Strategic planning explained

Strategic Planning Workshops vs Quarterly Strategy Days

Workshops establish or renew direction. Strategy Days maintain the planning and leadership rhythm between strategic plans.

SHIFFT planning approach · Russell Cummings

QuestionStrategic Planning WorkshopQuarterly Strategy Days
What is the purpose?Set or renew the business direction.Review progress and keep the strategy moving every 90 days.
Where do we start?An initial straw man strategy prepared from agreed information and consultation.Your existing strategic or annual plan and progress since the previous quarter.
Who takes part?Owners, board members and leaders involved in setting or delivering the strategy.The executive or senior leadership team, typically around six to ten people.
What happens?Challenge assumptions, assess choices and agree the direction and priorities.Review the dashboard, resolve critical issues, develop leadership capability and reset priorities.
What are the outputs?An agreed working strategy and next steps. Annual and initial 90-day plans are included where agreed in scope.Session notes, actions and an updated 90-day plan with ownership, measures and deadlines.
How long does it take?A full day is typical. Preparation and follow-up are scoped separately within the engagement.A full-day quarterly session is typical, with pre-work and follow-up.
What is the investment?Quoted to consultation, format, participants and documentation.From A$5,000 + GST per day. Travel at cost and additional planning work scoped separately.

Which service should you start with?

  • Your direction is unclear: discuss a Strategic Planning Workshop.
  • You have a plan but progress is uneven: discuss Quarterly Strategy Days.
  • Your leaders need both direction and an operating rhythm: scope the two services together.

Can you use Strategy Days with an existing plan?

Yes. A plan created internally or with another adviser can provide the foundation. Russell reviews what is useful and agrees any additional work needed to make it actionable.

Are the services a compulsory package?

No. They are separate services that can work together. The proposal defines the agreed preparation, delivery, outputs, investment and follow-up.

What about individual leadership support?

Strategy Days include a targeted leadership learning segment. Executive coaching or broader leadership development can be added separately when individual leaders need further support.

Start with a conversation

Find the right next step for your business.

A free 20-minute call with Russ to understand your situation and explore the right scope. No commitment to a programme.

  • Discuss your priorities and the decisions you need to make.
  • Explore the best starting point for your leadership team.
  • Agree whether a tailored proposal is the right next step.
Book a 20-minute strategy call →

Prefer to contact Russ directly?
0414 929 585
russell@shifft.com.au

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