Annual Planning and Strategy Facilitation

Annual Planning

Maven works with select management teams to facilitate their annual planning and strategy retreats. The main focus for Maven is working with mid-market companies with >$50M in revenue on their most challenging problems. Thru that work we have the benefit of working with entrepreneurs and their teams that have successfully navigated the difficulties of being a smaller business. We are able to leverage that knowledge in strategy retreats and annual planning to help smaller business reach the next level. We have seen mid-market success and know how to help companies get there.

We work with lower mid-market companies to:

  • Plan and facilitate strategic retreats
  • Build processes and structures to enable management teams to succeed
  • Provide templates and methods for accomplishing company initiatives


Learn from successes and failures.

Select Annual Planning Projects