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Impact Society

Strategic Planning Toolkit.

US$350

NEW

Launch a straightforward strategic plan in under 30 days. A step-by-step guide for CEOS, team managers, founders and strategy professionals.

  • Actionable steps you can implement immediately
  • All the instructions, templates, checklists, agendas you need
  • Apply to any organisation or team, in any industry
  • Works for small/big business, government agencies, not for profits
  • Saves $10,000s on consulting fees
30-day money back guarantee

You’re in great company. Our tools are used by people from organisations including:

Description.

Put in place a straightforward strategic plan that any organisation or team can follow.

  • Create a single vision
    Reach your potential by creating a straightforward strategic plan that your people can rally around.
  • Everything you need, nothing you don’t
    We give you everything you need – simple instructions and checklists, and e-mail, calendar invite, agenda, strategic analysis, communication plan and presentation templates – to confidently step through the process.
  • Suited to organisations and teams
    We help CEOs, founders, strategy professionals and managers create clarity for their organisations and teams.
Details.

Digital download. Includes:

  • 130+ page guidebook
  • 15+ templates
30-day money back guarantee.

If you’re not 100% satisfied with the purchase, or it’s not what you were expecting, just reply to the e-mail receipt within 30 days, and you’ll get a full refund. No questions asked.

A toolkit that suits your role.

CEO

Lead your executive team through a rapid-fire and easy to follow planning process, which will help get your organisation on track for success.  The outputs will be board and staff ready.

Entrepreneur

Use this process to create structure and direction as you try to grow your business.  The outputs will be suitable for sharing with engaging staff and pitching to investors.

Strategy professional

The process and templates in this toolkit are a great starting point to tailor your own process.  You can also give the toolkit to a facilitator who you’d like to run your planning exercise.

Team manager

Use the toolkit to create a straightforward team plan.  Your team can participate in the process, to ensure better outcomes and build alignment amongst your people.

30-day money back guarantee

A strategic plan is a great investment.

70%

of fast-growing companies
have a strategic plan1

+30%

faster growth for organisations
with a strategic plan1

Organisations that execute strategy well are likely to deliver above average financial performance2

  1. Burke, A, Fraser, S & Green, F (2010). The Multiple Effects of Business Planning on New Venture Performance. Journal of Management Studies, 47(3), 391-415. Source
  2. Economist Intelligence Unit (2013). Why good strategies fail: Lessons for the C-suite. Source.

Develop and launch your new strategic plan in 30 days.

1. Prepare

Conduct a simple strategic analysis and share it with your leadership team ahead of the strategy workshop.

2. Workshop

The leadership team combines strategic analysis and judgement to draft a strategic plan in one day.

3. Refine

Gather feedback on the draft plan from staff, board, customers etc. and polish it into a final version.

4. Launch

Create a sense of excitement by launching the new strategic plan with your people.

With a simple and effective strategic plan…

  • Understand long-term goals and how to achieve them
  • Get on top of your work and take control
  • Eliminate fire-fighting mode and start getting ahead
  • Define and reach your organisation or team’s potential
  • Lift productivity and employee engagement
  • Attract investment and support for your growth
  • Understand long-term goals and how to achieve them
  • Get on top of your work and take control
  • Eliminate fire-fighting mode and start getting ahead
  • Define and reach your organisation or team’s potential
  • Lift productivity and employee engagement
  • Attract investment and support for your growth

Without a plan, managers tend to feel more stressed and overwhelmed.  We don’t want that for you.  We want to help your organisation aim high and reach its potential.  To make a big impact on the world around you and to provide fulfilling work for your people.

What you get in the toolkit.

The toolkit contains everything you need (and nothing you don’t) to run the strategic planning process yourself and deliver a simple and effective plan in under 30 days.

130+ page guidebook

This beautifully designed guidebook provides step-by-step instructions.  It guides you through what to do on a day-by-day basis.  Providing only the information you need to move through confidently, linking to all the templates, checklists and other resources you’ll need.  It’s practical and straightforward, taking a common sense approach to strategic planning.

Checklists

The guidebook includes checklists for each step of the way, to make sure you don’t miss anything.

Communication tools

Communicating with your team and stakeholders (e.g. team, staff, board, boss etc.) is a critical step to building buy in and alignment.  It’s the reason why many strategic plans fail to launch.

We provide you with downloadable e-mails and calendar invites to communicate along the way, including the launch of the plan.  We also provide speaking points and presentation templates for you to meet with and present your work.

There’s also a communication plan template, which you can use to launch your new strategic plan with your people.

Strategic analysis tools

Strategic analysis templates are provided to help you and your team analyse your organisation ahead of the strategic planning workshop.

