Strategic Planning Consulting Services

Are you missing a clearly-defined vision or strategy for your business? Do you feel like you lack direction for where your organization is headed in the long-term?

At Southbrook, we help entrepreneurs identify the existing strengths and weaknesses of their business in order to build a strategic plan that will take these factors into account, leverage them to best effect, and delineate paths for improvement.

Our team has worked with many business owners to help develop and implement effective strategic planning for skilled trade companies and nonprofits. We can help you find the direction that is missing for your organization.

Set yourself and your business up for success with intentional strategic planning.

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Our Strategic Planning Approach

Prescription without diagnosis is malpractice.

At Southbrook, we believe that it is important to take an in-depth look at a business’s current systems, culture, and financials, before making any recommendations. That is why our strategic planning process starts with a detailed and rigorous review of your business.

Our review looks at everything from hiring and operational procedures to cash flow and gross profit margins. After the business review, we’ll sit down with you and your leadership team to conduct an in-person strategy session, where we’ll go over our findings. We’ll provide your team with a simple one-pager document with the results of the session — which you can use as a point of reference going forward.

Detailed Business Review

A rigorous and in-depth questionnaire digging into your systems, culture, and financials.

In-Person Strategy Session

A guided brainstorming session designed to provide clarity on where you currently stand.

One-Pager Document

A simple reference document outlining your business’s core strategy and vision.

Our Strategic Planning Tools

At Southbrook, our team will deploy a range of tools to gather information, promote discussion, and gain important insights into the inner workings of your business.

SWOT Analysis

A SWOT analysis is a great starting point for a strategy session, which aims to promote general discussion by identifying strengths, weaknesses, opportunities, and threats for your business.

Purpose, Mission & Vision

Purpose, mission, and vision statements are important tools to provide internal direction for your organization. Discussing existing statements or brainstorming new ones is a key component of the strategic planning process.

Core Values

Is your team living out your organization’s core values or simply paying lip service to them? Knowing whether your core values match your team’s day-to-day operations will help you understand if you’re on the right path, or if something needs to change to move forward.


Get in touch to learn more about strategic planning for your business.