Clarify Your Path
Strategy Renewal for Purpose-Led Organisations
Create strategic direction that honours your heritage while preparing you for what's next with genuine stakeholder ownership that translates to action.
Clarify Your Path
Strategy Renewal for Purpose-Led Organisations
Create strategic direction that honours your heritage while preparing you for what's next with genuine stakeholder ownership that translates to action.
You're approaching a strategic planning cycle and need clarity:
✓ Your current strategic plan is expiring
✓ Strategy feels disconnected from founding purpose
✓ Each planning conversation starts from scratch
✓ Uncertainty about direction - multiple paths but no clear way to choose
✓ Stakeholders sense drift but can't articulate what's needed
The Real Question:
"How do we create strategic direction that honours who we are while preparing us for what's now and next?"
You're approaching a strategic planning cycle and need clarity:
✓ Your current strategic plan is expiring
✓ Strategy feels disconnected from founding purpose
✓ Each planning conversation starts from scratch
✓ Uncertainty about direction - multiple paths but no clear way to choose
✓ Stakeholders sense drift but can't articulate what's needed
The Real Question:
"How do we create strategic direction that honours who we are while preparing us for what's now and next?"
WHAT MAKES THIS APPROACH UNIQUE
Purpose-led organisations need strategy that's different from corporate planning:
Heritage-Centered
We start with your Origin Story - the spirit that founded your organisation and translate it for today's context
Genuine Co-Creation
Stakeholders become co-designers, not just input-providers, creating authentic ownership
Operational Translation
Every strategic priority maps to enabling shifts and 100-day actions, not just aspirations
Systematic Frameworks
You get repeatable approaches your team can use in future cycles, building internal capability
Capacity While Planning
You don't just get a plan. You build the leadership capacity to execute it throughout the process
WHAT MAKES THIS APPROACH UNIQUE
Purpose-led organisations need strategy that's different from corporate planning:
Heritage-Centered
We start with your Origin Story - the spirit that founded your organisation and translate it for today's context
Genuine Co-Creation
Stakeholders become co-designers, not just input-providers, creating authentic ownership
Operational Translation
Every strategic priority maps to enabling shifts and 100-day actions, not just aspirations
Systematic Frameworks
You get repeatable approaches your team can use in future cycles, building internal capability
Capacity While Planning
You don't just get a plan. You build the leadership capacity to execute it throughout the process
OUR APPROACH: PHASE 1 - CLARIFY YOUR PATH
We guide you through three interconnected components:
Origin Story
Reconnecting with Your Founders' Spirit
Why this matters: Your heritage isn't something to leave behind. It's your greatest asset. We help you reconnect with the spirit that started your organisation and translate it for today's context.
Terrain Mapping
Where Are We and What Really Matters Now?
Why this matters: You can't navigate terrain you haven't mapped. We help you see clearly - external landscape, internal capacity, and the gap between where you are and where you're called to be.
Trek Planning
What Needs to Shift for Our Purpose to Be Fulfilled?
Why this matters: Strategy isn't about having a plan. It's about knowing what needs to intentionally shift. We identify the enabling changes that will make your purpose achievable.
OUR APPROACH: PHASE 1 - CLARIFY YOUR PATH
We guide you through three interconnected components:
Origin Story
Reconnecting with Your Founders' Spirit
Why this matters: Your heritage isn't something to leave behind. It's your greatest asset. We help you reconnect with the spirit that started your organisation and translate it for today's context.
Terrain Mapping
Where Are We and What Really Matters Now?
Why this matters: You can't navigate terrain you haven't mapped. We help you see clearly - external landscape, internal capacity, and the gap between where you are and where you're called to be.
Trek Planning
What Needs to Shift for Our Purpose to Be Fulfilled?
Why this matters: Strategy isn't about having a plan. It's about knowing what needs to intentionally shift. We identify the enabling changes that will make your purpose achievable.
CASE STUDY: SURF LIFE SAVING AUSTRALIA
Facilitating the development of their 2025-2030 Strategic Plan
1.
