Strategic Planning Training Courses & Workshops

Turn planning conversations into clear priorities, aligned decisions, and practical action. IdeaGuides delivers Strategic Planning Training Courses & Workshops for executive teams, departments, and cross-functional groups that need structure, creativity, and buy-in. Led by experienced facilitators and trainers, each engagement helps participants reflect, analyze, envision, set goals, and leave with tactics they can actually execute.

Strategic planning workshop with leadership team

Our Strategic Planning Training Services

Practical workshops and facilitation training that turn complex planning conversations into clear decisions and action.

Strategic Planning

Facilitators guide teams through reflection, mission and values, present-state analysis, future visioning, goal setting, and tactics to create a clear, aligned, actionable strategic plan.

Executive Retreats

Customized executive and department retreats address planning, decision-making, team building, visioning, conflict resolution, creativity, and alignment in memorable on-site, off-site, or remote formats.

Problem Solving

Workshops teach practical tools for analyzing problems, evaluating options, and making sound decisions individually or as a group using structured, collaborative processes.

Innovation Agility

Interactive innovation training strengthens creative thinking skills, including fluency, flexibility, and uniqueness, through brainstorming games, problem-solving exercises, and sustainable creativity techniques.

Ideation Facilitation

Participants learn to design agendas, apply ideation tools, guide group discussions, and practice leading mini-meetings that generate ideas and productive outcomes.

Effective Meetings

Training helps leaders run more productive meetings with stronger agendas, idea generation, difficult-situation management, follow-up practices, and practical templates.

Facilitator guiding a strategic planning process

Our Strategic Planning Workshop Process

Define Goals and Workshop Scope

Before the session, IdeaGuides learns about your organization, objectives, participants, challenges, and desired outcomes. Interviews, surveys, and planning conversations help shape an agenda that fits your leadership context and creates productive engagement from the start.

Assess the Current Strategic Picture

Envision the Future Together

Set Priorities and Strategic Goals

Build Actionable Next Steps

Trusted By Teams

Success Stories

Organizations across industries trust IdeaGuides for clearer planning, stronger collaboration, and more productive decisions.

"I want you to know it was a pleasure getting to work with you and see you deliver this very beneficial seminar. I appreciate all the time and effort you put into ensuring this piece was suitable for Quorum."

Patrick Ursino
The IdeaGuides Difference

Why Choose IdeaGuides?

IdeaGuides combines expert facilitation, structured creativity, and measurable planning outcomes.

Experience

Founded in 1999, IdeaGuides brings proven facilitation depth to strategic planning engagements.

Credentials

IAF members and certified facilitators guide inclusive conversations with structure and professionalism.

Collaboration

Workshops are highly interactive, ensuring every voice contributes to decisions and buy-in.

Expertise

Published authors on planning, innovation, meetings, and teams bring practical thought leadership.

Meet The IdeaGuides Team

Experienced facilitators guiding productive planning conversations.

Portrait of Bruce E Honig, Chief Executive Facilitator and Master Trainer at IdeaGuides

Bruce E Honig

Chief Executive Facilitator & Master Trainer

Bruce E. Honig is the founder and Chief Executive Facilitator & Master Trainer at IdeaGuides, bringing over 30+ years of professional facilitation and training experience to organizations across California and nationwide. Based in the San Francisco Bay Area, Bruce leads the IdeaGuides team with a deep commitment to collaborative idea generation and productive decision-making. As a professional facilitator and member of the International Association of Facilitators (IAF), he has guided more than 150 clients through strategic planning, team alignment, and innovation sessions. Bruce is also a prolific author, having written over five books on innovation, team building, and meetings, making him a recognized thought leader in the facilitation industry.

Portrait of Adam Shames, Master Facilitator and Trainer at IdeaGuides

Adam Shames

Master Facilitator & Trainer

Adam Shames serves as a Master Facilitator & Trainer at IdeaGuides, bringing deep expertise in team development, innovation, and collaborative group processes to clients across California and the nation. With a strong foundation in experiential learning and creative facilitation, Adam designs and leads highly engaging sessions that inspire teams to think differently and work more effectively together. He is the author of Teambreakers, a book focused on innovation and team building, reflecting his passion for helping organizations break through barriers and unlock their collective potential. Adam's facilitation style emphasizes participation, creativity, and practical outcomes that teams can immediately apply in the workplace.

Portrait of Michael Wong, Certified Facilitator at IdeaGuides

Michael Wong

Certified Facilitator

Michael Wong is a Certified Facilitator at IdeaGuides with a specialized focus on supporting non-profit organizations through facilitated meetings, strategic planning sessions, and collaborative decision-making processes. His understanding of the unique dynamics, missions, and challenges that non-profits face allows him to design sessions that are both deeply relevant and highly productive for these organizations. Michael brings professional rigor and genuine dedication to every engagement, helping non-profit teams build alignment, clarify goals, and move forward with confidence. As part of the experienced IdeaGuides team, Michael upholds the firm's core values of collaboration, involvement, and creativity in every session he leads.

Portrait of Jeanne-Marie Grumet, Senior Facilitator and Trainer at IdeaGuides

Jeanne-Marie Grumet

Senior Facilitator & Trainer

Jeanne-Marie Grumet is a Senior Facilitator & Trainer at IdeaGuides, contributing her extensive experience and professional expertise to help teams and organizations achieve greater alignment, engagement, and productivity. As a senior member of the IdeaGuides facilitation team, she brings a polished, skilled approach to strategic planning sessions, offsites, retreats, and team building workshops. Jeanne-Marie is committed to creating inclusive, participatory environments where every voice is heard and every participant contributes meaningfully to outcomes. Her work reflects IdeaGuides' mission of guiding clients toward collaborative and productive idea generation and decision-making across a wide variety of industries and organizational contexts.

