Strategic Planning


What is the Human Elements Strategic Plan Model?

Where is your organization going in this digital age? What are the concrete steps your team is going to take in the next handful of years to achieve all of the great things envisioned? Do you know how your history is influencing your future? Our comprehensive Strategic Planning Program allows you and your crew to build a custom-made strategic plan that will be the compass for your organization.

Client Value

  • An energizing, engaging and efficient process that is guaranteed to strengthen relationships within your team.

  • A concrete, yet flexible strategic report that clearly lays out the direction and the priorities of your organization.

  • One hundred per cent crystal clear Vision and Mission statements for your organization, plus an up-to-date Values review.

  • Three-to-five key priorities, each with targeted S.M.A.R.T goals, strategies and approaches developed by your team and for your team.

  • A professional, colour-coded electronic document with a custom client-focused graphical model for you to share with stakeholders.

  • A colourful and engaging set of professionally Illustrated Notes that your organization can refer back to, and use as a touchstone eight months down the road when the organization is struggling with a decision. (example of Illustrated Notes)

  • Timely follow-up sessions, designed to keep your organization on track, and accountable, as you work through the course of your strategic plan.

Strategic Planning: A Three-Stage Process

1) Pre-Retreat

We work directly with you to efficiently understand the pressing needs, and the would-be-good-to-have wants faced by the organization prior to the retreat. Working together, a custom-tailored agenda is created, and all the necessary details are quickly and easily taken care of in advance.

2) Retreat

A energetic and engaging process that creates a safe place for powerful dialogue, aha moments, and of course laughter. While strategic planning is serious business, we don't have to be serious all of the time. For a two-day retreat, Day One is the foundational day, focusing on everything from the organization' past, a health focus on your clients, and of course the all-important SWOT analysis. Day Two builds a solid framework of strategies and S.M.A.R.T. goals on-top of the foundation from Day One. Clients are usually pretty tired after the two days, but they are oh so satisfied with the excellent effort and work that was accomplished.

3) Post-Retreat

We feel it's important to ensure our clients have their Strategic Plans back in their hands as quickly as possible after the retreat, that way the experience and memories are fresh in the minds of all who participated. We work directly with you over the seven business days post-retreat, ensuring you approve of the final document ASAP.


“Thank you Matt for the wonderful job in getting us to our 3 year strategic plan. The planning retreat with staff, leadership and the board, and the follow up process, were the best I have ever been through. The retreat was a combination of hard work and fun – an excellent balance that kept us on track. Your grasp of the issues helped guide us through a productive SWOT analysis and subsequent strategies. Most importantly, the process and plan made all participants feel their voice had been heard and appreciated. We look forward to working with you for the next two years and the “check ins” on our progress.”

Christine Burton, Board Chair, Wood Buffalo Wellness Society


“My organization engaged Matt as a consultant to assist with a quick turn around on an Organizational Strategic Plan. Due to a health concern, I was off work as the Executive Director for a three month period and was able to hire Matt to turn our notes and ideas into a solid plan for the future of our organization. Matt listened beautifully, interpreted accurately and delivered a quality product. We will absolutely hire Matt in the future.”

Karen Gallagher-Burt, Executive Director, Hillhurst Sunnyside Community Association (HSCA)


"Human Elements provided us with a professional, comfortable, relaxing atmosphere for our event. Matt had a way of recognizing the different personality types in the room; he was knowledgeable and professional but entertaining and engaged all individuals to participate fully."

Allison Pardy, Executive Director, Choices Association of Fort McMurray


Sounds good - We need a strategic plan!

Great! Please complete our short Strategic Planning Questionnaire, and we'll be in touch. It's honestly that simple.


Team Building Workshops / MBTI®

Our method of facilitation is committed to guiding you to learn by doing, by breaking normal business routine, and by shifting perspectives. By working with leadership before, during, and after the workshop, we ensure our partners are comfortable, on track, and have received good value. Looking for regular team building? We have you covered. Want some personality-based team building? Not to worry, we have your back with both MBTI® Step I and II workshops available.

If you're looking for someone to help guide your team through a process (team building exercises, lessons learned sessions etc.), or you're looking to develop internal training, reach out and say hello. We'd love to help you achieve success.


Workplace Culture

Our philosophy is that Human Resources should be less about managing how people work, and more about encouraging the growth of resourceful humans: individuals that have a positive impact to the organization. The foundational essence of a successful organization are in its workplace culture, in its human elements. We support you with:

  • Workplace Culture (aka Employee Relations)
  • Recruiting and Employee Retention Strategies
  • Orientation and Onboarding
  • Workplace Harassment Investigation
  • Mediation
  • 360 Degree Reviews
  • Employment Law and Human Rights
  • Privacy in the Workplace
  • Unproductive Employees (aka "Problem" Employees)
  • Terminations
  • Workplace Conflict
  • Performance Management
  • Illness and Absences
  • Leadership Coaching
  • Succession Planning
  • Workplace Harassment Investigations
  • Policies and Procedures