Strategic Planning For School Districts and Enterprise Clients

Create a practical strategic blueprint to enhance organization wide performance.

Person placing post-it notes with handwritten text on a wall, featuring a pink note with "Transaction Team" written on it.

We Specialize in Strategic Planning

Black square image with no visible details

Strategic Planning Development

Foster clarity, unity, and commitment toward your organization’s future strategy.

Black and white silhouette of a female chef holding a cooking pot and spoon.

Strategic Plan Implementation

Effective strategic plan implementation relies on the skills and capacity to achieve desired outcomes. We’ll help you build that capacity.


Drive Strategy with a Tailored Strategic Plan


Is there a strategic blueprint in place that propels the everyday activities within the district towards achieving key goals?

Our method for strategic planning is grounded in thorough research, industry best practices, and equity.

Leveraging the strategic planning structure of participatory technologies, we will assist you in refining a compelling action plan that clearly defines the drivers of progress in your district. With this action plan as a foundation, we will collaborate with you to pinpoint a concise set of priorities, projects, and quantifiable objectives that will steer your routine operations.

The strategic planning journey we offer involves a dual-phase interaction with community entities to foster comprehension and support among all involved parties, setting the stage for future endeavors.

Infographic with flowchart, team gears, cycle diagram on yellow background

Build Agile Plans for a Successful Strategy

  1. Recognize diverse viewpoints to create a well-informed strategy.

  2. Spot gaps and potential obstacles to ensure smooth implementation.

  3. Confidently disseminate a strategy that aligns with district and school priorities and secures internal support.

  4. Align all stakeholders on key priorities to focus teams and drive impactful results.

Effectively mobilize staff by design and carry out inclusive strategic plans.

Is your organization facing any of these challenges?

Failure to engage a truly representative cross-section of the community

Lack of Stakeholder Engagement

Difficulty shifting existing organizational culture

Resistance to Change

Vague and Unrealistic Planning

Lack of clear, measurable goals and metrics

Many districts struggle with honestly assessing their current state and evaluating progress

Ineffective Assessment

Flowchart of a 2-day strategic planning workshop, detailing sessions on practical vision, underlying contradictions, strategic directions, and focused implementation.

Strategic Planning Process

Express Interest

Contact us for a free consultation and quote for services.

Meet Your Facilitators

  • Smiling woman in black jacket posing against a white background

    Shannon Helgeson

    Founder and Senior Facilitator

  • Smiling man looking to the side, wearing a dark shirt, neutral background.

    Ross Herdina

    Founder and Process Facilitator