Strategic Planning

  • This service is broken into three stages. First, we identify or validate your company’s vision statement. Second, we evaluate the current state of your business and determine what gaps need to be addressed to achieve your vision. Third, and last, we create an action plan for you to achieve the vision for your business.

    • Vision Statement

    • Current State Gap Analysis

    • Strategic Plan based on the time horizon of your choosing

  • This is a fixed fee service. We will agree to a fixed fee after determining the scope and complexity of your request. Typically, this service costs between $2,500 to $7,500.

  • After submitting the contact form below, I will reach out to you in 48 business hours so we can get to know one another better. If we both feel that partnering is a fit, we will craft a fixed fee arrangement with a goal of providing you with an actionable plan for you to help drive your business towards its mission.

I support small and medium business owners in creating, implementing, and evolving strategies to meet their business objectives on a quarterly, half-year, or annual basis.

From business launch to business scaling, I help business owners identify accessible and actionable paths forward to meet their specific goals and desires.

Kristen Stain, ketchupstain

“As a creative person with big ideas and many interests, it has been incredibly helpful to work with Shelby to look at my vision from a ten thousand foot view. We were able to map out and categorize my vision, and then narrow down and prioritize my tasks so I could get focused on the steps towards my goals—while keeping the larger vision in view. As new opportunities have come up, Shelby has been an incredible partner in helping me pivot and refocus when needed. Shelby’s strengths as a strategic thinker has been a huge asset as I build out this new chapter of my career and business.”

[01] Setting your Vision

First, we will spend time gaining a deeper understanding of the vision you have for the company, exploring your aspirations and priorities.

[02] Current State Gap Analysis

Let’s dive deep to understand how your business is performing today across key themes such as people, operations, financial projections and management, and brand.

[03] Strategic Plan

Let’s assess - we know where you want to go and we know where you are now. Next, we will create an actionable, right-sized plan for you (or you and your team!) to execute to bring your business to its next level.

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Contact.

Interested in collaborating to help set your strategic plan? Please reach out through the contact form. I will respond within 48 business hours and look forward to getting to know you!