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Strategic Planning

It's hard to accomplish anything without a plan. Let us help you.  

Regular strategic planning gives an advantage to practices that want to meet the ever-changing needs of their local markets. Through consistent strategic planning, disciplined practices are more nimble, able to swiftly take advantage of opportunities and quickly adjust direction. This can help practices avoid serious financial mistakes and meet realistic, established goals in today’s complex health care environment.

At BSM Consulting, our goal is to help health care providers think more strategically and to stay laser focused on achieving their personal and professional vision. We offer strategic planning expertise to health care providers in dermatology, ophthalmology, plastic surgery, and aesthetic medicine. We also facilitate strategic planning with ambulatory surgery centers (ASCs), medical trade associations, and pharmaceutical and medical device companies.

Maureen Waddle explains the benefits of Strategic Planning

We’ll ensure your business is heading in the right direction.

Preparation and Assessment

Gathering meaningful, relevant information and potential recommendations for review helps business leaders make better business decisions. This is why we have developed a variety of assessment tools to help you truly understand your market, your situation, and the desires of your key stakeholders. Important items required to prepare for an effective strategic planning session include:

  • Benchmarking analysis
  • Market analysis
  • Competitive analysis
  • Demographic analysis
  • Practice/ASC situational analysis
  • Strengths, weaknesses, opportunities, and threats (SWOT) analysis
  • Employee satisfaction survey
  • One-on-one interviews with your consultant


Whether you host a formal, annual strategic planning session or a series of informal meetings, BSM can help with facilitation. We can fully lead a session for you or coach you on how to conduct a successful meeting by reviewing methods for setting strategic direction for your organization, reaching consensus on opportunities to pursue, and crafting an action plan. More specifically, our consultants can assist with:

  • Conducting a stakeholder survey
  • Writing a formal business plan
  • Creating foundation statements, including mission, vision, and values
  • Providing tools to help you prepare for a strategic planning meeting
  • Planning effective meetings with sample agendas


This is the most important step in an ongoing strategic planning process. If you want to effectively implement your plan, your chances increase significantly if you memorialize the plan in writing. You will need to prepare meaningful financial analysis and take the steps necessary to complete specific projects. We specialize in:

  • Creating a key imperatives action plan
  • Executive coaching
  • Project management, including creation of employee manuals, training programs, and webinars to develop mid-level managers
  • Conducting financial impact analysis
  • Measuring and monitoring results to identify corrective action where needed

Let’s set up an initial complimentary consultation.

Sometimes it’s helpful to talk things through. A complimentary consultation with a member of our seasoned consulting team provides an opportunity to discuss your specific needs and mutually identify the level of support you need. Since every engagement is unique, an initial consultation can help determine the right approach for strategic planning.

Read what our clients are saying.

"It puts my mind at ease to know I can contact BSM Consulting anytime to help me evaluate an opportunity or to just talk through a challenging situation. BSM keeps up with me and the changing ophthalmic industry. I value the honest advice and the thoughtful consideration the BSM team gives to any project I am considering."

Kerry Solomon, M.D.
Ophthalmologist & Owner, Carolina Eyecare Physicians LLC

Click here to read a case study about how we provide ongoing support to this large, multi-location practice in the Charleston, South Carolina area.