Strategic Planning

Strategic plans that won’t end up on the shelf

For organizations undergoing transitions or those that need a change.

“What David created for us is not just a strategic plan that sits on a shelf and is taken out once a year. It’s a living document that has been guiding us daily since its creation two years ago through the Federation’s most important priorities and strategies. And with David’s additional guidance and expertise, we’ve also been able to launch major initiatives in all areas prioritized in our plan. Because of this, our fundraising has also grown significantly over the last year.”

–David Waren, CEO, The Jewish Federation of Greater Hartford
Headshot of David Waren

“It was more than getting a strategic plan. It was like having a second-in-charge president, chairman, and CEO.”

Man imporving

Every organization needs a strategic plan. But most plans fall short.

Because most strategic planning means sitting in a conference room repeating the same conversations you’ve had again and again with no change. “Pulling teeth” to get your team involved with yet another lengthy process with yet another consultant. And walking away with a complex, unrealistic plan that’s going to sit on a shelf and gather dust until next year.

And that’s where Panoramic Strategy comes in.

Because when you work with us, you don’t just get a plan. You also get a strategic partnership that’ll help you identify a clear vision of your future, outline the concrete steps and decisions you need to get there, and support you in making it real.

Are you a non-profit looking for support on a larger organizational change? 

Headshot of Chad Silverstein

“I had this idea for a company I had already begun, but I found it hard to get clarity. Was this something worth pursuing? Did I even have a real company here? So my investment in a strategic plan with David was like having a second-in-charge president, chairman, and CEO. Or someone who I could use as a sounding board and as a guide through what was scalable and realistic.”

–Chad Silverstein, CEO, [re]start

5 things Panoramic Strategy does differently to make sure your new strategic plan actually makes an impact. And stays off the shelf.

We’re not interested in having you spend days on end away from your other work to sit in a room with us…only to walk away with a 60-recommendation plan (yes, we’ve seen this before) that you’re never going to use.

Instead, we’ll make sure you walk away with a living document that offers a practical course of action that you can refer to daily. Including a clear vision to guide all your decisions, your key priorities, foundational strategies, and core initiatives to get you started.

Group resistance is one of the biggest barriers to change (and is likely why so many strategic plans end up on the shelf gathering dust). We overcome this by building ownership and buy-in at all stages of the planning process.

This means we’ll have conversations with individual stakeholders, run surveys, facilitate task force discussions, and more – then connect this data to decision-making to get everyone aligned on the right way forward.

Many strategic planning consultants come in and try to fit you into their “proven” process. But we know that one-size-fits-all planning processes often don’t work.

Because of this, we’ll instead rely on our years of experience in planning for growing organizations to build out a process that makes sense for you and your team.

Which means you’ll find no wasted time or engagements any longer than they need to be. All you’ll find is the ideal combination of activities from our “toolbox” to get you clearly and quickly on the right path.

To help you make real change, we’ll also provide direct support in launching the major initiatives identified in your plan.

This may include coaching your CEO or the leaders who own your implementation, establishing templates to standardize your processes, putting you in touch with relevant resources in our network, or anything else you may need.

Alongside our extensive strategic planning experience, your two facilitators come from unique backgrounds and skillsets that can make your plan come to life.

David Kaplan is a CPA and an outsourced CFO to growing organizations, allowing him to clearly see what’s possible from a financial standpoint (and not just give you recommendations that are wishful thinking).

Beth Rosenberg is a high-performance culture consultant who is an expert in helping teams make real change. She’ll be available to work across your team and leadership to get everyone aligned on the way forward.

See more about the team.

Panoramic’s strategic planning ‘secret sauce’: custom, “unforgettable” facilitated experiences for you and your team (a client’s words, not ours!)

What’s the ‘secret sauce’ that makes everything above possible? A custom facilitation process that we’ll build out based on exactly how your team works best. Whether that involves group visualization exercises, strategic planning frameworks, post-its stuck around the office… 

When blended with data, this unique facilitation experience will engage your team in new, productive ways. And leave you with a powerful strategic plan that you can’t help but take action on.

Team working at a table

Strategic Planning & Facilitation Case Studies

How the Jewish Federation of Greater Hartford Defined the Long-Term Changes & Impact They Needed to Re-Engage Their Local Jewish Community

Woman climbing stairs made out of paper
“What David created for us is not just a strategic plan that sits on a shelf and is taken out once a year. It’s a living document that has been guiding us daily since its creation through the Federation’s most important priorities and strategies. And with David’s additional guidance and expertise, we’ve also been able to launch major initiatives in all areas prioritized in our plan – including with our marketing, brand, and community engagement. Because of this, our fundraising has also grown significantly over the last year.”
David Waren
CEO, The Jewish Federation of Greater Hartford

How Startup [Re]start Gained the Clarity & Confidence it Needed to Move Forward and Become Reality

“The end result of my time with David was an executive summary and the foundation of a business plan that outlined key actions and financial drivers. So while I had the vision, it really was David who was able to help me make it real. He was the one who put it down on paper and challenged me to close the gaps. David’s got the CFO background, the business strategy piece, and the consultant edge that brings a whole array of expertise to the table to help any business with plans to grow.”
Chad Silverstein
CEO, [re]start
man brainstorming

Set yourself on the path to greater impact.

With a strategic plan that won’t just sit on the shelf. And a partnership that makes it real.