The Challenge
Traditional wisdom says you can't meaningfully engage 200,000 people in strategic planning. How do you create genuine ownership across a movement that large - where members from grassroots to national leadership all feel heard?
2.
Our Approach
We facilitated SLSA's 2025-2030 strategic planning process using our innovative squad model approach:
✓ Heritage-centered planning - Reconnected with founding purpose and the spirit that started the movement
✓ Genuine co-creation - Board, Management, State CEOs & Members became co-designers, not just input-providers. "Strategy shaped by lived experiences of our community"
✓ Squad model engagement - Hundreds of hours of town halls, working groups, and consultations at scale
✓ Operational translation - Four clear strategic priorities that every member understands and can contribute to
3.
The Results
Quantitative Impact:
- 198,916 members engaged in the process
- 315 clubs represented across Australia
- Four clear strategic priorities
- Strategic Plan 2030 launched July 1, 2025
The late President John Baker AM ESM
"This plan is more than a roadmap. It is a commitment to improving the experience for our volunteers. We have listened. Every volunteer feels supported, valued, and empowered. Every contribution counts, and every member can make a difference."
SLSA didn't just produce a strategic plan. They enabled strategic capability across their entire organization.
4.
The Most Important Outcome
Stakeholders don't just understand the strategic priorities - they understand WHY these priorities matter and HOW they can contribute to living them. SLSA proved that meaningful engagement at scale is possible. With systematic frameworks, heritage-centered approach, and the right engagement model, scale isn't a barrier - it's an opportunity for genuine ownership.
CASE STUDY: SURF LIFE SAVING AUSTRALIA
Facilitating the development of their 2025-2030 Strategic Plan
1.
The Challenge
Traditional wisdom says you can't meaningfully engage 200,000 people in strategic planning. How do you create genuine ownership across a movement that large - where members from grassroots to national leadership all feel heard?
2.
Our Approach
We facilitated SLSA's 2025-2030 strategic planning process using our innovative squad model approach:
✓ Heritage-centered planning - Reconnected with founding purpose and the spirit that started the movement
✓ Genuine co-creation - Board, Management, State CEOs & Members became co-designers, not just input-providers. "Strategy shaped by lived experiences of our community"
✓ Squad model engagement - Hundreds of hours of town halls, working groups, and consultations at scale
✓ Operational translation - Four clear strategic priorities that every member understands and can contribute to
3.
The Results
Quantitative Impact:
- 198,916 members engaged in the process
- 315 clubs represented across Australia
- Four clear strategic priorities
- Strategic Plan 2030 launched July 1, 2025
The late President John Baker AM ESM
"This plan is more than a roadmap. It is a commitment to improving the experience for our volunteers. We have listened. Every volunteer feels supported, valued, and empowered. Every contribution counts, and every member can make a difference."
SLSA didn't just produce a strategic plan. They enabled strategic capability across their entire organization.
4.
The Most Important Outcome
Stakeholders don't just understand the strategic priorities - they understand WHY these priorities matter and HOW they can contribute to living them. SLSA proved that meaningful engagement at scale is possible. With systematic frameworks, heritage-centered approach, and the right engagement model, scale isn't a barrier - it's an opportunity for genuine ownership.
THREE PATHWAYS TO
CHOOSE FROM
We meet you where you are:
Duration: 3-4 months
PATHWAY 1: STRATEGIC
PROGRESS & ALIGNMENT
Best for: Organisations wanting to assess current progress and prepare for the next strategic cycle
What's Included: 1 full-day facilitated workshop | Current strategy fitness assessment | Stakeholder consultation toolkit | 12-month roadmap and consultation plan
Duration: 6-8 months
PATHWAY 2: NEW STRATEGIC
PLAN DEVELOPMENT
Best for: Organisations ready to develop a comprehensive new strategic plan with structured stakeholder engagement
What's Included: 2 full-day facilitated workshops | Heritage mapping and terrain analysis | Complete Strategic Plan 2026-2032+ | Implementation governance framework | 100-day activation plan
RECOMMENDED Duration: 12 months
PATHWAY 3: INTEGRATED STRATEGIC TRANSFORMATION
Best for: Organisations wanting comprehensive engagement, a robust strategic plan, AND built organisational capacity to execute it
What's Included: 3 full-day leadership workshops | 2-3 regional stakeholder workshops | Heritage mapping and terrain analysis | Complete Strategic Plan with activation support | 2-3 months post-launch implementation support | Leadership team capacity building throughout
Each pathway is customized to your context. Let's discuss which approach fits your organisation.
