Strategic Planning

Strategic planning shifts organizations from a reactive to a proactive approach, providing a clear road map for growth. Although it's challenging to step away from daily tasks, Reverie identifies critical milestones, ensuring healthy growth and team alignment toward shared goals.

our process

  • Work with leadership to create a comprehensive vision of the future

  • Ensure that the proper personnel are in place to handle strategic growth ​

  • Ensure strategic initiatives are clear throughout the organization 

  • Implement project management tactics and tools to ensure milestones are met

  • Designed and implemented an aggressive 3-Year growth plan.

    • Determined whether to add a service line or add a territory 

    • Identified whether to self-fund or seek funding for growth 

    • Created timeline 

    • Developed a communication plan 

    • Established and produced the budget 

    • Set growth metrics and goals 

    • Presented the plan to multiple stakeholders across the organization and received a favorable vote to move forward​

    • Led the recruitment, compensation planning, and training of strategic growth roles 

    • Facilitated the messaging and ongoing cross-company communication

  • Designed revenue producing programs to phase out low-profit margin programs.

    • Audited current programs to determine what to develop and what to phase out

    • Produced financials to support decision making 

    • Designed and presented various program options and versions

    • Created financial projections for the programs

    • Implemented communication plan for phased out programs