Transformational Planning Model®

“Don’t hire Bill if you’re after quick fixes for big problems.
He focuses on mid-term and long-term initiatives
that make profound and lasting results to the bottom line.”

Most organizations focus on the tactical and the operational and call it strategic planning. We take a fresh and powerful approach to ensure an organization actually addresses the “to do the right thing” concept.

Here are the upstream elements of Transformational Planning®

  • Strategic”…What’s the “right thing” to do and when?
  • Tactical”…Who are the right people to get the right things done?
  • Operational”…How do we get the “right thing” done well

By blending a number of different models together—brilliant elements from Bridges, De Bono, and Drucker—we work with you and your organization to create a powerful and effective set of strategies that empower and focus your people and processes. We call it the Transformational Planning Model®.


Strategic planning often consists of either too little (a slogan substituting for a mission statement), or too much of the wrong kind of detail (details that document what an organization is already doing instead of what it intends to BE and DO)!

Cultural Determinants

This is an element that is regrettably absent from most other strategic planning models. Organizational culture is now being recognized as a vitally important determinant of success and requires attention and quantification in its own right. Specifying cultural determinants involves identifying the norms, behaviors and “ways of doing things” that your organization will need to demonstrate visibly and consistently in order to achieve your desired business results.

A fundamental attribute of success is not so much the planning you do, but the way you use and execute the plans you develop.

The Difference

The Transformational Planning Model® consists of activities in four phases:

  • Essential Preliminaries
  • Future Specifications
  • Present Realities
  • Gap Attacks.

Planning for the future must start with a future perspective, NOT with an analysis of the present or the past. Current or historical extrapolation means being controlled by the past. To be in control of your future requires that you have creative visioning with a specifically-determined desired future in mind.