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We understand that not every organization may have the funds to hire a consultant to help them with their strategic planning.  To be frank, not every organization needs to do so. This strategic planning package may be the answer for your organization.


This "basic" package will help you build the case for planning, provide the steps required, give you an expectations statement for your board to sign, provide an example of a strategic planning calendar and includes all of the following:


Board Chair/Executive Worksheet $4.95 value

Strategic Planning Preparations   $4.95 value

Strategic Planning Steps    $4.95 value

Strategic Planning Process Outline     $4.95 value

Five Paths to Strategic Thinking   $4.95 value

Top Ten Impacts of Strategic Planning  $4.95 value

Strategic Planning Expectations  $4.95 value

Planning a Preferred Future  $4.95 value

Strategic Planning Tools   $4.95 value

Strategic Planning Components   $4.95 value

Seven Sustainability Habits  $4.95 value

Strategic Advancement Map     $9.95 value



The entire package value is $64.40


Package discount of 20%


Check here for the standard package with board assessment


Check here for the premium package including a board assessment and coaching or retreat hosting: Strategic Planning Package - Premium | Effective Strategies (

Strategic Planning Package - Basic

  • The Basic Package inludes key documents to support your planning process.  Other packages include addtional services:


    The Standard Planning Package features the documents plus a board assessment to analyze your status and best practice usage.


    The Premium Planning Package includes the documents, the board assessment, plus a professionally facilitated board retreat either virtually or in person.  Travel and lodging will apply outside of the Indianapolis, Cincinnati, and Louisville triangle.


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