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Define what innovation means to your organization and focus on potential areas to explore.

Whether you are growing your product portfolio, expanding into new or adjacent markets, getting ahead of industry trends, or pioneering a new technology, it all starts with clearly articulating your goals and creating an action plan to get there. Through the first phase of our strategic planning process, we help you reflect internally on your strengths and weaknesses while also looking outward at your competitive landscape. The better you understand the big picture, the more clear it is to highlight white space. Together, we'll identify ownable market opportunities that truly align with your organizations objectives. 

Strategic Planning
Learn more about our innovation funnel approach here.


  • Middle market leaders aspiring to be a fast growing company
  • Executives looking for strategic focus on where to grow and how to invest capital
  • Decision makers reviewing your company’s portfolio of offerings


  • A portfolio of potential paths forward to grow your core business and create new value
  • A range of clearly articulated initiatives to take into a deep dive
  • Analysis and visualization of your current state - looking at product and service offerings, marketing and sales performance
  • Recognition of gaps and competitive threats that must be addressed moving forward
  • Clear definition of what innovation means to your organization
  • A set of specific areas to explore, and a plan of action to identify specific opportunities


  • Quick Sprints. Accelerate your learnings, enable quick intervals of decisions, and ensure alignment on next steps through our quick sprints.
  • Past Performance Analysis. Review performance of existing products and services and organizing customers and markets by segments
  • Strategic Planning Workshop. Gain internal alignment on the vision for success and define business goals, metrics, aspirations, and risk tolerance through collaborative future state workshops
  • Landscape Analysis. Define known industry trends, mapping competitive landscapes, and understanding shifts in customer behavior through external assessment
Strategic Planning 2

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