A strategic planning session is an essential tool for business leaders who want to plan their company’s future. In this workshop, we will discuss what makes a good strategic planning session and how to facilitate one.
Today, we’ll explore a few ideas to help you hold a successful session, starting with the basics. Try Miro’s Strategic Planning Template What is strategic planning? Strategic planning is the process of analyzing a current situation within your organization and making sure it’s aligned with y...
Sure, you’ve run countless meetings … and, hey, some were better than others. But if you’re going to secure the time of senior people from across your organization for a strategic planning session, you darn well want to make sure it’s going to be productive and deliver strong...
STRATEGIC planningCHIEF financial officersFOOTASSISTANCE in emergenciesNONPROFIT organizationsCynthia Jarboe is chief financial officer at the Emergency Assistance Foundation, a nonprofit organization that helps corporations make emergency hardship grants for their employees when they face unexpected and unavoidable...
If the answer is just a few, you may not be doing enough to make employees aware of it. It’s common for teams to learn about a strategic plan via an orientation session or executive memo, which likely happens only once a year or quarter. Most employees don’t interact with the ...
This is important as people need to know what is expected of them, and each item will be more productive with a clear aim at the outset. Typical types of outcomes are: Decision Discussion Information Planning (eg workshop session) Generating ideas Getting feedback Finding solutions Agreeing (...
Preparation is key when it comes to running an effective retro meeting. First, you want to identify the best tools for your session. For example, a whiteboard or post-it notes and a conference room will suffice if you’re running an in-person retrospective. However, if you’re running a...
Establish ground rules for how you want the meeting to run. Ideally, the rules should mimic how you run your business so that participants view the session as an extension of their work for you. Decide how decisions will be made if they will be made at all. For example, do you want ...
The purpose of these meetings is to create a plan of action that clarifies who’ll do what by when and how you’ll avoid/mitigate/deal with potential problems. Participants should leave the session knowing their responsibilities and how they align with everyone else’s. Everyone must commit to...
Note:In this hypothetical, we’re assuming you’ve earned the okay from your executive staff to move forward with whatever changes in the direction your team agrees on after your ideation session. But that executive-approval step requires a lot of strategy and planning as well. If you’d lik...