Strategic & Business Planning

We bring your strategy to life so that your purpose-driven company can thrive.

Strategic Planning need not be a 4-letter word

Having served dozens of natural & organic product brands as well as environmental and educational nonprofits, we help you avoid these pitfalls:

  • 60% of companies don’t tie financial budgets to their strategic priorities
  • Businesses with a plan are far more likely to get funding than those that don’t
  • 29% of fast-growing companies lack strategic plans, business plans, or similar long-range planning tools

Strategic & Business Planning is more than a goal -- it is a process!

Let us take the reins and help you ideate, design, and implement a strong, values-centric business or strategic plan, and tackle problems with viable solutions along the way.

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We can help your clean beauty, herbal, cosmetic, chocolate, coffee & tea, or organic foods & beverage brand...

  • build effective purpose and mission into your plan
  • develop alignment between your leaders and team
  • Integrate ESG and sustainability into your long-range planning
  • assess and evaluate your current status and guide leaders toward next steps
  • identify problems and generate future-thinking, aligned solutions
  • facilitate your brand's live business planning process, including meetings, interviews, assessments, focus groups, stakeholder engagement, plan development, product launch, document publication, and implementation
  • support B-corps and aspiring B-corps evaluate and discern the steps through assessment, certification and beyond
For Purpose-Driven Companies
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Do any of these issues sound familiar?

  • Your leaders or partners can't agree on a direction, a mission, or core values
  • Your leadership team doesn't refer to the plan and it is gathering dust
  • Your staff are unclear on strategic directives and company vision
  • Your plan is outdated and needs refreshing and re-launching
  • Your plan got "waylaid" by a grant or funding that sidelined your true mission
  • Your purpose has changed and your brand is going in a new direction
  • There are so many positive outcomes you'd like to tackle! You can't decide which should take priority.

Our Strategy Services Include:

Build Purpose and Mission Directly into Your Strategic or Business Plan

We help create strong, values-based cross-functional alignment with all board members, staff, and departments. We help you navigate the consumer and client demands of sustainability, helping you design efforts toward environmental progress and social awareness and activism.

Manage Every Phase of the Strategic Planning Process

We can jump in at any point of your process, no matter the history or challenges you're facing. Our support is pivotal to the process from start to finish, including: 

  • Assess and evaluate your current plan
  • Connect with key stakeholders including board chair, board officers, board members, C-Suite team, and key staff
  • Clarify the nuances of your plan concepts, wording and language, timelines, goals, partnerships, history, core values, mission and purpose, company culture, revenue streams and financial structure, and more.
  • Evaluate your project and program development. 
  • Work with your staff to determine and implement best practices and next steps for aligning programs with strategic vision.
  • Change management assessment as it relates to new values or purpose
  • Startup planning and guidance for new companies, especially aspiring, new and certified B-Corps
DESIGN THE BUSINESS PLAN YOUR BRAND NEEDS

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