Planning Program / In Person & Online / For Organizations

Every organization hassomething load-bearing.

A person, a decision, an assumption nobody has said out loud in years. Most leaders cannot name theirs — until it moves. This is the work of finding out while everything is still standing.

Four decades of watching organizations hold — and not hold.

The Premise

Organizations rarely fail at the thing they do.
They fail at the thing they never wrote down.

Who decides when the founder is unreachable. What the company is actually for, in words everyone would give the same. Which capability exists in exactly one head. What gets rewarded, versus what gets said in the meeting.

None of that appears on a financial statement, and all of it determines whether an organization bends or breaks when something changes. Planning strength is not a document. It is a property of the organization. And like any structural property, it can be assessed, and it can be improved.

Who It’s For

Leaders of organizations
that have outgrown improvisation.

Built by someone who has spent forty years in the room when organizations get tested. Useful long before the test arrives.

01
Outgrowing the founder

What worked at twelve people is straining at sixty. Decisions still route through one person because nobody wrote down how they get made. Growth exposed the improvisation rather than fixing it.

02
Family in the business

Roles that were never assigned, expectations that were never stated, and a generation coming up who need to know where they stand. The hardest conversations in any organization are the ones with a last name attached.

03
Facing a change

New leadership, rapid growth, a market that shifted, a key person leaving. The organization is about to be asked a question it has not been asked before — and the answer is decided long before the question arrives.

What It Looks At

Six places organizations
carry weight.

Planning strength is not one thing. The program works through six dimensions, and the pattern across them is usually more revealing than any single score.

01Purpose

Whether the organization knows what it is for — and whether the answer is the same at the top, the middle, and the front line.

02Alignment

Whether what leadership says matches what the organization measures, rewards, and promotes. Gaps here explain most confusion elsewhere.

03Decision Architecture

Who decides what, at what threshold, and what happens to a decision when the usual person is not available to make it.

04Bench & Capability

What only one person knows how to do. What is documented versus carried in someone’s head. Who is being developed, and for what.

05Communication Health

Whether difficult things can be said upward without cost — and the specific places where information reliably stops moving.

06Resilience

What the organization would absorb without breaking, what it would not, and whether anyone has ever tested the assumption.

The Program

Four movements,
in the order that works.

The sequence carries the method. An organization cannot honestly assess its bench until it has said what it is trying to be good at — and it cannot say that until it knows what it has always, quietly, rewarded.

01Movement One
What this organization is for

Purpose is usually present and rarely written. This movement gets it out of the founder’s head and onto a page the whole leadership team would recognise.

  • Why the organization was started, and what it has treated as important ever since
  • The values actually operating — visible in what gets rewarded, not what is framed on a wall
  • Where the stated purpose and the lived one diverge
  • The thing about this organization that is still awake at two in the morning
02Movement Two
What good actually looks like

Most leadership teams have never been asked to define success out loud at the same time. The answers are rarely as aligned as everyone assumes.

  • How this organization defines a good year — and who agrees
  • What is being measured, versus what actually matters
  • Where the incentives quietly pull against the stated direction
  • The trade-offs leadership is unwilling to make, named in advance rather than under pressure
03Movement Three
What happens without you

The continuity movement — of capability, not ownership. Who can carry the work, what is written down, and what would simply stop.

  • Which functions depend on exactly one person, and what that person has never documented
  • How decisions get made when the usual decider is unreachable for a month
  • Who is genuinely being developed, and who is only assumed to be ready
  • What the organization would need in place to run well for a quarter without its founder
04Movement Four
What the organization leaves behind

Every organization has an effect on its people, its customers, and its community — designed or accidental. This movement makes it deliberate.

  • What working here should do for the people who work here
  • Whether the organization’s conduct matches its stated convictions
  • What it contributes beyond its own operations, and whether that is chosen or inherited
  • The sentence you would want said about this organization in twenty years
Built to Grow

A foundation,
not a finished shelf.

The four movements are the spine, and they stay. Around them, Mike keeps adding — sessions on the situations that keep showing up, worked examples from four decades of rooms, and deeper modules for organizations that finish the core and want to keep going.

Enroll once and the library keeps growing underneath you. What is live today is listed here; what is being built is listed too, because you should be able to see where this is going before you commit to it.

Live todayBeing built
✓The four core movementsComplete, in sequence, with the written work
✓Live sessions with MikeWorking through what your answers surfaced
+Leadership team editionThe same movements, answered independently by the whole team, then compared
+Family-in-the-business moduleRoles, expectations, and the conversations with a last name attached
+Case libraryWorked situations — what held, what did not, and what was visible beforehand
+Facilitator trackFor people who want to run this work inside their own organizations
How It Runs

In person, where you are —
online when it fits.

Most of this work happens face to face. Mike and the team travel to where your organization is, because the useful conversations happen in the room, with the people who actually run it. The useful part is always the follow-up question.

The written work happens on your own time, because it should not be rushed and it should not happen in a conference room. And when distance or schedules call for it, sessions can run online instead.

In Person
We come to you, wherever your organization is
4 Movements
Worked in sequence
Written Work
On your own time, between sessions
Online Option
When distance or schedules call for it

Leadership teams complete the work independently before comparing answers. It is consistently the most revealing hour of the program.

The Output

A picture of your organization
nobody has drawn before.

You finish with something concrete: a written account of what your organization is for, how it decides, where it is thin, and what it will not trade. Not a feeling — a document, and a set of specific things to do about it.

It is also the most useful thing you can hand to anyone else advising you. Your attorney, your accountant, your financial professional, your board. They have your numbers. None of them has this. And every recommendation they make gets sharper once they do.

You walk away with
  • A written statement of purpose your leadership team would all recognise
  • Your six dimensions assessed, with the gaps named
  • A map of who decides what — and what happens when they are not there
  • A key-person risk list, ranked, with what each one needs
  • The trade-offs you will not make, agreed before the pressure arrives
  • A prioritised set of next actions, owned and dated
Enrollment

The first cohort
is being formed now.

Join the waitlist and you’ll hear first when dates, format, and pricing are set. No payment, no commitment — and no one else gets your details.

Join the Waitlist
About This Program

This is an organizational development and business coaching program. It addresses purpose, alignment, decision-making, capability, communication, and resilience within an organization. It is not legal, tax, accounting, investment, or securities advice, it does not address the selection, structuring, or management of financial products or assets, and completing it does not create an advisory relationship of any kind.

Individual results depend on individual circumstances. No outcome, improvement, or result is promised or guaranteed. Decisions about your organization remain yours, and you should consult your own attorney, tax professional, or financial professional on matters within their expertise.

Joining the waitlist places you under no obligation and is not a purchase, an enrollment, or an offer of services. Information you submit is used solely to contact you about this program and is never sold.