Valen’s Mid-Year Strategic Plan Assessment rates your plan on five dimensions and shows your leadership team exactly where it’s on-track, at risk, or stalled — then a 1.5-day tune-up workshop refocuses execution to finish the year strong.
Senior-led. On-site. Built for mid-market executive teams.
New priorities pile on. Initiatives lose owners. Milestones slip quietly. By mid-year, leadership teams can’t answer a simple question: where are we actually on-track, off-track, or unclear against our objectives?
A mid-year tune-up isn’t about rewriting your strategy. It’s about tightening execution – deciding what to stop, start, accelerate, or re-sequence so the second half delivers what the first half promised.
Valen’s Strategy Execution Assessment evaluates your plan and organization where execution actually breaks down:
Is the plan clear enough to guide decisions, tradeoffs, category priorities, and measurable milestones?
Are people, time, leadership attention, and dollars concentrated on the few priorities that matter most?
Does every priority have a clear owner, decision rights, milestones, and follow-through expectations?
Does leadership regularly review progress, surface blockers, make decisions, and adjust course?
Do your teams have the right people, skills, systems, and structure to deliver?
Every dimension rated, every gap explained – with recommendations your leadership team can act on immediately.
We review your current annual plan, category OKRs, priorities, and milestones – identifying where goals aren’t being met and which first-half execution gaps create risk for the rest of the year. Executive interviews, an internal survey, and forecast-to-actual analysis produce a full assessment report with recommendations across all five dimensions.
We facilitate your executive team and category leaders through practical decisions: clarify the few priorities that matter most between now and year-end, resolve the blockers slowing planned work, and decide what to stop, start, continue, accelerate, or defer. Every remaining priority leaves the room with a clear owner, near-term milestones, and a follow-up cadence.
The tune-up feeds directly into your next annual planning cycle – so Q4 planning builds on validated priorities and a leadership team already operating with focus and accountability.
To sustain execution beyond the workshop, Valen can implement a strategic planning software system – set up and templated to Valen’s planning methodology, with training for your team – for the remainder of this year or alongside your next annual plan.
A Managing Partner and Senior Strategist lead every engagement - the people who sell the work do the work.
The same five-dimension execution system Valen uses in full annual planning engagements, focused on your mid-year moment.
You leave with decisions made, owners named, and a cadence set - not a report that sits on a shelf.
A tune-up doesn’t rewrite your strategy — it tightens execution of the plan you already have. It’s faster, more focused, and designed to protect the investment you made in your annual plan.
Early Q3 is ideal: enough of the year has passed to see real execution patterns, with enough runway left to course-correct before year-end.
Executive and functional leader interviews (typically on-site), a short internal survey, and a 1.5-day workshop with your strategic planning group.
Your executive team, GM and category leaders, and key support leaders — the people accountable for execution.
Yes. The tune-up is designed to flow directly into a Q4 annual planning process, led by the same Valen team, so nothing gets lost in translation.
Yes. As an additional service, Valen implements a strategic planning software system — set up and templated to our planning methodology, with training included — so your team can track priorities, owners, and milestones long after the workshop. It can be rolled out for the remainder of the current year or launched with your next annual plan.
Schedule a free consultation with a Valen Managing Partner. We’ll discuss where your plan stands, whether a mid-year tune-up fits, and what the next four weeks could look like.
No pitch decks. A working conversation about your plan.
