1.      Getting the Research Right

2.     Applying the Critical Eye

3.     Capturing What’s Wrong and What’s Right

4.     Committing to Communication

5.     Involving Your Team at Every Level

Kelly and Mary Beth explore these five essential elements of undertaking a meaningful and effective strategic planning initiative -- whether for an upcoming fiscal year, for a new R&D effort / product launch, or any organizational development effort, aimed at future success.

With some 50 years' combined experience in helping clients tackle planning with a data-informed focus, Kelly and Mary Beth discuss what they've seen organizations do well (and not-so-well) in their planning exercises, and how the post-pandemic shifts in "normalcy" for most organizations must factor into the conversation, going forward.

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