Strategic Planning

Why the Upsize Strategic Planning Approach

Process is More Important than the Plan

Like the quote “success is a journey, not a destination,” the process of strategic planning is more important than the plan itself. Strategic planning should bring your community together to embrace a collective vision of its future. The process of stakeholders working together to develop a strategic plan forges relationships, collaboration, and partnerships and builds buy-in.

Upsize Marketing Strategies follows a structured process, that incorporates community feedback with qualitative and quantitative research, SWOT analysis, and economic development best practices into an actionable and practical strategic plan. This collaborative process engages the client, key stakeholder groups, the business community, and community partners.

Our four-phase process starts with research and discovery, economic and marketing studies and analyses, plan development, and finally monitoring and course correction if needed. Throughout this process, we gather feedback and input from our clients and their stakeholders to create a truly collaborative process. This process builds buy-in and ensures the plan meets your specific needs.

Our research-driven Structured process

Positions you for success!

Research & Discovery

We gather community feedback, qualitative and quantitative research to understand your organization or community

Economic & Marketing Analysis

Using research and analysis, we evaluate your economic ecosystem, competitive advantages and unique value proposition to position you for growth

Plan & Strategy Development

Our strategic economic development, action and marketing plans are designed specifically to meet your needs

Feedback & Monitoring

We track the outcomes and key performance indicators to ensure your strategies and tactics are delivering results

case study

Great Falls, MT Strategic Planning

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After decades of economic stagnation, the north-central Montana region of Great Falls, Montana experienced new economic growth and a renewed sense of optimism. The region’s economic development organization, Great Falls Development Authority (GFDA), needed a new strategic plan to accelerate the economic momentum.

GFDA engaged Upsize Marketing Strategies (UMS) and other partners to develop a strategic plan that incorporated comprehensive community engagement and input. UMS conducted community vision workshops, one-on-one interviews, small group focus groups, and large town hall meetings.

UMS also led the data analysis and research, environmental scanning, industry cluster analysis, and action planning. GFDA now has a comprehensive blueprint and action matrix with economic development strategies that will diversify the economy, enhance workforce development, and strengthen the business climate and infrastructure.

Customized For Your Needs