Annual and quarterly strategy and planning sessions align teams behind priorities, review and sharpen strategy and set clear goals for the period ahead.
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A facilitated session incorporates Scaling Up methodology and best practices into your Planning and allows the Founder/CEO and strategic leadership to fully focus on the discussion and outcomes on the day. It also infuses energy and new ways of solving challenges which levels up decision-making, output and team commitment.

Who is it for?
Owner/operators or CEOs who want to review Strategy, Align their team and develop their Annual Plan using an external facilitator. Or need a Strategy reset with their team.
What's included?
Initial Scaling Up assessment
Initial Cashflow Story Financial report and review
Kick-off strategy and planning session facilitation for up to 5 people
Scaling Up workbook with core tools
Preparation call with CEO
All materials
Post-session debrief call with CEO
Set up and access to Scaling Up scoreboard
(1 seat for 3 months)
Investment
1 Day Session
$5,000 ex GST & travel
2 Day Session
$7,500 ex GST & travel
Additional 3 months implementation support
$6,500 ex GST


It's tough and time-consuming to both plan, structure, facilitate, moderate AND inspire your leadership while applying your own view and thinking to the discussion.
The best meetings provide structure, allow for diverse views and a high quality discussion but result in clear outcomes and a committed team.
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We will work with you on preparation and agenda planning to focus the session on the most urgent and important strategic issues and debrief with you after the session. The facilitation may happen on-site at your premises or another location. 1-2 Days is optimal.
Lasting Change. Immediate impact. We guarentee it.


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