Transformative Strategic Planning Facilitator Services

Stop Wasting Time and Money on Strategy Sessions That Create Beautiful Slides and Zero Results

Professional strategic planning facilitator Sara Lobkovich transforms your executive strategy team meeting or offsite from expensive talking session into breakthrough alignment—with a one-page strategic plan your organization will actually use.

Industry recognition & authority

Most clients are confidential due to NDA requirements; references are available by request.

Strategic Planning Facilitation That Actually Works

What Makes This Time Different

Here's what sets events with strategic planning facilitator Sara Lobkovich apart:

✅ Force Multiplier Focus:
In addition to developing experiences that exceed leader expectations, my events are designed specifically to enable Chiefs of Staff and Program Managers who need to turn executive strategy vision into organizational reality

✅ One-Page Strategy Framework:
Your team leaves with a Connected Strategic One-Page that everyone can understand and reference. Check out an example here.

✅ Implementation-Obsessed:
We don't stop at alignment—we create the behavior change plan that makes strategy stick

✅ Empirically Measured:
Clear, objective metrics that show progress (not just activity)

a diverse crew of people illustrated, assembling colorful parts of a puzzle.

You leave with:

  • A simple, visual, living strategic plan
    Built so your team knows exactly "what matters most"—and adapts as your business evolves.

  • A customized, actionable behavior change plan
    Crafted for your unique priorities and situation, ensuring daily actions actually connect to strategy.

In other words: A set of tools your organization will actually use, not another deck or doc, gathering dust.

A mockup of a one-page connected strategy, showing strategic anchors, north star metric, topline metrics, mandatory metrics, objectives and key results, and P1 milestones.

Applied strategic planning and OKR facilitation that translates into real results

  • "Sara took the time to understand the dynamics at work within our group. She was able to quickly understand and playback those dynamics that informed a learning agenda that inspired and educated a team of senior managers. She presents with confidence and empathy at a pace that is focused and never rushed."

    Company Confidential, Fortune 500 Strategy Team

  • "Each session was extremely productive, even without advance preparation. I had actionable takeaways starting with the first session. And Sara turned a stressful process into a fun one! "

    Michelle Vitus, Founder & CEO, Slate

  • "Think of Sara as your friendly guide through the intimidating world of metrics-driven OKR's; she skillfully demystifies the topic with empathy and encouragement, tackling tough, honest questions from our team without sugarcoating anything."

    Carley Thomas, Developer Network Strategy & Operations at Twilio

  • "Sara is very knowledgeable about OKR methodology and its implementation in complex, multi-layered organizations. She is clearly interested in making clients succeed. Her experience with diverse clients allows her to answer questions in an insightful way."

    Director Strategy & Planning, Pearson International Product Mgmt. 

As Chief of Staff or strategy session offsite planner, you've been tasked with organizing another leadership retreat. Everyone knows the pattern:

❌ Leadership team spends 2 days and $50K+ in time costs debating the same priorities they've been debating for months

❌ You leave with an "inspiring" vision statement and another 40-slide deck that will gather digital dust

❌ Three months later: same circular debates, teams still confused about "what matters most," zero shift in daily behaviors

❌ You're the one the CEO turns to when nothing actually changes.

You Know This Story Too Well

A black and white photo of a woman looking confused, with graphics including messy scribbles and exclamation points around her head, indicating confusion.
A large bright yellow light bulb, sitting between two cartoony people gesturing as if they've had a sudded strategic insight, developing a successful executive strategy.

The Real Problem

Most strategy sessions are designed for executive alignment, not organizational usefulness. Your leadership team can agree on a vision, but if you can't translate that into clear, actionable direction that works at every level of the organization, you've just had an expensive conversation.

You need a strategic planning facilitator who understands that getting your executive team aligned is only half the job. The other half? Creating the frameworks your organization can actually use to execute on that alignment.

Why This Approach Gets Results

step one is "productive discovery and prep." Step 2 is "Live strategy day facilitation." Step 3 = follow-up & behavior change integration. This is a sequential image, showing three steps of a strategy offsite with strategy facilitator Sara Lobkovich

What to Expect:
A Simple Three-Step Rhythm

    • 45-min intake call: Capture your top challenges & goals

    • Brief leadership survey for alignment gaps

    • Custom agenda developed for your team

    • Assess current state & constraints

    • Build Connected Strategic One-Page

    • Create No-BS OKRs (optional)

    • Translate strategy into behaviors

    • Commit to clear next steps

    • Tailored action summary within 24-48 hours

    • Shareable one-page strategy + roadmap

    • Follow-up sessions to ensure momentum with a full-day strategy session

Meet Sara Lobkovich

Strategic Planning Facilitator, OKR Facilitator, Author

Sara Lobkovich is an OKR Coach, sitting on a sofa by a window. She is a 40-something white woman with medium length wavy dark. blonde hair. She's looking sideways at the camera with a slight smile.

Sara is a strategy coach, OKR activist, professional speaker, advocate for workplace inclusion and strategy democratization, and author of You Are a Strategist: Use No-BS OKRs to Get Big Things Done.

As a former "frustrated changemaker" who struggled to get strategic insights heard in traditional environments, I know exactly what it's like to see how things could be better but lack frameworks (and authority) to make change happen.

