Strategic Planning

Envision Strategic Direction


We help you envision new strategic direction by boosting creative ideas from people who know the business best, gaining new insight by scanning external factors and trends, and weighing alternative approaches as a prelude to selecting big and bold strategic options that best serve your organization.

We help your leadership team by bridging strategic vision to operational and action planning, converting strategic goals into manageable projects, daily core processes and tactics that collectively produce the outcomes defined in your strategy. 

Like strategic planning, we find that operational planning facilitated in a modular/ongoing format works best. It fosters iterative thinking, paves the way for greater creativity and insight on routine work, produces realistic timelines and budgets and establishes a discipline for results' monitoring and continuous improvement.

We Facilitate Strategy Development

Business Strategy


Talent Strategy


Corp Social Responsibility Strategy


case study


The Challenge

Rather than another 3-day grueling offsite, the CEO sought an approach to strategic planning that would (a) produce a new strategic direction, (b) instigate long-lasting excitement and dialogue among the leadership team, and (c) elevate strategic thinking skills among participant leaders new to the strategic planning process.   


We customized and facilitated a modular based approach to strategic planning. We created and maintained a strategic thinking repository for quick, frequent, and future reference and refinement.  


A new strategic direction and strategy, advanced strategic thinking skills of the leadership team, strengthened relationships among leadership team members, and a sustainable forum valued by the leadership team where strategic thinking, dialogue, and decision making continue. 

Client Feedback

“Working with Carol Bergeron through the strategic planning process has been a great success for our company and our leadership team. Firstly, the team’s ownership and excitement around our new strategic vision is profound and complete. Secondly, determining our vision and translating it into practical goals has provided us a solid framework for ongoing decision making. Lastly, the entire experience lifted the strategic thinking skills among all; we have a much more strategic team now than at the outset. 

Throughout the process, Carol demonstrated a command of effective strategic planning for the rapidly changing world we live in: she was adaptable in customizing each session to meet our team’s specific needs and she maintained fluid and comfortable facilitation style.

I look forward to working with Bergeron Associates in the near future on other projects.”

- CEO, manufacturing company