Strategic PlanningConsultant workspace
What it's for·How to use

What it's for

A three-year plan of action built with the owner and their team. The owner sets the challenge, bets and moves; the team adds anonymous input; you see where their views differ.

How to use

  1. Create a client plan with the company and the challenge.
  2. Send the owner their private link. They work through five steps and it saves as they go.
  3. Send the team link. Input is anonymous and appears once enough people respond.
  4. Review. Share team entries with the owner in your wording and compare how each side sees the company.

Owner and team links never ask for names.