Helping a Strategy-Driven Board Take It to the Next Level

Strategic Planning Success Story

The Client

A metropolitan dental society.


The Challenge

This organization has a very strong strategy-oriented board culture and is committed to revisiting its strategic plan on a regular basis to maintain focus and make adjustments as needed.


The Solution

Organizations come to us with many different levels of sophistication when it comes to strategy. For this organization, we conducted structured interviews with the leadership in addition to a board survey, and reviewed and presented other membership and industry research data in order to guide the board toward effective, data-based strategic decision making. The importance of skillful facilitation cannot be underestimated when it comes to getting a lot done in a short period of time, ending the meeting with clear, measurable outcomes as well as time frames and owners responsible for the goals agreed upon.