Portrait of Alice Cochran, Expert Facilitator and Trainer at IdeaGuides

Alice Cochran

Expert Facilitator & Trainer

Alice Cochran is an Expert Facilitator & Trainer at IdeaGuides with a distinguished background in meeting facilitation and group process design. A published author of more than two books on meetings, Alice brings authoritative knowledge and practical wisdom to every session she facilitates. Her expertise helps organizations transform how they run meetings — making them more focused, efficient, and results-oriented. Alice's facilitation approach is grounded in best practices and years of hands-on experience guiding executive teams, senior leadership groups, and cross-functional teams toward clearer decisions and stronger collaboration. She is a trusted resource for organizations seeking to dramatically improve the quality and productivity of their group interactions.

Portrait of Ken Homer, Facilitator and Trainer at IdeaGuides

Ken Homer

Facilitator & Trainer

Ken Homer is a Facilitator & Trainer at IdeaGuides with specialized expertise in large group facilitation methodologies, including Open Space Technology and World Café. His deep knowledge of these powerful participatory approaches makes him an invaluable resource for organizations looking to engage large numbers of stakeholders in meaningful, self-organizing conversations that generate real insights and actionable outcomes. Ken's facilitation style is adaptive, inclusive, and highly effective at bringing out the collective intelligence of groups of all sizes. He works across a variety of sectors to help teams and communities explore complex challenges, build shared understanding, and move forward with clarity and commitment.

Portrait of Ray Madaghiele, Master Facilitator, Trainer and Coach at IdeaGuides

Ray Madaghiele

Master Facilitator, Trainer & Coach

Ray Madaghiele is a Master Facilitator, Trainer & Coach at IdeaGuides with deep expertise in strategic planning facilitation and organizational development. As the author of a book on strategic planning, Ray brings both scholarly depth and practical experience to his work with leadership teams, helping organizations clarify their vision, align around priorities, and build actionable roadmaps for the future. His coaching background adds an additional dimension to his facilitation, enabling him to support both group processes and individual leadership development simultaneously. Ray is known for his ability to guide organizations through complex strategic conversations with clarity, structure, and lasting impact.

Portrait of Dave Blum, Treasure Hunt Maven and Team Building Facilitator at IdeaGuides

Dave Blum

Treasure Hunt Maven & Team Building Facilitator

Dave Blum is IdeaGuides' Treasure Hunt Maven & Team Building Facilitator, bringing a uniquely creative and energizing approach to team engagement and collaboration. As the author of Dr. Clue Build-A-Treasure-Hunt, Dave is a recognized expert in using experiential treasure hunt activities to build team cohesion, communication, and camaraderie in a fun and memorable way. His programs are designed to break down silos, strengthen relationships, and foster the kind of trust and teamwork that translates directly back to the workplace. Dave's innovative facilitation style makes him a go-to resource for organizations looking for dynamic, out-of-the-ordinary team building experiences that deliver real results.

Portrait of Lee Gimpel, Master Facilitator at IdeaGuides

Lee Gimpel

Master Facilitator

Lee Gimpel is a Master Facilitator at IdeaGuides, bringing a high level of skill and professionalism to every meeting, workshop, and retreat he facilitates. With a command of advanced facilitation techniques, Lee helps teams and organizations move through complex discussions with focus and efficiency, ensuring that every session produces meaningful outcomes and that participants feel heard and engaged throughout the process. His work spans a wide range of industries and organizational contexts, from strategic planning and alignment sessions to innovation workshops and leadership offsites. Lee embodies IdeaGuides' commitment to guiding groups toward their best ideas and most important decisions with expertise and care.

Frequently Asked Questions

What are the 5 C's of strategic planning?

The 5 C's of strategic planning are commonly described as Company, Customers, Competitors, Collaborators, and Climate or Context. Together, they help teams examine internal capabilities, stakeholder needs, market forces, partnership opportunities, and external trends. In a facilitated workshop, these lenses create a balanced view before leaders set priorities, goals, and action steps.

What are the 5 P's of strategic planning?

What are the 4 P's of strategic planning?

How long does a strategic planning workshop take?

Who should attend strategic planning training?

What deliverables come from a strategic planning workshop?

Can strategic planning workshops be delivered remotely?

What makes IdeaGuides different from other training providers?

Still Have Strategic Planning Questions?

Get practical guidance on the right workshop format.

Strategic Planning Service Areas

IdeaGuides facilitates strategic planning workshops for teams across California and throughout the United States.

Nationwide

Service Area

Remote/On-Site

Formats

250+ Projects

Track Record

Do We Support Your Team?

Ask about on-site, off-site, or remote workshop options.

Certified & Trusted

Awards and Recognition

International Association of Facilitators membership logo

IAF Membership

Professional facilitation standards and community membership.

Certified facilitators trust badge

Certified Facilitators

Skilled guides for structured, productive sessions.

Published authors recognition badge

Published Authors

Published expertise in planning, meetings, and teams.

Ready to Build a Better Strategic Plan?

Tell us about your team, goals, timeline, and preferred format. We will help shape the right strategic planning workshop or training engagement.

Contact Us Today

For immediate assistance, feel free to give us a direct call at 1.415.479.2028. You can also send us a quick email at bruce@IdeaGuides.com.