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Strategic Facilitation that Sticks

Professional strategic planning facilitation for your next quarterly or annual session.

Strategic Planning Often Falls Short

Only 26% of executives believe their company’s transformative strategic strategies will succeed. (McKinsey)

Are you in the 74% that experience:

  • Weeks preparing but meetings still lack focus
  • Sessions turn into circular discussions without clear decisions
  • Plans that sit on shelves instead of driving action
  • Team members leave unsure about priorities and next steps
  • Planning feels like time away from "real work"
  • Same conversations repeated quarter after quarter
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The Power of Professional Strategic Facilitation

I’ll take the prep work off your plate and deliver a focused and innovative quarterly or annual planning session so your team can focus on executing with confidence.

Focused and productive conversations

Clear structure to maximize your time investment

Actionable outcomes with built-in accountability

A neutral third party to help navigate difficult conversations

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TESTIMONIAL

“Will was transformative for our staff. He gave them greater self-awareness for how they show up to work and how to work better together.”

— G. Breazeale, Director, Alpine Camp for Boys

Quarterly and Annual Strategic Planning that Drives Results

Strategic planning without results is a waste of resources. Transform your quarterly or annual planning sessions into catalysts for organizational growth, alignment, and clarity.

Save leadership time

Stay focused and on-topic

Make hard decisions

Build buy-in from team members

Set expectations and systems for accountability

What to Expect from Strategic Facilitation

Pre-Planning Preparation

→ Discovery call to discuss your organization’s needs, challenges, and opportunities
→ Custom session agenda based on your specific needs
→ Review of existing strategic documents and organizational health

Your Strategic Session

Quarterly or Annual

→ Structured discussions that balance big-picture vision with practical next steps
→ Integrating proven frameworks for decision-making and priority setting
→ Neutral facilitation that encourages honest dialogue and creative thinking
→ Real-time documentation of decisions and commitment
→ Clear action items with ownership and timelines established

Post-Session Implementation Support

→ Comprehensive planning summary with key decisions and action items
→ Implementation tracking templates and accountability structures
→ 30-day follow-up to address initial implementation challenges
→ Optional quarterly check-ins to maintain momentum and adjust course

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Are We a Good Fit? 

Organizations I partner with:

  • Mission-driven organizations, including nonprofits, ministries, churches, and social enterprises
  • Small to mid-size organizations (10-200 employees) seeking focused growth
  • Established organizations with at least 2-3 years of operation and stable leadership, experiencing growth, transition, or strategic crossroads
  • Leadership teams of 5-12 decision-makers committed to implementation beyond just creating a plan and willing to engage in honest, sometimes difficult conversations
  • Organizations committed to annual or quarterly planning cycles that desire professional structure and accountability

Not sure if we're a good match? Let's discuss your specific situation and planning needs together.

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Meet Your Facilitator: Will Spokes, MBA, MDiv

With over 20 years of organizational leadership experience and certifications in strategic planning facilitation and business coaching, I help mission-driven organizations create plans that actually get implemented. My background combines practical leadership experience with proven facilitation frameworks to deliver planning sessions that energize teams and drive results.

From my home base in Durham, North Carolina, I can meet your team wherever works best — your office, a retreat location, or virtually. I prefer in-person planning when possible, but I'm flexible to accommodate what serves your organization best.

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Get in Touch.

To find out if working with me would be a good fit for you or your organization, book a free 30-minute discovery call to discuss what you would like to get out of organizational health coaching. 

Questions? Ask away!