Strategy Diagnostic
A short assessment of your current plan — where it is clear, where leadership is split, and what to settle before the next planning cycle.
Purpose
Use this when you already have a plan — or fragments of one — and need an independent read on whether it is coherent enough to fund. We interview key people, review what is written, and return a concise briefing that names gaps, conflicts, and recommended next moves.
Included
- Up to six structured interviews
- Review of existing strategy materials and recent board papers
- Written diagnostic memo (usually eight to twelve pages)
- Ninety-minute briefing with owners
Not included
Workshop facilitation, a full rewrite of your strategy, or multi-site fieldwork beyond remote interviews unless agreed in the quote.
Pricing and next step
Quoted as a fixed fee after a short intake call. Many clients move from the diagnostic into a Strategic Planning Engagement once the open questions are clear.