Strategic Planning Facilitator for Jacksonville Leadership Teams
Two Days in a Jacksonville Room. A Plan That Survives Monday.
You’ve done the offsite. Ponte Vedra, good energy, big flip charts, total agreement. And by March the plan was a document nobody opened. That isn’t a planning problem. It’s a deciding problem, and the CEO can’t referee a fight he’s in.
Onsite strategic planning facilitation for B2B leadership teams in Jacksonville and Northeast Florida, run by an operator who built companies here. Price published. Agenda published.
Two days onsite·$7,500 + travel
The room decides, or the hallway does.
Real strategy has losers. Projects that die. Departments that wait. Comfortable habits that end. If nobody flinched at your last offsite, nothing was decided; it was deferred to the hallway, where your team pushed back quietly for two quarters. I call it Stealth Stalling, and at planning time the disguise is agreement.
My job in the room isn’t to have better ideas than your team. It’s to make sure the room actually decides, out loud, with owners and dates, and that the trade-offs get said where everyone can hear them.
Before, during, after
Most facilitators keep the process mysterious. Here’s mine, start to finish.
01
Before the room: about three weeks
I meet your key leaders one on one and go through your financials. The disagreements everyone’s been polite about become the agenda, built for your company, not from a template. Every participant gets prework: seed questions, an honest read on their own area, a review of what they owned last quarter, a first draft of next quarter’s plan, and their personal goals. Nobody walks in cold.
02
The two days, in your room
Wins first, then the brutal facts: financials, metrics, culture, customers, competition, the economy. The people conversation most offsites skip. Value clarity in one sentence. The goal, with the financial model that makes it believable. Then objectives with one owner each, key results, guardrails and a re-assess date. Every trade-off named out loud. Fast no over slow maybe. The full six-part agenda is published here.
03
After: the part most strategies never get
Within days, every objective owner loads a complete project plan into your project management system: projects, tasks, names, dates. The leadership team reviews and approves those plans at its next meeting. That’s the moment most strategies die. Here it’s built in.
You leave with an agreed goal and the financial model under it, department objectives each with one owner, the trade-offs written down so nobody relitigates them in March, and a clear picture of what done looks like. Not a binder. Binders are where strategies go to die.
An operator who planned in this city. Not a facilitator who flew in with a template.
NFFS was a Jacksonville construction company at $7MM. Three years later it was at $30MM, on the Inc. 5000 twice, a Best Places to Work winner, and the fastest-growing company in Jacksonville. Those years were built in planning rooms like yours, with the same trade-offs your team is avoiding, and the plans had to survive the same Mondays.
Onsite means onsite: your office, your conference room, your people. No resort required. What you’re buying is the process and the person running it, and both are published on this page.
$7MM to $30MM in three years
NFFS, Jacksonville. Inc. 5000 twice. Best Places to Work.
Ultimate CEO
Jacksonville Business Journal. Five companies led across B2B and B2C.
100+ B2B companies advised
From under $1MM to just shy of $1B, and hundreds of leadership-team sessions.
“Jerry has been instrumental in helping bring clarity and focus to our business. He has a unique ability to tune out the noise and identify the true issues, then present and execute solutions. I’ve worked with lots of consultants that offer their time or strategic memos, but Jerry delivers results.”
Nathan Fabrick · Owner, NLR Commercial
Built for Jacksonville companies growing faster than the way they’re run
You have a real leadership team. Real revenue. Rising complexity. And a plan that keeps not surviving contact with the first quarter. That’s the company this works for, whether it’s on the Southside, downtown, at the port, or out in Clay or St. Johns County.
If every decision still runs through you and there’s no leadership team to put in the room yet, you don’t need a facilitator. You need coaching. I’ll tell you that on the call, because selling you the wrong thing costs me more than it costs you.
The price, published
$7,500 for two days onsite, plus travel. That includes the pre-work: the one-on-one leader interviews, the financial review, and a custom agenda. Travel is billed at cost, and you’ll see the number before you commit. No discovery-phase invoice. No “it depends” until you’re three meetings deep.
Questions Jacksonville leadership teams ask
What does strategic planning facilitation cost for a Jacksonville team?
$7,500 plus travel for two days onsite, including the leader interviews and financial review beforehand. Travel is billed at cost and confirmed before you commit.
Where does it happen?
At your company. Your conference room works better than a resort: your people can pull a number, walk to a whiteboard, and go home to their families at night. If you’d rather be offsite, that’s your call, and the process doesn’t change.
How far ahead should we book?
The room needs about three weeks of pre-work. If you’re planning for January, we should be talking in October. If you’re reading this in November, call today.
Who should be in the room?
The executive leadership team. The people who own the departments that have to deliver the plan. If someone’s objectives will be set in that room, they should be in that room. What a real ELT is for →
Do you work with teams outside Northeast Florida?
Yes. Onsite means wherever your leadership team is; the price is the same and travel is billed at cost. Denver teams have their own page.
A strategic plan should change Monday morning.
If yours keeps losing to the hallway, let’s talk about why. Planning season builds from August through November; the room needs three weeks of prework, so the sooner we talk, the better the dates.