Workshop agenda

A full downloadable strategic planning workshop agenda is provided.  You don’t need to reinvent the wheel.  Just download and distribute.

Strategic plan templates

We provide you with editable templates that you can populate with all the elements of your strategic plan.  There’s the Team Alignment Canvas. And an editable modern PowerPoint presentation, ensuring your plan is presented with both style and substance.

Be a leader of impact.

We know you’re the kind of manager who wants to be a great leader that makes the world better by smashing your goals and providing a rewarding working environment for your team.

But it’s hard to do that when you’re constantly being dragged into the day-to-day firefighting going on around you.

We’re led to believe we should be supermanagers, who can somehow deal with all the day to day stuff and still find the time to step back and create a strategic vision that will inspire and guide our organisation or team. It feels impossible, right?

That’s why we’ve developed the Impact Society Strategic Planning Toolkit. We’ve taken our expertise and experience, and translated it into an easy-to-follow toolkit that contains everything you need (and nothing you don’t) to develop a straightforward strategic plan for your organisation or team in under 30 days. It means you don’t have to reinvent the wheel, because our tried and tested strategic planning process is set out in a 130+ page guidebook and supported by all the checklists, communication tools, strategic analysis tools, agendas and strategic plan templates you’ll need.

It helps CEOs, entrepreneurs, strategy professionals and managers create strategic clarity for their organisation or team. In small or big business, government agencies, not for profits and community groups.

30-day money back guarantee

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 Managing 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.

What our members are saying

“TBA”

TBA
TBA, TBA

Let’s work together.

Strategic Planning Toolkit only.

US$350

  • One off payment
  • 30-day money back guarantee
  • Full toolkit
  • 130+ page guidebook
  • 15+ templates
  • Checklists
  • Agendas
  • E-mail and diary invite templates
  • Strategic plan templates
  • Strategic analysis tools
  • Training videos
  • Includes all current and future Impact Society digital tools and content
  • Office Hours group coaching on management and leadership challenges
  • Members-only High Society events
  • Impact Society tote

High Society
membership.

$650 US$400

  • One year membership, billed annually
  • 30-day money back guarantee
  • Full toolkit
  • 130+ page guidebook
  • 15+ templates
  • Checklists
  • Agendas
  • E-mail and diary invite templates
  • Strategic plan templates
  • Strategic analysis tools
  • Training videos*
  • Includes all current and future Impact Society digital tools and content
  • Office Hours group coaching on management and leadership challenges*
  • Members-only High Society events
  • Impact Society tote*

* Will be delivered in the second half of 2024

Downloadable
sample.

Free

  • 60+ sample guidebook pages
  • 4 sample templates
  • Full toolkit
  • 130+ page guidebook
  • 15+ templates
  • Checklists
  • Agendas
  • E-mail and diary invite templates
  • Strategic plan templates
  • Strategic analysis tools
  • Training videos
  • Includes all current and future Impact Society tools digital and content
  • Office Hours group coaching on management and leadership challenges
  • Members-only High Society events
  • Impact Society tote

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.

Still have questions?

Does the toolkit work for teams (not just organisations)?

Yes, absolutely.  We have designed the toolkit so that it can be used by managers of individual teams or business units.  You can use it to develop a straightforward strategic plan, which will guide your team’s progress and impact over coming years.  It’s an excellent way to create alignment between your team and the organisational strategy.

Is this just for businesses?  Can I use it for government bodies, not for profits, educational institutions and community groups?

No, it’s not just for business.  Our mission is to help all organisations, whether they be private or public, profit or not for profit, big or small.  The toolkit can be applied to any type of organisation (or any team within any organisation).

Why is Impact Society the best source for strategic planning advice?

Our founders have a combined 20+ years’ experience developing practical and effective strategic plans for organisations across various sectors and industries, and of various size.  We’ve tested many approaches and refined them over many years. We’ve taken the best of what we’ve learned and combined it into this toolkit, which strikes the right balance between detail and pragmatism, and gives organisations a flying chance of success.

Our tools have been used by people in high profile organisations, including Google, Amazon, Microsoft, Netflix, British Red Cross, Boeing, Warner Brothers, 3M, Comcast, the US Department of Agriculture, Doordash, Air Liquide, ABC Australia, The Ohio State University, Imperial College London and Nestlé Purina.

What is included in the High Society membership?

Membership includes:

  • Unlimited access to our growing digital library of management and leadership tools, systems, templates and content
  • A free Impact Society tote bag and notebook (to be delivered by the end of 2024)
  • An invite to our monthly Office Hours group coaching sessions, where members can discuss their leadership and management challenges with the Impact Society team

Our digital library currently includes two products:

We have more digital products in development and you’ll be notified of each one ahead of their release. And provided them for free.

