the day-to-day to focus on strategy, it should result in action, buy-in, and measurement - not a document in a drawer. At Fintuition, we use strategic planning to help your team articulate their vision and culture, assess the current and future state of the business, and identify the real-world forces that can propel you forward…or pull you back toward the status quo.
“Does it count as a ‘growth hack’ if you are able to drive growth just by putting goals to paper?”
-Dan to Michaele over an iced chai latte (probably!)
There is no template for this work…
Strategic planning isn’t just about “what you want to do.” It’s about “what you want to do together.” Ask yourself if you and your team can confidently answer these questions:
Where are we going?
Why does it matter?
What will we prioritize in the next three years?
How will we know if we’re on the right track?
If not, that is where Fintuition comes in!
Working in both academia and nonprofits, Dan and Michaele have been part of many boilerplate strategic planning processes with inevitable outcomes. You know that process…hours of committee meetings, a document abandoned, a wordy PowerPoint, and nothing actually changes. What a missed opportunity!
Let us help you determine whether you need a more thorough plan document rooted in secondary research or an action-focused one-pager. And our consulting doesn’t have to stop at the plan; we can work with you throughout implementation to ensure goals are effectively tracked and your teams stay engaged!
Michaele loves a good tax workshop as much as a strategic planning discovery session!
Questions you may ask yourself…
Ready to listen…
Everyone deserves to feel empowered while planning for the future, and Fintuition Advising is committed to helping you make that a reality.
