Strategic Planning

STRATEGIC PLANNING FACILITATION & DOCUMENTATION

Create & Implement Your Firm's Strategic Plan

It’s common in our industry to neglect and minimize strategic planning. The barriers to developing and implementing an appropriate strategic plan are varied and real. Procrastination is the result of not knowing the answers to these questions:

  • Where do we start?
  • Who should be involved?
  • Who are we and where are we going?
  • How do we finish & publish?
  • How do we launch implementation?

Establish Relevant & Actionable Strategic Plans

We have facilitated strategic planning efforts for start-ups, regional and national firms. Whether your firm’s plan is in your head or is facilitated for your team by IAG, we can help you put it on paper and make it real.

Culture

Your firm’s vision is realized by implementing your mission in an environment that is defined by your core values.

Goals

With a shared vision, all parts of your organization, although acting independently, are aligned on a set of common goals

People

Key strategic hires are more likely to join a firm with a clear vision and the plan required to realize it.

Accountability

Responsible parties are identified for the various components which leads to team accountability

What you get

  • Suggestions of strategic planning team make-up
  • Market research
  • Development of vision, mission, & core values
  • SWOT & Gap Analysis
  • Actionable Strategic Goals
  • Draft strategic plan

Client Spotlight

“Mark did a great job in listening to our staff during strategic sessions and then consolidating our discussion into a solid draft strategic plan for our review. He captured the essence of our firm’s core values and strategies which allowed us to quickly finalize our plan and get started with implementation.”
Jerry Ramos
Jerry RamosCEO, Ramos Consulting, LLC
“IAG helped facilitate discussions regarding a balance of our aspirations with what is achievable. Having Mark in these discussions provided a third perspective that was independent and drove us toward a plan of action.”
Gerald Lankes, P.E.
Gerald Lankes, P.E.President, Seiler Lankes Group, LLC
“Au+ has developed a profound reliance on Mark and IAG, serving as a reliable compass for making critical decisions, ensuring each step is not only well-informed but also strategically aligned. Their wealth of expertise has proven to be an indispensable asset on our path to achieving success.”
Gaby Tassin
Gaby TassinPresident, Au+ Engineering, LLC
“Mark brought his practical approach, gained from his successful career in engineering consulting, to bring our big picture strategy down to a plan of attack that we could visualize. Thanks to the StART system and Mark’s guidance, our 5-year Strategic Plan will NOT collect dust!”
Gordon Greene
Gordon GreenePE, Executive Vice President, Patel, Greene & Associates
“Mark is the consummate professional. He takes the time to listen and really understand what’s needed in each situation. Then he has the experience and commitment to execute the plan flawlessly. Whether it’s growing or leading a team, a single office, a multi-state region or national business, Mark has been there done that – successfully.”
Mick Morrisey
Mick MorriseyCo-Founder, Morrisey Goodale
“IAG facilitated our strategic plan in 2019 and then facilitated our external sale in 2022. They have been a great partner.”
Tom Cardenas
Tom CardenasCEO, ECM International, Inc.
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How It Works

Identification of strategic team members

Facilitation of strategic planning session

Planning meeting summary & outcomes

Compilation of your draft plan

Create & Publish Your Firm’s Strategic Plan