Planning Group Services

Planning Consulting

Process Consulting

Strategic Planning Consulting

Strategic planning is hard work and the outcomes are uncertain. Starting from your first call, we will walk you through a proven process to eliminate the guesswork and create an executable plan for remarkable growth and development.


Process Design Consulting

Every company runs on process. In fact, new and improved processes are critical to leveraging technology investments, sustaining productivity growth and keeping employees engaged. Unfortunately many processes contribute to the chaos of today’s organizations because they are poorly conceived and poorly implemented.


Large Group Facilitation

Sometimes the best way to satisfy your objectives is with a big group of people all in one workshop. It takes a special strategic planning facilitator or workshop facilitator to leverage large and diverse groups. At The Planning Group, we have deep experience working with very diverse and sometimes adversarial groups and a specialty facilitating groups of 40 or more participants.


Focus Groups and Interviews

Conducting third party focus groups and interviews in a B2B setting is one of the single most important things any organization can do. Most strategies are based on implicit assumptions about value to customers, their pain points and ultimately their acceptance and willingness to pay. We are experts in helping you clarify and externally test your critical assumptions in the face of major strategic investments.


Market Selection Consulting

Understanding, selecting and sizing target markets and target niches is fundamental to real and effective strategy design and implementation. At The Planning Group we have learned market selection and sizing consulting is critical to delivering real value to the strategy implementation needs of our clients in every sector.



We have trained thousands of people in more than 20 countries over the past decade. With a focus on all topics related to strategic planning and business planning, we provide comprehensive training programs for organizations in all sectors and industries. Topics range from our one day Business Planning Boot Camp to our intensive Masters of Business Planning.


What Clients Say About Us

“The Planning Group is an effective partner with frameworks, tools and a focused disciplined approach to our strategic planning process…to translate our business strategy into executable business imperatives.”

Michael Geraghty
President and CEO
USC Education Savings Plans Inc.

“Our volunteers seem energized by the collaborative experience, creating valuable events and innovative services for our growing membership.”

Celia Medcalf
VP Strategic Planning
Project Management Institute-CTT

“The Planning Group provided us with a practical approach to planning and performance measurement and showed us the importance of organizational discipline to ensure sustained results.”

Inta Bregzis
Waterloo Wellington CCAC
Ontario Ministry of Health

“The Planning Group captures an organization’s key assets and channels them into operational opportunities to be further leveraged…we are now in a better position to advance strategically.”

Stephen Ashworth
Executive Director
Junior Achievement Canada