essential strategy

A brilliantly simple way to make legacy decisions.

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What is Essential Strategy?

Essential Strategy is a simplified approach to business planning and management that finally integrates strategy, risk, and resilience the way ERM intended to improve organizational performance and create long-term sustainability.


A rapidly evolving business environment is rewriting the rules and the very concept of competitive advantage is morphing right along with it. 

Today’s leaders need INTEGRATED, SCALABLE TOOLS to drive growth & resilience. 


​Today’s businesses need high-speed/low-drag processes to support NIMBLE EXECUTION.


Let’s talk about a SINGLE SYNERGETIC DISCIPLINE that will rebalance your approach to Purpose, Growth, and Survival.


Let’s rethink everything we’ve ever been taught about strategic planning so we can design a whole new foundation for PERFORMANCE, EXCELLENCE & SUSTAINABILITY


Let’s talk about Essential Strategy  !



Regardless of the type of business, its size, complexity, industry, or maturity, there are three things that  must exist in order for you to succeed long-term.

1. You must have


2. You must


the organization.

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3. You must


in order to deliver mission.

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Whether you realize it or not, every decision you make feeds one or more of these three foundational principles.


When you put one or two above the rest, you risk causing an imbalance within the others.

But that’s okay. This kind of risk is inherent in decision-making and is not something to be avoided but embraced.


Effective decision-making is not about perfect symmetry. It's about finding equilibrium. 


It's about balancing healthy, calculated levels of risk within each of the three foundational principles (Purpose, Growth & Survival) that align with your organization’s unique goals.

Discover that balance and overcome your next organizational challenge using Essential Strategy.


The Case for 

Essential Strategy 


The statistics surrounding strategic plan & execution failures are simply astounding. 

And it doesn't really matter how large or small you are, or what industry you're in.

Even more alarming is that the underlying reasons have never really changed..

We have designed a solution that's making a difference.

Here’s why the Essential Strategy  integrated approach is so important.


Your vision & mission is everything! Essential Strategy puts Purpose at the heart of the planning process, balancing your approach to strategy, risk, & resilience to ensure nothing gets in the way of mission delivery.

Designing strategy without fully understanding how risks & opportunities impact Purpose, Growth, and Survival sets you up for failure. Essential Strategy ensures that strategic drivers are properly identified & prioritized within strategic objectives.

Identifying risks within your organization is difficult because there are so many to consider. Essential Strategy creates a focus on mission critical so you’re not spinning your wheels on the little stuff while missing the big stuff that threatens long-term Survival.

Decision-making is what you live and breathe. Essential Strategy was specifically designed to give you greater risk visibility,  eliminating blindspots by prioritizing what is most important to overall success.

Executing strategy grows increasingly complex as your organization evolves. Essential Strategy provides the tools to identify key risk & opportunity drivers, defining key decision triggers metrics that will keep you ahead of the curve.



Essential Strategy is a simplified approach to business planning and management that fully integrates strategy, risk, and resilience in an elegant, streamlined and efficient manner to improve organizational performance and create long-term sustainability.

The principles of Essential Strategy call for, above all else, a balanced approach to Purpose, Growth and Survival. These three concepts are intricately tied to one another and represent fundamental principles behind the success of any organization regardless of size, complexity, industry, tax status or business model. 



The Blueprint builds on Essential Strategy Foundations, further defining 7 elements that support the 3 Principles of Purpose, Growth & Survival that exist within every organization.


The Essential Strategy Blueprint is a fully integrated model for strategy, risk, and resilience that defines the underlying structure needed to create the Purpose Growth & Survival balance anticipated by the principles of Essential Strategy.

As with Essential Strategy Foundations, the Mission Critical Path forms the backbone of the entire framework, driving the prioritization necessary for the self-sustaining and self-perpetuating organization. 


Agile Goal Array

The Agile Goal Array is an efficient and elegant way of developing and showcasing strategic initiatives that are aligned with Vision and balanced across Purpose, Growth & Survival. It was designed to compliment and complete the Essential Strategy Blueprint to provide a comprehensive and holistic program for business planning and management.

This new tool resonates with a Balanced Scorecard philosophy, expanding on and capturing the Essential Strategy approach.

Praise for

Essential Strategy


“I really liked the model and framework for the SWAT Analysis and Risk Management. The actual actionable steps, the way Erin went about teaching this was unlike anything I had ever seen, and it made it much easier to comprehend and see how to implement the steps. The exercises were helpful and helped make the workshop more interactive and fun. I really liked having the multiple speakers giving their knowledgeable perspective on each topic. Keep doing what you are doing it was a great workshop.”

~Anthony Caole CEO Three Star Enterprises, LLC