.jpg)
Overview
Vera Planning's Strategic Planning service helps individuals, families, enterprises, and institutions make mid to long range decisions with confidence. From family offices and business repositioning to institutional transition, our system integrates change management, leadership alignment, and governance design into a cohesive, future oriented strategy.
Each engagement blends scenario planning, intertemporal goal setting, and analysis of macro trends so strategies are resilient, adaptable, and grounded in the realities of an evolving world.
Each engagement blends scenario planning, intertemporal goal setting, and analysis of macro trends so strategies are resilient, adaptable, and grounded in the realities of an evolving world.
GOALS Aligned Strategic Framework
Five phases that guide you from strategic intent to long term stewardship.
Objectives
Objectives
Allocation
Logistics
Stewardship
Our Strategic Planning Framework
The GOALS Process brings clarity to high stakes, long range decision making. Each phase includes a strategic pillar, focus, and guiding question set.
Guidance
Strategic Pillar
Strategic Mandate and Intent
Focus
Long term purpose, mission drivers, and intended impact.
Key Questions
What are we solving for. What must this strategy accomplish across generations, sectors, or systems.
Objectives
Strategic Pillar
Strategic Outcomes and Scenarios
Focus
What outcomes define success over time. What paths or disruptions must we prepare for.
Key Questions
What outcomes define success over time. What paths or disruptions must we prepare for.
Allocation
Strategic Pillar
Strategic Architecture and Design
Focus
Long term purpose, mission drivers, and intended impact.
Key Questions
How will we structure resources, roles, and systems to support the long view.
Logistics
Strategic Pillar
Operational Integration and Deployment
Focus
Workflows, communications, and initiatives across teams or systems.
Key Questions
What actions, communications, and collaborations will bring the strategy to life.
Stewardship
Strategic Pillar
Monitoring, Evaluation, and Evolution
Focus
Long term oversight, decision structures, and adaptive updates.
Key Questions
How will we measure progress, refine assumptions, and stay aligned across time and complexity.
The Strategic Planning Process
A systems thinking approach that adapts to your complexity, timeline, and mandate.
Discovery
Purpose, scope, context, and stakeholder interviews. Diagnostics and long horizon goals. Macro trends review.
Sequencing
Prioritize elements based on goals, risk, and planning horizon. Align effort to relevance.
Design
Collaborative sessions using the GOALS aligned framework. Scenario modeling and systemic planning.
Delivery
Presentation ready plan tailored for executives, boards, family governance, or institutional leaders.
Implementation
Activation support, integration to operations and finance, and review cadence for a living strategy.
Key Features and Capabilities
GOALS Aligned Framework
Integrates with other Vera services for coherence across personal, enterprise, and institutional planning.
System Level Intelligence
Geopolitical, regulatory, technological, and capital trends inform the strategy.
Multi Horizon Planning
Supports short, mid, and long timeframes, often spanning decades.
Model, forecast, and simulate to prepare for uncertainty.
Model, forecast, and simulate to prepare for uncertainty.
Family, Enterprise, and Public Sector Application
Adaptable from family offices to mission driven institutions.
Decision Architecture and Governance Modeling
Governance modeling for adaptive decision making and continuity.
Cross Disciplinary Integration
Align strategic vision with operations, finance, and impact initiatives.
Stakeholder-Centric Process
Discovery, facilitation, and alignment across leadership and boards.
Presentation-Ready Deliverables
Final plan formatted for boardroom, investor, or trustee communication.
Ongoing Stewardship and Support
Post engagement advisory to maintain momentum and evolve with change.