Isn’t it time to do a little planning?

We assist business leaders in developing realizable plans to overcome roadblocks and leverage opportunity.

It isn’t going to happen unless you make it happen!

Get to the root cause of the issues holding your business back and seize opportunities that already exist.


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We believe in using Strategy to align and galvanize an organization, big or small, into a forward-thinking team of people striving for success and a sense of collective accomplishment.

A Strategy should be an inspiring holistic plan to transform an organization to equip it to succeed in a changing business environment. It must be understood and owned by the business – everyone in the business. It touches your entire organization, Your People, Your Systems, Your Working Environment, Your Product or Service, Your Brand and most importantly Your Customers.

What you can expect

We will collectively:
  • A well thought out set of objectives that are based on a comprehensive and holistic review of your business environment
  • A clear distinction between what is important and what is urgent, what is strategic and what is tactical
  • A deep-rooted sense of confidence that there is a way forward and that this plan can get you there
  • An energized and aligned team with a shared sense of responsibility to deliver on the plan
  • An inspiring story to tell your organization, prospective employees, partners and investors

Are you taking a strategic approach to your business?
Take our short survey to find out:

Is your business stagnating or feeling a little tired?

Here is what we suggest:

  • Strategic Review

    Carry out a Strategic review of your business.

  • Strategic Objectives

    Translate the Strategic Objectives into Tactical Objectives.

  • Communication

    Communicate the plan to your entire organization.

  • Staying The Course

    Quarterly reviews and annual planning.

  • "I went from being a startup small business with no idea how to make a plan for myself, to a strong business owner with ideas of where I want my business to take me. They have a skill of extracting information that I didn't know about myself, my strengths and my possibilities. They are genuine and sincere, and really care about small business owners. We had a follow-up meeting a few days later and were able to develop solid goals for each quarter of the next 3 years. Wow. The experience was empowering and the one-on-one attention priceless. I now have a read-able roadmap and am feeling much less overwhelmed. I highly recommend the strategy workshop."

    Dorothy Petry Principal at Focus on Automation LLC
  • "I had the great opportunity to work with Headroom Strategies. I was first introduced to them through a business partner and I immediately connected their approach to growing a business. We quickly scheduled a follow-up session to go through an analysis of our Mission, Vision, Values, and 3-Year Strategic Objectives. In fact, we were so excited that we brought our entire leadership team along. Two days later I walked away with a clear picture of who we are today, where we want to grow, and what we need to do to get there. It doesn't matter what size your business is, you need this to thrive!"

    Brandon Steiger President & The Big Idea Guy of Synergema - Transforming Businesses Digitally
  • "HeadRoom allowed us to take an idea we had been toying around with for a few years and within two days go from, "We should do this" to "We are doing this!" They helped us understand why we weren't moving forward and more importantly led us through the creation of a well thought out roadmap and timeline that laid out exactly what we needed to do to meet our goals."

    Christopher Swartz Vice President Keystone Funding, Inc.
  • "HeadRoom offers business strategy workshops, usually once a month, for a small fee. I took the workshop last month and they suggested to us a really great business idea that we were overlooking. It was something that we have all the pieces in place to do, but weren't considering doing. We came out of the strategy workshop with a solid 3 year plan for our business and a renewed enthusiasm.

    So, it goes without saying, that I highly recommend HeadRoom and their Strategy Workshop for other small, but growing, businesses in the area."

    Rob Wright Owner of Boing! Bounce Rentals
  • "I recently took a Strategy Planning Workshop with HeadRoom. The workshop consisted of a 2-3 year strategy plan for my business. As many business owners know, there are a lot of obstacles to face looking that far ahead. They made it easier to address these potential challenges by really focusing on them one by one. They were great facilitators and were able to pull most of these solutions right out of me. We were able to create the perfect visual road map timeline for my business. They werent just facilitators though, they are extremely knowledgeable about where and how to get resources and was able to make the entire experience fun. If you are interested in a workshop at HeadRoom, I highly recommend them for their wealth of knowledge and organization they can bring to a small business."

    Drew Montemayor Owner / Lead Designer at DM Design Solutions
  • “Thanks for orchestrating a powerful strategy day for our emerging Company. So much was accomplished! I was especially impressed with each of your abilities to actively listen and quickly process our mission, vision, nature and the language of our business. Your meaningful feedback, analysis and a clear, realistic, time-driven plan has allowed us to move forward with confidence and a renewed motivation to pursue our passion of service excellence. We are grateful for the connection and look forward to continually working together professionally.”

    Suzette Strine, R.N. / Owner
  • “I originally signed up for HeadRoom's strategic planning session as a way to force myself into doing some much needed long term thinking, but it turned out to be far more valuable than I originally expected. In addition to helping me crystalize my vision for the company, John helped me create a three year plan that not only laid out a roadmap, but also made it very clear that I didn't have to do everything ‘tomorrow’ to get where I wanted to go. This experience was so successful that I am a repeat customer: I have done two additional strategic planning sessions for two significant product lines we are developing. I highly recommend HeadRoom's strategic planning services for both solo entrepreneurs who will benefit from having a sounding board as well as larger companies who need to codify their plans and align all stakeholders.”

    Ellen Thompson Results Repeat / Founder & CEO
  • "HeadRoom's Strategic Sessions: a powerfully mix of team development, laser-focused discussion and self-revelation. It was worth every bit of time away from running our business. - John and Dan were master facilitators of the process! - OnPace+"

    Anita Williams Galiano Exec. Director Operations at Peaque

HeadRoom, LLC

24 Veterans Sq, Media PA 19063, United States


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