Strategic Planning with Purpose: Slow Down, To Speed Up
Strategic Planning for Sustainable Growth
🧭 The Monk Principles Strategic Growth Process
The Monk Principles—Intention, Stability, Community, Excellence, and Profound Hospitality—anchor a people-centered strategic planning process that aligns virtue with value and purpose with performance. Through the Strategic Planning Funnel, leaders move from higher purpose vision to actionable strategies, milestones, and reflection.
Integrated with the Competing Values Framework, CliftonStrengths, and the Values in Action Inventory, this process cultivates self-awareness, team alignment, and organizational vitality. It’s not a system built on control but a human-centered, virtue-driven framework that blends ancient monastic wisdom with modern leadership science—helping people flourish and organizations perform with integrity, adaptability, and grace.
The Strategic Planning Process
1. Strategic Assessment
We begin with comprehensive assessment to clarify where you and your business stand today. Using CliftonStrengths, the Competing Values Framework, and our proprietary Strategic Insight Generator, we uncover your leadership potential, team strengths, and organizational dynamics.
Our Monk-Principled Core Focus Assessment examines:
Strengths of Purpose – Values and virtues that define your business and leadership
Visionary Alignment – How current strategy aligns with higher purpose and long-term vision
Strategic Gaps – What must evolve to align purpose with outcomes
External Influence – How market dynamics support your mission
This framework reveals both strengths and growth opportunities to help you live your mission more fully.
2. Cultivating Excellence
Excellence drives differentiation and continuous growth. We focus on:
Innovation & Positive Disruption – Push boundaries, challenge the status quo, and embrace possibility to lead market shifts with bold, visionary strategies
Value Creation – Develop products, services, and experiences that deliver exceptional quality and resonate deeply with your audience, creating lasting value for customers and business alike
3. Strategic Action Plan
We'll build your Rule of 90: Strategic Planning Funnel—a focused 90-day roadmap based on Ultimate Breakthrough Planning: The Business Funnel Approach. This framework breaks long-term goals into actionable steps, creating momentum through short strategic cycles.
By working in 90-day increments, you'll achieve tangible progress while maintaining flexibility to adapt to opportunities and market changes. This approach ensures consistent execution that stays aligned with your core values, drives measurable results, and builds sustainable momentum toward your vision..
4. Profound Hospitality & Impact
We focus on the Monk Principle of Profound Hospitality to expand your business impact through authentic relationships and culture.
Create an environment where every interaction matters—from team members to customers, everyone feels valued and present. Transform customer experiences through genuine care, active listening, and the power of surprise and delight that creates emotionally meaningful moments.
Align actions with values to exceed expectations and build lasting relationships founded on trust, respect, and generosity. This approach turns stakeholders into advocates and creates impact that extends beyond transactions.
5. Ongoing Support & Accountability
Strategic planning is dynamic. Through regular check-ins, strategic reviews, and course adjustments, I ensure your strategy stays aligned with evolving goals and market conditions. Continuous support keeps you accountable to Excellence and Profound Hospitality while adapting to new opportunities.
6. Positive Organizational Development
We integrate Positive Organizational Development (POD)—a strengths-based approach that optimizes performance, collaboration, and well-being. Build a culture where individuals thrive and contribute to your greater purpose. By leveraging strengths and fostering positive energy, create an organization that's both profitable and meaningful.
Transform Your Business Strategy
Ready to align strategy with your deepest values and create lasting success? Schedule your free consultation and discover how strategic planning rooted in The Monk Principles© and Positive Organizational Development can transform your business and leadership.
Strategy vs. Tactics
Strategic thinking and tactical thinking are both essential for business success, but they serve different purposes. Strategic thinking focuses on the big picture—defining long-term goals, clarifying purpose, and mapping out a vision for the future. It's about seeing possibilities, anticipating challenges, and creating a sustainable path forward. Tactical thinking, on the other hand, is about execution—managing day-to-day operations, solving immediate problems, and implementing specific actions that align with the broader strategy. The Monk Principles bridge the gap between these two mindsets by grounding strategic thinking in timeless wisdom while providing a framework for disciplined, purpose-driven action. With principles like Clarity of Purpose, Structured Reflection, and Adaptive Thinking, leaders can create strategies that are both visionary and practical, ensuring that daily tactics serve a larger mission and foster long-term growth.
The book that started it all…
The Strategic Insight Generator
The Strategic Insight Generator is a powerful diagnostic tool designed to help small businesses identify key challenges and uncover actionable strategies for growth and success. By analyzing critical aspects of your business—including operations, leadership, market positioning, financial health, and team dynamics—the tool provides clear, tailored recommendations to overcome obstacles and seize new opportunities.