Planning Services

​We are ready to support you  in your planning efforts large or small with proven-successful techniques.  With  broad industry and business process experience as well as deep expertise in group meeting management applying a collection of facilitation tools we can guide and add value to your planning discussions at any level.  All Planning services are customized for your specific needs.  Some example service types include:​

Strategic Planning

Establish  priorities, targets, and timelines via SWOT, best/worst case and other forecasting and  situational views.

​Conduct Process or Service Analysis & Design

​Start from the very top and develop a clear Mission Statement 

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Initiative Planning

Determine Goals and Priorities for complex efforts, internal or customer-facing

 Set the Scope for an initiative or key Phase

Develop a comprehensive initiative plan for all related workstreams
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Software Evaluation & Selection

RFP Development & Management, including Requirements Analysis & Scoring Methods

Vendor or SaaS Transition Impact Assessment
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Vendor Evaluation Process