When VisionWhen Vision

STRATEGY, TIMING, ACTION

Set Vision, Set Timing

Get a clear vision, a simple roadmap, and goals your team can use right away. We help founders and small teams choose what matters, set dates, and keep work lined up.

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Metric 01

120+

strategy sessions led

Metric 02

85%

clients with a 90-day plan

Metric 03

4.8/5

average client rating

HOW IT WORKS

A Clear Four-Step Process

A half-day session to define your message, goals, and next steps.

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Half-day workshop

Brand Vision Workshop

From $1,200

A half-day session to define your message, goals, and next steps.

Strategic roadmap built from wooden blocks, brass pegs and slate markers on a sunlit bench.

2-week build

Strategic Roadmap

From $1,800

Top-down ceramic goal markers lined in three columns beside a closed linen notebook and felt board.

90-minute call

Goal-Setting Session

From $750

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01Timeline map

Timeline Planning

From $950

A simple timeline for launch dates, review points, and weekly priorities.

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02Quarter setup

OKR Framework Setup

From $1,500

Set company goals, key results, and review rhythm for the next quarter.

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03Team session

Leadership Alignment

From $1,400

Bring founders and managers to one plan with clear roles and decision rules.

SERVICES

Strategy Services That Fit

We learn your goals, team size, timing, and the roadblocks in the way.

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01

Plan the brief

We learn your goals, team size, timing, and the roadblocks in the way.

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02

Shape the roadmap

We turn your notes into a roadmap with steps, owners, and clear dates.

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03

Set team goals

We write goals and key results, then check that leaders agree on the plan.

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04

Review and adjust

We meet again, fix what changed, and leave you with next actions.

CASE STUDIES

Recent Planning Wins

One brand vision workshop Simple goal map First roadmap draft One review call Action notes

Billed per projectBilled per project

Starter

From $2,400

  • One brand vision workshop
  • Simple goal map
  • First roadmap draft
  • One review call
  • Action notes
Most popularBilled per project

Signature

From $6,200

  • Two strategy workshops
  • OKR framework setup
  • 90-day roadmap
  • Leadership alignment session
  • Timeline plan with owners
  • Two review calls
Billed in phasesBilled in phases

Scale

From $12,500

  • Full planning sprint
  • 12-month roadmap build
  • Quarterly OKR set
  • Founder support calls
  • Team alignment day
  • Monthly review calls

WHAT CLIENTS SAY

Trusted By Founders

A new founder left with one vision page, a launch order, and weekly targets.

Startup launch setup with prototype pedestal, roadmap board, boxes, cables, and moody window light.

Startup

Startup Clarity in Three Weeks

A new founder left with one vision page, a launch order, and weekly targets.

A tidy agency planning shelf with timer, closed notebooks, and teal goal tokens in warm light.

Agency

Agency Goals That Stuck

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Healthcare

Clinic Plan For Growth

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Nonprofit

Nonprofit Focus For Fall

Matte tiles, timeline strip, and ownership tokens settling on a pale strategy board in soft daylight.

SaaS

SaaS Team On One Page

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Roadmaps and OKRs

Maya Chen

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Founder planning

Jordan Hale

Wood blocks, metal tags, and a desk timer on travertine under raking light.

Timeline and roles

Priya Nair

Ceramic cup, biscuits, closed notebook and brass tokens on stone with soft steam.

Meeting notes and follow-up

Evan Brooks

Proof

Customer notes

Verified

“We went from a messy idea list to one plan our whole team used.”

Macro still life of brass compass, slate weights, cork board corner, and teal pin on walnut wood.

Lena Hart

Founder, Northstar Studio

Verified

“The roadmap was clear, short, and easy to run in our weekly meeting.”

Stack of index cards and brass clips in a walnut tray under dramatic studio light.

Noah Bennett

COO, Fieldline Labs

Verified

“Our OKRs finally matched what we could do in the time we had.”

Wood blocks, metal tags, and a desk timer on travertine under raking light.

Priya Desai

Ops Lead, Harbor Health

Service area

New York Metro

Manhattan, Brooklyn, Queens, Jersey City

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Area 01

New York Metro

Manhattan, Brooklyn, Queens, Jersey City

Boston Back Bay skyline over the Charles River in warm autumn sunrise fog.

Area 02

Boston Metro

Boston, Cambridge, Somerville, Brookline

Austin skyline over Lady Bird Lake after storm, with live oaks and hazy mirrored water.

Area 03

Austin Metro

Austin, Round Rock, Cedar Park, Pflugerville

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Area 04

Remote Teams

United States, Canada, United Kingdom

The Map

Journal

Planning Notes

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01What does a brand vision workshop cover?+

We map your goals, values, audience, and key offers, then turn that into a one-page vision your team can use.

02Who is When Vision for?+

Founders, small teams, and service firms that need a clear plan, shared goals, and a realistic timeline.

03Do you help with OKRs?+

Yes. We set company goals, write key results, and show your team how to review them each month.

04Can you support a startup launch?+

Yes. We help with launch goals, task order, timeline checks, and team roles before the first day.

05How long does a project take?+

Most projects run 2 to 6 weeks, based on scope, team size, and how many rounds of review you want.

06Do you work with remote teams?+

Yes. We run meetings online and keep shared notes, so teams in different places stay on the same page.

Get Planning Tips

Get one short email a month with goal-setting tips, roadmap notes, and tools for better timing.