The point of strategic planning is not to lock you into an unchangeable plan.

A strategic plan sets the context for the goals and objectives of your organization giving you a sound foundation that allows you to be strategically responsive to changing circumstances. As Yogi Berra said, “If you don’t know where you are going, any road will take you there.”

What’s Worldview Intelligence got to do with it?

Your organization, departments and employees all have worldviews. Introducing and accounting for these worldviews adds a whole new dynamic for consideration, leading to increased ability to collaborate across departments, reduce or eliminate internal competition for resources, and have everyone moving in the same direction, giving you momentum and competitive advantage and greater implementation success.

Approach and Processes

We guide your strategic planning process with these three key steps: 1. Planning and preparation with your core team that will be guiding the process. We determine with you the approach, scope of research and consultation needed. 2. Facilitation of the strategic planning process and any agreed upon stakeholder sessions that will provide valuable input into the planning process. 3. Operational and implementation planning, action steps and budget planning.


"We have worked with Kathy Jourdain on a number of projects over the years including strategic planning; board governance; and feasibility studies. Her approach and style has been one of the many reasons we continue to use her services to help guide our board of directors and organization as a whole. ‘Professional’; ‘down to earth’; and ‘good at what she does’ are all words and phrases that I would use to describe her style and personality."

Andrew McNair, CAIB, CAE,
Chief Executive Officer
Insurance Brokers Association of New Brunswick