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Strategic Planning

Where is your organization going? 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 generated 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)
 

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, to 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.

 
 

... And What They're saying about us

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, ED at Choices Association of Fort McMurray

Matt’s commitment to doing his best, all the time, is both motivating and contagious. This guy lives and breathes for leadership and facilitation opportunities! I look forward to working again with Matt. He’s dependable, collaborative, and overall a great person.

Rolando Inzunza, Board Chair at FuseSocial

 

Sounds good - I need a strategic plan!

Contact us by Saying Hello and we will be in touch to see how we can support you and your organization's needs. It's honestly that simple.

 
 
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Facilitation

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.

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.

 
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Mediation

Our method of mediation is effective as it uses an understanding-based approach to resolving disputes (also referred to as facilitative, win-win, or interest-based mediation). Let us assist you in repairing damaged workplace relationships.

We have been trained through the Alternative Dispute Resolution Institute of Alberta in interest-based mediation, so you know you're be in good hands with this tried, true method of conflict resolution. Do you have a conflict in the workplace? Are there two folks who would be amazing employees if they could "just get along"? Say hello and we can discuss the situation and see if mediation is the right tool for your need.

 
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Workplace Investigation

Our investigation process is a comprehensive, systematic approach to workplace investigations, producing an unbiased report of the facts with as little impact to the organization as possible. Extensive experience using a proven process results in you getting to the core of almost any matter within the workplace.

If a situation has exploded in your organization, or if you're concerned about possible unethical, illegal, or otherwise improper conduct in the workplace, say hello and we can discuss the matter.

 
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Human Resources

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 human elements. We support you with:

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