New York, NY

Strategic Planning

Strategy + Coaching + Execution = Results

You want to grow your business, but where do you start?

Posting on social media more, isn’t a plan. It’s a tactic.

When was the last time you reviewed your company’s strategic plan?

How do leaders ensure everyone is moving in the same direction?




The process is customized based on our client’s needs and overall goals. You’re busy, we understand. That is why we offer flexible solutions to meet you where you’re at.



  • Step 1: Hold a needs assessment and scoping meeting
    • Time required can range from 1-3 hours
    • Varies based on the size of the company and business segments
  • Step 2: Agree on the goals, define success, confirm scope, and schedule
    • Strategic planning sessions range from 1 to 2 days and can be held onsite or offsite
    • For the most effective experience, we recommend sessions are held offsite
  • Step 3: Execution – LINKS-9 (see below)
    • Plan development time can range from 1 to 4 weeks
    • The Strategic Plan will include one to three edits based on feedback
    • Varies based on scope size, organizational complexity, and overall goals
  • Step 4: Set implementation in motion
    • Together we walk through how each step is accomplished, by when and by who
    • Meeting can be held onsite of offsite
    • Clients often include a leadership retreat component to enhance the team-building and collaboration to deepen working relationships

Our LINKS-9 Strategic Planning approach

The approach consists of 5 steps and 9 areas of focus:


  1. Leadership Check-In
    A current state deep dive that begins with an evaluation of the company as seen by those driving the business
  2. Insightful Information Capture
    Included interviews with stakeholders, data gathering, process and data analysis and opportunity categorization
  3. N-Vision
    We use a variety of tools to help leaders express desired outcomes, SMART goal setting, and create a common definition for success. This process successfully unearths priorities, individual expectations and motivation
  4. Knowledge Management
    We leverage resources and institutional knowledge to capture data for the LINKS9 performance areas. The people, processes and data are the foundation for the plan
  5. Strategic Working Plan
    After the completion of the previous steps, we help our clients understand and own the path forward. A “working” plan ensures our clients have autonomy and are empowered to act.
    Add on services include:
    Project execution, project quality assurance, stakeholder communication management, leadership training and coaching, process reengineering, automation, operational build-outs.


The core areas of focus for your strategic working plan are determined by your business goals. Below are the most common areas of development for small and medium size organizations looking to scale.
  1. Business Development
  2. Corporate Culture
  3. Customer Satisfaction
  4. Financial management
  5. Growth Marketing
  6. Operationalization
  7. Sustainability
  8. Technology and Data Utilization
  9. Training and Pipeline Development


  • An onboarding meeting with project sponsor (s) to capture critical data
  • The kick-off meeting to review timeline and project plan
  • Planning Session:
    • Leadership Check-In
    • Insightful Information Capture
    • N-Vision
    • Knowledge Management
  • Execution Session:
    • Strategic Working Plan
  • Project Check In(s)


  • A comprehensive deck with tools to manage the business to meet goals set
    • Specific steps and tasks to accomplish goals
    • Accountability matrices for individual and department goals
    • Timeline and milestones
    • Risk management and escalation plan and process
    • Communication progress reporting plan and process
    • Performance metrics to measure progress
  • Monthly project management support*
  • Quarterly performance auditing, with management*
  • Six-month plan reevaluation and recalibration exercise, with management*
  • Year-end performance reporting*

* Add-on service options


After working with us clients have clarity. They find it easier to communicate their goals, how they are going to meet them, and when. Having a strategy in hand, simplifies the process of evaluating new opportunities.

The plan is the company playbook.

One team, focused and moving in one direction.