“PeopleBiz, Inc. recently aided Texas Secure Title in our five year strategic plan. Although I have been coaching with Alicia and PeopleBiz for over ten years, I didn’t know what to expect from the planning session, and I was very excited by the outcome. People Biz was able to gather and see data that I had never looked at or even considered looking at. I feel that after the two day session, I have a solid working plan to grow my business and stay in alignment with the five year plan.” – Gretchen Wright, President, Texas Secure Title Company
The greater the expectations for your business, the higher the stakes, and the unique nature of strategy discussions require special planning to ensure that meaningful and constructive conversations happen.
Who is facilitating your business plan for 2019 and beyond? A successful strategy meeting can align leadership, strengthen business performance, and transform the day-to-day operations of the business.
We assist business owners & leadership teams in creating clear, shared, actionable visions for the future. We then support the development of the strategies and plans needed to successfully achieve that vision.
This sometimes includes:
Strategic Initiative Management: In cases where you are managing dozens of unfocused initiatives, we facilitate the development of an approach to support leaders in examining what to focus on now that will provide the most leverage for the business. We engage leaders to ensure buy-in, and install processes to manage initiatives from conception through implementation and results tracking.
Accountability and Measurement: We facilitate the conversations that identify, define, and align around strategic measures. These tools are crucial for managing, monitoring, and analyzing initiatives and overall business performance. We also work to clearly define responsibility and decision rights throughout critical processes.
Priority Setting and Resource Allocation: For each priority, we support conversations for clear accountabilities and milestones, integration of critical dependencies and enabling capabilities, and planning for incremental investment or debt reduction.
We keep it simple: We take into account the maturity of your business and your team. Planning is a skill set built over time. When your team lacks the experience of planning, we also fulfill the role of a trainer, skillfully teaching concepts your team can utilize time and again.
The success of a strategic off-site meeting often lies in the preparation for the meeting itself. Although it may seem paradoxical, it’s only from rigorously designed meetings that truly candid strategy discussions arise. A structured agenda helps you get deeper, quicker. We know how to structure the agenda you need to be successful.
As leadership teams experience the power of well-designed strategy meetings, they become more adept at doing the work of strategy and planning together. Not only will your business have a defined plan, your team will know how to execute that plan throughout the year.
“Deborah’s Strategic Planning facilitation was such an improvement over our last meeting. Having a facilitator allowed our whole team to participate, without worrying about the schedule of the day.”
– Jordan Morgan-Barnes, Director, Eye Faster LLC
“Having Alicia facilitate our Strategic Planning helped us come together as a team to determine what we needed to accomplish to meet our goals for next year. The facilitation engaged the entire team, and laid a pathway that we could all buy into. Having a facilitator also brought a lot of energy to the room, and our team was more likely to speak up, since it wasn’t the boss running the show. Everyone was heard and valued, and we have great synergy as a result.” – Pat Sankey, Broker Associate, Keller Williams Legacy
