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Strategic Planning

Strategic Planning

Strategic Planning Support

An exciting vision deserves an enhanced strategy. Capstone Leadership Solutions partners with your organization to bridge the gap between your current situation and your preferred state of excellence. In the face of internal and external challenges, our customized strategic planning services help you develop a methodology that will revitalize your organization—and your community.

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Strategic Planning


Board Retreat Facilitation

Our on-site board retreat allows key leaders to participate in planning discussions and activities. By facilitating the retreat, we keep everyone on task, on target, and on time. Prior to the retreat, we establish clear objectives, create an agenda to meet these objectives, recommend approaches to produce better results, and conduct key stakeholder interviews. At the end, we prepare a follow-up report to document outcomes, conduct an evaluation of the planning session, and recommend a framework for successful future strategies.

Board Development

Trustees serve because they believe in something. Their passion leads individuals of diverse backgrounds, education, and experience to the table of healthcare governance. While the primary responsibilities of board members are often misunderstood, our approach to board development will bring clarity and advise your organization on these responsibilities. We help you adapt a robust board building process by combining individual and collective passions to deliver greater contributions. From our expertise and experience, we evaluate your current and future governance needs, improve your trustee recruitment and selection process, train each member for effective leadership skills, and teach you how to sustain board members’ interest and commitment.

Capstone Leadership Solutions far exceeded our expectations. Prior to bringing them in, we had low patient satisfaction scores. And within two years of our journey, we became number one in the state of Michigan. At the time, were only looking to raise our scores—but we went straight to the top.

Tim JohnsonEaton Rapids Medical Center

The enthusiasm that Jane and Sue bring is infectious. As we listened to them share experiences and relay how they see the benefits to their framework, we knew their strategy would be more than advantageous to our patients and organization. Now that we’ve returned, implemented these practices, and witnessed the positive effects, the benefits are substantial.

Kyle BakkumVernon Memorial Hospital

We worked with other well-known professional development consultants, who delivered great insights and had wonderful customer service. But they had no experience in patient care. So for us, it was essential to choose Capstone. In fact, I read Jane and Sue’s book prior to working with them and was thoroughly impressed with their distinct approach and genuine familiarity with rural healthcare.

Terry LerashCEO at Scheurer Hospital

Prior to our partnership with Capstone Leadership Solutions, our organization struggled with issues such as communication, accountability, and strategic planning. We had competent and dedicated employees seeking guidance and direction in these areas. Through their teaching methods, we have made operational improvements and cultural changes that have inspired and transformed our staff.

Cindy Olli, BSN, RN, NE-BCFormer CNO Schoolcraft Memorial Hospital

We had a strategic plan but it always remained on the shelf. That’s why I applaud Capstone. They reminded us that the journey to success starts with the strategic plan. Ours was developed over a decade ago, so with their help, we were able to sit down with board members and staff to assess the problem areas of our organization. Capstone trained us and gave us the information we needed to create new mission and vision statements, along with a better strategic plan. Plus, they ensure it stays alive and helps us meet current goals. From general staff meetings to meetings within a specific department, we always start by looking at our strategic plan. Now, it’s easy to note where we are and how we’re scoring.

Kyle BakkumVernon Memorial Hospital

We’ve had the pleasure of working with Capstone Leadership Solutions since 2014. They have a remarkable ability to make the session content come alive; they are engaging and really hit home the topics that are at the forefront for nurse leaders today. I always expect a full session room when their name appears in our program.

Jess TylerAccess Intelligence

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Begin your organization’s transformation with a complimentary 30-minute phone consultation.