Strategy is the way to achieve a long-term goal and major objectives to hit along the way.
Planning is all the little details that help you hit the objectives.
How Do You Know You Need a PLAN?
7 SIGNS STRATEGIC PLANNING IS NEEDED
Market shift ahead (i.e. new technology, economy, trends)
Major change coming (i.e. key person, merger, sale)
Weak or no mission, vision, core values (If your team can’t say it, it’s not working)
Inconsistent decision making (Moving too slow, too fast, or not at all)
Lack of clear direction or conflicting direction by leadership (Too many voices disagreeing)
Stagnant performance (No real improvement to revenue, profit, or team development)
Recurring unproductive conflict (Poor communication, repeated arguments, drama/gossip)
Don’t enter another year without a strategy.
BEFORE, DURING, AND AFTER OF STRATEGIC PLANNING
BEFORE
There’s a lot to consider when preparing for a successful strategic planning session.
HERE ARE 5 BEST PRACTICES TO FOLLOW:
Identify Who Needs to Attend
Set Clear Expectations
Choose the Right Setting to Collaborate in Private
Prepare Materials in Advance
Share the Agenda
Often, the toughest part of creating a strategy is clarifying the vision of where you want to take your business. If that’s not challenging, then it’s usually getting everyone involved on the same page on how to get there.
DURING
We want people to come back again! That day, it is a must to start and end on time. Keep a close eye on the clock and make sure everyone stays on track and doesn’t go too deep into the weeds. It’s not a time for problem-solving, only a time to clarify the vision and set objectives to achieve it.
Start and end on time
Feed your people
Listen and ask questions
Designate one person to facilitate and take notes
AFTER
Accountability is key. Set regular recurring meetings to check-in on progress and help each other overcome roadblocks. It is a great opportunity to celebrate some win’s and also continue to grow closer as a team.
TOP 5 WINS WITH STRATEGIC PLANNING
Clarity on objectives and next steps
Innovative team collaboration
Team alignment and strengthening
Plan ownership and accountability
Adaptability and agility
Strategic planning isn’t just about setting goals—it’s about aligning your team and creating a roadmap to move closer to your long-term vision. Whether you’re ready to lead your own session or want the guidance of experienced facilitators, the right strategy will help you achieve your vision for 2025 and beyond.
Want to try it on your own? Click here to be the first to know when OUR STRATEGIC PLANNING GUIDE is available purchase; with access to checklists, templates, and sample agendas, you'll have what you need to lead your own strategy session!
Interested in our facilitated strategic planning sessions?
Connect with us by booking a Discovery Call today!
If you're ready to create a more connected and motivated team, let's talk! Book a call with us to explore how our tailored strategic planning sessions can help clarify your vision and set the key objectives to making your vision a reality.
Together, we’ll build a plan that fits your goals and supports a thriving workplace culture.
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