Strategic Planning Facilitator eKit
The Strategic Planning Facilitator eKit is for trainers, facilitators and consultants who are planning to deliver a one-day strategic planning session for their own organization or for their clients. 

This comprehensive kit contains everything you need to conduct a needs assessment, deliver a one-day session and follow-up with your client, PLUS provide your client with a customized, simple strategic plan based on the outcomes of the session.  Buy this kit once and use it over and over again.  We have used this process successfully with our own clients for over twenty years and have fine-tuned all of our materials.  We know what works!

The Strategic Planning Facilitator eKit includes the following 8 items:

1.  Leader’s Guide

Step-by-step guide, tools and worksheets for the entire process, including:
  • Description of needs assessment process
  • Copy of pre-session survey of participants
  • Copy of cover letter for pre-session survey of participants
  • Template for synopsis of results of survey
  • Pre-session welcome letter to program participants
  • Pre-session facilitator checklist
  • Scripted one-day seminar with timelines, activities and background information
  • Icebreakers and back-from-break activities
  • Tips and options on how to customize your session
  • Template for synopsis of results of session

File Format:  Adobe PDF & MS Word where customization is available

2.  PowerPoint Presentation

Professional slides for your one-day session.

File Format:  PPT

3.  Participant Workbook

This user-friendly participant workbook is beautifully laid out and includes:
  • Title Page
  • Agenda
  • Objectives
  • Workshop exercises and materials
  • Session evaluation form

File Format:  Adobe PDF & MS Word where customization is available

4.  Strategic Planning Tool User Guide

This Strategic Planning Tool is a ten-page, fill-in-the blank combination user guide and template with title page, section headings and tables.  It contains the following sections:

  • Title Page
  • SWOT Analysis
  • Vision Statement
  • Mission Statement
  • Values Statement
  • Objectives
  • Major Goals
  • Action Plan

There is a sidebar next to each section that contains definitions and tips on how to complete that particular section.  Print it out and use the tool to organize and input your clients' data from the one-day session and create an initial draft strategic plan.

This tool is sent to you in Adobe PDF.

File Format:  Adobe PDF

5.  Strategic Planning Tool Template

This fill-in-the-blank template includes:

Section 1.  Introduction
Section 2.  SWOT Analysis
Section 3.  Vision Statement
Section 4.  Mission Statement
Section 5.  Values Statement
Section 6.  Objectives
Section 7.  Major Goals
Section 8.  Action Plan

Simply input your final data into the template and produce your final document.  Customize the final strategic plan for your clients by adding their company name and logo.  Feel free to adapt the colours and fonts to match their corporate look! 

File Format:  MS Word so that you can input data and produce a final strategic plan for your clients.

6.  Do You Know Where You're Headed? Organizational Assessment Tool

Comprehensive self-assessment tool and self-scoring information that you can use with your clients. 

File Format:  Adobe PDF

7.  One-on-one Coaching

Receive two hours of expert one-on-one coaching and feedback from company owner and program designer Michele Gervais who has over twenty years experience delivering this program.

You can use this time however you would like.  You can access eCoaching or Telecoaching sessions to guide you as you move through the process with your client.  Or, opt to send us a 10 to 20 minute video clip of yourself in action and get constructive feedback on your facilitation techniques!

Coaching Format:  eCoaching or Telecoaching
(you call us)

8.  Leaders in Motion Article Subscription

Timely, practical and thought-provoking articles to help you keep your professional edge.  These articles are produced on a periodic basis and will be sent right to your inbox.

Terms of Use

By purchasing this product, you agree to Visioning In Action's terms of use.  This product can be used by the purchasing organization or business owner/private consultant to deliver a strategic planning session in-house or for a client.  They can be used as often and for as long as you want with as many clients as you want.  Materials can be modified to suit client needs where indicated.  Materials CANNOT be sold, repackaged for resale, copied, forwarded or provided to any other party OR used for any other purpose.  Visioning In Action retains all copyrights and copyright information must appear on all items as per the original purchased copies.  These user rights remain with the purchasing organization or business owner/private consultant.  A copy of these Terms of Use and a User Rights code will be issued to you with the product.  Due to the nature of electronic file transfers, Visioning In Action is not responsible for any issues, such as formatting inconsistencies or other issues beyond our control that may occur. Visioning In Action will make every reasonable effort to ensure secure and successful file transfers. 

Payment & Delivery Information

Price:  $ 849.99 plus 5% GST

The GST will be automatically added to your purchase.

To buy this tool by PayPal:

Click on the Buy This button to purchase your kit by PayPay.


Upon receipt of your payment, we will send you confirmation of your order.  We will send you your Strategic Planning Facilitator eKit within ten business days as a series of electronic files along with a cover letter with instructions.  Simply print out the files and you are ready to go!  We will follow-up with you within the week to set up your two-hour coaching program. 

Click on eTools for more exciting tools to develop your business!

Only $ 849.99 plus tax for the whole kit INCLUDING two hours of personalized coaching to help you get started. This kit is your's to use and re-use over and over again
Helping you succeed
Alternate Two-day Version Available
If you are interested in purchasing our alternate two-day version, just send us an email and we will contact you directly.  We can also customize a session or series of sessions for you to deliver to your client based on your client's specific needs.
Personal Service
We pride ourselves on our ability and commitment to providing personal service to each and every client.  Please feel free to contact us with any questions or comments about how to use any of our products with your clients at any time.