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
