Your Formation Matters.

We are strategic facilitators and advisors, helping you form the future of your organization.

Strategic Facilitation

Succession Planning

Change Management

Leadership Retreats

Enterprise Project Management

Leader Development

Team Communication Training

Board Retreats

Leadership Offsites

Strategic Facilitation Succession Planning Change Management Leadership Retreats Enterprise Project Management Leader Development Team Communication Training Board Retreats Leadership Offsites

Does your organization feel like it’s out of formation?

  • Has your structure outgrown its current design?

  • is your senior team struggling to stay on the same page?

  • Was your strategic plan rendered obsolete?

As your complexity increases, you need a advisor to:

  • cut through the clutter

  • align your people and systems

  • build a game plan for success

We partner with CEOs and senior teams to create winning strategies and healthy cultures.

how it works

Our strategic facilitators use The Formation System—an adaptive strategic planning, change management, and leader development program that forms you and your organization.

Create the right Formation for your organization and people to win.

Build your organization’s Field Guide—an adaptive strategic plan and goal setting system—and continually update it through quarterly offsites.

Maintain alignment and momentum between quarterly offsites with the support of our change management expertise—executive team facilitation, internal communication support, enterprise project management, and people-centered org design.

Grow your culture through a leader development and employee engagement program using The Formation Method to multiply your effectiveness.

adaptive strategic planning

change management

internal communications

team development

case study

CALIFORNIA BIOENERGY →

  • "We were incredibly blessed to have Jeff Tanner join us as a strategic partner. His expertise played a crucial role in taking our organization to the next level. His insights on org design, marketing, technology integration, data management, and donor relations were game-changing, enabling us to enhance our communication, transparency, and overall impact."

    JIM HOGAN

    Cofounder and former Executive Director, Standing Stone Ministry

  • “The Formation Method is for any leader who wants to see and believe that they and the people they lead are capable of ideas, solutions, and results. The Formation Method celebrates the value and worth in those we lead —it helps us become more human.”

    ROB JACOBS

    Spiritual Growth and Development Pastor at Saddleback Church

LET’S GET STARTED

Your formation is foundational to financial and missional success.

The Formation Agency will strategically guide your organization through key inflection points in your growth journey.