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Preliminary Data: Why Pre-Planning Surveys are an Important Part of your Strategic Planning Process

"Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan."
Tom Landry

Strategic plans are an excellent tool to help you make the most informed decisions in an efficient and timely manner. When you commit to a strategic planning process you are investing a significant amount of time and resources.

Make a complete investment in your future.

In order to obtain best results, strategic planning projects should entail a variety of participants in order to best represent your organization. Strategic planning requires a dedication to working as a team, developing goals and strategies, and ongoing measurement. Surveys will help you.

Comprehensive surveys can make all the difference. At Woodland Strategies, a consulting firm with offices in Minneapolis, MN, Venice, FL and Phoenix, AZ, we provide multiple opportunities to use surveys, including a survey before any planning begins. This initial survey enhances ongoing internal and external cross cohort surveys as our clients move along in the strategic planning process.

A pre-planning survey provides in depth information for our clients as to their overall process. This assists all team members as we work to best address their needs and concerns.

Questions for preliminary surveys may include;

  • What are the biggest challenges that you are facing?
  • What is working?
  • Where do you want to be in one, two and three years?
  • Is there internal alignment on this?
  • What about the current political, environmental, economic and technical climates – How will these factors affect your organization?
Woodland Strategies’ pre-planning survey helps empower our clients with a solid and very comprehensive foundation for a successful strategic planning process.
Strategic plans are designed to help your team create clear goals. As we gather data from any preliminary survey, teams are able to formulate strategic goals with new, or perhaps confirm, knowledge and insights. This information helps to formulate and verbalize new survey materials for additional cohorts to maintain momentum for informed decision making. This provides useful material that drives change. This kind of detailed planning can lead to competitive advantage (Dhlamini, 2024; Lipovich, 2020).

Be sure that you are using current information to inform your questionnaires.

At Woodland Strategies our surveys are characterized by a number of qualities.

  • Our client survey(s) are not be overwhelmingly long, nor lofty in their language.
  • Qualitive and quantitative questions are key.
  • Our surveys avoid sentence structure that yield “Yes” or “No” answers.
  • We eliminate leading questions that lead to unreliable data.
  • And, we use data from preliminary research to be sure that clients are using current information to inform their additional cross cohort questionnaires.

Ineffective strategic plans may result from incorrect expectations about the future, poor assessments of an organization’s abilities, dysfunctional team dynamics, and excessive and irrelevant information. Implementation of any plan should be based on a sound and solid foundation, and include regular measurement of progress, and updates, accordingly. Having comprehensive surveys, including preliminary surveys, as a part of your project will provide you with a more complete and more comprehensive final product.

Having a well-constructed strategic plan can help any organization embrace and communicate their mission, momentum and direction for the future (Bryson, 2011). A well-done strategic plan is a valid and reliable tool used to help improve a company’s alignment with their goals to create buy in to implement desired change (McKinsey, 2006). Strategic planning is an excellent way to assess a shared vision and the major steps need to move any organization in an intended direction. Get started today!

Visit Woodland Strategies to engage in your next steps for ongoing success.

Bryson, J.M. Strategic planning for Public and Non-Profit Organizations. 5th Edition. Hoboken, NJ.: Wiley & Sons, Inc., 2011. Dhlamini, J. Understanding strategic planning: An assessment of the definitions, planning process and competitive advantage. Retrieved online March 25, 2025. https://www.emerald.com/insight/content/doi/10.1108/sl-09-2024-0083/full/html Strategy and Leadership. November 12, 2024. Lipovich, I. How to use technology to gain a sustainable competitive advantage. Retrieved online April 2, 2025. https://www.forbes.com/councils/forbesbusinesscouncil/2020/10/06/how-to-use- technology-to-gain-a-sustainable-competitive-advantage/ October 6, 2020. McKinsey Quarterly. Improving strategic planning: A survey of business executives. Retrieved online March 25, 2025. https://www.mckinsey.com/~/media/mckinsey/business%20functions/strategy%20and%20corporate%20finance/our%20insights/improving%20strategic%20planning%20a%20mckinsey%20survey/improving%20strategic%20planning%20a%20mckinsey%20survey.pdf. July/August 2006.

This article or any other promotional material(s) from Woodland Strategies, Inc. is in no way intended to be a comprehensive plan.

Please note all markets, circumstances, and results vary. Any strategic plan or marketing initiatives must follow all State and Federal laws and regulations, accordingly.

Please contact us directly for a complete assessment and plan for your individual organizational needs.

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