The Strategic Thinking & Planning Program is  designed for any client-facing employee, manager or executive.

This program develops the knowledge and mindset of Account Managers (AMs) and other client-facing employees to move beyond their day-to-day “responding to fire drills” mentality and focus on achieving their strategic business objectives. During the course, the AMs examine and agree to the organization’s PEST (political, economic, social, technology), SWOTs (Strengths, Weaknesses, Opportunities, and Threats), as well as their Key Issues (barriers to success). Next, the AMs establish their financial and business objectives for the duration of the plan. Objectives are specific and measureable in order to determine if they were met over the lifetime of the plan (normally one year).

Brooks Group has performed this type of training for 12 of the top 20 pharmaceutical companies in the nation, as well as for a similar number of specialty and biotech companies, over the past seventeen years, consistently receiving extremely high marks for the relevance, usefulness, engagement, and outcomes of the course.


Upon completion of this program, Account Managers will have greater ability to:

  • Think beyond the day-to-day, “responding to fire drills” mentality
  • Build ambitious, but realistic and achievable strategies to meet established business objectives
  • Develop a tactical implementation action plan to support the strategies
  • Create and present an ROI-focused business case
  • Enhance the organization’s ability to move beyond politics and focus efforts on critical business issues
  • Concisely share their plan with all key stakeholders

Participants who require credit through NASBA or SHRM can expect 5 credits for completing this program. Please note that the number of credits is subject to change, please contact us to confirm the number of credit hours is current.

Have questions or want to learn more?
Request more information on the Strategic Thinking & Planning program

This Training is Ideal If you are

Looking to Enhance Your Strategic Thinking and Planning Process

With an issues-based strategic planning model, this Brooks Group workshop will teach you the keys to identifying what your objectives are, where you stand today, and what the key issues are preventing you from reaching your objectives. Having identified the key issues, you will now be able to create strategies to overcome those issues.

A Leader Looking to Build Out a New Strategic Planning Process for Your Team

Interested in creating a new strategic planning process and format for your team to ensure they hit their goals? Come through our Strategic Thinking & Business Planning workshop to unlock the keys to strategic planning and scale our model to your teams.

Work with us to design custom training courses for your Account Managers

For groups larger than 12, we offer customized, off-site training programs. Any of our Open Enrollment offerings (Carpei Audientiam: Executive Level Presence, Account Management, or Strategic Thinking & Planning) will be customized to meet your team’s needs.

Let's Work Together

Contact us today to learn how The Brooks Group will transform your business.