The Planning Group

Did You Know? Organizations that prioritize regular strategic reviews can see a boost in overall efficiency by up to 40%. At The Planning Group, we know that a strategic plan is only as good as its implementation and ongoing refinement. Continuous review ensures your strategy evolves in sync with changing market conditions, positioning your business for long-term success. By integrating regular reviews, businesses not only improve operational efficiency but also foster innovation, strengthen decision-making, and enhance overall performance. Our services are designed to support businesses through every step of the planning process, helping you stay agile and adaptable in today's dynamic market. Here’s how we can help: 🔹 Strategic Planning Sessions: Facilitated to align teams and set actionable goals. 🔹 Ongoing Plan Refinement: Keep your strategy relevant and forward-thinking. 🔹 Tailored Solutions: Custom plans designed for your organization's specific needs. Ready to take your business to the next level? Visit www.theplanninggroup.ca to learn more. #StrategicPlanning #BusinessSuccess #Efficiency #Innovation #Agility

"The best way to predict the future is to create it." Peter Drucker For systems integrators and automation firms, the future isn’t something you wait for—it’s something you build. As technology advances and markets shift, achieving sustainable success requires more than just technical expertise. It takes a proactive approach to strategic planning, a keen understanding of your market, and the ability to execute with precision. At The Planning Group, we partner with leaders in the automation and robotics sectors to help transform business aspirations into reality. We believe that by aligning strategy with execution, companies can seize new opportunities, navigate industry disruptions, and shape their own success story. That’s why we offer a suite of integrator-focused services to help firms like yours streamline operations, optimize project delivery, and position for growth. Our approach is not one-size-fits-all. We dig deep into your unique challenges and craft solutions tailored to your goals—whether you’re looking to expand into new markets, enhance your sales processes, or even prepare for acquisition. Every step of the way, we’re here to ensure your business is ready to lead in a competitive landscape. Because in this rapidly changing industry, those who plan effectively and act decisively aren’t just reacting to the future—they’re the ones creating it. Want to learn more about how we can help your firm grow? Explore our services here: https://lnkd.in/eWuz-4_M Brandon Cole #Automation #Robotics #BusinessStrategy #SystemsIntegration

Did You Know? Strategic planning can increase profitability by up to 30% for businesses that regularly review and adjust their plans. At The Planning Group, we understand that success isn't just about having a plan—it’s about having the right plan and continuously refining it as your business evolves. Organizations that integrate regular strategic reviews and adjustments into their operational framework not only increase profitability but also enhance decision-making, drive innovation, and improve efficiency. Our team is dedicated to guiding businesses through a dynamic planning process, ensuring that their strategy remains relevant in an ever-changing market. Whether you're a large corporation or a medium-sized organization, we help you understand where you want to be and build a solid roadmap to get there. What we offer: Customized Strategic Advice: Tailored to your organization's unique needs. Facilitated Strategic Sessions: Engage your team to align on vision and execution. Continuous Review & Adjustment: Keep your strategy agile and adaptable. Ready to refine your strategy and boost profitability? Visit www.theplanninggroup.ca to learn more about how we can help your organization thrive in the long run. #StrategicPlanning #BusinessGrowth #Profitability

Maximize Your Success with Our Integrator Services for the Automation and Robotics Sector! At The Planning Group, we specialize in helping systems integrators and automation firms optimize their operations and position themselves for growth. Whether you're preparing for acquisition or improving internal processes, our tailored services can support you every step of the way. Our offerings cover: - Market Segmentation: Identify and target the right markets to maximize your potential. - Sales Process Optimization: Streamline your approach for better results. - Project Management: Improve project delivery for operational efficiency. - Acquisition Preparation: Ensure your business is positioned for a successful exit strategy. - Competitor Mapping: Understand your competition and develop strategies to outpace them. Our dedicated workshops and consulting services are designed to help integrators in sectors such as automation, robotics, and advanced manufacturing achieve higher margins, optimize business operations, and expand into new markets. Want to learn more about how we can help your firm grow? Explore our services here: https://lnkd.in/eWuz-4_M Brandon Cole #Automation #Robotics #SystemsIntegration

"Strategy without process is little more than a wish list." – Robert Filek At The Planning Group, we believe that a successful strategy is more than just a visionary statement—it's the result of a carefully crafted process designed to turn goals into achievable actions. While having a clear destination is important, it’s the step-by-step plan and ongoing facilitation that make the difference between success and stagnation. Our team specializes in guiding organizations of all sizes through the strategic and operational planning process, ensuring that every initiative is backed by a roadmap for success. Whether you're a large corporation, a medium-sized enterprise, or a nonprofit, we help you develop a plan that works—and more importantly, one that gets results. If you're ready to move from vision to action, we’re here to help you every step of the way.  Learn more at: www.theplanninggroup.ca #StrategicPlanning #OperationalPlanning #BusinessGrowth

