Align Your Team Around One Clear Vision and Strategic Plan

Gather your executive leadership or board together to have conversations around the future of your organization; Including: Vision, Mission, Values, Prorities, Goals and Actions.
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  • WHAT WE DO

Supporting Your Success Through Strategic Planning

At SME Strategy, we specialize in helping organizations develop and execute strategic plans that foster growth, alignment, and adaptability. Our approach ensures that your team is united around a shared vision, with clear goals and actionable steps to achieve them.
  • OUR SERVICES​

Our Services Provide

Strategic Planning meetings that result in clear goals & plans that make sense to everybody

Strategic Planning meetings that result in clear goals & plans that make sense to everybody

A positive & productive workplace where people are excited about their jobs

The ability to adapt to changes quickly & easily in a constantly changing world.

  • STRATEGIC PLANNING

Strategic Planning Facilitation

Our strategic planning facilitation services are designed to meet the unique needs of your organization, whether in-person or virtually. We offer a customized process that includes:

In-person and Virtual Options

Strategic Planning meetings that result in clear goals & plans that make sense to everybody

Proven Strategic Planning Process

Tried and tested to deliver maximum value

Pre-surveys and Interviews

Gather insights to inform the planning process.

Detailed Strategic Plan Recap

Comprehensive documentation of your strategic plan.

  • PRICING

Our Plan

For facilitations in the EU or UK, contact us for a quote.

Virtual Strategic Planning Facilitation

$12,500

5 3-HOUR SESSIONS

Get Started

In-Person Facilitation

$17,500

2 DAYS
USA and Canada
Get Started

In-Person Facilitation

$22,500

3 DAYS
USA and Canada
Get Started
  • PRICING

Our Plan

For facilitations in the EU or UK, contact us for a quote.

Virtual Strategic Planning Facilitation

$ 12,500 Monthly
  • 5 3-HOUR SESSIONS
Get Started

In-Person Facilitation

$ 12,500 Monthly
  • 5 3-HOUR SESSIONS
Get Started

In-Person Facilitation

$ 12,500 Monthly
  • 5 3-HOUR SESSIONS
Get Started
  • PRICE

Our Plan

For facilitations in the EU or UK, contact us for a quote.

Virtual Strategic Planning Facilitation

$12,500

5 3-HOUR SESSIONS
Get Started

In-Person Facilitation

$17,500

2 DAYS
USA and Canada
Get Started

In-Person Facilitation

$22,500

3 days
USA and Canada
Get Started
  • COMPLETE STRATEGIC PLANNING PROCESS

Stakeholder Engagement

Engaging stakeholders is vital to the success of your strategic plan. We facilitate processes that involve various sub-groups within your organization, such as faculty, students, and community members, to ensure comprehensive input and buy-in.
LEARN ABOUT OUR PROCESS
  • OUR SERVICES​

Supporting Your Most Critical Priorities

Our strategic planning implementation services helps your team work through high value issues and opportunities with a focus on maximizing opportunity cost and return on investment.

Operational Capacity & Process Improvement

Help your people be successful by creating the right systems.

Change Management

Helping you successfully drive forward organization-wide initiatives.

Cultural Development & Team Collaboration

Building a culture of high functioning and high performance.

Project Management

Prioritizing, scoping, and action planning high value projects.

  • IMPLEMENTATION AND ALIGNMENT

Implementation and Alignment Overview

Effective implementation is crucial to the success of any strategic plan. Our implementation and alignment packages ensure that your team stays on track and accountable, with regular reviews and support.

Recorded September 23rd, 2025.

  • CHOOSE YOUR PLAN

Package Details

Transformation Package

$2100/Month

Deepen leadership capacity, track and communicate progress, lay groundwork for transformational change.

Accountability Package

$1100/Month

Build foundation for leadership capacities, track and communicate progress.

See if our process is a fit for your team

Book a call to discuss your needs
  • STRATEGIC PLANS

Cascading Strategic plans

We can facilitate stakeholder engagement virtually or in person and well as do cascading strategic plans for large organizations, or multi business unit holdings.
Tell us your needs
"SME Strategy was instrumental with helping PageDNA with company strategy definition…"
Steve Enstad, CEO
PageDNA
"'They feel like an extension of our team with shared goals and care about our success.''"
Kerri Maffei, VP of HR
Complete Automation Solutions Holdings
"We see daily evidence of SME Strategy’s work in how our teams communicate, track projects, and follow through."
Tamara Van Wyhe, Alaska State Director
Region 16 Comprehensive Center

Our clients’ success stories speak volumes about the impact of our services.

Here are some testimonials from satisfied clients
WATCH THE CASE STUDIES
  • WE’VE WORKED

Some of the organizations we’ve worked with

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  • FAQ'S

Frequently Answered Questions

Do you have a strategic planning facilitator near us?

Strategic planning facilitators are available for meetings in the USA, Canada and internationally. We can also facilitate strategic planning sessions virtually via Zoom.

We have strategic planning facilitators located across the US and Canada.

Whether you use a strategic planning facilitator virtually or in person your team will leave will clarity and alignment around your vision, mission, strategic priorities, goals and actions. Having your strategic planning process virtually is best for distributed teams or teams that have logistical challenges with committing for 2-3 full days.
8 Reasons to use a strategic planning facilitator Most Senior leaders recognize that they can’t lead a conversation while participating in it at the same time. Additionally, by using a neutral facilitator for your strategic planning, we can ask probing and challenging questions without resistance.
Pre-work phase: 4 weeks
Strategic planning time in person 2-3 days or 5-7 sessions.

Postwork completed within ten business days.
If you need stakeholder engagement done, add 6-8 weeks on the fromt end.
We do provide a 10% discount for all non-profit organizations. We also have a subsidized strategic planning process for qualifying non-profits.

Ready to align your team and achieve your strategic goals?

Contact us today to discuss your needs and get started with a customized strategic planning package.

Contact Us
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