Strategic Planning Agenda



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How to draft a Strategic Planning Agenda? An easy way to start completing your document is to download this Strategic Planning Agenda template now!

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.

This strategic planning agenda includes the following:

Day 1
• 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

This standardized Strategic Planning Agenda template with text and formatting as a starting point to help professionalize the way you are working. Our private, business, and legal document templates are regularly screened by professionals. If time or quality is of the essence, this ready-made template can help you to save time and to focus on the topics that really matter!

Using this document template guarantees you will save time, cost, and effort! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!

Download this Strategic Planning Agenda template now for your own benefit.




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