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We aren't the experts.
You are.
We have no interest in showing up as the expert or guru. We are proven and effective facilitators that effectively guide strategic conversations to bring forth genuine collaboration, cohesion, clarity, and a course for tangible impact.
Core
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Facilitation of a 2-day strategic planning session to co-develop your 3–5 year vision, renew foundational philosophy, and define future impact.
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Establishment of practical, cross-functional action steps that align teams and drive coordinated movement.
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Post-session deliverables include a digital strategy playbook, tailored action plans, and implementation tools for follow-through.
Expanded
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Includes everything in the Core package.
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A 1-day activation session (4–6 weeks post-installation) to refine key tactics, timelines, and costs of core action steps—ensuring alignment and achievement of strategic vision and operational markers.
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Six months of biweekly coaching check-ins (phone or video) with the designated strategy champion to maintain momentum and accountability.
Comprehensive
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Includes all services from the Core + Expanded packages.
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Twelve months of biweekly coaching support, plus three onsite visits to provide deeper guidance, accountability, and real-time course corrections.
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During that same period, preparation for a renewal installation within 12–18 months.
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Preparing the team for any optional strategic renewals and ongoing cross-departmental operating system.
These strategic planning packages offer structured ways to get the conversation started — but our goal is to make it work for you.
01 StratOp
StratOp is an organizational operating system that galvanizes teams toward collective breakthrough, vision, and strategic execution. These services include 2-3 day installations, 6–12 month coaching, and yearly renewals.
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Assessment & Preliminary Organizational Overview
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2-3 day onsite facilitation/installation of the StratOp strategic planning process with a clear vision, strategic framework, key deliverables and playbook.
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1-day facilitated action plan review for official strategic plan launch.
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On-site, quarterly plan reviews.
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Regular coaching and plan accountability, measuring progress.
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Yearly installation renewal
02 LifePlan
The LifePlan process is a two-day, one-on-one process that guides a client to understand their unique wiring, discover their future, and prioritize next steps for meaningful impact.
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Preliminary personal and process overview
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Prework assigned
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2-day, in-person facilitated LifePlan
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Follow-up playbook, digital dashboard, and optional supervisor follow-up
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Excursion LifePlans are high-end LifePlan experiences that immerse the client within a unique setting: 1) wooded foothills, 2) coastal beachfront, 3) urban buzz
Strategy that doesn’t feel like guesswork. A proven framework that really works.
Core
-
Facilitation of a 2-day strategic planning session to co-develop your 3–5 year vision, renew foundational philosophy, and define future impact.
-
Establishment of practical, cross-functional action steps that align teams and drive coordinated movement.
-
Post-session deliverables include a digital strategy playbook, tailored action plans, and implementation tools for follow-through.
Expanded
-
Includes everything in the Core package.
-
A 1-day activation session (4–6 weeks post-installation) to refine key tactics, timelines, and costs of core action steps—ensuring alignment and achievement of strategic vision and operational markers.
-
Six months of biweekly coaching check-ins (phone or video) with the designated strategy champion to maintain momentum and accountability.
Comprehensive
-
Includes all services from the Core + Expanded packages.
-
Twelve months of biweekly coaching support, plus three onsite visits to provide deeper guidance, accountability, and real-time course corrections.
-
During that same period, preparation for a renewal installation within 12–18 months.
-
Preparing the team for any optional strategic renewals and ongoing cross-departmental operating system.
Dave Smith is by far the finest facilitator I have ever experienced. His ability to call out the most poignant insights from a group of people and then synthesize them in real-time to isolate core issues and crystalize key insights is second-to-none. I know--that's saying a lot. But I know--it's true. In the multiple complex organizations I've led, every time I needed to help guide a team through a critical season of strategic planning using StratOp or help an individual leader through a reorientation using LifePlanning, I've called Dave Smith. He won't just help you and your team go further faster; he'll help you and your team go slower deeper.
Marcus Bieschke
Lead Pastor, Discovery Church | Sand Lake (Orlando, FL)