Evergreen Planning

Get clear on where you’re going & why it matters.

Evergreen Planning gives growing business owners and leadership teams the space, structure, and outside perspective to assess where things stand, decide what matters most, and leave with a practical plan for moving forward.

Start Building Your Plan Today

It’s Time to Pause & Plan When:

Growth creates more opportunities, more decisions, and more moving pieces. Eventually, working harder is not the answer. You need to step out of the day-to-day long enough to decide what deserves your attention, what can wait, and how the business should move forward.

Evergreen Planning is the Right Fit for You If:

  • You have several goals but no clear order of priority.

  • The business is growing faster than the way you currently manage it.

  • You are preparing for a new quarter, year, expansion, or major transition.

  • Your leadership team needs to get aligned.

  • You have ideas everywhere but no practical roadmap.

  • You need clearer ownership, expectations, or measures of success.

What Evergreen Planning Helps You Do:

  • Assess what is working and what is getting in the way.

  • Identify the priorities that deserve attention now.

  • Turn those priorities into clear objectives and goals.

  • Define practical measures of success.

  • Build a roadmap your team can actually follow.

  • Clarify roles, responsibilities, and operating structure when the engagement calls for it.

Planning Session Options

90 Minute Goal + Priority Session

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A focused planning session for an owner or leader who needs to sort through competing priorities, clarify the goals that matter most, and leave with a clearer direction.

Half-Day Owner Offsite

Group of diverse people in a meeting room, some standing near a whiteboard with charts and papers, others sitting at a table with notebooks and laptops, engaged in discussion.

Four protected hours to step out of the day-to-day with the MTBE Team, assess the business, make key decisions, and establish priorities, objectives, goals, and measures of success.

Facilitated Team Offsite

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A facilitated planning experience designed to help your leadership team assess where things stand, get aligned around what matters most, and establish clear ownership for what happens next.

30 Day Executive Planning

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Our most comprehensive planning engagement for owners and leadership teams navigating meaningful growth, expansion, or owner dependency. We build the priorities, objectives, metrics, roadmap, roles, and operating structure needed for the next stage.

A diverse group of young professionals sitting around a conference table having a meeting, with laptops and notebooks in front of them.

Need to get out of the day-to-day and into the room where the real decisions can get made?

Evergreen Offsites are facilitated planning experiences for owners and leadership teams who need protected space to assess the current state, get aligned, make decisions, and establish what happens next.

Evergreen Offsites

Ask About Our Offsite Packages
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Ready to Get Started?

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 24 hours.