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Strategic Planning & Leadership Facilitation

Purpose-driven strategy starts with diverse perspectives.

Strategic planning is more than executive vision brought to life. Meaningful strategy emerges when diverse perspectives unite around shared purpose, turning ambitious goals into clear, actionable plans that align leaders, navigate complexity, and drive measurable impact. We facilitate planning that brings organizations together to navigate complexity and turn possibilities into clear roadmaps.

The ultimate benefit of our partnership with Incite over the years is their role as a trusted advisor. Not only do they challenge us during annual strategic planning sessions but our quarterly accountability meetings do just that: they hold us responsible for our actions. With their help, we make the hard decisions about our strategic priorities and their collaboration helps us make good on our objectives through the year.

Dwayne SamplePresident and CEO, Argus

Our Capabilities

Incite’s suite of strategic planning capabilities guides organizations through proven methodologies that ensure leadership teams develop clear purpose, aligned priorities, and focused implementation plans that turn vision into measurable impact.

Strategic Planning Facilitation

Great strategy emerges through structured dialogue and strategic thinking. We facilitate multi-day strategic planning sessions using our proven LEAP framework, bringing diverse voices together to envision your future state, evaluate current reality, assess alternatives, and plan focused next steps.

Mission, Vision & Values Development

Purpose drives everything else. We guide leadership teams through collaborative processes to define or refine your mission, vision, and core values—creating the foundational elements that align decision-making and inspire authentic organizational culture.

Implementation Planning

Planning without implementation is just good intentions. We develop comprehensive tactical plans that translate strategic priorities into specific actions, timelines, and accountabilities—ensuring your strategic plan becomes operational reality.

Board & Leadership Training

Strategic success requires organizational alignment. We design engagement processes that build buy-in across board members, leadership teams, and key influencers, creating champions who clearly and consistently advocate for your strategic direction.

Our Approach

We specialize in strategic planning that brings people together to make confident decisions about the future. With experience across public, private, and not-for-profit organizations, we facilitate collaborative planning sessions that translate ambition into clear, actionable direction.

A strategic plan should inspire action—while staying grounded in reality. We help leaders make informed choices about what matters most, aligning priorities, timelines, and resources so progress is both bold and achievable.

Every organization is different. That’s why we tailor each planning process—its structure, timeline, and deliverables—to your context, challenges, and aspirations. The result? A plan that reflects who you are, where you’re going, and how you’ll get there together.

To support meaningful strategic thinking, we use LEAP as our facilitation framework. It provides a common language and a clear path from vision to execution:

This proven approach fosters alignment, surfaces trade-offs, and turns strategic conversations into focused action that drives measurable results.

Our Process

Through our proven project methodology and collaborative facilitation, we help leadership teams engage in the strategic thinking that creates focused direction and aligned action. Our process ensures diverse perspectives contribute to stronger strategies that work in the complex realities of your organizational environment.

Our strategic planning process moves through the following phases:

1

Discovery + Strategic Intelligence

We begin with comprehensive discovery through kickoff meetings, leadership interviews, and document review to establish an accurate picture of your current reality, opportunities, and challenges while understanding your strategic context and organizational dynamics.
2

Audience Engagement + Research

We engage key audiences through interviews, surveys, and roundtables to gather authentic perspectives from board members, leadership teams, and other impacted parties—ensuring all voices inform the strategic planning process and contribute to stronger decision-making.
3

Facilitated Session + Strategy Design

We facilitate comprehensive strategic planning sessions using our LEAP framework, guiding leadership teams through structured dialogue to confirm vision, define strategic priorities, and create focused implementation plans that translate ambitious goals into clear roadmaps.
4

Implementation Planning + Advisory

We guide development of comprehensive implementation plans that turn strategic priorities into operational reality, providing ongoing advisory support to ensure strategic plans drive real organizational change and measurable progress toward your goals.

The ultimate benefit of our partnership with Incite over the years is their role as a trusted advisor. Not only do they challenge us during annual strategic planning sessions, but our quarterly accountability meetings do just that: they hold us responsible for our actions. With their help, we make the hard decisions about our strategic priorities and their collaboration helps us make good on our objectives through the year.

Dwayne SamplePresident and CEO, Argus

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Ready to develop your Strategic Plan?

Contact us to discuss how we can help you bring diverse perspectives together, create strategic clarity, and develop focused direction that drives lasting organizational success.