Strategic Planning
Developing and executing strategic plans that align with business goals and objectives.

The Outcome
Strategy Works Consulting helps CEOs and leadership teams navigate AI-driven change, economic pressure, and organizational complexity by aligning strategy, how work gets done, workforce capability, and measures of success.
Learn MoreWho we are
Strategy Works Consulting helps organizations close the gap between strategic intent and organizational performance. We work with CEOs, leadership teams, and public-sector executives navigating AI-driven disruption and consequential change — turning strategic intent into aligned execution and measurable results.
Work with usTrusted
For more than 30 years, we’ve helped organizations including the FDIC, Sandia National Laboratories, the University of Houston-Clear Lake, El Paso Water Utilities, and DoD personnel translate strategy into execution — using proprietary frameworks including the C.A.R. Method™ (Connect • Action • Results), the Triple Squeeze™, and North Star Trifecta™.
Recognition
We are featured on CNTV’s Best in the Nation and listed in Marquis Who’s Who 2024. We specialize in the Balanced Scorecard approach, widely regarded as one of the most effective strategic planning methodologies. Developed by Drs. Kaplan and Norton of Harvard, this approach facilitates a comprehensive and balanced evaluation of an organization’s performance from multiple perspectives.
CNTV’s best in the nation click to watch



Our Services
Our core capabilities help leadership teams turn strategic priorities into organizational action and measurable results.
Developing and executing strategic plans that align with business goals and objectives.
Developing strategies to manage and implement changes, restructuring, and process improvements.
Identifying areas for improvement, and developing strategies to increase performance and efficiency.
Assessing AI readiness and building a practical, ROI-justified integration roadmap for your organization.
Guiding employees through role change, workforce disruption, and career transition with clarity and structure.

Extending Our Approach
Speaking, workshops, and executive coaching are additional ways we help organizations build leadership capability around strategy, change, and execution — extending the same approach into keynotes, team workshops, and 1:1 or group coaching engagements.
Do you need a passionate and dedicated speaker that will engage, inspire, and motivate your company to take action and achieve their goals? We work closely with our clients to understand their needs and tailor speaking presentations to their specific objectives.
Free Resources
Practical tools for navigating economic pressure, AI disruption, and sustainability demands.

What 12 independent consulting firms are already telling CEOs about agentic AI.

How economic pressure, AI disruption, and sustainability demands are reshaping every industry, right now.

Map your organization’s exposure across all three pressures.
Strategy Works Consulting develops practical resources for CEOs and leadership teams navigating the convergence of Economic Pressure, AI Disruption, and Sustainability Pressure — what we call the Triple Squeeze™. These resources help leaders understand what these forces mean for strategy, organizational performance, workforce capability, and the decisions required to move from disruption to aligned execution and measurable results.
The Triple Squeeze™ is Strategy Works Consulting’s framework for understanding three pressures affecting organizations simultaneously: Economic Pressure, AI Disruption, and Sustainability Pressure. Individually, none of these forces is new. What has changed is their convergence — and the speed and complexity of the decisions leadership teams must make as a result.
At Strategy Works Consulting, Sustainability has two dimensions. Internal sustainability focuses on the health and resilience of the organization — its leaders, workforce, capabilities, and ability to continue performing and adapting under pressure. External sustainability addresses the organization’s environmental impact and broader responsibilities. SWC’s work focuses primarily on internal sustainability — the oxygen-mask principle: strengthening the health and capability of the organization so it can perform, endure, and contribute effectively to the world around it.
Read the full guide to the Triple Squeeze™The Triple Squeeze Impact Report examines how Economic Pressure, AI Disruption, and Sustainability Pressure are converging — and why strategies built for more predictable conditions may no longer be enough.
The report introduces an important distinction between Level 1 Clarity — knowing the destination — and Level 2 Clarity, or Decision-Readiness — knowing the destination, what needs to move, and the measurable results that will demonstrate progress. It helps leaders consider whether their organizations are prepared to make consequential decisions even when uncertainty remains.
Get the Triple Squeeze Impact ReportThe Agentic AI Executive Briefing synthesizes findings from 12 reports by leading global consulting and advisory firms examining what organizations are learning about agentic AI. SWC then applies a different lens: What do these findings mean for CEOs and leadership teams that must actually make AI work inside their organizations?
The Briefing identifies six areas of convergence in the research — from the ambition-execution gap and pilot failures to infrastructure, governance, and workforce implications — and surfaces the organizational question the research cannot answer for an individual company: Is the leadership team aligned and decision-ready enough to turn AI ambition into execution and measurable performance?
Get the Agentic AI Executive BriefingThe Triple Squeeze Executive Risk Diagnostic helps CEOs and leadership teams move from understanding the external landscape to examining their own organization. It provides a structured way to assess exposure across the three Triple Squeeze pressures and identify where greater leadership attention, alignment, or action may be needed.
Use the Diagnostic to begin asking a more practical question: Where is the Triple Squeeze creating the greatest risk — or need for clarity — in our organization right now?
Take the Triple Squeeze Executive Risk DiagnosticTestimonials
Juliette Bastian provided clear guidance, helping me bridge gaps in my business strategy. She impressively cut through the noise to real objectives, using her vast experience. Working with her was enjoyable, insightful, and exceeded my expectations.
Juliette's expertise in strategic plan development and execution is unmatched. She simplifies complex processes and is adept at linking high-level strategies to divisional ones. Her insights are grounded, making it real for everyone.
In strategic planning at a university, Juliette's ability to focus, use data, and deliver results stood out. Her insights into enrollment management are thoughtful and beyond the ordinary. She's an excellent thought partner.
Of all instructors in my 25 years of training, Juliette stands out as the best. She transformed our understanding of the Balanced Scorecard in just a week, combining great teaching with a warm personality. It felt like saying goodbye to family by Friday.
Juliette's strategic planning guidance was eye-opening. With her assistance, I clarified my brand, mission, and acted on my goals. Her intuition and business acumen boosted my confidence and opened new business avenues.
Post our collaboration, we successfully launched our BSC strategic plan. Juliette's consulting excellence propelled us forward, and we'll likely seek her guidance again.
Get Started
Ready to get started? Give us a call!
(949) 424-7235