Unlock Your Business’s Full Potential with Strategic Planning Workshops
Sherpa CEO Coaching’s Annual and Quarterly Planning Workshops provide the structure and accountability your business needs to break through growth plateaus and achieve your biggest goals. With expert guidance from battle-tested coaches, you’ll leave each session with a laser-focused roadmap that aligns your team and drives results—helping your business scale faster and more efficiently.
Align Your Team for Sustained Growth
Strategic planning is critical to business success. At Sherpa CEO Coaching, we facilitate annual and quarterly planning sessions to help CEOs and executives set clear, actionable goals, track progress, and align their teams for sustained growth. These sessions include a detailed review of current business performance, goal setting, and the development of a roadmap for future success.
Set Annual Business Goals
Set ambitious, long-term goals and create a strategic vision for the year ahead.
Set Manageable Quarterly Goals
Break down long-term goals into manageable, actionable steps for the upcoming quarter, ensuring continued momentum.
Align Your Leadership Team
Ensure your leadership team is aligned and equipped with the tools to achieve your company's objectives
Quarterly Strategy Session
After the first three days of laying the foundation for your organization’s vision and execution plan, we transition into what we call Quarterly Strategy Sessions, or our 90-Day Delivery Cycle. These sessions ensure your leadership team stays aligned and on track with your strategic goals every 90 days.
Reviewing the Previous Quarter
Reflecting on the past quarter is critical to recognize achievements and extract key learnings. We assess financial performance, goal completion, and any insights that can inform future strategies.
Vision & Strategy Alignment
We revisit your Strategic Vision Framework to evaluate whether adjustments are needed. This ensures that your 1-Year Goals and 3-Year Vision remain relevant and achievable.
Strengthening Leadership Team Dynamics
High-functioning teams thrive on trust and collaboration. Each quarter, we implement tailored activities to enhance team cohesion, alignment, and accountability.
Implementation of Strategic Tools
We introduce new leadership tools to optimize efficiency, streamline execution, and improve accountability within your organization.
Setting Priorities for the Next 90 Days
With the last quarter behind, we shift focus to defining the 3-7 key priorities goals that will drive progress over the next 90 days, ensuring alignment with your 1-Year Plan.
Problem-Solving & Roadblock Removal
We dedicate time to resolving critical business issues, addressing them methodically to ensure sustainable solutions that enhance long-term organizational strength.
Annual Strategic Planning: A Deep Dive
When it’s time for annual planning, our regular Quarterly Strategy Session is replaced with an intensive 2-Day Annual Planning Retreat. This session provides a comprehensive review of the past year and a strategic roadmap for the upcoming year.
Reviewing the Last Year & Prior Quarter
Beyond the last 90 days, we assess how well the organization has met its annual objectives and key initiatives set a year ago.
Team Health & Leadership Development
A core focus of Day 1 is leadership alignment and strengthening trust-based collaboration through structured team health exercises.
Organizational Effectiveness Assessment
Using our proprietary Organizational Performance Check-Up, leaders evaluate the strength of their business across key operational components. Our goal is to progress towards a score of 80+ in all areas over time.
Strategic SWOT Analysis
Each team member prepares a Strengths-Weaknesses-Opportunities-Threats (SWOT) Analysis in advance. We leverage this to identify critical issues and opportunities that shape our strategic direction.
Vision & Long-Term Strategic Focus
We revisit and refine the Strategic Vision Framework, ensuring alignment with your 10-Year Ambition and long-term business objectives.
Setting the 3-Year Business Roadmap
With a fresh perspective on achievements and challenges, we define your 3-Year Business Roadmap, aligning it with your Big Hairy Audacious Goal (BHAG) and market opportunities.
Defining Your 1-Year Strategic Priorities
We establish 3-7 high-impact goals for the upcoming year—objectives that will drive measurable results and position your company for long-term success.
Identifying Key Priorities for the Next Quarter
Once the annual strategy is in place, we set the Quarterly Goals that will ensure consistent progress toward the year’s objectives.
Problem-Solving & Execution Planning
We tackle key organizational challenges, leveraging proven frameworks to resolve them effectively and ensure smooth execution in the coming year.
Trusted by Industry Leading Companies
Transform Your Business with Quarterly Strategy Sessions
Across these industries, Sherpa CEO Strategy Sessions empowers businesses to overcome common obstacles such as:
Operational inefficiencies
Employee turnover
Seasonal revenue fluctuations
Project and cash flow management
Inconsistent service delivery
Kind Words from Past Leaders that We've Worked With
"Working with Sherpa CEO Coaching has been a game-changer for our business... Sherpa CEO Coaching gave us the tools, systems, and mindset to truly take our business to the next level. If you're serious about growth, I highly recommend working with them."
"We took a leap of faith when we decided to work with Sherpa CEO Coaching, and it was the best decision we've made for our business... We’ve now hit milestones we thought were unattainable, and we’re growing faster than ever. If you’re considering coaching, Sherpa is the real deal, and you can trust them to deliver results."
Ready to Transform Your Business?
The Annual Planning Session with Sherpa CEO Coaching provides a holistic and actionable blueprint for success. If you're ready to take your business to the next level, contact Sherpa CEO Coaching to schedule your Annual Planning Session today!