Privately Held Case Studies Strategic Planning

  • Strategic Planning

    A family-owned business-to-consumer (B2C) company, was going through a transition in leadership. The company was not operating with the guidance of a strategic plan, and the incoming president thought this would be an opportune time to develop a new strategic plan. A planning process also was an ideal way to begin to change the culture of the organization to make decision making more inclusive and collaborative at the management team level. The client engaged Warren Whitney’s Katherine Whitney and Scott Warren to work as a team through this process.

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