Strategic Planning & OKR Consulting.
Build a strategy your organization can actually execute — with the clarity, alignment, and measurement framework to make it real.
Book a Strategic Planning CallMost organizations have a strategy. Few have one that drives daily decisions.
The gap is almost always in execution — the translation of vision into clear objectives, measurable key results, accountable owners, and a rhythm of review that keeps everyone focused. We close that gap.
From strategic planning through OKR design and implementation, we help leadership teams build the operating system that turns intent into outcomes — and then connect it to the project management, process, and technology infrastructure to actually deliver it.
Quick facts
From vision to execution — end to end.
Strategic planning is the entry point for everything else.
A clear strategy tells you what to prioritize. Connecting it to execution tells you how. Here’s how strategic planning links to the rest of our services:
How a strategic planning and OKR engagement works
A strategic planning and OKR engagement typically runs 4–6 weeks once started. It is built around a series of working sessions with your leadership team, and it ends with a strategy your team uses to make decisions every week, not a deck that sits in a folder.
Discovery call and interviews
We start by asking whether there is a current strategy, whether the team knows it, and what decision point you are working toward. We then interview leaders individually to surface where they agree and where they do not.
Direction workshop
A facilitated session aligns mission, vision and the few strategic priorities that matter for the planning horizon. We also make the trade-offs explicit: what the organization will stop doing or delay.
Translate into OKRs and KPIs
Each priority becomes objectives and measurable key results, linked to a KPI framework, using OKR, Balanced Scorecard or OGSM depending on what suits your team. Owners are named for every objective.
Set the review cadence
We design the monthly and quarterly review rhythm so reviews become decisions, not status updates, and set up reporting so progress is visible without someone assembling it by hand.
Coach the first cycle
We coach the leadership team through the first review cycle, adjust what is not working and hand over the templates and process so you can run the next cycle on your own.
What it costs
Strategic planning is quoted as a fixed fee for the workshop series and OKR setup, with ongoing coaching available as a separate option. We work on fixed fees, not hourly rates: one price, a defined scope and a timeline, agreed before anything starts. If the work takes us longer than planned, that is our risk, not yours, and any change in scope is re-quoted before the next phase rather than added to an invoice.
The main things that move the price are:
- The size of the leadership team and the number of interviews
- Whether OKRs cascade to departments and teams or stay at leadership level
- The number of facilitated workshops
- Whether progress dashboards are built in Power BI or Microsoft 365
Most strategic planning and OKR projects are paid in two instalments, at kickoff and at handover, or in three for larger work. Tell us what you need and we will send a fixed price for your strategic planning and OKR project within 48 hours, free and without commitment.
Get a fixed-fee proposalCommon questions
We tried OKRs before and they were ignored by March. What is different?
OKRs usually fail because there are too many of them, they are not tied to real decisions and nobody reviews them. We keep the set small, link each key result to an owner and build a review rhythm that makes them part of how leadership runs the business.
Should we use OKRs, a Balanced Scorecard or OGSM?
It depends on your organization. OKRs suit teams that want ambitious, short-cycle goals. A Balanced Scorecard suits organizations that need a broad view of performance. OGSM works well as a one-page plan. We help you choose rather than impose one.
Who from our side needs to be involved?
The CEO or managing director and the leadership team need to take part in the workshops. Department leads join when OKRs are cascaded. The time commitment is mostly the workshops and short interviews.
How does strategic planning connect to your other services?
Strategy is usually the starting point. Once priorities are set, the work to deliver them often involves project management, process improvement, AI or Microsoft 365 platforms, and we can carry the plan through to delivery.
Can you facilitate our annual planning session only?
Yes. A single facilitated planning session is possible, though it works best when it is followed by OKR design and at least one review cycle, so the outcomes of the session actually reach daily work.
Strategy is only as good as its execution. Let’s build both.
Book a strategic planning conversation. We’ll tell you exactly what a planning engagement looks like for your organization.
Book a Strategic Planning Call