What a fantastic start to the Governance Professionals of Canada (GPC) conference in Whistler! 🎉 We were thrilled to host an exclusive session for GPC.D alumni, sponsored by The Planning Group, that sparked insightful conversations and connections. The event was a great success, and we were delighted to follow it up with a lively wine tasting—an excellent way to unwind and show our appreciation for the incredible GPC.D alumni community. A big thank you to Letricia Gordon Fullerton for organizing this memorable gathering and to the Fairmont Chateau Whistler for providing a stunning setting and delicious wine and cheese spread. Cheers to many more moments like this! Thanks to all who participated including Sandra Alton, Karla De Flavis, GPC.D, Sara Gelgor, LLB LLM MBA ICD.D GCB.D GPC.D G.Dipl. CSR, Marina Jagbandhansingh GPC.D, Suzanne VanSligtenhorst, GPC.D, F.Inst.L.C.O. (She/Her), Heather Casavechia, MPA, GPC.D, Nicole (Tsorlinis) Doucas, GPC.D, Christine Thomas, B.Sc., LL.B., CIC.C Christine Duggan, Megan Yakiwchuk GPC.D,Rosa Bruno, B.Mgmt, GRCP, GPC.D, Anita Sookar M.Sc., CPHR, GPC.D,Alayne Brygadyr-McCoy, BCom, JD, CEC, GPC.D,Jennie Noel-Theriault, Sarah Oh, Vicky Ring, GPC.D,Erika Douaire, GPC.D,Graeme Esau, MA, GPC.D,Darren Hill, CD, GPC.D,Mimy Fernandez-Maldonado, GPC.D,Tammy Ho,Annie Laurenson, GPC.D, LLM, CDI.D,John Hunter, GPC.D,Shona McGlashan FCG GPC.D,Suzanne Anton, LLB, GPC.D, ACC,Arne Gulstene, ICD.D,Kelly Orr, GPC.D,Trudy Gusse,Bronwynn M. Cutts,Toby Tamayo, GPC. D,Erin Skrapek,Helene Roche, P. Eng., GPC.D,Colleen Ouellette #Governance #GPCConference #StrategicPlanning

Can't wait to see all our clients, friends and colleagues. Visit us at booth #7!

Have You Registered? Just 5 Days Left to join us for an exclusive GPC.D Alumni Event, happening on Sunday, August 25th—right before the conference kicks off! This year, the focus is on “Elevating and Amplifying the Role of the Governance Professional.” Peter Wright from The Planning Group will facilitate the discussion, joined by Cynthia Johansen and Louise Aerts. Cynthia is the Registrar and CEO of the BC College of Nurses and Midwives, and Louise is their Chief Officer, Strategy, Governance and Reconciliation. As the largest health profession regulator in Western Canada, BCCNM has made incredible strides in governance amid a challenging environment for healthcare and regulation. Cynthia and Louise will share their unique insights from the CEO and CGO perspective as a foundation for our facilitated discussions. Why Attend?  - Networking: Build and strengthen professional relationships with GPC.D alumni.  - Professional Development: Engage in insightful discussions led by industry experts.  - Community Celebration: Celebrate the achievements and growth of the GPC.D community. Event Facilitator: Peter Wright  Save the Date: Sunday, August 25th For more information and to view the full agenda, visit: https://lnkd.in/d2uHfyTS Let’s come together to celebrate our GPC.D community and make the most of this exclusive gathering. See you there! #GPCD #ThePlanningGroup #Networking

Strategic Support for Farm Mutual Insurance Companies At The Planning Group, we specialize in helping Farm Mutual Insurance companies navigate the complexities of the industry with tailored strategic planning and expert facilitation. From risk management to operational efficiencies, our team works closely with you to understand your unique challenges and craft a comprehensive plan that drives sustainable growth. We’re here to ensure you have the tools and insights needed to thrive in a competitive landscape. Let us partner with you to build a future where your organization not only meets its goals but exceeds them. Learn more about how we can help you achieve your strategic objectives. Visit our website: www.theplanninggroup.ca Contact us: info@theplanninggroup.ca #StrategicPlanning #FarmMutualInsurance #BusinessGrowth

17 Days Left! Join Us for an Exclusive GPC.D Alumni Event We're excited to sponsor a special event on August 25, right before the conference kicks off. As a GPC.D alum, you won't want to miss this unique opportunity! Facilitated By: Peter Wright All costs covered by The Planning Group Why Attend? - Networking Opportunities: Connect with fellow GPC.D alumni, share experiences, and build new professional relationships. - Professional Development: Engage in insightful discussions and gain valuable perspectives from industry experts. - Community Celebration: Celebrate the achievements and growth of the GPC.D community in a relaxed and enjoyable setting. This event is designed for networking, learning, and enjoying the company of fellow GPC.D professionals. Reconnect with old colleagues, meet new ones, and strengthen your professional network. For more information and to view the full agenda, visit: https://lnkd.in/d2uHfyTS Let's come together to celebrate the GPC.D community and make the most of this exclusive gathering! #GPCD #ThePlanningGroup #Networking