Strategic and Business Planning

We're experts in both longer term strategic and short/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, the Boston Police Department, Iron Mountain and the Winn Corporation.

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 to 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.

In 2020, we have lots of experience with online sessions gained from years of teaching online courses at Tufts and MIT.

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 strategy and business planning, we assist our customers by defining and executing long-term strategic plans and shorter-term business plans. We provide a variety of methods through which strategic directions are openly discussed and analyzed in order to measure Sales, Finance and Operational 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 and increasing your financial performance!

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

We provide you customers with an ongoing monthly or quarterly review process that ensures that management performance is maximized through every quarter.

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

Most importantly, we create total management buy-in of...

  • accountability everywhere in the company
  • ...planning team responsibility to one another 
  • ...focused urgency everywhere among the entire management team.

Learn More?

Just email Jack at, and he'll set up a conference call!