Strategic Planning With Growth in Mind


Facilitating and leading strategic planning session for the organization to assess internal and external market conditions, evaluate internal resources, skills and strengths, determine areas for improvement and building Key Initiatives for long term success.

Stages of Strategic PlanningAt ChangingVelocity, we have several ways of helping CEOs maximize the value of the company. Not only does ChangingVelocity founder and Principal David Rodarte draw on his personal experience of preparing companies for acquisition, he has been accredited as a Certified Strategic Planner. David combines a best practice strategic process with proven techniques for increasing profit and growing market share to helpĀ companies realize their full potential.

As both a facilitator and executive team coach, David dives deep with the team to incorporate strategic planning into the company culture. Assessment assignments are distributed to key staff members and representatives of the company are selected by the CEO to participate in the planning sessions. The process is recorded and archived through the use of summary documents used to establish key initiatives, measurements, and an executive summary format for quick monthly reviews. That combination of strategic facilitation and targeted executive coaching will help you and your team:

  • Operate with clear goals in mind.
  • Increase speed of decision making.
  • Utilize resources effectively.
  • Achieve consistent profitability and positive cash flow.
  • Attain peace of mind, knowing that there is a plan in place.

Read what others have said about working with David, or contact David today to talk about his Strategic Planning services.