STRATEGY AND PLANNING

We build strategies your team will actually use. Not just another checked box.

Let’s be honest. Too many communication strategies end up collecting digital dust. Created with the best intentions, then filed away and forgotten until someone asks, “Wait… didn’t we do a comms plan last year?”


We don’t do that kind of planning.

We help you build a communication strategy that’s practical, flexible, and usable. One that helps your team prioritize, say no when needed, and tie everything you create to the bigger picture.

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Our approach is built around a hands-on, interactive workshop (virtual or in-person—your choice). We guide your team through the process step-by-step, with real-world examples, best practices, and smart strategies that actually work inside organizations.


This isn’t a one-size-fits-all template. It’s a real-time collaboration that results in a communication plan built for your team, by your team.


We even interview your leaders, so your strategy connects directly to your organization’s goals (and earns you some street cred with the C-suite).

Our workshop can be delivered in one full three-hour session, or broken up into bite-sized one-hour virtual workshops—whatever fits your team best.

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Your Six-Part Strategy Blueprint

At the end of our strategy session, you’ll have a clear, customized plan with six core elements:

01

Your North Star

Define your purpose. Anchor your work in best practices.

We help you define your:
Communication Manifesto – Why your team exists
Guiding Principles – How you do what you do
Internal Brand Voice – How your content sounds

We call this your North Star—because once it’s in place, everything else (content, channels, tone, measurement) falls into alignment. It keeps you focused, consistent, and strategic. This also becomes your editorial filter to help you prioritize what’s truly worth communicating.

02

Strategic Focus

Start with the business. Stay focused on what matters.

Every good communication plan starts here: with the bigger picture. In this part of our planning process, we dig into your organization’s strategic plan to find the places where communication can make a real contribution.

Optional Add On: We'll conduct interviews with key executives and leaders. Why? Because strategy without leadership input is just guesswork. These conversations help uncover which priorities need the most support from communication—and what success looks like in the eyes of your leaders.

03

Content Strategy

Translate your organization’s strategic priorities into communication goals.


Connecting your commuication plan to your organizational goals and strategies is what transforms your role into a strategic arm of the organization.

We'll help you:

  • Identify the types of content that best support each priority
  • Build a simple message matrix to keep your messaging clear and consistent
  • Prioritize what gets shared and when
  • Apply content structure by providing two easy-to-follow content formulas: "Publish" and "Promote," so your team instantly knows how to communicate.

You’ll walk away with a content plan that connects to your strategy—and content creators who finally know what to say and how to say it.

04

Audience Strategy

We identify your key audiences and build messages that land.

  • Define what you want each audience to Know, Feel, and Do for every strategic priority
  • Use those outcomes to create strong messages—and set up ways to measure success
  • Optional Add-On: An at-a-glance audience profile for each of your segments that outlines specific communication needs, challenges, communication behaviors, and preferred channels—so your team knows exactly how to reach them, what to say, and what to avoid. It’s a simple, practical guide to help you tailor your messages and make your content more effective.

05

Channel Strategy

We help you get smart about where and how you communicate:

  • Match content to the right channels
  • Target specific channels for specific audiences
  • Optional Add On: Assess your current vehicles and provide recommendations and new ideas to improve your channel mix

06

Measurement Strategy

Understand how to use metrics AND behavior to measure the effectiveness of your communications:

  • Turn “Know, Feel, Do” into measurable behavior statements
  • Layer in channel analytics
  • Track what matters and adjust as you go

Need just one or two pieces of the puzzle?

As us about our à la carte planning services!

We’ve got you. Every piece of our planning process is available à la carte.

Just need a channel strategy? Let’s do it.


Want help shaping content for one big campaign? We can create a mini plan
just for that!

How's your plan doing?

We can build in a Strategy Tune Up to find out!

Strategy Tune Ups About 6–12 months after you launch your plan, we’ll hop back in to see what’s working, what needs tweaking, and whether you’ve got a new direction to consider.


This is a separate engagement, but totally worth it. Because strategy isn’t a one-and-done thing.

Let's build a plan that works.

Whether it’s your full strategy, a one-off campaign, or just one piece of the puzzle—we’re ready when you are!

Let's Talk!