Strategic Planning & Advisory
Let’s Figure Out Where You’re Going and How to Get There
We’ve sat in the seat you’re sitting in. We know what it’s like to lead an organization through uncertainty, growth, and change. That’s exactly why we do this work.
Strategic Planning
Every organization reaches a point where the path forward isn’t as clear as it used to be. Maybe you’re growing fast and need to get intentional about where you’re headed. Maybe your current plan is collecting dust. Maybe it’s simply time to do one. Whatever the reason, we help you build something real. Not a binder that sits on a shelf. A plan your team actually uses, informed by the people doing the work.
Identify strategic goals by time frame: one, two, or five years, or all three
Build plans informed by stakeholder interviews, swot analysis, and community input
Identify key objectives, timelines, and responsible leaders, linking priorities from year to year
Facilitate engaging, effective meetings that lead to clarity on your organization’s vision, mission, and core values
Develop action plans with the steps, timelines, and accountability needed to achieve your strategic goals
Strategic Advising
You have a challenge on your plate and you need someone in your corner who’s been there. INCITE provides strategic advising for senior leaders and executives on topics ranging from organizational change and board development to new program feasibility and market positioning. You pick the topic, we bring the expertise, and together we work through it. Along the way, we also invest in your growth as a leader because the two go hand in hand.
Leaders come to us for things like:
Navigating the transition into a new executive role, especially when you’re new to behavioral health
Tackling a new role with more intentionality and impact
Leading your former peers after being promoted from within
Working through board dynamics, staffing challenges, or organizational change
Identifying and prioritizing your organization’s core strategic priorities
Building confidence in high-stakes decision-making
Executive Advisory
Leadership in behavioral health is different. The pressures are different, the stakes are different, and the support you need should come from someone who gets it. INCITE’s executive advisory pairs you with members of our team who have done the job you’re doing, led organizations like yours, and understand the realities of this work. Peer to peer, not top down.
We work with seasoned executives looking to sharpen their edge, new CEOs stepping into their first executive role, and leaders at every stage in between. Our approach is strategic, action-oriented, and grounded in the realities of your work.
Personalized Plans
Goals + Challenges
Integrated Assessments
Working Genius + PI
Flexible Packages
Targeted to Multi-Month
Between-Session
Ongoing Support
Headquarters
436 East 36th Street, Charlotte NC 28205, Office #: 41
