MSP service packages are powered by M3 Planning, a strategic planning and market research firm
with over 10 years experience developing and executing strategy. Use M3 experts with the MSP tool at any point in your process.
Get started on the right foot and raise your level of success. Let us help jump-start your plan or dive in where ever you are in your process with one-on-one assistance and guidance from one of our strategic planning experts.
Ready to put customers at the center of your strategy development? Let us help improve the accuracy of your strategy by incorporating critical customer insight into your strategic plan.
Gather the insights of your employees, board and partners. We’ll help create and deliver a customized employee engagement assessment that provides actionable insights for building your plan.
For organizations planning on- or off-site strategic planning retreat. Learn more or contact us for details & pricing.
Make sure that your strategic priorities are effectively supported and that responsibilities are effectively assigned. We’ll help set up your plan, upload your data, and make sure you transition effectively into execution.
Ensure your plan is complete, holistic and ready for successful implementation. We’ll review your plan together and help identify specific opportunities and recommendations based on our years of experience.
Create buy-in and momentum with role-specific training. We’ll help you transition from having a plan, to using it as a management tool that can guide decision making throughout your organization.
Zach is an Account Manager at M3 Planning. Using his thorough understanding of business fundamentals, Zach ensures M3 Planning’s clients develop and implement strategies that result in market-leading performance.
Nancy is a co-founder of M3 Planning and leads Business Development for the company. She brings a breadth of entrepreneurial management and international expertise from owning and selling five businesses. She holds an MS in Education, MA in Theology, and an MBA in Management.
Howard co-founded and is a lead market researcher and strategist for M3 Planning. In addition to consulting, Howard is a marketing professor at the University of Nevada, Reno. Howard’s consultant experience spans 20 years working with clients in the areas of strategic planning, marketing, financial management, and operational efficiency.
Erica Olsen is the COO and a co-founder of M3 Planning. She has developed the format and the user interface for the award-winning MyStrategicPlan on-line strategic management system. In addition, she is the author of Strategic Planning Kit for Dummies, 2nd Edition.
As an Account Executive for M3, Kim manages, facilitates and advises clients across all sectors in strategic planning. In addition to her strategic management experience with M3, Kim brings over 13 years of combined experience in fundraising, grants management and technical recruiting. Her versatile skill-set and adaptability ties in well with M3′s wide array of clientele.
Sonia is a Client Services/Account Manager at M3 Planning with over 10 years experience in customer service, project management, education, policy and government. Given her professional background internationally and domestically, Sonia has the ability to bridge the cultural gap and bring individuals to work together from all levels within an organization.
Vanessa Lindeberg is an Account Manager for M3 Planning. She provides new and existing clients the support to be successful in their strategic planning and implementation process, with a focus on non-profit organizations. Her depth of knowledge of our strategic process and on-line software is a great strength for the company and our clients.