Strategic plan facilitation and measurable marketing plans

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Strategic plan facilitation and measurable marketing plans 2017-04-27T20:38:14+00:00

Project Description


Occasionally my clients send me notes about their experiences. I had to share this one. Thank you, Vonnie!


“If you’re fortunate, you have a board comprised of highly
successful and seriously well-versed business and community
leaders who understand the importance of annual strategic
planning. However, we all understand the challenge involved
in merging a board’s diverse set of interests and personal
experiences into one shared vision for your organization.
These dynamics coupled with the fact that your board’s time
is limited and valuable requires that your planning process be
tight, effective, and relevant.

“We hired Advocate Marketing PR to help us develop our annual strategic plan. We came away with so much more.

“Karen’s facilitation style helped our leadership team conduct an honest organizational assessment through candid dialogue. She knew when to step in, and when to step back. And with exceptional organizational maturity model assessment tools, strategic planning tips and extra time spent working with professional staff outside of the board planning session, our Chamber came away with greater than expected outcomes.

“Karen made it easy on us all to get to where we needed to be by clearing the path and paving the road. Staff and leadership were engaged throughout the process furthering our board-staff team development. Challenges we had not identified and strategies we had not thought of
materialized. Board members wholeheartedly embraced the process and at the end of the “day” convened with a united consensus and
direction and plan for action. As importantly, our leadership team developed a greater confidence and trust in each other and in professional staff.

“We could not be happier with the end result.”