Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel when you want to organize a strategic session. Instead, make sure to have a look at this Strategic Planning Agenda template.
• Team Introductions/individual background/history of the organization
• Who is the facilitator, what is their role?
• Ground rules for the facilitation
• What are our goals for the next 2 days?
• Presentation of the last strategic plan.
• Measures of success, things to build on.
• Ice Breaker game. Sets the tone for the 2 days.
• Game: Survival. (Making Strategic Choices)
• What makes our organization?
• Core Competencies/ competitive advantages
• (Core Strengths/values) in small groups
• SWOT (Strengths, weaknesses, opportunities, threats)
• Open discussion
• Where are we at right now as an organization internally?
• What do we do well, where can we improve, what would we like to see in the future? (If you had 3 wishes, what would they be?)
• Lunch
• Organizational values | Guiding principles.
• Values and behaviors are: “The way we do things around here.”
• What negative behaviors might be addressed with a statement of values?
• To what degree do the stated values differ from actual behavior?
• External Analysis.
• Environmental scan
• Competitors
• Trends: Pestle (political, economical, social, technological, legal, environmental)
• Break
• Vision- where are we going? (1 year, 3 year, 5 year, 10 year, 25 year)
• Why should we go there?
• What is winning?
• What is the mission of the organization
• What are we here to do?
• For who (Stakeholders)
• How?
• Recap of the day.
• Questions/concerns and thoughts
Day 2
• Good Morning- Thoughts from yesterday. (Discussion and energizing game)
• Information Dump
• Bringing important information/concerns to the forefront.
• (Brainstorm/problem solving/discussion)
• Putting all the cards on the table
• Roadblocks (Brainstorm)
• What is going to try and get in our way?
• Potential risks
• How to stop it?
• What needs to be addressed?
• Goal setting
• What’s one HUGE overarching goal that if successful would impact all areas of the organization?
• Measurable, time-bound, and can be impacted by all employees and teams.
• Lunch
• Moving the needle.
• Internal strategies/plans:
• Strategic themes (as headlines) with scorecards
• Why Change? What is the Value? What will happen if nothing changes?
• Performance measures
• Goal setting for the strategic themes
• action plans and next steps. (Project Plan)
• Break
• Communication plan/ Knowledge transfer / Uniting the rest of the organization.
• Recap of SWOT and internal plans
• Vision
• Mission
• Objectives
• Strategies
• Tactics