Strategy & Planning

Strategic planning is the process of envisioning a future to which you aspire and identifying actions to achieve it. It is a pro-active approach that allows leaders to shape the future, not simply react to events. Strategic thinking is the process of gathering information and selecting facts that are relevant to success, then brainstorming possible solutions and leveraging opportunities discovered through the overall strategic planning process. Done well, strategic thinking and business planning leads to greater commitment by all employees and creates the roadmap to better results.

We facilitate the entire strategic planning process. We ask the challenging questions that leaders should be asking themselves. We make certain your organization discovers the answers required for success. We get to the heart of the issues facing an organization and help leaders create a plan to address them. Clients receive an actionable, well-documented plan that crystallizes their strategy, aligns critical goals to specific actions, and holds people accountable for implementation and results.

Many small and mid-sized companies have limited resources for marketing and sales planning. With decades of sales and marketing management experience, we know how to create actionable marketing strategies and sales plans for you to achieve profitable revenue growth.

If managing sales people is your challenge, our Excellerated Sales Management service may be the answer. We help sales people improve their knowledge, skills, and abilities; and hold them accountable for the results you need them to achieve.

We are experts at evaluating organizational performance: from strategy, leadership and management systems, to people development, operational processes and business results. Built on world-class criteria for performance excellence (the Baldrige Criteria for Performance Excellence) our organizational assessments ‘go deep’ and identify key strengths and opportunities for improvement in critical areas of any business.

Our DIALOG® diagnostic tool enables us to take the pulse of any organization in seven key areas. Leaders gain the employees’ perspective to understand if organizational goals are aligned at all levels.

We provide an objective, documented feedback report that often becomes the roadmap for strategy and planning, professional development and continuous improvement initiatives.

With constant pressure to deliver short-term results, many small business owners and emerging entrepreneurs struggle to balance the need for long-term planning with the daily tasks of running their businesses. We work with leaders in start-ups and smaller companies to create fast-track strategic plans that crystallize vision, mission, purpose and goals. We eliminate the “we’ve always done it this way” thinking, and our robust planning process helps smaller organizations proactively address the realities of competing in a rapidly changing environment—before it’s too late.

Excellerated Performance offers personalized business coaching to senior leaders, business owners and individuals who want to maximize their potential. Our approach to coaching is designed to help clients achieve success as they define it. Our formula for positive behavioral change becomes even more powerful when applied in a confidential, one-on-one forum. We combine the right mix of structure, world-class materials, personalized attention and candid feedback to help people excel and perform in their professional and personal lives.

Whether you’re a busy executive striving to become a better leader, a sales professional looking for that competitive edge, an employee transitioning from an individual contributor role into a management position, or just simply seeking better balance between work and family, an Excellerated Performance coaching program can help you gain control and achieve success.