Sparking Collaborative Results.

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+1 403 815 7981

Strategic and Business Planning

Finley & Associates guide our client-partners through sustainable review processes to renew strategic direction. We help organizations to design, introduce and manage the strategic planning process.

Through change management, targeted communication and engagement planning, we help organizations achieve results. Our services include:


  • Renewing strategic direction
  • Annual planning
  • Performance measurement and monitoring
  • Stakeholder engagement and segmentation
  • Market planning and organization
  • Planning process support
  • Competitive benchmarking



“Thanks for your hard work in keeping us on track and pointed in a productive direction. Not always an easy task.”

Denise Hitt,

 Charles Tepperman, Department Head & Associate Professor, Department of Communication, Media and Film – UCalgary


“Rebecca, your session was a wealth of information, and your kind but directed nature kept us on track. For that we are thankful as I believe we all walked away with many tidbits and a rejuvenated focus!”

Denise Hitt,

 Executive Director at British Columbia Veterinary Technologists Association


“Donna is a change-maker.  A true visionary, effective leader and champion for strategic planning, it was a real honour to work with her during the transformation of CFIS at the start of my non-profit career.  Donna creates a movement when she leads a team – bringing forward the right people at the right time and she ensures the necessary resources are in place. Donna’s thoughtful leadership, business expertise and collaborative style ensured the project moved forward successfully despite many bumps along the way.   Donna is relentless and not afraid to tackle complex challenges and is willing to impart her knowledge and skills to build capacity in those involved.”

– Katrina Bradley,

Chief Development Officer at Calgary Counselling Centre


“Donna Finley is strong at taking on transformational projects, as proven with her turnaround of the Calgary Philharmonic. She has wisdom and experience and is brilliant in this role.”

– Jan Damery,

Vice President (Fund Development) YWCA


I would strongly recommend Donna Finley.  Her team has provided the CDA with some outstanding advice, counsel and strategic planning over the past year. Her team is first class and right on the cutting edge of BIA work. I’ve personally hired many, many consultants from across the country over the past 17 years and have to say I have no doubt she can help you.” 

– Marco De Iaco,

Executive Director, Calgary Downtown Association


start-quoteStrategic thinking is essential to long-term planning and success. We are highly impressed by the methods employed by Donna Finley and her team at Finley & Associates to elevate both our thinking and level of discussion to support the development of effective strategy.

Donna’s aptitude for strategy development and her ability to ask thought provoking questions has evoked deep insights for our Board and  stimulated conversation that will continue to serve in the refinement of our strategic priorities, actions, and key performance indicators in the years ahead. We were referred to Finley & Associates from a number of its past clients and would highly recommend Donna Finley and her team to other organizations.”

– Karen Kirkwood,
CEO, Alberta Chicken Producers


start-quoteRebecca and Emily did a great job in facilitating our strategic planning retreat… their professionalism and ability to keep conversations on track made for a very productive day!”

– Brian Rusted,
Department Head, University of Calgary’s Department of Art


u of c

start-quote“May I express our gratitude to you once again for facilitating our retreat. The consistent feedback has been that the retreat surpassed expectations in terms of strategic clarity going forward.”

Grace Presbyterian Church, Lead Minister Search Committee

– Nick Athanasiadis, Lead Minister


start-quoteGifted consultants have ably supported us in [our] visioning work.”

Grace Presbyterian Church, Lead Minister Search Committee

– Laurie Livingstone,
Co-chair of the Vision Committee