Strategic Planning for ERGs That Want More Than a Calendar of Events

We help your ERGs move from good intentions to actionable strategy—aligning with organizational priorities while building internal clarity, buy-in, and sustainable leadership.

ERG Strategy Sprint

Strategic Annual Planning

Why Strategy Still Feels Elusive

Even the most passionate ERG leaders get stuck. Goals are vague. Events feel disconnected. Leadership support is lukewarm. And annual planning? It’s often a last-minute scramble, if it’s done at all.


Our Strategic Planning & Facilitation services shift your ERG efforts from reactive to intentional. We guide your teams through a focused, fast-moving strategy process that delivers alignment, clarity, and a roadmap you can run with.

Solutions We Offer

Fast-paced, focused workshops to align leads, sponsors, and stakeholders around a shared direction. Perfect for launching, relaunching, or recalibrating.

A structured session (or series) that sets priorities, goals, and rhythms for the year, so ERGs aren’t just busy, they’re impactful.

A deliverable you can actually use: one clear, branded document that outlines your focus areas, KPIs, timelines, and responsibilities.

Tailored slides, talking points, and framing documents to help ERG leads and sponsors clearly communicate goals and needs to execs.

Who These Services Are For

ERG programs entering a new fiscal or calendar planning cycle

Organizations preparing for a ERG refresh, offsite, or leadership transition

ERG leaders looking to elevate ERG impact and visibility across the business

Companies with multiple ERGs that need alignment across focus areas

ERG leads who need structured planning support and clear deliverables

New or evolving ERG ecosystems ready to mature their strategy

Key Outcomes You Can Expect

  • Aligned ERG goals that tie directly to business or CS/ESG priorities
  • Clear, visible roadmaps that leaders can support and ERG leads can execute
  • Increased engagement and ownership across stakeholders
  • Stronger cohesion across multiple ERGs and shared initiatives
  • A scalable, repeatable planning model for future cycles

Why This Works

Most ERG strategy sessions are either too fluffy or too tactical. Ours are designed to give your team structure, buy-in, and a repeatable model they can build on every year.

We bring:

What our clients are saying

Let’s Build the Strategy Your ERGs Deserve

Ready to lead with clarity and confidence?
Let’s get your planning session booked and your ERG program back on track with direction, momentum, and measurable goals.

Not Sure What You Need Yet?

Every ERG program is at a different stage. Whether you’re looking for structure, strategy, or something in between, our services are built to meet you where you are.