Strategic planning without the fuss.
Most leaders don’t struggle with ideas. They struggle to carve out time, align their team and turn those ideas into action. This is a proven system to build a strategic plan that works – without wasting your time or money on a consultant.
Our tools are used in top organisations around the world.
What it is
A comprehensive, ready-to-use strategic planning toolkit designed for senior leaders.
Designed by experienced executives, the Strategic Planning Toolkit gives you a clear, structured way to align your team and move forward – no fluff, no filler, just what works. It’s trusted by senior leaders across sectors who want to lead with confidence and stop feeling stuck.
It’s proven.
Used by CEOs, founders and executives around the world and across sectors to reset strategy, drive alignment and turn plans into action – within weeks. Whether you’re leading a business, nonprofit or government team, this helps you focus fast.
It’s simple.
The process leads to a one-page strategic plan – six clear answers that create instant clarity. No jargon. No convoluted frameworks. Just a structure that’s easy to run, prepare and communicate. You don’t need to be a strategist – just a leader ready to create focus.
You can trust it.
Built by Joel Bailey and Sean Craig – former executives who’ve led strategy from the inside. They built this toolkit from hard-won experience, not theory – to help leaders like you create clarity and momentum when time and headspace are in short supply.
“It really does simplify strategic planning and gives you the ability to keep your team fully engaged in the process”
Claire Boardman
Regional Director, Life Without Barriers
“Anybody can do this if you follow the toolkit and planning guide”
Richard Mills
President / CEO, OCCI
“It made a complex piece of work feel manageable and helped us maintain momentum at a critical time”
Stephen-Andrew Whyte
Director of Education, Great Ormond Street Hospital for Children NHS Foundation Trust
“It’s a great product that can be picked up and implemented quickly, and a great alternative to engaging an external facilitator”
Pia Dobson
Manager, Department of Primary Industries and Regional Development
“It turns strategy into practical, collaborative and achievable action planning”
Claire Boardman
Regional Director, Life Without Barriers
“This isn’t just for the private sector, the approach is absolutely helpful in a public sector context as well”
Pia Dobson
Manager, Department of Primary Industries and Regional Development
How it works
Clarity and momentum, in four steps.
A proven process that helps senior leaders feel back in control – with a structure that’s simple to run and sharp enough to drive real alignment.
1
Cut through the noise
Step back from the day-to-day, engage your leadership team and lay the groundwork for a focused, purposeful planning process – with the tools to guide you every step of the way.
2
Decide what matters most
Work through six sharp questions that guide your team to make the strategic calls that matter – no fluff, no overthinking, just clarity and commitment.
3
Bring it all together, simply
Build a one-page plan that sharpens your direction and aligns your team – no jargon, just clarity.
4
Roll it out with confidence
Secure sign-off from leadership or the board, then communicate the strategy across your organisation – clearly, credibly and without confusion.
Developed by strategy experts.
Joel Bailey
Co-Founder and Director
Joel founded a national consulting business, which was later acquired by a large multinational company. He is an experienced strategy consultant and facilitator, manager and company director. Joel’s passion is making a positive impact by helping people, organisations and communities create clarity, so they can thrive and be more fulfilled in their lives.
Sean Craig
Co-Founder and Director
Sean is an experienced executive, with expertise in strategy development and execution, and employee engagement. His career has spanned start-ups to billion-dollar companies. Sean’s passion is helping organisations make a positive impact by combining simple strategy with strong employee engagement. Sean has founded and worked with consulting, infrastructure, technology, manufacturing, retail and hospitality companies.
Pricing
Tiny cost, big clarity.
Save $10,000s on a consultant and do it yourself. The toolkit includes everything you need to prepare for and facilitate a one day workshop with your leadership team, and to develop and communicate a straightforward strategic plan with the outputs.
Full toolkit
$550
Everything you need to develop a straightforward strategic plan for your team or organisation.
- Instant download digital product
- Comprehensive guidebook, including detailed facilitation notes
- Templates: E-mails, invites, speaking notes, checklists, presentations, agendas, analysis documents and more
- Completed case studies you can learn from
- 30 day money-back guarantee
FAcilitation
Looking for someone to run a workshop for you?
If you’d rather have an external facilitator – or just want it done fast – we offer a one-day strategic planning workshop that uses the same process. We’ve got 20 years’ experience running this workshop with boards, executive teams and business units across the business, not for profit and government sectors. Learn more.
Toolkits that work together to align your organisation.
Built to cascade strategy through your organisation – from leadership alignment to team clarity to quarterly execution. Each toolkit stands on its own. Together, they form a powerful, integrated system for strategic focus and follow-through.
Strategic Planning Toolkit.
$550
Align your leadership team around a clear, shared direction. A proven process to define your purpose, prioritise what matters and build a one-page plan your whole organisation can get behind.
Team Planning Toolkit.
$275
Help individual teams connect to the bigger picture. Designed for team leaders to translate organisational strategy into clear team-level plans with shared goals, team dynamics and a roadmap for contribution.
Quarterly Planning Toolkit.
$135
Keep strategy alive week to week. Set quarterly priorities, track progress and review what’s working – so your team stays focused, agile and aligned throughout the year.
Case studies
See the Strategic Planning Toolkit in action.
We’ve completed sample one-page strategic plans for a few well-known organisations to show how the Strategic Planning Toolkit brings structure and clarity to complex missions. Each example is built using the six-question framework at the heart of the toolkit – showing how any leadership team can cut through the noise and align around what matters.
Purposeful, respected, values-driven.
Built around environmental activism and product longevity, Patagonia integrates mission into every part of its business – including how it prioritises and grows.
Visionary, ambitious, accountable.
As a publicly funded agency with a 60-year legacy, NASA must balance long-term exploration goals with near-term missions, risk management and global visibility.
Global, diversified, purpose-driven.
With operations in over 190 countries, Unilever balances global strategy with local execution – all while embedding sustainability into how it grows.
Our guarantee
30-day risk-free money-back guarantee
Got any regrets? Underwhelmed? No problem! Just send us an e-mail within 30 days of purchase and let us know that you don’t want the product. We’ll refund 100% of your money, no quibbles.