Planning to Excel: Strategic Planning That Works

The Daedalus Group
Training overview
Corporate / Group Training
Virtual Classroom, On-site
8 hours

Start dates
United States of America
Inquire for more information

Inquire for more information

Course description

Planning to Excel: Strategic Planning That Works

Strategic planning is one of a leader's most important responsibilities. Unfortunately, in today's fast paced world, there are more and more voices saying strategic planning not only isn't necessary, but is counter-productive.

That's wrong!

Strategic planning is essential.

A good strategic plan provides the foundation for everything else your company does. It is not a complete business plan or a marketing plan but is the basis upon which those documents are built. The plan:

  • Puts everyone on the same path. It helps each member of the organization understand why the organization exists, what it does, and how each person is essential to success. Do all your people know that?
  • Moves your company forward, preventing the stagnation that occurs when there are no challenging, far-reaching goals.
  • Keeps the company's leadership focused on what's really important.
  • Allows for the flexibility necessary to operate in today's fast-paced, ever-changing world.
  • Is not complex and does not take weeks, months, or years to accomplish.

The Plan to Excel Model is the result of more than 30 years of studying planning and creating strategic plans. We've found the commonly accepted models are either too complex to be useful, or are two simplified to be meaningful. A plan that takes months to create and too complex for those who have to implement it will not be effective.

Likewise, can you really put your company's plan for success on a single page?

The Plan to Excel Model isn't overly complicated or overly simplified. Instead it uses a proven process to help your company create a fundamental plan that will be the basis for accelerated success.

One of the fundamental responsibilities for leaders is providing a clear path for their team. The Planning to Excel model helps leaders do that.

This workshop is certified by the National Business Aviation Association and satisfies CAM PDP areas L-1 and L-2.

Upon completion of this course, PMPs may claim 14 PDUs from the Project Management Institute.

Who should attend?

Do you struggle to keep your team focused? Has your team, or your company, defined a clear vision, mission, and goals? Does each team member know what those are and how each of them is important to mission accomplishment?

If not, this is the workshop for you. Help your team create a plan that puts everyone on the same page and makes the company more efficient and profitable.

Training content

All participants will receive the book, Planning to Excel: Strategic Planning That Works and will develop a sample draft strategic plan.


Normal pricing

$825 USD per participant up to 10 participants

Reduced rate for more than 10 participants

10% savings if your company provides the venue.

Why choose The Daedalus Group?

Course instructors have extensive military, corporate, and non-profit experience

Satisfied course attendees from small companies to the Fortune 500 would recommend to a friend

Course participants love our simplified approach to leadership development with practical application

About The Daedalus Group

The Daedalus Group

Have you ever asked yourself "Why do they…?" or "How did that happen?" or "Why can't we be better at…?" Do you experience High Turnover? Negative Conflict? Poor Communication? Low Productivity? Low trust and morale? Lack of Accountability? No Clear...

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The Daedalus Group

87181 New Mexico

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Average rating 5

Based on 4 reviews.


Bob Mason is an outstanding instructor! Great stories, relatable. Thank you Bob :-)


The strategic planning that Bob guided us through has been invaluable as our organization has continued to grow and succeed.He grounded us while helping us look to the future. Kristen, Non-profit board chair


Outstanding course. Bob's enthusiasm and professional knowledge made the course. I'd love to see this and other Daedalus Group courses at my home location. J.D. Corporate Pilot

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