Most tech companies scale fast but without strategic direction. You hire because you're overwhelmed, not because you know what roles you need. You build features because customers ask, not because they serve your vision. You burn cash on initiatives that scatter focus instead of compounding progress. Strategic planning isn't about PowerPoint decks that end up on shelves — it's about making decisions. Real strategic clarity means your team knows what to build, what to say no to, and why. It means your leadership is aligned on where you're going and your board stops asking 'what's the plan?' because everyone already knows.
Fast growth creates operational chaos — you're reacting to fires instead of building toward a vision
Leadership team gives different answers when asked 'what's our strategy?' — misalignment is invisible until it's expensive
Strategic planning sessions produce 40-slide decks that nobody references after the offsite
OKRs get set but don't connect to actual priorities — teams work hard on things that don't move the needle
Every quarter feels like starting from scratch because there's no strategic continuity
Board asks tough questions about direction and you realize you don't have crisp answers
Strategic planning only works if it connects vision to execution. We combine multiple proven frameworks into a single strategic architecture — from emotional future-state (where you want to be in 3 years) to tactical quarterly rocks (what you're shipping this month). The output isn't a consultant's slide deck. It's a living system your team uses to make decisions.
Start with Vivid Vision and Hedgehog Concept exercises. What does your company look like in 3 years? What are you best in the world at? What drives your economic engine? What are you deeply passionate about? This isn't abstract — it's emotional clarity that your leadership team can feel. If the vision doesn't energize you, it won't drive execution.
Use the 6Ws Business Strategy framework (WHY→WHERE→WHAT→WHO→HOW→WHEN) combined with Verne Harnish's One Page Strategic Plan (OPSP). Seven columns: Core Values, Purpose, Targets (3-year MTO goals), Brand Promise, Key Initiatives, Critical Numbers, and Quarterly Rocks. Your entire strategy fits on a single page that leadership can internalize.
Break 3-year goals into annual milestones, then quarterly OKRs (Objectives + Key Results). Each quarter has 3-5 Rocks — the most important outcomes your team must deliver. This creates a rhythm: strategy informs OKRs, OKRs inform Rocks, Rocks inform weekly priorities. No more guessing what to work on.
Implement KPI frameworks across 6 business areas: Marketing (CAC, conversion), Customer Experience (NPS, retention), Product (activation, engagement), People (turnover, productivity), Operations (cycle time, quality), Finance (revenue, margins). Real-time dashboards that show whether you're on track — not quarterly slide decks that hide problems.
Set up the meeting cadence that makes strategy stick. Weekly leadership huddles (15 min) to review Rocks. Monthly deep dives (2 hours) to course-correct KPIs. Quarterly planning sessions (full day) to reset OKRs and adjust the OPSP. Strategy isn't a one-time event — it's a discipline.
We don't invent frameworks — we combine the best ones. Strategic planning works when you stack complementary methodologies: emotional vision exercises (Vivid Vision) + strategic structure (6Ws, OPSP) + execution discipline (OKRs, Rocks) + measurement rigor (KPIs). Most consultants pick one. We integrate all of them because that's what creates strategy that sticks.
You're scaling fast but it feels chaotic. Your leadership team works hard but isn't aligned on priorities. Strategic planning sessions in the past produced slide decks that nobody used. You want a system — not a document — that connects vision to execution. You're willing to commit to the discipline of weekly huddles, monthly reviews, and quarterly planning. If you just want a strategy consultant to write a pretty deck and disappear, this isn't for you. If you want strategic clarity that your team actually uses to make decisions, let's talk.
Most strategic planning fails because it produces a document, not a system. You get a 60-slide deck, everyone nods, then it's forgotten by next quarter. Our approach is different: (1) The output is a One Page Strategic Plan — literally one page your leadership team can memorize. (2) We build the execution cadence (OKRs, Rocks, KPIs) at the same time as the strategy, so there's no gap between 'what we decided' and 'what we do.' (3) We set up weekly/monthly/quarterly review rhythms so strategy becomes a living discipline, not a one-time event. If you're not willing to commit to the cadence, the strategy won't stick — and I'll tell you that upfront.
McKinsey gives you analysis and recommendations. We give you architecture and accountability. Big 4 consultants deliver insights — 'here's what you should do' — then leave. We build the execution framework with you: OKRs, Rocks, KPIs, dashboards, review cadences. The difference is ownership: they hand you conclusions, we hand you a system your team runs. Also, I've shipped products at enterprise scale for 15 years. I'm not theorizing about what works — I'm showing you what I've used to scale teams and products in the real world.
Yes — if you adapt them. Google's OKR system was designed for thousands of people. For a 10-person startup, full-blown OKRs are overkill. We simplify: fewer objectives (2-3 per quarter instead of 5-7), more focus on Rocks (the 3-5 critical outcomes this quarter), and lightweight KPI tracking (6-10 metrics instead of 50). The principles are the same — measurable goals, quarterly rhythm, public accountability — but the implementation is right-sized for your team. Small teams actually benefit more from OKRs because misalignment is more expensive when you only have 10 people.
Then you don't have a strategy — you have tactics. Strategy is the durable direction (3-year vision, core values, economic model). Tactics are how you get there (quarterly OKRs, product roadmap, go-to-market). Strategy should change slowly — maybe once a year based on major market shifts. Tactics should change every quarter based on what you learn. The OPSP gives you the stable foundation (strategy) while OKRs and Rocks give you the flexibility (tactics). If your 'strategy' is changing every 90 days, you're reacting, not leading. We'll help you see the difference.
Yes. Many clients bring me in to facilitate their annual or quarterly planning sessions. I run the workshop using Vivid Vision, OPSP, and OKR frameworks — we leave with clarity, not just whiteboards full of sticky notes. Typical format: full-day offsite with your leadership team, structured agenda (vision → strategy → execution), real-time documentation of decisions, and a follow-up session 2 weeks later to finalize OKRs and Rocks. You can do this as a one-time engagement (Foundation tier) or as part of ongoing strategic advisory (Optimization tier).
You can pick one, but you'll get partial results. Here's why: Vivid Vision creates emotional buy-in but doesn't give structure. OPSP gives structure but doesn't define execution rhythm. OKRs create accountability but don't connect to long-term vision. KPIs measure progress but don't tell you what to prioritize. The frameworks stack — each one fills a gap the others leave. That said, if you're early-stage (pre-Series A), we can simplify: start with Vivid Vision + OPSP + quarterly Rocks. Add OKRs and KPI dashboards as you scale. The key is integration, not picking tools à la carte.
Foundation tier: 2 full days (leadership team). Execution tier: 2 days upfront + 4 hours/month for 3 months (workshops, KPI reviews). Optimization tier (ongoing): 1 hour/week (leadership huddle) + 2 hours/month (deep dive) + 1 day/quarter (planning session). This is the minimum to make strategy stick. If your leadership team can't commit to weekly huddles and monthly reviews, strategic planning won't work — the system will decay back to chaos. I'd rather tell you that upfront than take your money and watch the strategy die from neglect.
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