Strategy Planner - 'Growth Conversation' Resource

The May 2026 Update to the Strategy Planner:

  1. Lead client discovery helping your client articulate

    • “What Do I Want From My Life?”

    • “What am I Building?”

    • “Why My Business Exists and Who It Serves”

  2. Ties the client interview more closely to the Growth-Drive Methodology and Process

  3. Includes scoring bands plus guidance about where and how to begin planning, based on Strategic Capacity Score

  4. Can be used before or after CLARITY Level 1

    1. Before: led the Growth Conversation, and when you reach “Year 1 Growth-Driving Objectives” suggest that together you complete an analysis of Strategic Capacity and Business Value

    2. After: leverage the Strategic Capacity score to begin framing what’s possible in Y1 for this client

  5. Educates the client, post CL1, about where they should focus to begin moving the business towards their Strategic Intent

Open Strategy Planner

Thank you Growth-Drivers! -George