Management Retreats and Strategic Planning Sessions

A half or full day planning and strategy session for the key people in your organization facilitated by an Advisors On Target consultant. Even the most successful organization can benefit from having an outside facilitator to keep the meeting focused and effective.

The purpose of this planning day is to engineer structure into your business development process. Completing our assessment questionnaire will provide valuable and relevant information that will form the basis of focused discussion at the strategy session. It will also give you new insights into your business. Your investment in this process includes our analysis of the assessment questionnaire and a confidential survey of your team on your organization’s commitment to customer service prior to the actual session.

At the strategy session itself, we identify the critical strengths and weaknesses of your business; evaluate opportunities that are available to you, and develop a vision that will give focus and direction to your business initiatives. Finally we put together an action plan so that you have a specific set of projects to work on to implement your goals.