Strategic Planning & Retreat Workshops
PlayBook partners with your management team to design and facilitate half-day to multi-day
strategic planning sessions, as well as more in-depth long-term engagements. This work is
vital to an organization’s overall health and progress and includes:
We’ll deliver a Strategic Plan that outlines your vision, mission, values, core competencies, strategic objectives, and a detailed roadmap to guide you towards fulfilling your dream. The Tactical Plan is built on easy-to-follow steps with motivation that everyone in the organization can understand.
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• Cross-functional communication
• Business review
• Strategic direction
• Next-phase goal setting
Sometimes your organization may not need (or may not have the budget) to hire a consultant for the entire strategic planning process.
• Leverage one of our strongest skills: Bridging concepts, people, and projects through guided communication and strategy.
CEO2Go® Executive Coaching
PlayBook offers professional CEO development and mentoring that ignites strategic thinking and helps senior and emerging leaders transform your culture to achieve your boldest vision. Benefit from our expertise in a package that works with your bottom line.
• Hourly or retainer basis
• Gain fresh perspective on complex issues
• Drive implementation & manage change effectively
• Adopt/adapt game changing growth strategies
Whether you’re thinking of starting a business or you’re an established entrepreneur who needs to improve the bottom line, PlayBook can work with you to write or revise a Business Plan that gets funded and creates results.
An advertising budget is only as effective as the strategy behind it. PlayBook partners with you to clarify a 3-year vision and the operational goals to achieve it. Then we work with you to identify and analyze your Segmented Target Market to arrive at the most effective use of your marketing dollars.
Leadership Transition & Succession Planning
Change is inevitable. Although it’s stressful, it infuses the organization with new perspectives and energy. We help you step through this often awkward disruptive process, allaying the fears that often block progress while we assess the organization’s health and readiness for change.
• Opportunity to reflect on strengths, weaknesses, successes, and lessons
• Comprehensive Succession Plans
• Make informed decisions for CEO or Executive Director recruitment
• Design a Blueprint for Change for board & staff recruitment strategies and communication
Team Development & Training
An organization or agency is as strong as its weakest teammate or board member. Coaching and development are critical success factors for any thriving group that wants to grow its most prized asset: Your resource-controlled knowledge base.
• Highlight areas for improvement for board members and employees based on their desires and your needs
• Define growth paths for effective professional development
• Identify challenges in board recruitment, retention, and support
• Deliver Board Training, Coaching Plans or Individual Training Programs
There’s always room for improvement, no matter what the process. “The way we’ve always done it” may not be working in today’s business world or with your current customers or employees.
• Sharpen your workflow to reduce errors and cycle time
• Troubleshoot and review the processes that support key parts of your business
• Streamline processes and reduce time and money required to run the business
• Redistribute work and get staff’s “Aces in their Places”
Using your current financial position and historical statements, we help you identify where you can afford to cut costs, where you may increase or decrease dollars and effort, and how you can improve the overall health of your bottom line.
We can help you create current fiscal year financials and develop future forecasts that focus on areas like:
• Expanding Revenue Sources / Product Lines
• Sales Forecasts and “What-if’s”
• Personnel Plans
• Rising Costs of Goods
• Breakeven Analysis
• Once we understand your meeting goals, we’ll prepare our Facilitator’s Guide to moderate your brainstorming and strategy sessions.
Consistent “Thinking Partner” and source of accountability to bounce ideas off of
Call (808) 875-0500 if you have questions about our solutions
PlayBook Consulting Group • leslie@ThePlayBookGroup.com © 2017 PlayBook Consulting Group. All Rights Reserved