Strategic Planning Workshops

Strategic Planning That Doesn’t Sit on a Shelf

Because strategy only works when it’s lived, not just written.

Most organizations don’t need another glossy strategic plan that gets approved… and then quietly forgotten.

You need a plan your leaders actually use.

My strategic planning workshops are built to turn honest conversation into clear priorities, real ownership, and a roadmap your team can live every day, not just read once a year.

What Makes This Different

When I come alongside your organization, we don’t just “do a retreat.” We:

• Tell the truth about what’s working and what’s not
• Get your board, staff, and key volunteers rowing in the same direction
• Build a focused set of priorities (not a 50-page monster)
• Assign real owners, timelines, and measures of success
• Strengthen the culture so the plan doesn’t fall apart on Monday

This isn’t strategy for show.
It’s strategy designed to be lived.

What We’ll Do Together

Every workshop is tailored to your organization, but typically includes:

1. Get Real About Where You Are

We start with a grounded look at:

• Membership and engagement trends
• Financial health
• Programs and services
• Reputation in your community

No sugarcoating. Just clarity.

2. Understand the Landscape

We dig into:

• Local market and housing data (if applicable)
• Policy and regulatory pressures
• Shifts in consumer expectations
• National and industry trends

So your plan is built for what’s coming, not what used to work.

3. Align Mission, Vision, and Direction

We make sure your mission and vision:

• Still reflect who you are
• Match where you’re going
• Actually guide decisions

If they need an update, we refine them together.

4. Build a Collaborative Culture

A plan can’t be lived if the culture fights it.

We’ll define:

• How leaders want to show up
• How board, staff, and volunteers work together
• How communication and conflict will be handled

This becomes your “how we behave” agreement going forward.

5. Set Clear Priorities

We identify your biggest opportunities and pain points, then narrow them down to 3–5 strategic pillars everyone can support.

Goodbye scattered efforts. Hello focus.

6. Turn Strategy into Action

For each priority, we outline:

• Key initiatives
• Who owns what
• Timelines and milestones
• Budget considerations
• How success will be measured

No more “someone should do this.” Everyone knows exactly what’s next.

7. Lock In Leadership Commitments

We close by confirming:

• What board members, staff, and key volunteers are committing to
• How the plan will be communicated
• How progress will be reviewed and adjusted

You leave with momentum, not just meeting notes.

Ideal For

• Association Boards & Executive Teams
• Strategic Task Forces & Committees
• Volunteer Leadership Groups
• Nonprofit or Brokerage Planning Retreats
• Any mission-driven organization ready to align and act

Why Leigh?

I’ve spent more than two decades leading in real estate, nonprofits, and association governance. I’ve seen the messy meetings, the vague plans, and the “we’ll get to it later” lists.

My job is to make sure that doesn’t happen to you.

I don’t show up with buzzwords and binders.
I show up to lead transformation.

My facilitation style is:

• Bold and honest – we say what needs to be said
• Engaging and energetic – no sleepy retreat energy here
• Practical and real-world – everything ties back to action

I help teams get unstuck, aligned, and moving forward with purpose.

Available for: Half-day • Full-day • Multi-day Retreats
Format: In-person or Virtual

Book Leigh Brown

leigh@leighbrown.com
704-507-5500

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