Strategic Planning

A process that aligns your team and motivates action with accountability.

  • Online or in-person sessions

  • High impact, collaborative process 

  • Develop vision, mission, goals, strategies, and action plans 

  • Operational documents for alignment and goal cascading

  • Communications and implementation plans

  • Accountability and measurement


Download a Strategic Planning Template 

  • Build your plan from vision to action.

  • Excel template is yours to customize.

  • Hold yourself and your team accountable.

  • Automatically generates a "plan on a page."

  • Used by companies small to big to get results.

Exactly what we needed, when we needed it

"Laurie's talent for working hand-in-hand with our team, her ability to dig deep into our business model, and her willingness to follow up and hold us accountable throughout the implementation process have been stellar.


Our whole team has fully bought in, and strategic planning has shifted from something we dreaded to something that actually makes us excited about our future as a business.”

- C. Lotz, Chief Operating Officer


Value Building & Strategy Articles

SmallDotBig is a strategic advisory firm for owners of small to mid-size companies. Our mission is to dramatically increase the value of your business anticipating a sale or ownership transition in the future. We help you get more freedom over your time and more happiness in your personal life. Our process combines Value Building, Executive Coaching, and Strategic Planning. Want a business and personal roadmap to achieve your dreams?  Reach out today. 

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