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Strategic Planning Facilitator In Charlotte, NC

Lead With Clarity. Execute With Confidence.

Build the systems and strategy your team needs to stay aligned, execute with ease, and grow without chaos.

Solve Problems That Slow You Down

Standardize What Works

Build Discipline And Accountability

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Does Your Team Do A Lot… Without Getting Much Done?

When the business has systems without strategy, even the best teams get stuck in the weeds. Progress slows. Execution slips. And it starts to feel like you're working harder just to stay in place. Does any of this sound familiar?

  • Everyone’s busy, but priorities keep shifting

  • Meetings lack focus, and decisions don’t stick

  • Recurring problems never seem to get solved

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You Deserve
Systems & Strategy
That Make Execution Easy

Work With Proven Strategic Planning Facilitators In Charlotte

The Momentum Mastery team gives your business a shared set of tools and systems to run your organization more effectively.

Robert Fish is a 5X Charlotte-based entrepreneur and licensed EOS Implementer® who’s helped companies develop strategies and systems to bring order to the chaos, focus their team, and lead with confidence.

Kevin Taylor spent 25 years in Special Forces, leading missions with global stakes, and no room for error. He specializes in bringing alignment from the top down, and translating high-level direction into on-the-ground performance.

Together, we help you develop and implement strategies that make the most of your business systems. So you can build momentum and scale results.

Book a Discovery Call
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What A Strategic Planning Facilitator Brings To Your Business

A Shared Vision That Drives Results

The strategic planning process bring your leadership team together around a shared mission, vision, and set of values. You’ll gain a clear roadmap for long-term success that sets realistic goals and helps you track progress.

Meetings With Purpose

Forget wasting time on status updates that go nowhere. Facilitated strategy meetings create space to collaborate on a plan and walk out with action items, clear priorities, and measurable ways to monitor progress.

A Team Aligned Around Action

A successful strategy meeting should end with action. We help you create effective action plans that link your business goals with actions your team can take today, so everyone stays accountable and moves in the same direction.

Space To Get Out Of The Weeds And Lead

Our strategic planning facilitation approach is designed to help you improve your leadership skills and focus on what matters most: gaining momentum. With the right systems and structure, you can finally lead at the level your business needs.

What’s Included In Your Strategic Planning Sessions

You get expert facilitation, a full suite of tools, proven processes, and hands-on guidance structured around your team’s unique goals and growth stage.

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Strategy, Systems, And Soul Align

90-Minute Strategic Setup Call 

Discuss your business goals, team dynamics, and systems. We’ll use this call to determine whether strategic planning facilitation can help your business gain traction and build momentum.

Strategy, Systems, And Soul Align

M2 Strategy Sessions

Get to the bottom of what’s holding you back and plan a path forward. Clarify roles, align on business goals, and develop a comprehensive growth strategy that moves your organization forward.

Strategy, Systems, And Soul Align

Quarterly & Annual Planning Sessions 

Stay focused with quarterly strategic planning sessions that help your team course-correct, solve new issues, and set the stage for long-term success.

Strategy, Systems, And Soul Align

Actionable Plans That Move You Forward

Walk away with clear priorities and a plan your team believes in. Our business coaches translate your long-term goals into actions that move your business forward.

Build Your Business With A Strategic Coach In Charlotte, NC

Schedule your free discovery call to start building the systems your team needs to run the business like a well-oiled machine.

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Frequently Asked Questions

What Is Strategic Planning Facilitation?

Strategic planning facilitation helps leadership teams clarify their organization's strategy, simplify systems, and achieve their business development vision.

What Do Strategic Facilitation Business Coaches Do?

Strategic facilitators are business coaches that guide your team to develop a business strategy and implementation plan. They help you develop and master the systems that create long-term traction.

Do I Need To Be A Certain Size To Benefit From Strategic Planning Facilitation?

Strategic planning facilitation is suitable for businesses of all sizes, but works best for growth-minded companies with 10–250 employees and a leadership team open to change.

Is this just consulting?

No. This is a hands-on framework built to help you break the status quo. You’ll leave each session with clear expectations, practical tools, and next steps to help your team make and measure progress toward your organization's goals.

Do Your Business Coaches Help Develop Leadership Skills?

Yes. Our primary focus is on the strategic planning process and implementation, but developing leadership skills is a massive part of what that process.