Partner with The Root Agency and Let's Take Root and Grow 

Are You Challenged with Creating a Strategic Plan That’s Realistically Achievable?

We work with you to create a strategic plan that feels realistic, actionable, represents the growth and direction of your organization, and gets results.

Our team of experts can help identify the challenges and opportunities in your organization, incorporate buy-in from all stakeholders, and support you in developing a strategic plan with short and long-term objectives for mission success.

For best results, we recommend working hand-in-hand with you, from discussing your preliminary vision and analyzing your organization’s data, to preparing your final plan for multiple distribution channels. 

We keep a focus on intentional preparation and planning for long-term growth without losing sight of your realistic starting point.

 The Strategic Planning Process:

1. Preparation & Planning
2. Organizational Research
3. Organizational Analysis  & Assessment
4. Recommendations
5. SWOT Analysis Implementation
6. Benchmark Data Comparison
7. Strategic Pillars & Values  Development
8. Strategic Goals & Objectives Planning and Refinement
9. Strategic Plan Layout & Design

We will provide expert-level guidance for organization assessment, strategic goals refinement, and measurement.

We will facilitate and manage all stakeholder meetings and ensure buy-in while supporting the development of strategic pillars and organizational values.

Finally, we will create and help finalize the overall strategic plan that works for you.

Is Your Organization Ready?

Are you ready to create your strategic plan?

Do you need help refining your vision?

Does your strategic plan need to account for today’s changing landscape and current resources?

Are you challenged with creating a strategic plan that’s realistically achievable?