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Strategic Planning Facilitation

Your company’s growth depends on a clear roadmap to success.

Strategic Planning: Roadmap to successInvest in your company’s future with a successful strategic plan.

“Strategic planning embodies the heart, soul and hope of the company”
Bonni DiMatteo, President of Atlantic Consultants

At Atlantic Consultants, we know that a clear strategic plan is the rudder for every company’s journey to success. Without a solid strategic plan, companies will not attain previously set goals.

Atlantic Consultants offers strategic planning facilitation that will develop a clear, practical strategic plan for measurable results as well as build your strategic planning team effectiveness. Our consultants will assess where your company is and facilitate a strategic plan process to reach your company’s annual goals.

After the strategic planning session, Atlantic Consultants offers follow up coaching services for your leaders to insure that your departments reach your company goals. Coaching your company’s leaders insures that your company implements and achieves your strategic plan into its day to day business practices. Therefore, your strategic plan becomes successful practices implemented and not just ideas on a paper.

 

“Atlantic Consultants was excellent at facilitating the strategic planning process.”

Charles H. Sherwood, CEO
Anika Therapeutics

 
 

“We have made great progress thanks to [Bonni DiMatteo’s] help.”

Nancy R. Kolligian
Chair, NAASR Board of Directors

 


Resources & More Information


How Strategic Planning Facilitation Helps Your Company

  • Develop a clear and focused strategic plan
  • Motivate workers to achieve measurable results
  • Clarify your company’s vision, mission, values and goals
  • Identify your company’s strength, weaknesses, opportunities and threats
  • Build a feasible action plan for each department and individual leader
  • Create and implement a follow-up action plan to insure success
  • Strength the communication and commitment of the strategic planning team

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Benefits of a Strategic Planning Facilitator

Prior to the Strategic Planning Retreat:

  • Create a focused agenda designed for maximum productivity and efficiency
  • Work with board to clarify vision, mission, values and goals for the future
  • Assign each member homework for upcoming retreat
  • Identify Strength, Weaknesses, Opportunities and Threats (SWOT)

During the Strategic Planning Retreat:

  • Keep participants focused and productive
  • Insure productive collaboration by facilitating team-building exercises
  • Insure open communication by facilitating exercises
  • Mitigate resistance to growth and change amongst participants
  • Allow everyone to focus on their assigned roles & goals
  • Keep track of time and progress
  • Create alignment

Post Retreat:

  • Follow up action plan
  • Implementation of action plan
  • Coach key leaders to achieve individual and departmental goals
  • Schedule planned meetings to insure that goals are being met

Benefits:

  • Develop a clear, focused strategic plan
  • Clarify vision, mission, values and goals of the company
  • Identify Strength, Weaknesses, Opportunities and Threats (SWOT)
  • Create and implement a follow-up action plan to insure success

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Strategic Planning Tips

from

104 Tips on How to Ignite and Optimize
Your Business and its Leaders

by Bonni DiMatteo
 
  1. Organize a 2-3 day retreat for Strategic Planning
    • Create an agenda
    • Assign homework
    • Set expectations
  2. Research the company’s (and each department’s) SWOT
    • Strengths
    • Weaknesses
    • Opportunities
    • Threats
  3. Define the Company’s
    • Mission
    • Vision
    • Values
    • Strategic Goals
  4. Establish SMART goals that are aligned with your values, vision and mission:
    • Specific
    • Measurable
    • Achievable
    • Relevant
    • Timed

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Strategic Planning Testimonials

As founder and Executive Director of Women’s Studies Research Center I would like to recommend Bonni Carson DiMatteo as an expert facilitator who understands the challenges and opportunities of non profit organizations. She is great at designing meetings or retreats that bring together the concerns and hope of the key stakeholders and then helps them create a process to resolve the concerns and leverage the hopes. She helped us create a culture of communication and commitment for the organization’s mission. With her help we were able to collaborate better and to work even more effectively as a board.

Shulamit Reinharz, Ph.D.
Founder and Director
Women’s Studies Research Center
Brandeis University

“Ms. DiMatteo was a delight to work with and she devoted a great amount of time in helping us to prepare for the retreat...helping us to focus on what we need to achieve at our retreat and how to go about it. We have made great progress thanks to her help.”

Nancy R. Kolligian
Chair, NAASR Board of Directors

 

“Bonni [president of Atlantic Consultants] really did a fabulous job with our group of 30 agency representatives. She kept us on task, ensured the participation of each member of the group, and helped each of us to keep our focus on the goal we wanted to achieve in the meeting. When old tensions or arguments surfaced and threatened our progress, Bonni found ways to diffuse the pressure without making anyone feel that they weren’t heard. The group (again, a hard group to please!) was unanimous in their appreciation and praise of her work, and we would definitely call upon her again should we decide to do a large group retreat or strategic planning session.”

“I strongly recommend Bonni to you”

Liz O’Connor
President
Strategy Matters, Inc.

 

“Atlantic Consultants was excellent at facilitating the strategic planning process to encourage ideas, diffuse time-consuming non-productive disagreements, and moved the group to conclusions... [they were] masters at encouraging and designing small team breakouts and assignment and in rotating leadership...always showing preparation, creativity and enthusiasm.”

Charles H. Sherwood, PhD
President and CEO
Anika Therapeutics

 

“On behalf of all the men and women of the Boston Police Department, I want to thank you for the time and effort you put into Strategic Planning … The spirit of collaboration and enthusiasm that I saw at the celebration … is representative of the investment you have made. As Mayor Menino said at the event, you deserve great recognition as one of the architects, creating the public safety strategy for your community and the entire city”

Paul F. Evans
Police Commissioner
1999

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