WHAT THIS INVESTMENT DELIVERS
Strategic Outcomes:
Board Confidence in Strategic Direction
Clear, heritage-rooted strategy that your board can articulate and defend to stakeholders. No more questions about "are we ready?"
Genuine Stakeholder Ownership (Not Just Consultation)
Co-created strategy where stakeholders feel ownership, not just "consulted." This translates to commitment during implementation.
Repeatable Frameworks Your Team Owns
You don't just get a plan - you get the frameworks to repeat this process in future cycles. Build internal capability, not consultant dependency.
Demonstrable Readiness for Transformation or Growth
Clear evidence for funders, partners, or regulatory bodies that you have systematic strategic capability.
100-Day Activation Plan (Not Shelf-Ware)
Every strategic priority maps to enabling shifts and immediate actions. Your plan goes into operation from day one.
Operational Translation, Not Just Aspirations
Strategic priorities connected directly to what needs to shift in operations, governance, and leadership.
Investment varies based on organisational size, complexity, and stakeholder engagement scope. Schedule a consultation for customized proposal.
What Organisations Report:
WHAT THIS INVESTMENT DELIVERS
Strategic Outcomes:
Board Confidence in Strategic Direction
Clear, heritage-rooted strategy that your board can articulate and defend to stakeholders. No more questions about "are we ready?"
Genuine Stakeholder Ownership (Not Just Consultation)
Co-created strategy where stakeholders feel ownership, not just "consulted." This translates to commitment during implementation.
Repeatable Frameworks Your Team Owns
You don't just get a plan - you get the frameworks to repeat this process in future cycles. Build internal capability, not consultant dependency.
Demonstrable Readiness for Transformation or Growth
Clear evidence for funders, partners, or regulatory bodies that you have systematic strategic capability.
100-Day Activation Plan (Not Shelf-Ware)
Every strategic priority maps to enabling shifts and immediate actions. Your plan goes into operation from day one.
Operational Translation, Not Just Aspirations
Strategic priorities connected directly to what needs to shift in operations, governance, and leadership.
Investment varies based on organisational size, complexity, and stakeholder engagement scope. Schedule a consultation for customized proposal.
What Organisations Report:
WHO THIS IS FOR
This service is ideal if:
You're approaching a strategic planning or renewal cycle
Your current plan feels disconnected from founding purpose
You need genuine stakeholder engagement, not token consultation
You want a systematic approach you can repeat
You're ready to honor heritage while embracing necessary change
You need operational clarity, not just strategic aspirations
Featured Resources
For Purpose Leaders Navigating What Matters: Which Path Will You Choose?
This parable is essential reading for leadership teams beginning strategic renewal.
Use it to:
• Lift the conversation beyond tactical details
• Create shared language for strategic dialogue
• Navigate the fundamental choice: management-led or purpose-led?
Perfect for:
• Board retreat preparation
• Executive team alignment
• Strategic planning workshop pre-reading
READY TO CLARIFY YOUR PATH?
Take The Trek Readiness Assessment
Discover your current stage and what you need next
Schedule a Strategy Consultation
We'll explore where you are, where you're headed, and which pathway fits
Our Mission: Guiding purpose-led organisations to choose love over fear, possibility over constraint, purpose over management - for our abundant world.
© PurposeOrgOS. 2026. All Rights Reserved.