Write your next chapter with strategic planning workshops hosted in our online learning community.

Strategic Planning & Goal-Setting

The Strategic Story Masterplan

Learn to use a unique, story-based framework to define and document your business and leadership strategy.

Leaders & teams who complete a Strategic Story Planning workshop will walk away with:

  • Documented 'story of us' that preserves the key moments of the leader's or the team's origin stories and 'why we do what we do'

  • Documented and visualized 1-3 year vision that includes goals, learning and growth for the leader or team

  • Defined audience persona(s) and pain points to help define messages, products and services that keep clients coming back

  • Prioritized 90-day Ready, Set, Goal roadmap that shows the work that matters most for accomplishing the vision and how progress will be measured

  • Leadership, strengths, values and team health assessments to identify superpowers, talents and growth opportunities

  • 90-day access to Masterplan University & a private Team Space for up to 3

How We Deliver


Masterplan University - All Sage & Digital clients get access to our online learning community and strategic collaboration platform, Masterplan University. This is where you will collaborate with your Sage & Digital facilitator and your team. You'll also be able to access workshop and program materials, attend live events, access thought leadership and self-directed courses on leadership, strategy, and team-building topics, all while engaging with and learning from other Sage & Digital clients and teams.