That's why, as a strategic planning facilitator, I've designed practices that specifically benefit Chiefs of Staff and force multipliers who are tired of being the ones who see the problems—and are ready to become the architects of solutions.

Sara’s Certifications and Credentials

  • Trained 2,000+ OKR coaches across 300+ organizations globally

  • Bestselling author of "You Are a Strategist: Use No-BS OKRs to Get Big Things Done"

  • National Board-Certified Health and Wellness Coach (behavior change expertise)

  • Advanced training in conflict management and facilitation

  • Fortune 500 strategic transformation experience

a small blue seal, reading "recognized as OKR Master Coach by a major OKR platform."
a small image reads 2,000 OKR coaches trained in 300+ organizations globally
A dark blue round seal, with the term NBC-HWC on it. This is Sara's nationally board-certified health coach qualification.
a Credly badge from College of Executive Coaching, for certified positive psychology-based health & well-being coaching.
Sara is Kilmann Diagnostics certified, having completed the advanced TKI training and certification in conflict handling modes and conflict resolution.

Professional Strategic Planning Facilitator Services

Frequently Asked Questions

  • I get it—they've probably sat through plenty of events with astrategy consultant who talked theory but couldn't deliver practical results. That's exactly why I focus on creating tools your team will actually use, not just admire.

    Most consultants deliver answers; I guide your people to create solutions together, building buy-in so they leave with clear agreements and skills for implementation.

  • Strategy consultants typically create beautiful reports your team won't use. I facilitate your team to develop a one-page framework they'll reference daily.

    The difference? Your strategy comes from your people's expertise, with my facilitation, ensuring you reach practical, implementable conclusions.

  • That's exactly why this facilitation exists. My approach surfaces and resolves real blockers using proven conflict resolution techniques. I'm trained in advanced conflict management and facilitate high-stakes situations with skill and diplomacy.

  • Compare the cost: a typical strategy consultant may charge six figures for months of work that produces reports and leads to a services renewal.

    Working with me, for as little as $10k, you get immediate clarity and alignment plus 90 days of follow-up support. Most importantly, you'll finally have a strategy framework your organization actually uses.

  • As the person tasked with making strategic initiatives work, you're the perfect champion for this investment.

    Position it as solving the execution gap that's been frustrating leadership. I can provide additional resources and executive briefing materials to support your internal advocacy!

  • No! No-BS OKRs are not the only tool in Sara’s toolkit. She is an expert OKR facilitator, so they come up often as a tool for focus, clarity, and alignment — but Sara also supports events focused on leadership development and other strategy topics that don’t require OKR creation or adoption.

  • Sara is an accomplished professional speaker, available for keynote and other event speaking. Find more information about Sara’s professional speaking services here.

A graphic with a bold light red and dark blue background shows a pencil, with a tag pointing to the left with a messy scribble on it, and to the right with a crisp arrow, indicating success with strategic planning facilitator Sara Lobkovich.

Stop being the frustrated coordinator everyone depends on.

Become the confident change architect who transforms organizational vision into measurable reality.

Ready to Transform Your Strategic Planning?

Have questions? Open the chat in the lower right corner to get answers directly from Sara!

A thumbnail showing Sara's two OKR books: "The No-BS OKRs Workbook," and "You Are a Strategist: Use No-BS OKRs to Get Big Things Done" by Sara Lobkovich.

Reinforce your team’s learning

by bundling Sara’s books

with your event experience!

Download this free excerpt from You Are a Strategist: Use No-BS OKRs to Get Big Things Done to do a vibe-check, and see how practical frameworks can turn your vision into measurable progress—starting today.

Curious if Connected Strategy + No-BS OKRs will work for your team?

A copy of No-BS OKRs with a blue cover sits on a table. This is Sara's OKR book, sharing what's different about No-BS OKRs.

Trusted by clients for strategic planning and executive strategy support

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Executive strategy support in a global education and publishing company with OKR implementation, live OKR facilitator services, and strategy achievement implementation support, detailed in an OKR Mentors Case Study.

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Increase leadership team focus and alignment for an innovator in electric vehicle manufacturing with live, in-person culture change, strategy, and OKR facilitator and virtual OKR core team support.

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Improve efficiency and effectiveness of quarterly business reviews for a major US airline through a full-system OKR audit and analysis of QBR behaviors to yield new OKR review practices.

a graduation cap, symbolizing the education clients we work with.

Achieve clarity, focus, and alignment for a non-profit education access organization through a blend of in-person and virtual OKR facilitation.

*Most client agreements require strict confidentiality; references are available by request!

Get Access to an Example Workshop Output

Want to see what teams walk away with after a facilitated strategic planning collaboration with me? I’ll give you access to a live Miro where you can see an example Connected Strategic One-Pager and No-BS OKRs, and see a bit of how the end product gets made.


Get The Book Excerpt:

Read the first 20 pages of You Are a Strategist: Use No-BS OKRs to Get Big Things Done to see if Connected Strategy and No-BS OKRs sound like a potential solution to your organization’s challenges.

Still have questions?

Click the red “chat” circle in the lower right corner of this page to open a chat directly with Sara. When she’s at her desk, she’ll respond instantly; if she’s not, she’ll respond the next time she’s online!