Placeholder Image

Why Your Business Needs a Lean Strategic Planning System In Order To Scale

Strategic planning is the backbone of consistently and effectively achieving your goals and revenue targets in your business, but most planning systems are far too complex, time intensive, and restrictive for a dynamic small business.

The lean strategic planning system is a proven and highly effective planning and goal achievement system that balances structure with flexibility and will help you cut through noise, distractions, and competing priorities so you can achieve your biggest goals and create a scalable, profitable, and sustainably successful business without working 24x7 and giving up your personal life, health, and freedom for your next level of business success.

It connects vision to execution so you have confidence you are always working on the right things to make your big bold vision and goals a reality as quickly as possible.

Strategic planning is the bridge between possibility and probability.


Our Lean Strategic Planning System includes expert and proprietary training modules for achieving more while working less plus robust implementation toolkits to fast track your results.

Placeholder Image

Here's a sneak peek into what we include in our Lean Strategic Planning System

  • Next Level Vision and Values
    • Defining Your Vision and Why
    • Creating Long-Term and Short-Term Visions
    • Establishing Your Company Values
  • Connecting Vision to Execution
    • How to Connect Your Vision Down to the Day-to-Day Activities
  • Setting Goals and Targets
    • Setting Clear and Focused 90 Day Business¬†Goals
    • Establishing Revenue and Growth Targets
  • Building Backlogs and Roadmaps
    • Defining Your Long-Term Roadmap
    • Defining Your Projects and Marketing Campaigns
  • Building Your 90 Day Plan
    • Creating a¬†90 Day Plan
    • Leveraging Retrospectives and Reviews for Better Planning
    • Building Your Weekly and Daily Plans
    • Defining Your Weekly and Daily Activities
    • "Just in Time" Planning
  • Strategic Planning Cadences
    • When to Plan What Annually, Quarterly, Monthly, Weekly, and Daily
    • Planning in 15 minutes a day and 1 hour a week with the 15x1 Planning Framework
  • Implementing Your PM System
    • Components of an Effective PM System
    • PM System Set Up and Structure
    • Tool Options and Recommendations
  • KPIs, Success Measures, and Dashboards
    • Defining Meaningful Metrics
    • Dashboards and KPI Tracking
    • Revenue and Growth Dashboard
    • Making Data Driven Decisions in Planning
  • Adopting a Kaizen Culture
    • How to Leverage Kaizen to be Continuously Improving Results
    • CHuCK for Clarity on What to Focus On
    • Innovation and Optimization
  • Advanced PM Techniques
    • Lean Productivity Techniques
    • Balancing Impact with Effort
    • Leveraging Focus Blocks and Batching

Plus adaptable templates, examples, SOPs, calculators, and checklists to fast track implementation and adoption

There are 3 Options for Implementing the Lean Strategic Planning System, Depending On the Level of Support You Want

Self-Implement The Lean Strategic Planning System via Our Digital Program

Dive in and begin building out or upleveling your team with the self-paced training modules and implementation toolkit. 

Our Lean Dream Team is a pull-based system, meaning you can pull what you need when you need it, making it simple to implement and refer back to again and again.


Get The Lean Strategic Planning System Now

Join Ops Academy to Implement with Our Advisory & Support 

When you join Ops Academy, you get the Lean Strategic Planning System PLUS you also get our Lean Dream Team System and our Strategic Systems for Scale so you have all of your backend operations covered.

Plus we include 1-on-1 advisory sessions for implementation strategy and support. 

$1997 - $2997

Get Advisory and Support in Ops Academy

We'll Develop Your Plan or Facilitate Strategic Planning For You

Don't have the time or interest in implementing or leading strategic planning yourself? 

We can spend a full day together creating a strategic roadmap and plan you and your team can implement, OR Team Lean Out Method can facilitate strategic planning for you on repeat with your team. 

Starts at $5000

Schedule a Call to See Which Option Is the Best Fit

"Overall, it's been a tremendous experience for me, and I feel so much more confident

I am 100% more focused... No more unfinished projects. No more confusion for me about what should be a priority in my business. I'm achieving the vision for my business and I'm working in my zone of genius, and I am having a lot more fun and enjoying what I love to do because I'm not spinning my wheels anymore.

I have become more profitable and who doesn't love that!  While the profitability is amazing, I'm definitely loving how I am working smarter and not harder.  I've cleared away the overwhelm and the exhaustion." 

Placeholder Image

The backbone of every system is based on the 4 pillars of the Lean Out Method - Context, Clarity, Commitment, and Kaizen

Here are the business questions that the Lean Strategic Planning System answers:

  • Context:
    • What are the long term and short term vision and goals for the business?
    • What is the right business model based on our vision, goals, and target market?
  • Clarity:
    • How can I have confidence we are working on the right things at the right time?
    • How do I have insight into what everyone is working on?
    • When and how should we do our planning as a team and individually?
  • Commitment:
    • What project management tool do we commit to using as a team?
    • How do I push through mindset challenges and limiting beliefs?
    • How can we be as productive and efficient as possible?
  • Kaizen:
    • What should we measure?
    • How can we optimize our results?
    • How can we review our results to continuously improve and ensure we are working on the highest impact things? 

We Show You How to Simplify Success and Achieve Your Big Bold Goals Without The Hustle

Crista Grasso is the go-to strategic planning expert for leading global businesses and online entrepreneurs when they want to scale

These are a just a few of the businesses Crista has worked with

Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image

Meet Crista, Your Strategic Advisor

Crista Grasso is an international lean business consultant to Fortune 50 businesses, a business scaling strategist and advisor to 6 and 7+ figure entrepreneurs, and a global accessory brand founder. 

She is on a mission to help entrepreneurs simplify success, get off the hustle hamster wheel, and build a sustainable and wildly profitable business that doesn't require them to work 24x7. 

Known as the "Business Optimizer", Crista can quickly cut through the noise and identify the core things that will accelerate growing and scaling your business.


The Lean Strategic Planning System is one of 9 interconnected engines that comprise the Lean Business Scaling System™.

Interested in implementing the Lean Business Scaling System™ and building out your Lean Strategic Planning System™?