Planning. Alignment. Accountability. Focus.

We've helped hundreds of people gain alignment and productivity by getting all of the cool things out of their heads and into an actionable plan.

How will you plan to be successful this year?



"Mark, Maren and Jim created, led, and executed a strategic planning program that greatly enhanced my ability to lead my organization."

Howard Aronson, Managing Partner

The Challenge

Getting teams to agree to action can be easy; keeping them aligned and focused on the right action is the challenge. Often, organizations miss critical targets because their teams were simply putting time, effort and resources in the wrong places.

Lack of clarity will cause your team to pump the brakes.

Sometimes competing priorities or uncertainty can cause hesitation or distraction, leaving your team to focus on the work that feels most urgent—or that they enjoy the most. At the end of the year we look up and realize we didn’t achieve what we had hoped to accomplish. We look back and wonder if it was time well spent or if we could have done something different to deliver on the numbers we’d promised.

Whether it’s delivering on strategic objectives or hitting a sales target, the only way to create clarity, stay focused, and ensure alignment across an organization is through a concise, easily understood, visible, measurable plan.  

The Solution

Gain alignment, increase productivity, drive accountability, and hit your objectives.

A compounding strategy

ALIGNMENT

Creating the right plan allows you to be on the same page with everyone else in the organization. You’ll know what the company is trying to achieve and how every department’s contributions, as well as your own, add up to the larger company objectives. In order to provide that clarity, plans need to be aligned from both the top down and the bottom up.

FOCUS

Team objectives are rarely divided evenly among the members of the team. In order to achieve results, each team member must be crystal clear on what it takes to win.

ACCOUNTABILITY

Having clearly written objectives and role responsibility allows you to hold your team accountable. More importantly, it allows them to hold themselves and each other accountable to achieving your organization's goals.

The Sessions


Below are planning options

Option 1:

CEO/Organizational Plan with alignment session

In this version we spend 1-2-1 time with the CEO to develop the majority of the plan. Next, we meet with the stakeholder group (executive team, board, sales leadership) to revise the plan, using the stakeholder input. We use a series of facilitated exercises to draw out the best thinking of the stakeholders. We then help organize that thinking into meaningful contributions to the plan. This produces an end product that has good buy-in.

Once the plan is finalized, we can help the CEO share the plan with the stakeholder team or any other group. This package comes with use of the planning system for one year, 3 revisions and 3 one to one coaching sessions with the CEO, quarterly.

Total time commitment (excluding revisions and coaching) is 16-24 hours. Can be facilitated in person with proper distancing, or done virtually over several sessions.

This option is best for the CEO who will push down organizational objectives with little input but would like to get buy in on how the work gets done.

Approx. $12,500

Option 2:

2 Day Off Site Plan Build

This session brings the entire stakeholder group to a single location, with the objective of collaborating to build a one year organizational plan. Here we focus on good planning principles, SWOT analysis, prioritization exercises, and then we engage the team to construct and agree to a solid strategic plan with very actionable steps. This session leads to a great team building experience, really robust conversation, healthy conflict, idea sharing, and written plan that can be shared throughout the organization, providing clarity and alignment.

Total time commitment - 16 Hours (2 Days) This session should be done in person with proper distancing. Virtual sessions are available as an option.

There are no revisions or coaching provided by WinSource with this planning session.

This option is best for teams that are newly developed or tend to work in silos. It is a good way to introduce planning to a group that has not done it before or that has had a bad experience previously.

Approx. $10,500

Option 3:

CEO/Organizational Plan and Individual Executive Team Plans

In this option, we spend the first time block building the CEO plan. We get all the great stuff out of the CEO's head down on paper. This plan will contain organizational objectives and strategies, but the action items will be those of the CEO. Next we will share the plan with the stakeholder group/exec team. We will then lead facilitated sessions helping them build one page plans of their own that are in perfect alignment with the CEO plan. Each executive will have a plan for their team or department that specifically calls out their objectives for the year, strategies, and time bound actions for projects and other goals. This option brings clarity to larger organizations where multiple executive leaders are responsible for specific business lines, geographies, or have matrix management responsibility.

Once the plans are finalized, we can help the CEO and executive team share the plan with any other group, like their direct reports. This package comes with use of the planning system for one year, 3 revisions and 3 one to one coaching sessions with the CEO and any plan holders, quarterly.

Total time commitment for the CEO 16-30 hours (excluding revisions and coaching). Time commitment for stakeholder/exec team 16-18 hours (excluding revisions and coaching). Can be facilitated in person with proper distancing, or done virtually over several sessions.

This option is best for the organization that seeks total team alignment while allowing a top down, bottom up approach to objective building.

Approx. $11,500 for the CEO and the first two stakeholder plans. Each additional plan is $3000. (Ex. CEO + 6 Executive team members = $23,500)

The Tools


Plans can be online or basic docs

This is a basic plan framework:

Plans will be measurable:


The one page methodology we use is based on simplicity. We capture Mission, Vision, Objectives, Strategies and Actions in a very thorough, time bound, measurable format. We remove unnecessary business jargon, fluff, all the things people sometimes put into plans for show. This leaves us with what is most important to the business and a clear plan to get it done.

Our simple, one page plan also makes an easy-to-digest communication vehicle for messaging to the rest of the organization. This ensures clarity, focus, alignment, and accountability at all levels.

The Results

Here is what other business leaders like you have seen through the planning process.

"One of the most difficult things to accomplish is to get people to do the paperwork.  Jim and his team introduced the One Page Plan which was not only easy to use, but provided a clear line of sight from their efforts to the company strategy. Most impactful was the guidance and support, offered by Jim's team, as we implemented the process and it became an integral part of our annual goal setting." - Wayne Larkin, President


"Our sessions could not have gone better! I admire their skillset at facilitating a single meeting across the levels of our organization, from the Board of Directors to my Admin Team. My team has embraced the professional development opportunity of participating in building the plan. They readily contribute to more strategic conversations and are empowered to act." - Leanne Noren, Executive Director


"Prior to the one page plan being introduced by Jim and his team, our planning process was inconsistent at best.  The one page plan simplified the process to make it tangible, quantifiable and thus demystified our planning cycle.  The actions that supported the strategies reinforced accountability throughout the organization.  Conversations became more productive around resource allocation as transparency of barriers to financial success were evident.  The magic in the one page plan is its concise and precise approach to setting and achieving company objectives that lead to overall constituency satisfaction.” - Eric Lynn, Regional Vice President


Strategic Planning can be intimidating, let us show you how to make it easy.


We're Ready

If you have a creative challenge for the WinSource team we'd love to hear from you— let's continue the conversation.


EMAIL info@winsourcegroup.com | WEB: WinSourceGroup.com