Transformative Strategic Planning Facilitator Services
Stop wasting time and money on strategy sessions that create beautiful slides and zero results. 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.
You Know This Story Too Well
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
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.
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
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)
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.
A set of tools your organization will actually use
Not another deck or doc, gathering dust.
In other words: a set of tools your organization will actually use, not another deck or doc, gathering dust.
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."
"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!"
"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."
"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."
Why This Approach Gets Results
What to Expect: Three-Step Rhythm
Discovery & Preparation
- 45-min intake call: Capture your top challenges & goals
- Brief leadership survey for alignment gaps
- Custom agenda developed for your situation
Facilitated Strategy Session
- Assess current state & constraints
- Build Connected Strategic One-Page
- Create No-BS OKRs (optional)
- Translate strategy into behaviors
- Commit to clear next steps
Implementation Support
- Tailored action summary within 24-48 hours
- Shareable one-page strategy + roadmap
- Follow-up sessions to ensure momentum
Meet Sara Lobkovich
Strategic Planning Facilitator, OKR Facilitator, Author
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
Frequently Asked Questions
What if our executives are skeptical about "another facilitator?" +
I get it — they've probably sat through plenty of events with a strategy 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.
How is this different from strategy consultants we've worked with before? +
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.
What if our leadership team can't agree on priorities? +
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.
How do I justify this investment to leadership? +
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.
What if I'm not senior enough to get buy-in for this investment? +
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!
Do we have to create or work with OKRs? +
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.
What if I need a speaker, not a facilitator? +
Sara is an accomplished professional speaker, available for keynote and other event speaking. Find more information about Sara's professional speaking services here.
Ready to transform your strategic planning?
A 25-minute Q&A to see if this is the right approach for your situation. Your questions, real answers, zero pressure.
Not ready for a call? Send Me Your Questions — tell me what's going on and I'll send you my honest take.