Convert Your Vision Into Measurable Profit
A proprietary 10-element strategic framework refined over 35 years, built to align your organization's vision with real financial outcomes.
Most strategic plans fail before they start.
- Generic templates that capture emails, not real strategy
- Shallow checklists with no proprietary methodology
- Pretty documents that ignore how elements interconnect
- No framework for translating vision into financial outcomes
- Consultants who charge thousands with no proven system
This Isn't a Template.
It's a Proven System.
The Vision & Profit Worksheet is a proprietary 10-element framework refined since 1988 through hundreds of real engagements with small and medium organizations.
Each element is designed to interlock — revenue, profit, people, culture, and image all connect. When one shifts, you see the ripple effects across your entire strategy. That's the insight generic templates miss entirely.
Explore the 10 ElementsThe 10 Vision Elements
Each element must be considered individually, yet melded into a whole — interdependent and complementary. Each must feed and support the others.
Revenue / Income
Total revenue from all operational activities — the money that fuels your vision.
Gross & Net Profit
What remains after expenses. The organization's paycheck and core reason for being.
Products & Services
Your offerings — what you deliver in return for revenue. Diversify or consolidate?
Ownership & Governance
The structure that supports your growth. Partnerships, equity, governance models.
Physical Space
The relationship between revenue and physical space — location, expansion, remote.
Technology
Automation, systems, and processes that drive efficiency and customer satisfaction.
Customer Mix
Choosing strategically who you serve. Geography, buying patterns, margins.
People
Your team makes or breaks the organization. Values, skills, succession, development.
Culture
Openness, integrity, accountability. The hardest part — and the most important.
Organizational Image
How stakeholders perceive you. The best? Most innovative? Most caring?
Choose Your Path to Strategic Clarity
Every tier builds on the last. Start with the framework, then go deeper when you're ready.
Vision & Profit Worksheet
One-time download · Instant access
The complete proprietary 10-element framework as a fillable PDF. Guiding questions for each element, built on 35+ years of real-world IP.
- Proprietary 10-element strategic framework
- Fillable PDF with guiding questions
- 35+ years of refined methodology
- Interlocking element design
- Immediate digital delivery
Virtual Half-Day Session
Starting at · 3–4 hours virtual
Richard Lewine walks your leadership team through the framework in real time — asking the hard questions, challenging assumptions, providing objective insight.
- Everything in the PDF, plus:
- Live guided facilitation (3–4 hrs)
- Personalized strategic questioning
- Real-time assumption challenging
- Objective outside perspective
- Virtual delivery — no travel costs
2-Day On-Site Facilitation
Starting at · Full 2-day engagement
The complete experience. Richard Lewine facilitates your leadership team through every element over two intensive days, on-site at your location.
- Everything in Virtual, plus:
- Full 2-day on-site facilitation
- Decades of pattern recognition applied
- PDF included as pre-work
- Deep-dive into all 10 elements
- Actionable strategic plan output
Not a Template. A Methodology.
Decades of Proprietary IP
This framework has been refined continuously since 1988. It's not something made in Canva last week — it's battle-tested methodology.
10 Interlocking Elements
The framework forces you to see how revenue, profit, people, culture, and image all connect. Change one, see the ripple across all.
Real Organizations, Real Results
Tested with small and medium businesses across industries. Not theoretical — grounded in decades of pattern recognition.
The Document Is Just the Beginning
The real value is the conversation, the objectivity, and the decades of pattern recognition. Every $97 buyer is a potential $6,500+ engagement.
Richard Lewine
Founder & Principal Consultant
With over 35 years guiding organizations through strategic visioning, Richard Lewine has refined a proprietary 10-element framework that connects vision to measurable outcomes. His approach is built on decades of pattern recognition across hundreds of organizations — not theoretical models, but battle-tested methodology.
Ready to Align Your Vision with Profit?
Start with the framework that has guided hundreds of organizations. Or reach out directly — we'd love to hear about your strategic goals.