Strategic Planning Guide

Why This Guide Matters

Too many strategic plans become shelf documents, filled with good intentions but little impact.

This Strategic Planning Guide helps executives, and management teams focus on what truly drives value: diagnosing the real challenges, making courageous choices, and aligning resources and metrics around what matters most. It also helps directors ask the right questions about the choices made in developing the strategic plan.

Built from leading governance and strategy practices, the guide provides a five-stage roadmap to sharpen your next planning cycle and ensure that board discussions lead to real decisions and results.

What You’ll Learn

Inside the guide, you’ll find:

• Five practical stages of strategic planning — from diagnosing issues to defining evidence and metrics.

• Director-level questions your board can use to assess and challenge the strategy.

• Examples to focus discussions and identify meaningful initiatives.

• Guidance on using AI tools to make the planning process faster and more effective.

• Tips on aligning strategy, budgets, and board oversight for greater impact.

This isn’t theory. It’s a practical playbook designed for real boardrooms and executive teams.

Who It’s For

• Leaders preparing for their strategic planning meeting

• Boards that want more value from strategy discussions

• CEOs and executives who want better alignment between strategy and operations

• Governance professionals supporting board retreats or strategic planning sessions

Get Your Copy

Enter your email below to receive the Strategic Planning Guide instantly and start planning your next board strategy session with clarity and confidence.

Why Boards Choose Puimac

Puimac Consulting creates the governance environment for leaders to flourish — with purpose, impact, and action.

At Puimac Consulting, we help boards and management teams make better decisions, faster. Our frameworks bring clarity, focus, and discipline to governance and strategy, ensuring every board conversation drives a return on investment of time and attention.