Strategic Planning Facilitator

We help leadership teams cut through the noise, clarify direction, and walk away with strategic plans that are actually actionable.

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Strategy Sessions That Don’t Just Talk, They Decide

A lot of planning sessions generate ideas. Fewer generate alignment. Even fewer generate real commitment to execution. That’s where our team comes in.

As a seasoned strategic planning facilitator, Shane creates experiences where teams don’t just brainstorm - they align, prioritize, and commit. We help executive teams and boards surface what’s essential, name the real barriers, and structure a strategy that the organization can actually implement.

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Why Bring in a Strategic Planning Facilitator?

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Even great teams struggle to step back, see the full picture, and make tough calls when they’re in the thick of execution.

As an external facilitator, we bring structure, objectivity, and real-time insight that helps groups go deeper, faster - without spinning out or skating past the hard parts.

We’ve facilitated strategic planning for:

  • Nonprofits preparing for growth or leadership change

  • Boards aligning around vision and execution

  • Executive teams in high-growth or re-org moments

  • Cross-functional teams navigating complexity or mission creep

Speak with an Expert

  • “Members of my Board of Directors are telling me that the planning retreat Shane and his team designed and facilitated for was truly a wonderful experience and the most productive RBFF gathering they have ever been to. I couldn’t agree more.”

    — Dave Chanda, President & CEO, Recreational Boating & Fishing Foundation

  • “Investing in continuous learning and up-skilling is critical for personal and organizational growth. I’ve been a CEO for many years, yet since I invested in working with Shane, I find myself scaling my own value to my business. Our executive team will climb higher mountains thanks to subtle but crucial calibrations resulting from working with Shane.”

    — Virgil Bretz, CEO, MacroHealth

  • “Shane’s approach to facilitation is thorough, and his style is energetic. He can keep a tough group of busy, hard-charging people moving and really drive to consensus. He is excellent.”

    — Faryar Shirzad, Chief Policy Officer, Coinbase

What Strategic Planning With Shane Looks Like

No two sessions are identical, but the approach is always grounded, human, and focused on movement.

Discovery
We clarify your goals, context, and decision points. We meet with key players and gather just enough insight to design the right flow.

Design and Prep
We craft a structured facilitation plan - including exercises, framing, and visuals - to guide your team through honest, productive work.

Facilitation
We lead your team through a strategic experience that sparks clarity, debate, commitment, and a shared view of what’s next.

Synthesis and Support
We capture outcomes, advise on next steps, and - if needed - help you translate planning decisions into execution frameworks.

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Speak with an Expert

When to Bring Shane In

You’ve got a big retreat coming up and need it to produce more than slides.

Your board or exec team keeps circling the same strategy debates.

Your plan is outdated, unclear, or sitting on a shelf.

You’re growing fast and priorities are blurring.

You’re overdue for real alignment and ready to get there.

Here’s how we can help

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Frequently Asked Questions

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  • Who do you facilitate strategic planning for?
    Executive teams, boards, nonprofits, and mission-driven businesses ready to align and act.

  • Do you only work with nonprofits?
    No, we work with both nonprofit and private-sector organizations when clarity and alignment are needed.

  • What makes your facilitation different?
    We don’t just guide discussions, we help teams make decisions and build strategies that actually move.

  • How long is a typical engagement?
    Anywhere from a half-day to multi-day sessions, plus prep and optional follow-up.

  • Do you do virtual facilitation?
    Yes, planning sessions can be virtual, hybrid, or in-person, depending on your needs.

  • Can you help us write the final plan?
    Yes, we can help capture key outcomes and translate them into a working strategic framework.