Strategic Planning That Drives Execution Excellence.
Most strategic planning fails because it produces documents nobody implements. ROADMAP12 is a three-day strategic planning retreat that transforms scattered priorities into a focused business strategy your leadership team actually executes. We develop your 10-year vision, conduct competitive analysis, define your core customer, and build a detailed 12-quarter roadmap. This isn't theoretical strategy—it's practical planning that connects vision to quarterly objectives. Available standalone or with ongoing coaching support.
DIFFERENTIATED POSITIONING
Transform scattered priorities into laser-focused strategic direction. Through comprehensive competitive analysis and customer profiling, clarify what makes your business unique and build positioning that drives sustainable competitive advantage in your market.
LEADERSHIP ALIGNMENT
Unite your executive team around shared vision and priorities. This strategic planning retreat creates genuine consensus on direction, eliminates conflicting agendas, and establishes decision-making frameworks that accelerate execution across your entire organization.
SYSTEMATIC EXECUTION
Bridge the strategy-implementation gap with detailed quarterly roadmaps. Establish clear metrics, accountability systems, and review cadences that ensure your strategic plan translates into consistent action and measurable business results over 12 quarters.
Program Overview
ROADMAP12
Three-Day Strategic Planning and Quarterly Coaching Program for Growth-Stage Companies
OVERVIEW
ROADMAP12 is an intensive three-day strategic planning retreat that transforms scattered priorities into a focused, executable business strategy. Unlike traditional planning that produces shelf-ready documents, this program creates a living 12-quarter operational roadmap that drives systematic execution. Through facilitated sessions, we develop your 10-year vision, conduct competitive analysis, define your core customer, and establish clear quarterly objectives with accountability measures. Drawing from my experience scaling an Inc. 500 company, I guide your executive team through proven frameworks that create genuine alignment and eliminate the strategy-execution gap. This is strategic planning designed for founder-CEOs serious about building scalable, valuable businesses.
DELIVERABLES
A Compelling 10-Year Vision that energizes your team and provides clear direction for all strategic decisions, creating alignment around where the business is heading and why it matters.
Differentiated Market Positioning based on comprehensive competitive analysis and deep customer understanding that clarifies exactly what makes your business unique and why customers choose you over alternatives.
Core Customer Definition with detailed psychographic and behavioral profiles that focus your marketing, sales, and product development on the segments where you create maximum value and capture optimal margins.
Detailed 12-Quarter Roadmap with specific initiatives, milestones, and accountability for the next three years, translating long-term vision into actionable quarterly objectives your entire organization can execute.
Aligned Leadership Team operating from shared priorities with clear decision-making frameworks, eliminating conflicting agendas and accelerating execution across all functional areas.
Executable Quarterly Objectives that cascade through your organization with measurable KPIs and success criteria, ensuring everyone understands how their work contributes to strategic goals.
Strategic Focus that eliminates confusion about what matters most and where to invest resources, giving you confidence to say no to distractions and yes to opportunities that advance your differentiated position.
TARGET
ROADMAP12 is designed for founder-CEOs of companies who are navigating growth inflection points. You're ready for this program if your leadership team lacks alignment on priorities, your strategic plans sit unused, you're struggling to differentiate in competitive markets, or you need systematic frameworks to scale beyond founder-dependent operations. This works best when your executive team is willing to engage in honest dialogue and commit to disciplined execution.
PROCESS
Phase 1: Pre-Work & Discovery
Complete stakeholder interviews, executive surveys, competitive research, and financial analysis. Your leadership team receives preparation materials to ensure everyone arrives ready for productive dialogue. I review your current strategy, market position, and organizational structure to customize the retreat.
Phase 2: Three-Day Strategic Planning Retreat
Day one focuses on vision, purpose, and long-term aspirations—where you want to be in 10 years. Day two dives into competitive positioning, core customer definition, and differentiation strategy. Day three builds your 12-quarter roadmap with specific initiatives, milestones, and accountability systems for systematic execution.
Phase 3: Implementation Support
Continue with monthly coaching to maintain momentum, quarterly planning sessions to update your roadmap, and leadership team support to ensure accountability and adapt strategy as conditions change.
OUTCOMES
Most strategic planning creates documents that gather dust. ROADMAP12 focuses on execution—you leave with a roadmap your team actually uses. I bring real entrepreneurial experience from scaling an Inc. 500 company through successful exit, understanding practical implementation realities, not just theory. The 12-quarter timeframe provides detail for immediate action while maintaining strategic perspective. And the intensive three-day format creates breakthroughs that months of scattered meetings never achieve.
Featured Content
Having a Goal Is Not the Same as Having a Strategy. Here’s Why: While goal setting is important, it doesn’t define your strategy.
If You Want to Scale Faster, Choose a Niche and Excel in It: Forget competition, embrace differentiation: a proven strategy for growth.
Strategy Is More Than a Pretty Plan: Many companies face the challenge of creating a strategy but struggle to implement it effectively.
Ready to build your strategic roadmap? If you're a founder-CEO leading a $5M-$50M company and need clarity, differentiation, and systematic execution frameworks, let's discuss whether ROADMAP12 fits your situation.
Learn More About ROADMAP12
Client Testimonials
"Using his ROADMAP12 program, Bruce designed a workshop agenda that reflected our priorities, starting with team-building that encouraged us to think differently. Each exercise fit seamlessly into the next, creating progression from big-picture thinking to a well-defined BHAG—so team members returned with a renewed sense of clarity."
Kimberly Rae Gilbert, VP of Operations, EdTech Startup
"The frameworks and methodology he used help tie together the vision of the company through the 5-year, 3-year goals—down to the quarterly OKRs. And, as a facilitator, he was masterful. If you need to get a strategy down, Bruce is an amazing coach."
Bennett Morrison, VP Product, Security Scorecard
"From the forethought and preparation of sessions, to the materials provided, to the structure and recording of comments—all calibrated precisely to the company's strategic vectors—this man is a well-oiled machine operating with openness, confidence, and tact."
Dean F. Oliver, Director of Museum Services, Know History
"I worked with Bruce over a 3-day strategic retreat for our leadership team. We needed to set a clear vision and align on what it would take to get there. Bruce quickly established trust, brought a clear framework, and stepped us through the key steps of strategy development."
Ed Holmes, CEO, Greenlight Guru