Strategic and Business Planning


Welcome to Strategic and Business Services. Explore training and services tailored to your specific needs for strategic and business planning, marketing and partnerships.


“A leader who moves by guess-work, without practical, definite plans, is comparable to a ship without a rudder. Sooner or later he will land on the rocks.”

Napoleon Hill 

Select for each of the following sections:

Strategic Planning

Our Strategic and Business Planning services are for organisations that are serious about growth, or looking for a  new lease of life, and to rise to new levels of success.  Choose the service right for your needs, including:

  •  A self-paced DIY Strategic Planning toolkit program for grassroots groups and beginners. Get a professional plan without spending thousands.
  • Fully facilitated strategic planning and business plans.
  • Strategic planning training.
  • Systems reviews.

Where do you want to start?

Contact us to discuss your next strategic plan. Find out how we can tailor  our services to meet your budget.  From carrying out a thorough situation analysis through to assisting you with developing and implementing business, marketing and resource plans. let’s start with a conversation.

Contact us

Take the personality out of the process. Problems can so easily be traced to break downs in processes, policies and procedures. An internal review can so easily identify the heart of the problem, which may not be what you think it is. Over the years we have worked with clients to review internal processes to address embarrassing situations and facilitate change. If this sounds like something you need to do right now,

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We offer a professional development program for organisations and collectives looking for skills to develop their own strategic plan. The program includes facilitated workshops and group mentoring, as well as a stratgegic plan template to complete as you work through the training.

Contact us to learn more.

The DIY Strategic Planning toolkit

The DIY Strategic Planning toolkit is a self-paced program that guides you through the process to complete your own strategic plan. It consists of four units that guide you through the steps to put together an impressive plan from within your organisation or club and so eliminates the need to spend thousands on getting it done by a professional. The Toolkit also include a bonus Strategic Planning Timeline and Strategic Plan Checklist.

Strategic Planning Article

How a good strategic plan can improve your credibility and increase your revenue.

How a good strategic plan can improve your credibility and increase your revenue


Getting good at marketing is not that difficult once you understand who you are really wanting to influence, what they want and then working out the best strategy to give them the service and experience they want. 

Over the last ten years we have worked with dozens of community organisation as well as businesses to connect with their prospects with some amazing results. From marketing audits and research to workshops and trainingour programs change the way people think about marketing. Because we understand how not-for-profits work, we are able to translate marketing strategies used in business into the community space so that our clients get the best results possible. 

Check out these resources and contact us to find out more about how we can assist you. 

Marketing Articles

The Intuitive Marketer

This book explores twenty marketing principles that are as relevant today as they were thirty years ago. Pat has experienced a unique journey, including success in a pan-European niche market, then making the number one mistake that cost her three years of business growth, and first-hand experience of technology’s impact on marketing.

What people are saying

The Intuitive Marketing session with Pat has helped our organisation restructure our approach to community communication. With this fresh look at marketing, we have attracted more enrolments and attention to our organisation, I can highly recommend.

Lee Palumbo
Manager NECCHI


Getting into bed with the right partner or partners can turn out to be a tricky experience. From informal networking through to full on mergers, getting to grips with different culturesunderstanding agendas and meeting expectations are just some of the issues that can come up very quickly if partnerships are not planned properly at the start. 

The Community Partnerships Toolbox has been developed over the last 15 years based on real life experiences and lessons learned. Today we work with community partners to plan how they will work together, working through risks and expectations and working with partners through resulting change. The Community Partnerships Toolbox is the sister of our other product The Essential Partnerships Toolbox for Business. 

The Community Partnerships Toolbox package has three levels which include features such as: 

  • Determining the purpose of a partnership collaboration so that you can be clear as to why you’re doing this in the first place 
  • A process for working out what your individual expectations are and who’s responsible for what and when so you are clear from the start 
  • Developing a strategic plan for the partnership to ensure it achieves its goals and remains sustainable 
  • How to manage the process of change especially when physical and human resources are involved. 

If you would like  to find out more, Contact us now:

Download a copy of our Five Foundations of Successful Partnerships ebook. 

Eight partnership lessons we can learn from Brexit

f you’re involved in a collaboration or partnership, this could happen to you. Even the best partnerships can turn sour if the warning signs are ignored. Like any business, the UK entered a partnership – albeit on a larger scale – but the principles are still the same. This report explores eight key principles to partnerships and what you should know before you sign on the dotted line. Learn from the experiences of others and apply these learnings to your partnership activities.

What people are saying

I have learnt from good and bad experiences that it is so important to have a strategic pan that reflects the needs of the organisation and their community or whoever is their customers or clients. The other important aspect is that an outside facilitator gets so much more out of a committee that can be achieved internally and the participants are challenged to think more widely. The time factor is also a consideration as small organisations which are human resource poor and skills poor it is a waste of time. If you do not have a good direction to aim for, you will only go around in circles and achieve nothing.

Jill Graham
King Valley Learning Exchange

The Strategic plan which Pat Grosse helped to develop, has been an invaluable resource for our Community Centre. The practice of the committee of management and staff working together to develop the document helped to cement the group as a team. Pat's skills in coordination of a wide gamut of opinion and experience created a document that expressed the essence of the work of the centre and provided clear direction into the future. At the centre we use the plan to focus our attention on our core work and it has enabled us to report to our funding body on how we are meeting their strategic objectives for the community. I highly recommend the process of developing a strategic plan for grounding an organisation's purpose and ensuring future sustainability.

Sherylyne Moran
Thurgoona Community Centre