Leaders can’t predict the future. They can enable it.

Disruptive changes in the current landscape (pandemic, global economic downturn, racial justice, climate change, future uncertainties) will challenge every organization with difficult choices. They will likely make fixed plans irrelevant. 

Wise planning does not attempt to predict the future. It provides a flexible blueprint to unify the organization, improve its agility to adapt, and increase the impact of its mission. Practical wisdom in planning begins by integrating core values and guiding principles to clearly align and leverage precious human and material resources.

A well-structured planning process directs the organization’s focused attention on the path upward. Diverse viewpoints from key stakeholders and advisors provide a wide-angle perspective that takes in the big picture and also zooms in to examine critical details. At its best, planning generates a set of ongoing conversations that:

• Assess progress
• Examine changing conditions
• Adapt the plan to changes in the operating environment

Services that Turn Strategic Planning into Wise Planning


Designing a wise planning process that unites the organization to align in a shared effort to reach the vision.

Designing a wise planning process that unites the organization to align in a shared effort to reach the vision.

Facilitating the diverse perspectives of internal and external stakeholders to provide a critical understanding of their needs, concerns, and ideas.

Facilitating the diverse perspectives of internal and external stakeholders to provide a critical understanding of their needs, concerns, and ideas.


Coaching leaders to recognize and avoid common mistakes when guiding the process without a facilitator.

Coaching leaders to recognize and avoid common mistakes when guiding the process without a facilitator.

Training a group of internal facilitators to use a consistent and effective process to lead ongoing planning for parts of a large organization.

Training a group of internal facilitators to use a consistent and effective process to lead ongoing planning for parts of a large organization.

Guiding the preparation of a clear, compelling set of core values and guiding principles that define the organization’s identity, shape its culture, and provide a solid foundation for wise planning.

Guiding the preparation of a clear, compelling set of core values and guiding principles that define the organization’s identity, shape its culture, and provide a solid foundation for wise planning.

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Mark facilitated two planning meetings for my senior leadership team. He created a forum for open honest dialogue to build trust and increase our shared work together to lead a large, complex organization. This experience demonstrated to me that not only is Mark an excellent facilitator, but he has a deep understanding of a. the nature of collaboration, b. effective strategic planning, and c. the value of group and organizational decision making. It is my pleasure to give Mark the highest recommendation as an outstanding consultant.

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R. F.
Head of Government Agency

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