Consulting Solutions for Local Governments and Closely Held Businesses

Strategic Planning for Local Governments

The strategic planning process for local governments is not easy but it is important. A strategic planning process looks a a wide variety of ideas, looks at practical realities and generates a path forward. The process starts with listening to ideas from elected officials and senior staff. From that point the goal is to generate a documents with identifiable goals and action items to move the local government forward. The strategic plan then becomes the reference document for elected officials, staff and the public to measure progress, recognize changing circumstances and achieve results. Helmsman Strategic facilitates this process.

Training for Elected Officials and Senior Staff

The significant challenges confronting local governments do not resolve themselves. It requires a resolute and coordinated effort from the elected officials and senior staff. The relationship between elected officials and senior staff may not be immediately apparent, but it is paramount to the success of the government. Experience demonstrates that the most effective local governments have a clear understanding of the roles and responsibilities of both elected officials and senior staff. Over the years, we have collaborated with numerous local governments to enhance this critical function. Typically, we conduct interviews with both elected officials and senior staff, followed by a retreat where the topic is comprehensively explored.

Transition Planning for Closely held Businesses

After years of dedicated effort, you have successfully built a thriving business that provides financial support for your family. You are rightfully proud of the jobs you have created and the positive impact your business has had on the community. However, it is now time to consider transitioning to the next phase of your life. To facilitate this transition, you need to develop a comprehensive plan for your business.
One option is to sell the business to a competitor or your employees. Another possibility is to pass it on to your children. Alternatively, you may consider seeking a new role that allows you to step back from the day-to-day operations of the business creating the time and opportunity to focus on strategic aspects of the business. Transition planning is the process of considering alternatives and then developing a strategic plan that allows you to move into the next phase.

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