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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 because it includes guidance and leadership for your planning.


This "premium" package will help you build the case for planning, provide the steps required, plus provides coaching and retreat facilitation. 


A block of time in retreat allows for discussions that otherwise wouldn't happen, lends itself to creative and open discussion of the future, and provides the opportunity for more in-depth discussion of issues and direction. 


The document package gives you an expectations statement for your board to sign, conducts a complete board assessment with five custom questions, provides an example of a strategic planning calendar and includes all of the following:


Board Assessment Administration  (15 or less)      $399 value


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

Seven Sustainability Habits  $4.95 value

Strategic Planning Tools    $4.95 value

Strategic Planning Components   $4.95 value

Strategic Advancement Map     $9.95 value


Coaching and Retreat facilitation for up to six hours over one or two sessions.


The entire package value is $2,263.90


Package discount of 10%


Check here for the basic package of documents alone

Strategic Planning Package - Basic | Effective Strategies (


Check here for the standard package including documents and a board assessment:

Strategic Planning Package - Standard | Effective Strategies (

Strategic Planning Package - Premium

  • 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.


    Board Assessment Administration

    1.  Within two business days after purchase you will be sent a copy of the assessment with the option to add custom introduction, logo, and up to five (5) custom questions along with a completion deadline.

    2.  You will provide e-mail addresses via an excel spreadsheet for sending the assessments directly to your Board members, staff or volunteers.

    3.  Once the completion deadline passes, the survey will be turned off and summary data gathered for returning to you within seven days.

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