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Strategy & Planning Bootcamp

3 Weeks


Cohort-based Course

Elevate your strategic thinking skills. Learn by doing. Drive growth. Propel your career.

Hosted by

Joselle Deocampo-Gautam and Sam Liu

Adj. Professor @Columbia.Partner @Mercer. Tech Exec @LinkedIn. Chicago/NYU MBAs

Course overview

Develop foundational knowledge on common strategy frameworks to set your business’ strategic direction and determine how you’ll compete

Refine your structured problem solving skills and apply frameworks to evaluate options 

Organize your teams for success with guiding principles for prioritization and goal setting

Increase your influence and impact by converting vision to results

Who is this course for


Leaders accountable for achieving company or business unit performance


Operators responsible for driving execution for your function, business unit, or product / service line


Entrepreneurs who need to get team or investor buy-in for your vision and execution approach

What you’ll get out of this course

Develop a strategic mindset

You'll learn valuable, foundational strategy frameworks and techniques to help you set your company’s strategy and chart a path to success. The frameworks and skill sets can be applied in any business context, industry, or company!

Refine structured problem solving skills

You’ll be equipped to confidently assess options and derive strategic insights even when faced with constantly changing information and competitive landscape.

Elevate decision-making skills

Build products/services faster or pivot the business with strategic prioritization tactics. You’ll lead with confidence when you know what decisions matter most and why.

Apply your learnings immediately

Your instructors merge academia, industry, and strategy consulting expertise. You'll benefit with having the latest business knowledge and theory with practical real-world applications.

Increase your influence and impact

Goal setting is one of the most important things you do as a leader. You'll learn approaches for setting up and running a strategic planning process, including organizing principles, communication, governance, and accountability.

Strategy Toolkit

Handy guide with the strategy frameworks we cover in class. Quickly reference key concepts in your meetings or strategy discussions. Be prepared to sound brilliant!

Meet your instructors

Joselle Deocampo-Gautam

Joselle Deocampo-Gautam

Joselle Deocampo-Gautam is a business executive, tech leader, and leadership advisor. She has a track record of leadership in large-scale global operations and driving strategic transformation.

Joselle co-founded and expanded PwC's Global Financial Services Innovation Center. Her work catalyzed digital transformation at the iconic consultancy. At LinkedIn she served as Finance P&L & Operations Leader and Chief of Staff for a $7 Billion business unit. As a member of the Engineering Executive Team for LinkedIn's largest business, she transformed P&L management, investment allocation, and global operations resulting in a product portfolio that drove double digit growth.

Joselle founded On Point, a leadership consultancy, with a mission to empower women and underrepresented leaders to lead with confidence and excellence.

She holds a M.B.A. from Chicago Booth, and a double B.A. cum laude from Bates College.

Distinguished 40 under 40 and Woman of Influence. Writes on leadership @ https://joselle.substack.com.

Sam Liu

Sam Liu

Sam is a Partner within Mercer's HR Transformation practice with 20+ years of professional experience in consulting and finance.

Sam has advised senior executives in solving critical human capital issues such as managing large-scale strategic change, optimizing organizational talent and transforming HR into a more effective and strategic function.

He has led multiple teams within Fortune 500 companies deliver solutions that accelerate change adoption and enable the workforce to achieve its business benefits and strategy.

Outside of Mercer, Sam is an Adjunct Professor at Columbia University.

He holds a M.B.A. from New York University, and a B.A. from the University of Pennsylvania.

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What people are saying

        This is an amazing opportunity to hone your strategy and planning skills — Joselle Deocampo-Gautam is a dear friend and remarkable business leader that I value and respect!
Heather Jerrehian

Heather Jerrehian

Vice President, Product Management Service Now I CEO I Investor I Board Director
        I’ve had the pleasure of working directly with strategy and operations executive Joselle Deocampo-Gautam and have seen first hand the positive impact she’s had on a multi billion dollar line of business. If you’re interested in learning strategic planning from experienced pros, I highly recommend this online bootcamp lead by Joselle and Sam Liu.
Lea Ann Hutter

Lea Ann Hutter

Former LinkedIn Sr. Director, Product Design, Creative Leader, Speaker, Coach
        Joselle is one of the rare people that come to my mind when I think about building strategy and approaching business problems with the right frameworks and mindset. I feel lucky to have worked with her and I definitely learned a ton. She's now launching a Strategic Planning Bootcamp! You have the opportunity to learn from 2 expert instructors.
Emir Ergun

Emir Ergun

Senior Strategic Sales Lead, New Relic
        Every conversation I have ever had with Joselle has left me feeling better informed and brighter. Delighted to share that she is offering this bootcamp and highly recommend you check it out. Even if you think you learned this stuff at B-school, new techniques and models are always emerging
Judith Coley

Judith Coley

Founder and Chief Canary, Canary & Shield LLC

Course syllabus


Define strategic direction

  • Mission, vision, values
  • Strategy fundamentals


Assess and prioritize strategic options

  • Critical thinking & problem solving techniques
  • Scenario testing and prioritization criteria
  • Experiential learning: Harvard case study #1


Organize and plan for success

  • Strategic planning process fundamentals
  • Experiential learning: Harvard case study #2

Course schedule

2 hours per week in class time
  • Thursday: Sept 14, 2023

    3:00pm - 5:00pm PDT

    Recording will be available

  • Thursday: Sept 21, 2023

    3:00pm - 5:00pm PDT

    Recording will be available

  • Thursday: Sept 28, 2023

    3:00pm - 5:00pm PDT

    Recording will be available

Free resource

Prioritization Framework

The Eisenhower Decision Matrix is a crucial tool for effective decision-making. Employ it to prioritize tasks and projects based on urgency and importance. Especially beneficial for assessing competing priorities. Helps you focus on what matters most, when.

Download to use now

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
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Do you offer scholarships?
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