Strategic, Budget & Performance & Succession Planning

• Strategic Planning: Our experienced facilitators lead participants through a structured, engaging process designed to foster open dialogue, encourage diverse perspectives, and ensure every voice is heard. Using our strength-based methodology, we  guide the group toward clear, collaborative decisions and actionable outcomes.
• Budget & Performance: Another important initiative is to integrate budget considerations and performance metrics to ensure that strategic priorities are not only visionary but also financially grounded and results-driven. This alignment helps organizations allocate resources effectively, track progress, and stay accountable to their goals—turning strategy into measurable success.
• Succession Planning: Customized succession planning engagements help organizations proactively identify and develop and retain future leaders. By aligning leadership development with strategic goals, we ensure continuity, build internal capacity, and support long-term organizational resilience.

• Our expert facilitators guide stakeholders through a collaborative, visual exploration of a specific workflow or business operation. This structured approach helps teams clearly map out each step of the process, uncover potential bottlenecks, highlight inefficiencies, and identify innovative opportunities for improvement. The result is a shared, comprehensive understanding of how work is currently done—laying the foundation for smarter, more streamlined operations.

• Implementation is the most important part, following a successful strategic planning engagement.Our Implementation & Alignment Workshop provides a structured opportunity to assess progress, revisit priorities, and make necessary adjustments to ensure your actions remain in sync with your vision. This session helps teams stay focused, responsive to change, and committed to delivering measurable results.

• Our experienced facilitators design and lead customized activities that strengthen communication, collaboration, and accountability across teams. By leveraging individual and collective strengths, we help build high-performing teams equipped to navigate challenges, foster trust, and drive results. These interactive sessions are tailored to support leadership growth, enhance team dynamics, and cultivate a culture of continuous improvement.

• Our facilitated board retreats provide a dedicated space for board members to step back from day-to-day operations and engage in high-level strategic thinking. With a focus on governance excellence and long-term vision, these retreats foster meaningful dialogue around organizational priorities, clarify roles and responsibilities, and strengthen alignment between the board and executive leadership. Through engaging discussions and interactive sessions, we help boards sharpen their strategic focus, enhance oversight, and build a stronger foundation for impactful decision-making.

• Our skilled facilitators create inclusive, respectful spaces where community members and stakeholders can share their voices, experiences, and ideas. Through thoughtfully designed convenings and focus groups, we guide participants in meaningful dialogue that surfaces diverse perspectives, builds mutual understanding, and uncovers actionable insights. Whether informing policy, shaping programs, or strengthening community relationships, these sessions are tailored to foster trust, transparency, and collective impact.
• Our facilitated industry roundtables are collaborative forums designed to foster meaningful dialogue among key stakeholders within a particular sector. Guided by a skilled facilitator, participants engage in focused discussions around shared challenges, emerging trends, and strategic opportunities. The roundtable format encourages open exchange, peer learning, and relationship-building, often resulting in actionable insights and stronger industry connections.

• This customized facilitator training will immerse organizational leaders in the Collaborative Labs’ proven methodology utilizing the Appreciative Inquiry 4-D Model as the framework for meaningful convenings. This highly interactive training will equip participants to lead effective departmental operational planning and foster a culture of accountability across the organization—empowering them to engage the broader business in meaningful, results-driven collaboration.

Hit the “easy button!” Enhance your meetings and workshops with our flexible, on-demand support. Choose from a range of expert team members to meet your specific needs:

• Facilitator – to take complex meeting needs and dynamics and create “stress-free,” meaningful agendas, guiding processes and keeping discussions focused and productive
• Technologist – Managing all your technology needs for a dynamic and engaging meeting. From crafting interactive tools like polls and digital brainstorming to managing presentations, digital content, virtual components and AV setups.
• Documenter – to capture real-time meeting notes and key takeaways
• Visual Illustrator – to bring ideas to life through dynamic visual storytelling
• Select the right combination to elevate your session and ensure a seamless, engaging experience.

• Located at the EpiCenter, SPC’s corporate campus, our Collaborative Labs’ facility features four dynamic and flexible meeting spaces— known as “the Labs”—designed to foster creativity, collaboration, and strategic thinking.  We also offer two additional Labs at our Downtown St. Petersburg campus, expanding our capacity to support diverse engagement needs. Each Lab is equipped with integrated, state-ofthe-art audio and video technology, and can be used individually or combined to create a fully immersive and connected experience tailored to your session goals.
• Hybrid
• Mobile
• Virtual

We Make it Easy for You!