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Strategic Clarity for a Growing Professional Services Firm

Visio supported a consulting firm in developing a 3-year strategic business plan through a stakeholder-driven process, resulting in aligned growth priorities and a practical roadmap for organizational and business development.

Client Context

A mission-driven consulting company was seeking to enter a new phase of growth. While the firm had a strong reputation and body of work, there was no formal strategic business plan to guide operational priorities, team development, or market positioning over the next three years.

Opportunity

The company needed a structured, inclusive process to align leadership, clarify direction, and prepare for growth. The planning process also had to reflect the firm’s unique identity and stakeholder expectations.

What We Did

Visio led a four-phase process that included:

  • Conducting a deep-dive immersion to understand the firm’s history, culture, and market
  • Designing and facilitating strategic planning sessions with key stakeholders
  • Supporting Boyd’s Strategic Planning Team (SPT) in identifying core themes, risks, and priorities
  • Aligning the team around mission, vision, SWOT, and growth strategy
  • Producing a final strategic business plan covering organization, market positioning, service evolution, and fund development

Results

✅ Developed a 3-year strategic business plan grounded in clarity and internal ownership

✅ Strengthened cross-team alignment around mission, structure, and priorities

✅ Equipped the firm with a strategic reference for operational decisions and future growth

Why It Matters to Visio

We believe every consulting firm deserves the same clarity it provides for its clients. This engagement reflects our commitment to building internal alignment and growth pathways for professional service organizations that want to lead with intention.

Lessons Learned

  • Strategic planning is most powerful when the process builds internal buy-in
  • Immersion leads to relevance—the best plans reflect how people actually work
  • Growing firms need more than goals—they need structure to support sustainable delivery

Picture of Mark-Odean Grant

Mark-Odean Grant

Mark-Odean is the Founder of Visio Group and is based in Kingston, Jamaica. He writes about work-life, business and leadership in the Caribbean.

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