How FastTrack™ Works
From vision to results in a proven step-by-step process. Work at your own pace with AI guidance, or add expert consulting and coaching for accelerated success.
Your Strategic Journey, Simplified
FastTrack™ guides you through three essential phases of strategic planning, with each step building intelligently on the previous one.
Unlike traditional planning that ends with a document, FastTrack™ includes comprehensive implementation tools to ensure your plan becomes reality.
Work your way: Follow our proven sequence step-by-step, or jump to the sections most relevant to your current needs. Save your progress anytime and return when ready.
Prepare to Plan Create Your Plan Implement Your Plan
Plus continuous AI assistance from Kai throughout your journey
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Work at Your Own Pace
No rigid timelines or prescriptive process—you control the pace!
One of the beauties of FastTrack™ is complete flexibility. Unlike consultant-driven processes with fixed schedules, you work when it fits YOUR schedule. Some organizations complete their plan in a week, others take several months—both approaches work perfectly.
Here's a sample timeline with sequencing and suggested time allocations
Phase 1: Assessment & Analysis
Suggested: 2-4 hours total
Complete your business assessment, analyze your environment, evaluate competitors, and reach out for stakeholder input.
Take a day, a week, or spread it out—your choice!
Phase 2: Strategic Foundation
Suggested: 3-5 hours total
Build your SWOT analysis, create your vision, identify strategic gaps, and develop goals by strategy area.
In conjunction with Phase 3, perfect for a planning retreat or multiple sessions.
Phase 3: Strategies & Actions
Suggested: 3-5 hours total
Develop strategies, set objectives and KPIs, create SMART action steps, and build your implementation plan.
In conjunction with Phase 2, perfect for a planning retreat or multiple sessions.
Ongoing: Implementation
Suggested: 1-2 hours a month
Track progress, update dashboards, conduct check-ins, and adjust as needed.
Track monthly, assess and update quarterly, replan annually.
Remember: Save your progress whenever you want. Start and stop on YOUR schedule!
Detailed Process Walkthrough
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Prepare to Plan
Understand where you are today and what's shaping your future
Initial Setup
Define your planning period and customize strategy areas for your organization type
Environmental Scan
Identify trends and forces that create opportunities or threats
Strategies by Area
Develop specific strategies that will help you achieve your strategic goals
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Business Assessment
Rate your organization across key dimensions to identify strengths and weaknesses
Stakeholder Input
Consider gathering input from key stakeholders when creating your strategic plan
Strategic Objectives
Identify the key outcomes you must achieve to fulfill your vision
Financial Analysis
Analyze your organization's financial health and get guidance for your plan
Competitive Analysis
Analyze up to 5 competitors or competitor classes to understand positioning
Business Model
Identify and align your business model and basis for competition
SWOT Analysis
Assess strengths, weaknesses, opportunities and threats to guide your planning
Create Your Plan
Transform insights into a clear strategic direction
Mission & Values
Affirm or create your mission and core values to focus and inspire the organization.
Vision Creation
Anchor your plan with a vision that describes the future you aspire to achieve
Strategic Gaps
Understand what must change to achieve your vision and your options for change
Key Performance Indicators
Create quantifiable measures to help you track progress towards achieving objectives
Strategic Goals by Area
Propose, rate, and adopt several key strategic goals for each strategy area
12-Month Action Steps
Break down your strategies into concrete, well-defined, actionable steps
Implement Your Plan
Turn strategy into action with tracking and accountability
Implementation Plan
Assign responsibilities, set timelines, allocate resources, assess risks, adopt milestones
Implementation Dashboard
Track progress for action steps, KPIs, financial ratios, milestones, and objectives
Check-ins and Assessments
Drive results with monthly check-ins and quarterly progress assessments
Annual Replanning
Review progress, refresh the plan, and adopt new 12-month action steps
Unique Features That Drive Success
AI Assistant "Kai"
Get examples, suggestions, and best practices exactly when you need them. Like having an expert consultant available 24/7
Intelligent Flow
Each section builds on previous work. Your SWOT flows into vision, vision into goals, goals into strategies—no redundant entry.
Living Dashboard
Unlike static plans, your dashboard updates in real-time, showing exactly where you stand on implementation.
Visioning Tools
VisionLens™ Technology - Score, select, and refine your vision for maximum impact
How Each Tier Works
Self-Directed
Sign up & get immediate access
Follow guided process
Use Kai for help
Create your plan
Track implementation
You lead the process with platform guidance
Fast Start
Sign up & schedule consultation
Initial consulting session
Work through platform using guidance
Mid-point consultation
Final review & implementation setup
Implementation, track, and assess independently
Expert guidance during plan creation
Coached
Sign up & schedule consultation
Initial consulting session
Work through platform using guidance
Mid-point consultation
Final review & implementation setup
Monthly coaching sessions begin
Accountability check-ins
Navigate obstacles together
Quarterly reviews
Annual assessment
Ongoing partnership for implementation success
Ready to Start Your Strategic Journey?
Achieve your vision with FastTrack™!
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