250-213-2344
Strategic Planning and Facilitation

April 2020 Update: In response to the  COVID-19 social distancing requirements, we are now offering a full suite of digital and online facilitation services!  

We can help you. . .

April 2020 Update: In response to the  COVID-19 social distancing requirements, we are now offering a full suite of digital  and online facilitation services! 

We can help you

  • Understand the difference between a strategy, a strategic plan, and other plans that happen to be strategic in nature but execution-oriented in focus
  • Avoid slapdash strategic plans that are doomed to collect dust on the dreaded “shelf of shame”
  • Use process design as an effective way to address power dynamics that would otherwise serve as a barrier to meaningful engagement
  • Better anticipate where strategy will fail and improve your plan for success
  • Build your organizational capacity for execution of strategy
Services
Strategic Planning
Whole system engagement for better strategic plans
  • Gaining clarity on intended strategic impact(s)
  • Strategic frameworks
  • Theory of Change
  • 4-lens internal systems analysis
  • Field analysis and benchmarking
  • Stakeholder research and engagement
  • Retreats and workshops
  • Leadership development
  • Full-suite strategic planning services
Strategic Alignment
Prevent wasted time and energy on strategic goals that are destined to fail
  • Alignment of strategy with organizational capacity for better execution
  • Organizational capacity analysis and development
  • Elevating performance for strategic success
  • Organizational adaptive capacity building

Facilitation and Training (in-person or digital/online services available)

Build your organizational capacity through applied learning
  • Customized planning retreats and workshops
  • Orientation to strategy, planning and success
  • Leadership Series:
"Leading Self" Education and Training Series
  • Introduction to ION’s Charged Leadership© Model
  • Building Leadership Credibility
  • New Leadership Paradigms
  • Applied Principles of Neuroleadership
  • MBTI™ Personality Assessments
  • Values-based Leadership
  • Transformational Leadership
  • Storytelling and Leadership
  • Leading Difficult Conversations
  • Leadership and Emotional Intelligence
  • Thomas Kilmann Conflict Mode Instrument Assessments
“Leading Others/Teams” Education and Training Series
  • ION’s Charged Leadership© and Teams
  • Fundamentals of Building Team Credibility
  • Managing Performance through Strengths-Based Development
  • How to Facilitate Group Consultation
  • Building “Smart Trust” and Goodwill
  • Finding Shared Meaning Among Multiple Perspectives
  • Introduction to Deep Listening
  • Informed Decision Making in High Stakes Environments
  • Optimizing Collaborative Capacity in Teams
  • Leading Conversations that Matter
  • Leading “Up” the Chain of Command
  • Matrix Management Training
  • Developing Team Resilience
  • Navigating Team Conflict
  • Personality and Teams Series:
    • MBTI™ and Team Building
    • MBTI™ and Decision Making
    • MBTI™ and Emotional Intelligence
    • MBTI™ and Communication
    • Developing Personal Resilience
“Leading Organizations” Education and Training Series
  • Using ION’s Charged Leadership Model© as Applied tool for Organizational Development
  • Strategy, Strategic Planning and Operational Plans
  • Introduction to Applied Change Management Theories
  • Strategic Planning for Whole Systems Change
  • Discovering Shared Meaning in Multi-stakeholder Engagement
  • Shared Visions or Shared Delusions: The 3 Conditions for Creating Shared Visions
  • Foundations of Shared Visioning
  • Introduction to ION’s Shared Visioning© Model
  • Leadership Training for ION’s Shared Visioning© Model
  • Developing Adaptive Capacity in Organizations
  • Leading Organizational Inquiry
  • The Business Model Canvas
  • Value Proposition Development
  • Participatory Research Training
    • Introduction to Action Research and Appreciative Inquiry
    • Principles of Research Design
    • Introduction to Process Design
    • Introduction to Thematic Analysis
    • Research Reporting and Communications
    • Integrating Research and Planning
“Leading Partnerships" Education and Training Series
  • Building Trust in Partnerships
  • Theory of Change™ Planning
  • ILC Transformative Collaboration Model©
  • Collective Impacts™ Facilitation
  • Partnership Collaborative Capacity Building
Services
Strategic Planning
Whole system engagement for better strategic plans
  • 4-lens internal systems analysis
  • Field analysis and benchmarking
  • Stakeholder research and engagement
  • Retreats and workshops
  • Leadership development
  • Full suite strategic planning services
Strategic Alignment
Prevent wasted time and energy on strategic goals that are destined to fail
  • Alignment of strategy with organizational capacity for better execution
  • Organizational capacity analysis and development
  • Elevating performance for strategic success
  • Organizational adaptive capacity building
Facilitation and Training
Build your organizational capacity through applied learning
  • Customized planning retreats and workshops
  • Orientation to strategy, planning and success
  • Leadership Series:
"Leading Self" Education and Training Series
  • Introduction to ION’s Charged Leadership© Model
  • Building Leadership Credibility
  • New Leadership Paradigms
  • Applied Principles of Neuroleadership
  • MBTI™ Personality Assessments
  • Values-based Leadership
  • Transformational Leadership
  • Storytelling and Leadership
  • Leading Difficult Conversations
  • Leadership and Emotional Intelligence
  • Thomas Kilmann Conflict Mode Instrument Assessments
– “Leading Others/Teams” Education and Training Series
  • ION’s Charged Leadership© and Teams
  • Managing Performance through Strengths-Based Development
  • Group Facilitation Training
  • Managing Team Conflict
  • Fundamentals of Building Team Credibility
  • Building “Smart Trust” and Goodwill
  • Finding Shared Meaning Among Multiple Perspectives
  • Introduction to Deep Listening
  • Informed Decision Making in High Stakes Environments
  • Optimizing Collaborative Capacity in Teams
  • Leading Conversations that Matter
  • Leading “Up” the Chain of Command
  • Matrix Management Training
  • Developing Personal Resilience
  • Personality and Teams Series:
    • MBTI™ and Team Building
    • MBTI™ and Decision Making
    • MBTI™ and Emotional Intelligence
    • MBTI™ and Communication
“Leading Organizations” Education and Training Series
  • Using ION’s Charged Leadership Model© as Applied tool for Organizational Development
  • Strategy, Strategic Planning and Operational Plans
  • Introduction to Applied Change Management Theories
  • Strategic Planning for Whole Systems Change
  • Discovering Shared Meaning in Multi-stakeholder Engagement
  • Shared Visions or Shared Delusions: The 3 Conditions for Creating Shared Visions
  • Foundations of Shared Visioning
  • Introduction to ION’s Shared Visioning© Model
  • Leadership Training for ION’s Shared Visioning© Model
  • Developing Adaptive Capacity in Organizations
  • Leading Organizational Inquiry
  • The Business Model Canvas
  • Value Proposition Development
  • Participatory Research Training
    • Introduction to Action Research and Appreciative Inquiry
    • Principles of Research Design
    • Introduction to Process Design
    • Introduction to Thematic Analysis
    • Research Reporting and Communications
    • Integrating Research and Planning
Think we can help your organization? Get in touch!

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