Clarity. Alignment. Action.

For a group facing one defined issue or decision, longtable creates a structured conversation that surfaces perspectives, tests assumptions, and identifies a workable path forward. This can include board and staff alignment, clarity of roles, and effective decision-making.

Starting scope: one sponsor discovery meeting, review of agreed background materials, meeting design, one 90-minute facilitated session, synthesis, an executive summary, and one sponsor debrief.

Participants, objectives, and intended decisions are agreed in advance. Longer retreats, multiple sessions, and additional research are priced separately.

longtable helps boards and executive teams connect mission, community needs, organizational capacity, and future opportunities. Our approach draws on Real-Time Strategic Planning (RTSP), futures thinking, and structured stakeholder engagement, with each process designed around your organization’s needs. Across his leadership career, Derek has conducted more than 30 strategic planning processes, including RTSP.

Focused Strategy Refresh — Starting at $12,500

For organizations that need to revisit consequential strategic choices, test an existing direction, and align leaders around a focused set of priorities.

Includes sponsor discovery, analysis of an existing plan and agreed background materials, up to four leadership interviews, synthesis of the key issues and choices, one facilitated planning session of up to four hours, an action roadmap, and one revision round. Preparation brings differing perspectives, assumptions, capacity constraints, and tradeoffs into focus so the session can address the decisions that matter. The roadmap captures agreed priorities, responsible leaders, initial milestones, and next steps.

Comprehensive Strategic Planning — Starting at $20,000

For organizations developing a new strategic plan or taking a broader look at their direction, community role, and organizational capacity.

Starting scope for one organization: sponsor discovery; review of agreed organizational documents and existing environmental information; up to six stakeholder interviews; up to two facilitated planning sessions of up to four hours each; a concise strategic plan with priorities, goals, and measures of progress; an implementation roadmap; and one revision round. The process explores relevant trends and future scenarios using available evidence.

The client provides existing data and coordinates participants and logistics. The proposal confirms participant numbers, sequencing, timeline, and deliverables. New primary research, community surveys or broader public engagement, additional interviews or sessions, multiple locations, and ongoing implementation support are scoped and priced separately.

Assessments help leaders examine a defined issue in leadership, operations, clarity of roles, or organizational alignment and decide where to act.

Starting scope: discovery, review of agreed documents, up to five leadership interviews, a concise findings and recommendations brief, and one executive or board debrief.

The proposal defines the area reviewed and evidence available. Organization-wide reviews require a separate scope. Specialist financial, legal, HR, and technical assessments are outside this service; appropriately qualified specialists must be engaged separately.

Work directly with Derek on executive leadership in mission-driven organizations: board relationships, difficult decisions, team dynamics, and strategic priorities. Sessions combine reflective questions, constructive challenge, and experience-based advice.

Starting scope: one 60-minute virtual session, brief preparation around an agreed issue, and a concise written action recap.

For sustained support, three- or six-month engagements establish goals, session frequency, and progress reviews. Confidentiality and any reporting to an organizational sponsor are agreed at the outset. Between-session support and document review are separately defined.

Ongoing Executive Advisory — Starting at $1,500/month

For executives and boards who need a continuing thought partner on strategy, organizational decisions, or implementation priorities.

Starting scope: up to five total hours of support per month. Two 60-minute virtual consultations are included within that five-hour allowance, along with preparation, targeted document review, and brief email follow-up. Priorities and time allocation are agreed in advance.

Additional meetings, project delivery, facilitation, and implementation work require a separate agreement. Response expectations and any unused-time terms are set in the proposal.

Help an executive team, board, or leadership group improve communication, clarify responsibilities, strengthen collaboration, or navigate a specific change.

Starting scope: sponsor discovery, customized design, one workshop of up to three hours, practical tools, and a written summary of working agreements and next steps.

Multi-session development, individual assessments, interviews, and ongoing team support are separately scoped.