Planning Group Services

Planning Consulting

Process Consulting

Strategic Planning Consulting

Strategic planning is hard work and the outcomes are uncertain. Starting from your first call, we will walk you through a proven process to eliminate the guesswork and create an executable plan for remarkable growth and development.


Statistical Consulting & Data Analytics

At The Planning Group, our statistical consulting and data analytics practice is focused on a singular goal: helping you find meaningful and actionable insight from a mountain of disparate data. We use our sectoral knowledge and strategic savvy to ask the right questions to first help you determine the problems you hope to solve.


Virtual and Hybrid Strategy Sessions

We have facilitated the most challenging groups with big expectations in more than 20 countries. While the requirements of social distancing and new board and management concentration policies have made effective face-to-face facilitation difficult, we have upped the ante with a new class of virtual and hybrid facilitation methods.


Focus Groups and Interviews

Conducting third party focus groups and interviews in a B2B setting is one of the single most important things any organization can do. Most strategies are based on implicit assumptions about value to customers, their pain points and ultimately their acceptance and willingness to pay. We are experts in helping you clarify and externally test your critical assumptions in the face of major strategic investments.


Business Continuity Planning

Whether you call it risk management, contingency planning or disaster recovery, we all need a “Plan B.” At The Planning Group, we have been helping clients define and face their worst fears for nearly 2 decades. From a simple risk assessment all the way through to envisioning enterprise failure and the “spiral of death,” we will walk you through a thoughtful and respectful process to help you plan for the worst.



We have trained thousands of people in more than 20 countries over the past decade. With a focus on all topics related to strategic planning and business planning, we provide comprehensive training programs for organizations in all sectors and industries. Topics range from our one day Business Planning Boot Camp to our intensive Masters of Business Planning.


What Clients Say About Us

“The Planning Group is an effective partner with frameworks, tools and a focused disciplined approach to our strategic planning process…to translate our business strategy into executable business imperatives.”

Michael Geraghty
President and CEO
USC Education Savings Plans Inc.

“Our volunteers seem energized by the collaborative experience, creating valuable events and innovative services for our growing membership.”

Celia Medcalf
VP Strategic Planning
Project Management Institute-CTT

“The Planning Group provided us with a practical approach to planning and performance measurement and showed us the importance of organizational discipline to ensure sustained results.”

Inta Bregzis
Waterloo Wellington CCAC
Ontario Ministry of Health

“The Planning Group captures an organization’s key assets and channels them into operational opportunities to be further leveraged…we are now in a better position to advance strategically.”

Stephen Ashworth
Executive Director
Junior Achievement Canada