your STORY + your RHYTHM + your SYSTEm = SUCCESS


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Choose Your masterplan Experience

As you create your Masterplan, you will define & preserve what works, identify & eliminate growing pains, and map a step-by-step path to achieve your strategic vision.

self-directed Course + Community

WHAT: Use the Strategic Storytelling Masterplan to craft your leadership story, vision and future strategy.

WHO: For leaders of self & teams.

HOW: Complete each step of the Strategic Story Masterplan at your own pace. Join monthly live sessions to get 1:1 feedback on your in-progress Masterplan. Become a member of Masterplan University - an online learning community where you can get support from and give support to other leaders crafting their leadership stories.


live workshop + Community

WHAT: Learn and practice one or more of the steps in the Strategic Story Masterplan in a one-time workshop.

WHO: For individuals and teams.

HOW: Hosted live by a facilitator, Masterplan workshops allow you to go deep into the method and practice using strategic storytelling techniques and exercises along with your team members and other participants. Register for the a Masterplan workshop and get instant access to Masterplan University - an online learning community where you can continue to interact with and learn from other workshop participants.


intensive program + Community

WHAT: A 6-12 month program for teams that are ready to establish or transform their strategic planning, goal-setting and performance measurement processes.

WHO: For teams and groups.

HOW: Starting with a 1-2 day virtual workshop, the Strategic Storytelling Masterplan program continues with quarterly and monthly goal-setting and review check-ins hosted by a facilitator.

Team members gain access to the Strategic Storytelling Masterplan course materials and workshops. Teams also get access to a private collaboration space within Masterplan University - an online learning community where they can share documents, post news, create team events, and grow and learn together.


Course & Program Members get access to:

  • Monthly, facilitator-led workshops that guide participants through each step in the strategic storytelling method

  • Story-based exercises and activities for setting monthly and weekly goals, developing soft skills and building stronger team relationships

  • The top, research-backed team and individual strengths & skills assessments used across industries

  • Masterplan University - an online learning community available via web and app where you can share with, collaborate and learn from your team members and other teams.


Achieve success At Scale

with the Strategic Story Masterplan

The Strategic Story Masterplan is a story-based strategic planning framework that I developed after 2 decades of leading teams in Fortune 500 companies during periods of major transition and change. Ideal for teams & organizations in growth mode, the framework provides a story-based visual reference for defining (and redefining) the key elements of a strategic plan.