Destination Strategy Plan
Where you stand, then three to five goals, a three-year roadmap and a first-year plan your board adopts. Built to be finished, not shelved.
Price
Quoted
Timeline
About 7 weeks
Best For
Offices that need a plan their board adopts
What It Accomplishes
A plan your board can act on, sized to the people who will carry it out.
Where You Stand
A clear picture of your office today, from your data and conversations with partners.
Three to Five Goals
Not thirty. Each has a measure, today’s number and a three-year target.
Board Support
We present the plan for adoption, with a one-page scorecard your board reviews each quarter.
Who It’s For
Best for offices whose last plan is out of date or was never used.
A Good Fit If
Your last plan is out of date or unused
Your board or county wants a written plan
A funder asks for a strategic plan
Partners need to know where you are headed
How We Help
A written scope and quote, agreed before any work starts.
An Intro Call
We talk through where your office is and what the plan needs to do.
Scope and Quote
You get a written scope and quote before any work starts.
Two Phases
We report where you stand, then set goals with you and draft the roadmap and first-year plan.
Present and Hand Off
We present the plan to your board and hand over everything you need to run it.
What You Get
A three-year plan, a quarterly scorecard and a board deck.
A clear picture of where your office stands
Three to five goals with measures and targets
Three-year roadmap and 12-month action plan
Quarterly scorecard and board deck
Sample · Illustrative Data
Pinecrest 2027 to 2029 Plan: Year One
Four priorities sized to a two-person office
Priorities in year one
Staff owners
Staff hours a week
Priority
Owner
Staff Time
Clean and own listings data
Coordinator
4 hrs/week
Ashford joint itinerary
Director
3 hrs/week
Shoulder-season campaign
Coordinator
3 hrs/week
Quarterly board scorecard
Director
2 hrs/week
Pinecrest County is fictional. Your report uses your own data.
Talk to Us
Book a call to see whether this fits your office, or send a question by email. No pitch deck.