Strategic Planning

Determine the vision of your future for your team in a way that obtains buy-in and establishes clarity.

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Photo of a team looking at sticky notes stuck to a glass wall


Envision the Future

Using a combination of creative approaches and time-tested methodologies, we will guide your organization to conversations that bring a crystal clear vision for your future. While many of our clients are looking for a three to five-year plan, others seek our facilitation to think strategically about a new endeavor or to map out an incredibly challenging next six months.


We work around your schedule

Getting key stakeholders away from the organization and thinking strategically can be challenging. We’ll work around your needs to provide the right number of strategic planning sessions on weekdays, evenings, or weekends depending upon your situation.


Hear what they are saying about us

Our clients consistently say that the benefit is not just the end product of a strategic plan, but the process that their team experienced. Many tell us they just had the most open and honest conversation with key stakeholders they’ve ever had.

We engaged Core Insights to lead our strategic planning meeting based on the recommendation of one of our directors.  I can say without hesitation that this was the most productive meeting of the year. The facilitator was able to engage our entire team in open conversation. We left the meeting with new energy as a more focused group. We will look to Core Insights to assist us with other planning and leadership exercises in the future.

Kevin M. Hood
President and Chief Operating Officer, Texas Bank and Trust

Core Insights conducted an Exceptional Board Workshop and Strategic Planning Session with the Tyler ISD Foundation’s board of directors. Their leadership and guidance has certainly strengthened the relationships of our board and painted a clearer picture of our future goals. Core Insights trainers are knowledgeable, engaging, and charismatic. Their approach to leadership and development strategies are beneficial for major corporations, small businesses, or nonprofits.

Maya Bethany
Executive Director, Tyler ISD Foundation

Greater Longview United Way was pleased to work with Core Insights for our strategic plan this year. We felt that the process was completely individualized, not only to our specific needs as an agency, but to our budget as well. Consultations were helpful and worthwhile for all involved. In the end, we received so much more from the process than just a strategic plan. Well worth it!

Aliceson Howell
Executive Director, Greater Longview United Way

The Tyler Area Chamber of Commerce and Tyler Economic Development Council have used Core Insights to assist with strategic planning on several occasions. They are one of the most competent planning consultants I have worked with in my 35-year career. They possess excellent organizational and communication skills and are able to navigate challenging situations and build consensus for a variety of public, private, and nonprofit groups.

Tom Mullins
President/CEO, Tyler Economic Development Council, Tyler Area Chamber of Commerce


Contact us for a proposal

The size of the organization, the complexity of your offerings, the geographic range of your offices all impact the scope of the strategic planning process. Contact us for a discussion and we’ll quickly provide a proposal with options to achieve your goals.

Gain consensus and clarity on your future, now!