Advance Leadership

Is your current strategic plan up to date?


Recharge your vision

Over time, a vision statement gets stale or forgotten. Renew you organization’s vision of a compelling future.


Update your business/ministry model

Define your value proposition and the people you are serving. Articulate the pillars and identify the missing pieces in the work you do.


Outline your strategic plan

Activate your team by determining your priorities together. Then layout the objectives, tactics and deliverables for the next year. 

So how does it work?


Pick a date

Book Dr. Scott and coordinate with your team. Clear everyone’s calendar for a 2 day getaway.


Book a venue

Get a great location to relax and focus. You can leave this up to us to book for you.


Dive deep and make a plan

Gather your team. We will start with a good breakfast and then dive into the work. After an evening of relaxation we will hit it fresh the next day to finish mid to late afternoon.

Go home with a purpose and a plan.

Finish your retreat with a shared mission, vision, values, and strategy.

Elements covered

  • Appreciative inquiry into what you are doing well
  • SWOT analysis (Strengths/weaknesses/opportunities/threats)
  • Business (private) or Ministry (non-profit) model breakdown
  • Purpose definition- linked to value proposition
  • Vision statement
  • Values- linked to brand and social contract
  • List of Organization standards
  • Strategic Planning- objectives, tactics, deliverables

 

Scott helped our board and staff focus on a Strategic Plan to concentrate our efforts in ways that bring results.  A grand slam! Scott facilitated our strategic planning weekend and it was a home-run that everyone was engaged in. We ended up seeing major success by following the plan that he helped us design, we have seen major advancements in every area.  This was a working document that gave us direction and didn’t just sit on the shelf. I highly recommend Scott as a consultant.

Nairn Gillies- Executive Director; SDHHS

Recently our organization had the opportunity to welcome Scott Francis to facilitate a strategic planning session for our financial advisory practise.  The two day experience with Scott was very well accepted and continues to be an ongoing discussion amongst our group.  With 5 partners and two other associates in the room, there was sure to be conflicting agendas, but Scott was able to facilitate a very smooth process to have us all open up and provide insightful commentary on how best to strategize our goals and objectives on a go forward basis.  We were very happy with our experience and continue to tell others as well.

Travis Cuthbert- Partner; Mercator Financial