Strategic Planning Workshop

Peregrine is here to help you clarify your goals and begin working toward those goals thoughtfully and deliberately. You will benefit from our extensive experience and advanced education in strategic planning and our systematic approach to creating a plan you can use.

Our strategic planning techniques and tools are suitable for any sized organization or department. We have conducted strategic planning workshops for higher education institutions, nonprofit organizations, government agencies, and privately owned businesses. Each 1/2-day or 1-day workshop is shaped specifically to the type of organization, maturity with strategic planning, and relevant existing documents and plans. With us, you can expect a customer-focused approach to strategic planning that will allow you to define your purpose, foster organizational synergy, and promote commitment to your organization’s mission, vision, and values. Getting started is easy. Simply contact us to schedule a meeting to discuss your needs, and together, we will create a solution.

In addition to the workshop, you will receive access to Strategic Planning and Nonprofit Board Governance, Leading Edge LearningSM online courses. The courses are meant to provide build knowledge so that workshops can focus on application.

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Our Approach

Peregrine will work with your key stakeholders within an organization or department to ensure that the strategic planning workshops provide you with the tools and resources needed to construct a plan you can use fully. Discover how we deliver strategic planning workshops to help organizations achieve.

Online or In-Person

Peregrine’s strategic planning workshops can be completed in one day or broken into several sessions. We also can facilitate a successful workshop virtually or in person. We know you have unique scheduling and modality needs, and we are here to meet them.

virtual leadership training for employee advancement Peregrine Global Services

Tools & Techniques

The process involves analyzing and understanding where you are, where you want to be, how you will get there, and a plan to determine if you made it. To conduct this analysis and answer these questions, Peregrine utilizes Business Model Canvas (a customer-focused approach) and Appreciative Inquiry (a SOAR analysis of strengths, opportunities, aspirations, and results).

strategic planning consulting

Client Success

Our favorite part of providing strategic planning solutions is seeing the outcomes and achievements of our clients. Through our planning sessions, participants have developed new market strategies, honed performance metrics and measures, grew a unity of effort, and learned how to best leverage diversity of talents.

instructor teaching applied leadership to group of employees Peregrine Global Services

Our Approach

Topics & Learning Outcomes

Learning Outcomes

  • Know and apply appropriate governance for the organization.
  • Incorporate the organization’s mission, vision, and values into the planning process.
  • Identify strategic goals and supporting objectives.
  • Differentiate between short-term and long-term plans.
  • Develop action plans for the organization’s annual activities.


Key Topics

  • Action Plans
  • Goals
  • Mission, Vision, and Values
  • Objectives
  • Roles and Responsibilities
  • The Planning Process
  • Timelines
  • Values-based Leadership

The Leading Edge LearningSM online courses offered in conjunction with the workshop are Nonprofit Board Governance and Strategic Planning. Download the full catalog of Leading Edge LearningSM courses available below.

  • Leading Edge Learning Catalog

    The Leading Edge Learning catalog provides you with a comprehensive view of all online courses and programs available.

Customizable and Flexible

Your training program should meet your unique needs. Peregrine provides you with several ways to customize your workshop or training program.

  • Include online courses to enrich your program and keep workshop time focused on application.
  • Most workshops can be conducted in two full days in a row. Need to break it up? No problem. You can offer the workshop in 4-hour blocks to accommodate the availability of leaders and employees.
  • Combine this workshop with others as part of a series. We recommend providing workshops every 2-3 months to allow time for practice and reflection.
  • Add EvaluSkills: Workplace Skills Assessment to collect 360-degree feedback, promote individual growth and development, and identify areas for additional training on an organizational level.
  • Include other assessments to help participants understand how their personality and strengths impact their relationships and behaviors in the workplace, including the Myers-Briggs Type Indicator (MBTI®), Smalley Trent Personality Test, Enneagram, Social Styles Assessment, and Strength Finders.

Additional Topics

Need us to cover a specific topic? Peregrine has a rich library of leadership content to help you address any need. Choose from any of the topics below. Each topic is about two additional workshop hours.

+ Business Model Canvas and Appreciative Inquiry
+ Coaching
+ Communicating Non-Defensively
+ Compliance in the Workplace
+ Conflict Management
+ Continuous Quality Improvement
+ Generations in the Workplace
+ HR Fundamentals for non-HR Professionals
+ Leadership through the Stages in Team Development
+ Leading Change
+ MBTI®
+ Mentoring
+ Organizational Culture and Assessment
+ Performance Appraisals
+ Presentation Skills
+ Prevention of Harassment & Discrimination
+ Quality Customer Service


+ Safety in the Workplace
+ Strategic and Organizational Planning
+ Succession Planning
+ Supervisors Training Program (STP) from the National Contractors Association
+ Team Leadership
+ Team Rules and Team Governance
+ Teamwork
+ The Barriers to Change
+ The Code of the West – Cowboy Ethics
+ The Management Grid
+ The Step-up Supervisor
+ Time Management
+ Unity of Effort
+ Workplace Communications
+ Would I Inspire Me?
+ Would I Manage Me?
+ Would I Work for Me?