HOW WE CAN WORK TOGETHER
There is no single right way to start. Every business is at a different stage, every owner has different goals, and budgets vary.
The offerings below are designed to meet you where you are, whether you want to try something first, dive straight in, or bring your whole team along.
Who this is for
You're a small business owner or solo entrepreneur in a service or product business. Nonprofit organizations face many of the same strategic challenges and will find the same value here.
Maybe you've been operating for several years and you're ready to get serious about where this is going. Maybe you're just starting out and you want to build on a solid foundation from day one. Either way, you know that decisions made without a strategic framework tend to cost more, in time, money, and energy, than decisions made with one.
Strategy Intro Session | $350 | 1.5 hours
A good starting point, especially if you're not yet sure what you need or whether we're the right fit for each other.
In 90 minutes, you share where your business is right now and where you're trying to take it. I ask the questions that help me understand your situation, and that start to bring the real strategic questions into focus. You leave with a clearer picture of what strategic work could look like for your business.
Starting here is entirely your choice. You can move straight to any of the other engagements without it. But many people find it a useful first step: it gives you a real sense of how I work before committing to a longer engagement, and it gives me a much better understanding of your business, which makes any follow-on work sharper from the start. If you continue to a Complete Strategic Plan, the $350 is credited toward your engagement fee.
Strategy Conversation | $999 | 4 hours
A focused thinking session for business owners who want to start thinking strategically, without committing to a full plan yet.
This is one session, structured as two two-hour blocks with a half-hour break in between. No slides, no homework, no deliverable. Just a rigorous, structured conversation about your business: what you're building, what's getting in the way, and how to think about the decisions in front of you.
You bring your situation. I bring the questions. We both make notes. You leave with more clarity about your business than you arrived with, and a much better sense of what strategic planning could do for you if you decided to go further.
Complete Strategic Plan |
fee upon request
A custom strategic plan built collaboratively with you, delivered as a professional slide deck that becomes your business compass for the next 12 months.
This is not a template and it is not generic advice. It is a plan specific to your business, built through a series of working sessions in which every strategic decision is one you make, with full understanding of why.
See exactly what's in the plan.
To discuss whether this engagement is right for your business and what it would cost, get in touch.
Strategic Planning Fundamentals Training Course | $3,000 per participant | Grant-funded for eligible MA businesses and nonprofits
A 10-hour training course, four sessions of 2.5 hours each, delivered exclusively for your organization.
This is not consulting. I teach you and your team how to think strategically about your organization: the frameworks, the questions, and the process. You build the strategic foundation yourselves, guided by a structured curriculum tailored to your type of organization, whether service business, product business, or nonprofit.
Massachusetts businesses may be eligible for full reimbursement through the Workforce Training Fund Program, making this available at no net cost.