Six Keys to a Thoughtful Strategic Plan

co-written with Ben Case, Case Consulting Services Inc.

Whatever business you are in, I believe it is mandatory for every company to have a thoughtful strategic plan. When your day-to-day work becomes overwhelming, you need to have a plan that will keep you focused on where you want to go as a company over the long haul.

thoughtful strategic plan

A thoughtful strategic plan gives everyone a clear sense of the organization’s direction. Leadership commits to it in writing. Staff puts the plan into action.

Before I started Transformational Impact LLC, I worked with my friend Ben Case at Case Consulting Services, Inc. Ben is reputedly one of the best major gift fundraisers in the world, having helped nonprofits raise more than $4.3 billion in his 40 years of fundraising.

In 2016, Ben Case and I wrote a series on Six Keys to Thoughtful Strategic Planning. Here’s a summary of those six keys.

What Do You Do If Core Values Conflict?

How to Show Truth and Mercy in Leading Your Team

It’s important to have core values of truth and mercy. Living those values will bring about a godly culture in your home or workplace. But how does that work practically? Are there situations when those core values conflict?

core values conflict

God calls you to stand for truth, but also to exemplify mercy (Micah 6:8). And He does not want you to choose one over the other.

Here’s a scriptural perspective of how truth and mercy work together, to demonstrate you do not have to have these core values conflict.

How to Develop a Strategic Company Culture

To develop a strategic company culture, you must think through how you want it to look. Only by putting the thought in beforehand, will you be able to have it turn out the way you want it to turn out.

Strategic Company Culture

Alternatively, if you don’t put the thought in on the front end, you will not have the kind of culture you want. You will end up with a culture that just happens. And that nearly always is a recipe for disaster.

Here are three areas to think through in order to reap a strategic company culture.

How to Do More Meaningful Work

Does your work have meaning to you?  Do you get up each day excited about what you get to do that day?  Or are you wishing you had more meaningful work to do?

more meaningful

Just passing the time at what we do each day can be frustrating at best and deadening at worst.  But the good news is it doesn’t have to be this way.

You can live each day having meaningful work to do.  And here’s how.

Why Do You Make Money?

Why do you make money in your business?  We all know why money is important.  But why is it important to you?

make money

Is your net income your scoreboard?  Are you just trying to run up the score with your profitability?  Or is there a deeper reason why you want to make money?

Here are three perspectives you can consider as you think about why you make money.  Which one describes you?

25 Questions for Your Self-Leadership Checkup

You cannot learn how to lead others effectively until you have learned how to lead yourself effectively.  That’s why it’s helpful periodically to perform a self-leadership checkup.

self-leadership checkup

You have people who rely on you for leadership.  Whether it’s your family or your firm, there are people who look to you for guidance.  So you owe it to them to know how to lead yourself.

But most people do not know who they are, what’s important to them, or how they want to live their lives.  As a result, they don’t know how to lead themselves.  And they don’t know how to lead others either.

Here’s a list of 25 questions you can use to perform a self-leadership checkup.  So you can know how to lead yourself.  And how to lead others.

The Importance of Community in the Workplace

In order for you to develop a healthy brand for your company, it is important to have a sense of community in the workplace.


Once you have developed your ministry vision and you have developed your core values, it is essential to live them out so you can build community.

Here are three thoughts to keep in mind as you knit your team together through your shared vision and values.

Are Your Priorities in the Right Place?

Do you have your priorities in the right place?  Is what you say is most important to you really what is most important to you?


We all have good intentions.  But we also know that the road to hell is paved with those good intentions.  So are we really putting our priorities into practice?

Here is a quick three-step test to find out if you are putting your priorities into practice.

How to Build a Successful Brand

Good branding is essential to any venture.  Whether it’s building a business.  Developing a product.  Or establishing yourself.  But how do you create a successful brand?

successful brand

First of all, let’s define brand.  A brand is the sum of all the interactions, experiences, and impressions that someone has about you, your product, or your business.  It resides in their mind.  So you do not own your brand.

Creating a successful brand can seem very complex, but it’s actually a simple concept.  Good branding requires following these simple steps.

How to Make a Triple Bottom Line Impact with Your Company

You can do more than just make money.  You can make a difference.  Your company can bring out the best in everyone around you.  Your company can make a triple bottom line impact.

triple bottom line

If you want your workplace to have a positive effect on your customers, your employees, your suppliers, your investors, and your community, then you can put your biblical values into action through a transformational culture.  And as a result, your business will have a triple bottom line impact.

Here are the three bottom line benefits of having a transformational culture at your workplace.