The Strategic Planning Readiness Assessment

There's a lot that has to be in place before strategic planning can succeed

Most organizations skip the readiness work and jump straight to strategic planning, then wonder why the plan is not successful.

Our Strategic Planning Readiness Assessment shows you exactly where you stand: what's working, what needs attention, and what must be addressed before strategic planning begins.

Our assessment covers 52 questions across nine key areas of your business and takes approximately 20–30 minutes to complete.

Upon completion, you'll receive a full Strategic Planning Readiness Report with expert analysis and customized recommendations – delivered within 2 business days for $475.

Wondering if your leadership team sees the organization the same way? Having multiple people take the assessment reveals exactly where perceptions align and where they don't. Specialized pricing is available for groups, just mention it when you reach out.

If you're thinking about strategic planning or wondering why a previous strategic plan was never successful, I'd love for you to take this assessment.

I've spent 25 years working alongside leaders on the foundational work that makes strategic planning succeed. What I've learned is that the work before the plan matters just as much as the plan itself. That's why I built this assessment.

It will show you exactly where your organization stands: what's solid, what needs attention, and what absolutely needs to be addressed before strategic planning begins. What comes back to you isn't a generic report. It's an honest, professional read on your specific organization, grounded in 25 years of real consulting experience.

I personally review every assessment and write every recommendation myself. When your report is delivered, we'll sit down together for a complimentary 30-minute call to walk through it.

If you're ready to find out where your organization stands, I'd be honored to help.

Founder & Owner, Steadfast Business Consulting

How It Works


The 9 Dimensions

The assessment is built around 9 dimensions of your business–each one chosen because of how directly it impacts your ability to plan and execute. The questions within each dimension are designed to identify where you're strong, where potential issues exist, and where a closer look is needed. Some findings will be clear and straightforward. Others may indicate an area that warrants deeper exploration - and where that's the case, the recommendation will say so directly, along with the suggested next steps.


Leadership Alignment

Before a plan can succeed, your leadership team needs to want the same thing. This dimension uncovers whether that alignment truly exists, or just appears to.


Foundational Clarity

Strategy built on a blurry foundation doesn't hold. This dimension examines how clearly your mission, vision, and values are defined - and whether they're strong enough to guide real decisions under pressure.


Marketplace Intelligence

Plans built on outdated assumptions fail in execution. This dimension explores how current and honest your understanding of your customers, competitors, and market truly is.


Internal Environment

What's happening beneath the surface matters as much as what's visible. This dimension looks at your culture, communication, and whether the conditions exist to carry a strategic plan forward.


Products & Offerings

Growth plans require the right products and services to grow with. This dimension evaluates whether what you offer today is positioned to support what you're planning for tomorrow.


People, Structure & Capacity

The best strategy can't outrun the wrong structure. This dimension examines whether your people, roles, and organizational design can support the growth ahead or whether gaps will show up mid-execution.


Processes & Operations

Systems that work at your current size often break under growth. This dimension assesses whether your processes and operations are built to scale or quietly setting you up for bottlenecks.


Performance Metrics & KPIs

You can't course-correct what you can't measure. This dimension examines whether the right metrics are in place to tell you whether your strategy is working.


Technology

Technology should accelerate your strategy, not constrain it. This dimension explores whether your tools and systems are genuinely enabling your team or creating friction no one has named yet.


  • “I was involved with Vicki as a board participant. She was very professional and thorough. I wouldn't hesitate to use Vicki again to lead a brainstorming approach to problem solving — she is very easy to work with and makes it an enjoyable experience.”

    – Former President, Food Processing Industry

  • “We are still using our strategic vision map every day to carry out our ideas as a team. You brought such valuable insight and guidance to our organization, and we are so grateful for your contributions.”

    – SVP, Tool and Die Manufacturer

  • “Vicki's tools aided our team in truly seeing our organization — helping us take inventory, dream, and align in the most meaningful way. We are undeniably a better organization because of it.”

    – Principal, Financial Services Firm

Frequently Asked Questions

Stop guessing. Know exactly where you stand before strategic planning begins.

Thank you for taking the first step toward strategic clarity. Submit your information below and you'll hear from me personally within one business day to answer your questions, confirm the assessment is the right fit, and walk you through the service agreement and payment process.

Disclaimer

The Strategic Planning Readiness Assessment and the resulting report are provided for general informational and educational purposes only. The results, scores, and recommendations are based solely on the information you provide and represent the professional opinion of Steadfast Business Consulting at the time of delivery. The assessment does not constitute legal, financial, accounting, tax, or investment advice, and is not a guarantee of any particular outcome or result. You are solely responsible for evaluating the information and for any decisions or actions you take based on the assessment or report. Steadfast Business Consulting makes no representations or warranties of any kind, express or implied, regarding the completeness, accuracy, reliability, or suitability of the assessment or report for your particular circumstances.