our services

We’ll guide you and your senior leadership team into your organization’s next stage of mission fulfillment.

Our work is based in The Formation Method and System. 

Our work begins as the facilitators of your 2-3 day leadership offsite—an annual strategic planning kickoff, board retreat, or executive team offsite.

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 eight practices in three movements that guides teams to connect with each other, collaborate better together, and create the future of their organizations.

how it works

Navigate your growing complexity with The Formation Agency.

Foundation Package

Strategic Planning 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.

Starts at $20,000

Expansion Package

Quarterly Adaptive Strategic Planning Facilitation

Our quarterly adaptive strategic planning package 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

  • Quarterly Strategic Planning Offsites

  • Monthly CEO Advising Calls

  • Quarterly Updated Organizational Field Guide

  • Enterprise Project Portfolio Creation

  • Access to Additional Advising Hours

  • Strategic Plan Integration With Your Annual Budget

Starts at $6,500/month

1-year commitment

Multiplication Package

Customizable ORG & LEADER DEVELOPMENT PACKAGE

Everything in the Expansion package, plus customized strategic services from one of our dedicated Org Development Advisors and our team of experts. Opportunities include:

  • Fractional Chief Strategy Officer Services

  • Executive Team Weekly Tactical Meeting Facilitation

  • Enterprise Project Portfolio Management

  • Leadership Development Coaching

  • Team Development and Communication Training

  • Employee Engagement Consultation

  • Major Systems Implementation

  • Succession Planning Guidance

  • Internal Communications Support

Starts at $16,500/month

1-year 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.