And we’ve got member-only online and offline professional development and networking events (think leadership discussion series, thought leader speaker events, casual cocktail parties and the like) in the pipeline.

The discounted membership price reflects this limited library and will be increased for new members by the end of 2024. And renewing members in 2025.

Can I get the fee reimbursed by my organisation?

Yes, usually.

Your organisation benefits when you clarify your long-term goals and develop an actionable plan to attain them.

It will depend on the policies and practices of your organisation. But most organisations will agree that this is a work-related investment that you can have them pay for (e.g. using a corporate credit card) or reimburse (i.e. you pay for it yourself and then claim the cost back).

You can make the case for reimbursement by noting:

  • 70 % of fast-growing companies have a strategic plan1
  • Organisations with a strategic plan grow 30 % faster1
  • Organisations that execute well on strategy are much more likely to deliver well above average financial performance, according to The Economist Intelligence Unit
  • US$400 is a modest investment when compared to the potential impact your team can make. And it’s $10,000s cheaper than many consultants would charge

Here’s a draft e-mail you can send to your boss:

Hi [your manager’s name],

I’d like to put in place a straightforward and actionable strategic plan for my team. This will create clarity and alignment between you, my team and I on our goals, what success looks like and the actionable steps we’re going to take to achieve it.

To do this, I’d like to become a member of Impact Society, an online management and leadership performance platform that offers access to its Strategic Planning Toolkit. For a limited time, the price has been reduced from US$650 down to US$400/year. The toolkit will give me step-by-step instructions to create a solid strategic plan un under 30 days. It also includes all the templates, meeting agendas, checklists and communications tools I need to succeed.

I’d like to charge the cost to work (or have it reimbursed, if that’s simpler). Is that ok?

Some more information about Impact Society:

  • As part of annual membership, Impact Society will offer unlimited access to a set of online tools, systems, classes and content in management and leadership that are currently being developed. I will also be eligible to attend their monthly Office Hours group coaching sessions, as well as any Impact Society online and in person professional development and networking events.
  • Their tools have been used by people in great companies like Google, Amazon, Microsoft, Netflix, British Red Cross, Boeing, Warner Brothers, 3M, Comcast, the US Department of Agriculture, Doordash, Air Liquide, ABC Australia, The Ohio State University, Imperial College London and Nestlé Purina.
  • All of their tools are designed to be practical and easy to follow for any aspiring and established managers across all sectors.

Let me know what you think. If you think we should join Impact Society as a team, we can reach out to Impact Society (hello@impactsociety.co) to discuss enterprise pricing options.

Thank you,

[Your name].

  1. Burke, A, Fraser, S & Green, F (2010). The Multiple Effects of Business Planning on New Venture Performance. Journal of Management Studies, 47(3), 391-415. https://doi.org/10.1111/j.1467-6486.2009.00857.x
Can I cancel my membership at any time?

Yes, you can. We’re in the process of setting up a membership portal where members can self-manage their subscriptions. In the meantime, you can simply e-mail us here and we’ll ensure that your membership does not renew.

If you cancel your membership within the first 30 days, we will issue you a full refund. If you can cancel within the first year, you will not be eligible for a refund, but it won’t be renewed beyond the first year (and you’ll keep access for the period).

Can you guarantee the results?

Yes.  If you’re in any way unhappy with the toolkit, you can request a money-back guarantee within 30 days of purchase.  See below for further instructions.

What if I’m not happy with the toolkit?  Can I get my money back?

We think you’ll love the toolkit, but if you’re in any way dissatisfied, we’ll gladly refund your money within 30 days of purchase.  Just e-mail us here with a copy of your receipt and we’ll arrange it for you as soon as we can.  No quibbles.

Does the toolkit come in physical form? Or is it digital only?

All elements of the toolkit are provided in digital form. We do not offer the toolkit in a physical form, but some elements are printable (e.g. the guidebook, strategic analysis tools and agendas), so you can use them to check off key tasks and guide face to face meetings.

I have more questions, how can I get in touch?

We’d love to hear from you!  You can e-mail us here anytime.  We’ll help you with any questions or advice you need on how the toolkit might be able to help your organisation or team.

30-day money back guarantee

Not ready to buy the toolkit yet?

Because we believe so much in this tool, and because we want your organisation to reach its potential, you can download a 60+ page preview of the toolkit for free, which includes a limited number of templates.

Other Impact Society products.

Impact Society
Guide to Recruitment
US$30
Impact Society
Team Alignment Canvas
Free
Impact Society
Guide to Great One-On-Ones
Free

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