Strategic Planning That Builds Value— Now and Into the Future

Great businesses aren’t built by accident. They’re built with intention, clarity, and a plan that connects vision to execution. That’s what OneAccord’s Strategic Planning process delivers—a customized roadmap to help you grow, scale, or exit with confidence.

If you’ve ever thought,
“We need a better plan”—this is it.

Whether you’re at a growth plateau, preparing for a sale, or facing operational chaos, our approach equips your business with the structure, priorities, and leadership alignment to move forward—fast and effectively.

The Problem: Everyone’s Busy. Few Are Aligned.

Most businesses have goals, but lack a focused, shared strategy. Teams are unclear on priorities. Meetings drift. Plans change with little accountability. Growth feels reactive rather than strategic. Sound familiar?

You don’t need another whiteboard session. You need a roadmap that clarifies direction, simplifies decision-making, and actually gets used.

OneAccord’s Strategic Planning Builds Clarity, Buy-In, and Execution.

Our process is built on real-world experience—we’re not career consultants. We’ve owned, grown, and exited businesses ourselves. We understand the pressure, the chaos, and the desire to get to the next level without burning out.

**Here’s how our strategic planning service works:**

Discovery & Assessment

We start by getting under the hood of your business—not just the numbers, but the people, processes, and culture. Through executive interviews, operational reviews, and data analysis, we learn:

What’s working and what’s not
Where your leadership is aligned (and where it isn’t)
What’s getting in the way of growth or exit readiness
How your strategy connects to execution (or doesn’t)

Market and Competitive Research

We layer in third-party insights to give your strategy context.

We analyze:

Industry benchmarks and buyer behavior
Competitor positioning and differentiators
Trends affecting your space and valuation potential

The Client Success Plan (CSP)

Everything comes together in a single, powerful document: your Client Success Plan. This is your strategic blueprint.

The CSP includes:

A clear articulation of your company’s strategic goals
A prioritized roadmap of initiatives
Financial and operational insights
Leadership responsibilities and accountability structures
Key metrics and success indicators

Optional Leadership Alignment and Rollout

We don’t just hand you a binder. We help your leadership team:

Align on priorities
Understand roles and expectations
Establish rhythms for communication and accountability
Buy into the plan as a shared mission

Optional Execution Support

Want help implementing the plan? We’re equipped to support you through:

Executive coaching
Fractional C-Suite leadership
Ongoing strategic advisory services

Business Coaching Business Coaching Fractional C-Suite leadership Fractional C-Suite leadership

What Makes Our Strategic Planning Different

It’s Built by Operators.

We’re not theorists. Our principals have run companies, led turnarounds, and executed exits. We bring that lived experience to your strategy.

It’s Actionable

No fluff. No jargon. Every step in the plan is tied to outcomes and responsibility. It’s designed to be executed.

It’s Custom.

We don’t drop in a templated framework and force your business to fit it. We tailor every plan to your needs, team, market, and goals.

It’s Measurable.

We define success from the start—and help you track it with the right KPIs.

What Clients Are Saying

“We were spinning our wheels with no clear direction. OneAccord brought clarity, united our team, and helped us turn vision into action.”

What Clients Are Saying

“We were spinning our wheels with no clear direction. OneAccord brought clarity, united our team, and helped us turn vision into action.”

What Clients Are Saying

“We were spinning our wheels with no clear direction. OneAccord brought clarity, united our team, and helped us turn vision into action.”

Who It’s For

Business owners stuck at a growth plateau
CEOs looking to reduce their operational burden
Companies preparing for sale or succession
Leadership teams operating without a unified plan
Organizations that need to scale but lack clarity

Trusted by 650+ organizations, we seamlessly align your vision, team, and strategy to unlock long-term business growth.

Common Use Cases

Preparing for an ownership transition
Rebuilding after stalled growth
Launching into a new market or vertical
Re-aligning after leadership turnover

With 25+ years of experience across industries, we bring the clarity and structure you need to scale with confidence.

The CSP Isn’t Just a Plan. It’s a Path Forward.

Identify and remove growth bottlenecks
Structure their teams and communication rhythms
Create traction with their boards, buyers, or investors
Build a roadmap that their team can actually follow

And 70% of our CSP clients go on to deeper engagements with OneAccord—because the plan works, and the relationship is strong.

Let’s Build the Plan Your Business Deserves

Strategic planning with OneAccord is more than a session. It’s a structured, proven process to help you make better decisions, build value, and take meaningful action.