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During this 45-minute videoconference, we will demonstrate the Growth Management River Trip℠ approach to strategic planning, using your own business examples of issues which might trigger a planning process.  We can also discuss timing, pricing of our services, who should be on the Core Planning Team, and our service model (which can be viewed HERE). After this call, you can decide whether and when to get started.



Using a fun river-rafting metaphor, with all your key players gathered together (in person or virtual) and with your critical issues on the table, you’ll work as a team to develop or update a growth plan for your business. It will be strategically solid, even if you’ve never stopped to do a strategic plan before. It will reflect your customers’ needs and purchase motivations, your current operational priorities and your best opportunities for growing revenue.

Your plan will be concrete, action-oriented, and signed off by every member of the management team. 

And it will get implemented.

  • The River Trip℠ is easily customized for a product or service business, for your competitive environment, geographic scope of operations and distribution channels.

  • The Growth Management Plan which you develop will have the forward-looking scope of a strategic plan, along with near-term objectives which lead directly into operating plans and budgets.


This service continues the Follow Through phase of planning as implementation proceeds.  Our role is to guide implementation teams as they develop or update action plans and make decisions about human, financial and technology resource requirements. We can also guide periodic progress reviews and plan updates.


River Trip Graphic Recording Workshop. This one-hour videoconference is a brief training for a client’s planning coordinator, presenting methodologies for creating functional and readable stickies using tools for both digital and in-person meetings. This support is essential during the Preparation Phase, just prior to the CONCLUDE planning meeting. Click HERE to register.


Growth Management River Trip℠ Participant Kits include everything needed to lead a great customer-centered strategic planning process:

·       An orientation, plus five 11” x 17” process maps and graphic worksheets for each participant. They include easy-to-follow instructions which work perfectly for any industry or business. Key questions are outlined for participants to address.

·       Wall-sized graphic templates (for in-person meetings) make consensus easier for the tough decisions being discussed. The same graphic backgrounds are available for virtual meetings.

·       Stickies, markers, pens and a process guide to graphic recording methodologies.


Consensus on Strategy: Most privately held businesses have to fund their own growth through profitability of current products and services.  Strategic planning can identify potential sources of internal funding, and will bring the management team into consensus on those opportunities most ripe for investment and growth.  This balancing act is typically handled during the budgeting process, but a strategic planning process opens up that discussion to the entire management team. And it takes advantage of market information to fuel the decision process.

More than any other benefit, our clients point out that strategic planning discussions which we lead result in more open communication within the management team, a common understanding of relative priorities and a solid framework for communicating those priorities across the business.

Implementation on Time: As the strategic planning process evolves into implementation planning, others in the business become involved. This deepens their understanding of the business direction, leverages resources that already exist in the organization and radically improves the chances of timely implementation of new programs into business operations or into the marketplace.

Click HERE to see what clients report about using our planning process guidance.

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