Strategic and Business Planning

We're experts in both longer term strategic and short and mid-term business planning.     

Over the past twenty years, we have had the experience of facilitating strategic and business planning on an ongoing basis for hundreds of companies ranging from new high tech, venture-backed startups to large industrial manufacturing companies to regional accounting and law firms to public banks and to larger corporations such as Steinway & Sons, Chase Corporation, divisions of Fidelity, The Massachusetts Gaming Commission and the Boston Police Department.

We believe that we have a unique planning process that guarantees total management buy-in from the members of the senior management team and re-engages the team quarterly to refresh and update their operating and tactical commitments that they have made to the business and to one another.  You set the objectives for the planning session whether that is to look at the business as a whole, to initiate more robust growth in your sales performance, to build detailed succession plans or unlock new markets.  Our job is to facilitate these meetings and guarantee you and your team that you will get to those objectives.

These highly interactive programs range from half day or full day “Whiteboarding” Sessions at our Boston office to two day offsite retreats either in Greater Boston at the University Club of Boston or a wide selection of hotels, at the MIT Endicott House, or at our spacious Conference Center at The Stratton Mountain Club in nearby Southern Vermont.

We strongly believe that the best corporate strategies are those that are totally integrated into the culture and daily operations of your business. In our work as Facilitators and Coaches of strategic planning, we assist our customers by defining and executing long-term strategic plans. We provide a variety of methods through which strategic directions are openly discussed and analyzed in order to measure sales performance and build a fully developed tactical business plan with complete buy-in among all the management team.

We involve all of the senior management in a unique and creative process aimed at integrating the current business issues with the required future strategic planning. With corporate visions and core strategies established, we lead management through a tactical process of creating a pragmatic business plan along with meaningful quarterly departmental operating plans...all focused to creating customer value!

We also specialize in working with all levels of your sales and marketing teams to create both strategic and operating quarterly business plans for the company and for individual territories, product lines and business units.    

If outside financing is required, we additionally provide direct assistance in creating financial plans and taking your through the process of venture or private equity fundraising if desired.

Most importantly, we create the operational management links of...

  • ...complete buy-in on the part of all management
  • accountability everywhere in the organization
  • ...planning team responsibility to one another 
  • ...focused urgency throughout the entire management team.

As management coaches, we continue to work with senior managers to ensure consistent management focus. We also provide our customers with an ongoing monthly or quarterly review process that ensures that management performance is maximized through the entire year.

Email Jack at, and he'll set up a conference call with you for him or one of our managers.