Consulting Services

Our consulting services help you operationalize your strategic plans, develop meaningful performance measures, and build internal capacity to execute with confidence. Partner with our experienced strategy execution team to turn vision into measurable outcomes.

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Your Strategy, Executed with Precision

We provide tailored consulting services designed for government, education, healthcare, and nonprofit organizations.From performance measurement to operational planning to change management, our coaches guide your teams through the practical steps of strategy execution, transparency, and high performance.

Data-driven Decisions

Build key metrics and performance measures that are meaningful and inform your decisions.

Align Goals and Actions

Create operational plans that tie SMART actions to your strategy and empower your team to execute.

Enhance Internal Capacity

Empower your staff with training and tools to sustain success long after our workshops conclude.

Success Today and Tomorrow

Our planning and performance services set your organization up for long-term success. Here’s how:

Turn Data Into Action

Define and build key metrics and performance measures that drive evidence-based decisions.

Plans Into Progress

Create smart action plans to make your big-picture strategy achievable, measurable, and understood.

Grow Internal Capacity

Train and empower your staff to lead performance measurement, management, and operational planning.

Boost Engagement

Connect everyday work to larger goals and build the right reporting frameworks to help staff feel invested in the mission.

Show Clear Results

Learn to tell your performance story with the right performance measures, narrative updates, and powerful data visualizations.

Keep Momentum Strong

Learn how to create “living plans” to sustain your progress, keep team members engaged, and maximize your impact.

Performance Measures that Matter

Our performance measurement services provide everything you need to define, track, and report on key metrics. From KPI workshops to visualization dashboards, we’ll help you measure what matters most—so you can evaluate performance and tell a compelling story of progress.

  • Develop meaningful performance measures tied to your plan
  • Create data visualization dashboards for clearer insights
  • Establish a methodology for assessing performance and outcomes
  • Build internal skills for ongoing performance measurement
Explore Measurement Consulting

Action Planning

Turn your high-level strategy into clear, SMART operational plans. Our action planning workshops guide your teams to identify, prioritize, and document the steps needed to achieve your goals—so you can start executing with confidence.

  • Design operational plans that align with your strategic priorities
  • Develop SMART actions that are easily trackable and reportable
  • Equip staff to lead action planning efforts across departments
  • Foster a culture of accountability and continuous improvement
Explore Action Workshops

Annual Planning Service

Redevelop the operational level of your plan on an annual basis to create a true “living plan”. Developing a new operational plan requires securing buy-in from leadership, project management, and skills to facilitate the work. That’s where our Planning and Performance Coaches can support your team.

  • Review last year’s accomplishments and define next actions
  • Develop and socialize  the new plan and reporting framework
  • S.M.A.R.T. action workshops
  • New user training and refresher workshops
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More Than Software

Envisio customers share their thoughts on working with Envisio as a strategic partner.

  • Headshot of Aimee Kaslik, Chief Innovation and Performance Officer at the City of Irving

    “Envisio’s customer support has been exceptional from the very beginning. The implementation team held our hands throughout the process to ensure that the end result met our needs and we had the skills to make our use of the platform a success.”

    Aimee Kaslik

    Chief Strategic Officer, City of Denton, TX

  • “Our Customer Success Manager at Envisio gave our staff a workshop to generate the actions that would best contribute to those objectives. So the upper level tiers of the plan were board-driven, and the bottom level was staff-driven.”

    Kate Mansfield

    Mackenzie Valley Environmental Impact Review Board, NT

  • “We’ve shifted from seeing Envisio as a software application that we paid a subscription to, to a strategic consulting partner. We leveraged a lot of the knowledge that Envisio shares around how to create a good plan; how to create a living plan.”

    Brian Flanagan

    Learning & Organizational Development, Broward County, FL

Book a Consultation

Book a professional services consultation with our team. We’ll discuss your strategic goals, performance measurement needs, and operational planning challenges—then build a custom roadmap to help your organization succeed.

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