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Strategic planning facilitator helps leaders succeed.

Financial and Strategic faciliation of meetings

Strategic planning facilitation enables an independent neutral third party to facilitate the strategic planning discussion.

Strategic planning facilitation and strategic workshops are not just about developing a document, they’re about laying out a vision that inspires stakeholders to work towards the company’s shared goals. An experienced strategic planning facilitator can help ensure a smooth and thorough process that engages your team and produces an actionable strategic plan that is aligned to your vision and goals.

“Leadership is the art of mobilizing others to want to struggle for shared aspirations.”
– James M. Kouzes and Barry Z. Posner The Leadership Challenge

Clarity FI’s strategic planning facilitation and workshops will help you through every step of the process:

  • Facilitating preliminary meetings with top level executives.
  • Developing a common fact base from which to begin strategic planning sessions.
  • Preparing session logistics, agenda, workshop, and materials.
  • Leading and facilitating strategic planning sessions and workshops with all levels management or staff.
  • Supporting the development of business and strategic planning documents.
  • Development of action plans to ensure that all follow-through is completed.

We can help you develop a shared strategic plan and vision for the future. Let our experience in strategic planning facilitation take your planning to a whole new level.

People say the nicest things about us.

I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.”
– Joe Cusatis, Vantage Point Bank

David is highly organized, very methodical and an absolute professional. He went above and beyond to ensure that our project was a success. I would absolutely hire David again. Top qualities: Great Results, Expert, High Integrity”
– Elena Danke, Director of Marketing, Aquafin Inc.

David is exceptionally knowledgeable within and beyond the financial market space. I highly recommend David and his firm for any analytical or research needs within the financial services industry.”
– Tony Streeter, Sr. Solutions Architect, Deluxe Corporation

The incredible insight into cost efficient ways to do things in conjunction with the expert knowledge in running small businesses seamlessly has helped us with getting started very quickly”
-Brynne Tillman, Business Development University

In my role as Sr VP Finance & Accounting at Univest Corporation I engaged David to identify revenue and expense opportunities. David used relatively sophisticated data techniques to identify a number of opportunities which we were able to exploit successfully. David was very customer service oriented and acted as a valuable asset in identifying, implementing and measuring the results of the initiatives we engaged him for.” Top qualities: Great Results, Expert, High Integrity
– Phil Rush, Univest Corporation

David, director of Clarity FI, has an exceptional ability to see through the haze of complex issues and clearly understand what problems need to be solved to move forward in a transformational way. ”
– Larry Hyett, Hyett & Company

“I was extremely happy with the work undertaken. Good communication ensured the work was completed efficiently and to specification. The expetise, initiative and understanding of the subject matter helped to provide a very useful outcome for my project. Thanks!”
– M Palmer, Senior Market Analyst, PIRSA – South Australia Government

I’ve had the pleasure to work with David for about one year. He is a strong manager, thoughtful teacher, and an exceptional consultant.

David has the knowledge and inspiration to lead others. He consistently cares for his colleagues and clients. David clearly conveys instructions and makes valuable recommendations. He successfully worked with a diverse team to bring about positive change and real results.

David was an invaluable teacher and mentor who easily communicated his extremely wide breadth and depth of expertise. David’s open-ended advice and insightful lessons quickly increased my capabilities.

Finally, David works relentlessly to deliver value for his clients. He is quite creative yet logical and practical. He will not rest until every bit of opportunity is explored and until all expectations are exceeded.”
-Vladimir Vukicevic, Co-Founder RocketHub, Inc.

David is the kind of client you dream of working with–so much so that even the word “client” sounds too terse a term. He partners with you to make sure you can clearly understand exactly what he is envisioning, offering extremely responsive and helpful feedback. He even offered to answer questions by phone or email during non-traditional working times to keep this project running smoothly and efficiently. I thoroughly enjoyed working with David on this project and hope to continue this relationship well into the future.
Business Partner/ Vendor – Jocelyn Brady, Owner, Scribe llc

David is perhaps one of the most gracious clients I have ever worked with. He’s both understanding and very insightful. Communications are fast and efficient and all transactions relating to the project were on time. A wonderful experience.”
Business Partner / Vendor – Patrick Parnaby PhD, Associate Professor of Sociology, University of Guelp


Contact our firm today to learn how our strategic planning facilitators help you turn your vision into reality.

Plan to plan. Plan. Achieve the plan.

Call 877-866-9813 or email today to get started.

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Proud member of:

Institute of Management Accountants - IMA Financial Executives Networking Group FENG Philadelphia and South Jersey Chapters Greater Philadelphia Senior Executive Group and GPSEG South Jersey Financial Managers Society - FMS Philadelphia Independence Business Alliance, Philadelphia LGBT Chamber of Commerce Consultant are members South Jersey Bankers Association

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