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Set Your AIM: Strategic Planning

Get help with your agency vision and strategic plan

Your clients need a strategy before you can do good work for them, but you also need a solid strategic plan for your own business.

Together we will put together a plan that sets your goals, finds your focus, and creates a structure for success.

What it does

The Set Your AIM Strategic Planning process helps you build a plan customized to your own goals.

Together, we will use the AIM-GET Framework to take an in-depth look at the key strategic elements:

  • Ambition
  • Identity
  • Management

We start by zeroing in on what you personally want the business to accomplish for you, including how it fits in to your career, financial, and retirement objectives.

Then we develop your agency’s positioning to ensure it is competitive in the marketplace and able to attract ideal clients.

Finally, we review the structure and management of the business to make sure that the key elements are in place to support your efforts.

Who it is for

PR & marketing agency owners who choose to pursue the Set Your AIM Strategic Planning process typically have one of the following interests:

  • They believe it is time to take their agency to the next level by accelerating growth and doing so with purpose.
  • They are contemplating an exit and want to understand their options — as well as how to prepare for them.
  • They have concerns about revenue or profitability and want to shape a plan to address them.
  • They have faced a recent challenge in the business and need to develop a strategy to move in a different direction.
  • They are an accidental agency owner who has experienced growth and wants to be more intentional about what the future holds.

The process works best for public relations and marketing agencies with fewer than 25 team members.

What you get

With our help, you will develop a strategic plan for your agency that serves as a roadmap for your future success.

You will get hours of feedback and ideas from Chip Griffin based on more than two decades in the agency world. 

The strategy will be shaped by your own personal goals to ensure that the time and energy you put into the business is properly rewarded.

Your questions will be answered, your assumptions will be challenged, and you will walk away with more knowledge to grow your agency.

How it works

It starts with a detailed questionnaire to provide a background for our conversations and to start to uncover the key issues we need to explore.

A kick-off call sets the stage for the rest of the engagement and refines the agenda to meet the needs that we identify together. 

Next, we hold a series of remote work sessions to discuss your business in-depth and review the fundamentals. At each step along the way, we will identify items for follow-up and offer practical advice and solutions that you can begin to implement immediately.

At the conclusion of the work sessions, we will schedule a follow-up session to review progress and offer additional feedback as needed.


It takes about 4-6 weeks to complete the entire Set Your AIM Strategic Planning process.

The first step is to complete the questionnaire. That usually takes about a week to gather the necessary information and provide thoughtful answers.

The kick-off call takes place shortly after the questionnaire has been completed and returned.

Next, we will hold about a half dozen remote work sessions of about 90 minutes each to explore the information you shared and offer immediate feedback and suggestions.

You will share drafts of the key elements of your strategic plan for Chip’s feedback and suggestions as we move forward on each section.

There may be additional emails and phone calls as needed to complete the work.


A typical Set Your AIM Strategic Planning process costs $4500.

Additional fees may apply for agencies with multiple owners.

Next step

Ready to learn more? Schedule a free consultation to see if you and Chip might be a good fit for each other.

Chip Griffin founded the Small Agency Growth Alliance (SAGA) to help PR and marketing agency owners achieve their goals.

How We Help

© 2024 - Griffin Strategy Group LLC (d/b/a Small Agency Growth Alliance)

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