The Living Company

Strategic Planning Resources

Guides, frameworks, and insights to help your organization master strategic planning using the Strategic Learning methodology.

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Facilitation Playbook: Running Each Phase Session

A session-by-session guide for facilitating strategic planning engagements. Sample agendas, participant lists, typical durations, and questions to ask when the team gets stuck at each phase.

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The Living Company AI Facilitator: How to Co-Pilot with Living Company AI

Understand how Living Company AI planning facilitator works, what it does automatically, and how to guide it effectively. Master prompting techniques, insight scoring, assumption surfacing, and pattern detection.

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Organization Context Setup Guide

How to populate your client's organizational data across all context tabs. Learn what Living Company AI uses, what matters most, and the minimum viable context needed before your first planning session.

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Platform Walkthrough: From Login to First Plan

A step-by-step walkthrough of The Living Company platform. Create your account, set up an organization, invite your client team, and launch your first strategic plan in under 30 minutes.

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The Strategic Learning Framework: A Complete Guide for Consultants

A comprehensive guide to the four-phase Strategic Learning cycle — LEARN, FOCUS, ALIGN, EXECUTE — designed to help new consultants facilitate rigorous strategic planning with any organization.

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Taking the Strategic Health Assessment

Complete a 10-minute strategic health check to evaluate your organization across all four planning phases and get AI-powered recommendations.

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Managing Your Profile

Update your personal information, change your password, and manage your profile settings.

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Setting Up Weekly Alerts

Configure automated weekly email summaries for your team — schedule delivery, assign priorities, and keep everyone aligned.

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Using the Competitive Analysis Dashboard

Analyze your competitive landscape with threat-level indicators, side-by-side comparisons, and AI-powered competitive intelligence.

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Using the Insight Engine

Manage strategic insights, test assumptions, assess competitive advantages, discover patterns, and conduct structured debates to strengthen your strategy.

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Using the Execution Dashboard

Track your strategy implementation with milestones, KPIs, gap closure, action items, and risk management — all in one place.

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Team Collaboration and Invitations

Invite team members, assign roles, collaborate on planning, and keep everyone aligned with shared contributions and weekly alerts.

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Setting Up Your Organization Data

How to populate your organization profile with employees, products, competitors, customers, financials, and processes to power AI-driven analysis.

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Getting the Most from Your AI Advisor

Learn how to have productive conversations with your AI strategic advisor — tips for better questions, deeper analysis, and more actionable insights.

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EXECUTE Phase: From Strategy to Action

Turn your strategy into reality — craft your leadership message, deploy execution workers, assign priorities, and track implementation.

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ALIGN Phase: Aligning Your Business Systems

Learn how to create gap statements and align your structure, people, culture, and measures to execute your strategy.

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FOCUS Phase: Defining Your Strategic Choices

Learn how to define your competitive focus, winning proposition, and key strategic priorities in the FOCUS phase.

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LEARN Phase: Conducting a Situation Analysis

Master the LEARN phase — analyze your broader environment, industry dynamics, customers, competitors, and own realities to uncover insights that drive strategy.

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Your Dashboard Explained

Understand every section of your strategic planning dashboard — from phase progress to execution health.

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Getting Started with The Living Company

Everything you need to know to create your account, set up your organization, and start your first strategic plan.