Strategic Planning

Clarity and Traction to Get Further Faster

There’s nothing more frustrating than investing in strategic clarity and walking away with little more than warm fuzzies and a list of options. That’s not how Pivot X works.

Our strategic planning does more than inspire. It moves your organization forward. We help you translate big-picture direction into clear priorities, defined ownership, and practical next steps so your strategy fuels alignment, execution, and sustained momentum.

Our Process

Identity

Before we plan, we define (or redefine) who you are, why you're here, your customer profile, and what you value. We create consensus and buy-in across your team to ensure a firm foundation

Vision

Plans without an anchor in the future are subject to changing with the wind. We set our sights on long-term vision for companies and projects and then reverse-engineer for strategically built success.

Execution

This is where dreams turn into reality. We create milestones, tasks, timelines, ownership and KPIs. We pressure test budgets, assumptions, and potential obstacles. We make plans that are actionable.

Accountability

Strategic plans have a tendency to sit on the shelf. Not with Pivot X. We partner with you over time to keep you and your team on track, working through barriers and unforeseen challenges along the way.

Ready to Get Momentum?

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Can't We Do This Ourselves?

Of course you can. Many teams try. But when you’re inside the work, it’s hard to see patterns, challenge assumptions, or guide tough conversations without personal dynamics getting in the way. A third perspective brings objectivity, surfaces what’s really shaping decisions, and helps the group move toward clarity and consensus. The right facilitator pushes the conversation forward while protecting the relationships and trust your organization depends on to execute what comes next.

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40%

higher revenue growth is achieved by organizations with strong strategic alignment

28%

higher profitability seen in businesses aligned on strategy, execution, and financial targets

92%

of executives say a lack of alignment negatively impacts performance

50%

less time is spent on non-strategic work in companies with strong strategic alignment

The Power of Facilitation

"Heather at Pivot X is incredible. We reached out for help in one area of our business but after finding out her depth of care and knowledge, we started expanding our scope. We tackled task/project planning, accountability, got her insights on marketing and then ended the year with her leading us through a very thoughtful 2026 plan. Would definitely recommend."

- Jake

Ready to take the next step forward?

Schedule A Free Consult