our services
We’ll guide you and your leadership into your organization’s next stage of mission fulfillment.
Our work is built around:
The Formation Method
Adaptive Strategic Planning
Succession Planning
Our engagement usually begins through a comprehensive diagnosis of your organization’s alignment and your readiness as a CEO to move on, up, or back. We then facilitate a 2 day leadership offsite to start filling in the gaps.
Together, we’ll establish your organization’s strategic foundation through your Field Guide—your adaptive strategic plan for the following 12-15 months with a focus on the next 90 days. This includes building or refining your organization’s dream, problem, mission, values, mission goal, solution, business model driver, strategic goal, strategic priorities, enterprise project plan, and org design shifts needed to address critical challenges and opportunities.
From there, we move into expansion work through a quarterly strategic planning rhythm with monthly check-ins and advisory services.
Finally, we help multiply your capacity for mission fulfillment through a customized leader and org development package.
The backbone for all our work is The Formation Method—a system of nine practices in three movements that guides teams to connect with each other around your shared mission and strategy, conspire against the forces that would keep you from your vision, and create a better future for their organizations and the world.
how it works
Navigate your organization’s growing complexity with The Formation Agency.
Retreat Facilitation
Strategic Planning offsite retreat Facilitation
Leading up to your leadership offsite, we:
Discover your needs and objectives
Interview your team
Build an agenda
Prepare your team to engage
We then strategically facilitate your leadership offsite to:
Establish the foundations of your identity, strategy, priorities, goals, and org design.
Deliver an organizational Field Guide—an adaptive strategic plan—to guide your team in the implementation of your strategic priorities and goals.
Book a call for a custom Proposal
Adaptive Strategic Planning Program
Quarterly Adaptive Strategic Planning Facilitation
Our quarterly adaptive strategic planning program builds on the foundation of your initial strategic planning retreat to deliver a dynamic plan that adapts to market realities, environmental changes, industry shifts, organizational challenges, and leadership transitions.
Annual Strategic Planning Retreat (2-4 days)
Quarterly Strategic Planning Offsites (1-3 days)
Monthly CEO Advising Calls (2 hours)
Quarterly Updated Organizational Field Guide
Enterprise Project Portfolio Creation
Access to Additional Advising Hours
Strategic Plan Integration With Your Annual Budget
Book a call for a custom proposaL
Succession Planning
STAGE-ONE SUCCESSION DIAGNOSIS
Stage one of our full succession process. A focused 6–8 week diagnostic that measures your readiness across all five WISER dimensions — with input from the CEO, leadership team, and board — and turns it into a plan owned by the right people. Deliverables include:
WISER Readiness Report (overall score + five subscores)
Succession Gap Analysis
Successor Readiness Hypothesis
Preliminary Succession Map & timeline
CEO, executive team & board interviews
A clear roadmap for stages 2–5
Book a call for a custom proposal
how it works
Grow your own leadership strength and capacity.
Executive Coaching Program
Executive leadership Coaching for CEOs, Senior Leaders, and emerging leaders
Our executive coaching program is more than your typical series of coaching sessions. In six month strategic arcs, we provide a multi-modal approach to guide you weekly through The Formation Method’s eight practices where you’ll:
Connect with yourself and your relationships so you know yourself better to lead yourself better.
Make sense of the cultural forces conspiring against you, identify challenges and opportunities, explore them, and receive expert advice.
Create new habits, practices, and work that usher you into increasing health, influence, and meaningful leadership of your team and organization.
Included in the program are:
Weekly executive coaching using The Formation Method and multi-modal guidance to navigate the client into the process of being a fully formed leader, including but not limited to guidance through challenges and opportunities related to emotional and relational awareness, leadership development, team development, and organizational development.
A customized Leadership Field Guide, your personal adaptive strategic plan for your work and leadership, which you’ll draft and complete with your coach in the first four months of the program.
Asynchronous access via email and text to your executive coach.
Emergency access (max 24 hour response time) during times of crisis.
The Formation Agency’s toolkit of resources.
Access to our expert network through your coach.
Starts at $2,000/month
6-month commitment
adaptive strategic planning
change management
internal communications
team development
case study
LET’S GET STARTED
Your formation is foundational to your financial and missional success.
The Formation Agency is here to guide you and your organization through key inflection points in your leadership journey.