Running a strategic planning session the ceo refresher. Strategic planning sessions 4 focus areas cuinsight. It doesnt have to be an overwhelming or a monumental task. In the end, it produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does and why. Free strategic planning ppt strategic planning powerpoint. Many businesses include a swot analysis or a pestle analysis as key elements of their strategic plan. How to formulate win strategies in just 3 steps proplibrary. Strategic thinking training icebreakers, energisers and short.
Most strategic planning today consists of the following. Strategic planning is an organizations process for defining their strategy so that they can accomplish specific goals and objectives. All of the actions can be clearly outlined in the wheel figure on this slide. Often, many parties in the organization are involved in the process, and the strategic planning session. Many companies embark on a strategic planning process, either formerly or informally. How to create a strategic plan for a kickbutt year. For a sales meeting, corporate meetings, incentive trips and more, take this list and play off these concepts to come up with your own theme. Strategic management is the comprehensive collection of ongoing activities and processes that organizations use to. Implement single signon across applications independent software vendor. The new year presents opportunity for planning for resolutions for both individuals and organisations.
Annual planning best practices strategy implementation process. The 8part guide to leading a successful strategy meeting. Provide adequate time in the session to rank and prioritize ideas. Effective planning usually results in a written strategic plan. These themes were validated by club members during the club assemblies that were held following the session. Strategic planning for the oil and gas industry craig robinson ba hons mba phd fhea craig robinson leads the strategy teaching team and is a senior teaching fellow at edinburgh business school. Consider the following ideas to improve your next strategic planning session. Those are the planning, the company strategy, and the formulation of the actions, the goals, the formulation of the overall strategy. Strategic thinking helps participants understand the need for long term planning, setting goals and priorities, and identify potential risks and opportunities. Dec 08, 2012 id like to receive the forbes daily dozen newsletter to get the top 12 headlines every morning. A good method frequently used to determine strategic themes in a strategy planning session is to do the following. Strategic planning session sm february 1516, 2007 codif joe trampenau agenda strategy and planning data driven decision making what does it mean. In my 12 years as a software product manager for sonos, i benefited from an.
In fact, you can write a strategic plan for your business in just one day. Planning teams will exchange ideas and goals at the. Coming up with a concept behind your meeting or event helps to drive your planning in the right direction, keeps your messaging on track and ultimately can ensure that you accomplish your goals. Weve been facilitating fun strategic planning activities for years. Your strategic plan should define not only which markets you wish to target, but also how you. Strategies are used to make the problem or problems easier to understand and solve. Strategic planning for the real world business strategic. We look forward to helping you elevate your success. The tenstep, oneday strategic plan onstrategy resources. Get started with our online soar analysis template. He runs oncampus strategic planning and competitive strategy seminars, and is the examiner for strategic planning and competitive strategy. This process walks remote teams through creation of the core elements of a strategic plan. During planning sessions, teams should create tactical plans that lay out the necessary capex. Heres how we conducted strategic planning sessions and how you might want to conduct yours.
This endeavor will bring our community together to discuss swarthmores future in order to extend our proud tradition of providing students with an education that is distinguished in its academic rigor and supported by a robust and richly diverse residential experience. A strategy is a longterm plan of action designed to achieve a particular goal. Strategic planning facilitator virtual meeting facilitator vancouver strategy business. Immediately plan a followup strategy session where you tackle any problems youve encountered and where you set new goals to keep your project on track for completion. Design planning sessions that yield actual results. Create a logo, ppt template for the presenters, ppt guidelines ie. An invitation to participate in the strategic planning process. If you use strategy software, the strategic plan document will likely be. In this article, weve rounded up the top strategic planning.
For a sales meeting, corporate meetings, incentive trips and more, take this list and play off these concepts to come up with your own theme that best fits your upcoming meeting. Why not add a new variation to this years planning session by. Strategic planning basics balanced scorecard institute. Order ad specialty items that incorporate the theme like shirts, bags, tshirts. Tactics are the actions, expenses, messaging which bring a strategy to life. During planning sessions, teams should create tactical plans. Once a year, team members check into a nice hotel and lock themselves in the conference room for a few days to strategize.
Determine future programming by meeting community needs and serving district residents. The 2 hr strategic planning training session was easily the most valuable two hours of training i have been to in a very long time. Imagine yourself in a meeting with your executive management in five. Reasonable is the key word here, as that depends on your organizations maturity level with regard to strategic planning. Read the mindjet blog for mind mapping, project management, task management, information management, business planning and team alignment tips, plus interviews with customers and product and mindjet news. Order ad specialty items that incorporate the theme like shirts, bags, tshirts, hats, pens, flash drives, etc.
Next, you need to work out a timeline in which you can complete your strategic plan and move through the process. A themebased roadmap is organized around the products most strategic. Microsoft powerpoint planning from strategic planning. Nov 12, 20 a good method frequently used to determine strategic themes in a strategy planning session is to do the following.
Just as there is no one way to define strategic planning, there is no single way of doing it. Here are 12 powerful strategy exercises to help you think differently, set strategic priorities, align your plans and get better results. These strategic matters may become the core of the councils self identified workload for the balance of the interim. The template is suitable for marketing implementation as well as direct marketing presentations to be used by a marketing company or marketing firm, but it can also be used for presentations on strategic thinking or strategy powerpoint presentations. Five questions to consider during strategic planning sessions. Strategy is differentiated from tactics or immediate actions with resources at hand by its nature of being extensively premeditated, and often practically rehearsed. There is a lot written about strategic planning, but much less on how to ensure your strategic planning session is effective. Soar analysis is a strategic planning tool helping you focus on your strengths and vision of the future.
Strategic themes offer a way to align the business strategy of an enterprise or. Planning using steps 2 to 8 of the planning process. On january 8, we convened a strategic planning session, a daylong targeted discussion with trustees and upper level staff. That is why wrapping strategy meetings in creative thinking exercises and the appropriate amount of fun and diversion is optimum.
Dear friends, this weekend, the board of managers affirmed the launch of a strategic planning process for the college. You can find more information about this statewide strategic planning. After the strategic themes have been agreed upon, concept papers are then written to describe the strategic themes. Strategic themes connect the enterprise strategy to a portfolio. Strategic planning session 2017 summary during two meetings in march 2017, several chapter members discussed the future of the cascade chapter, including the chapters responsibilities, current situation, and goals. Then look in your inbox to reserve your time with an insparation management team member. When strategic plans are compiled in binders or long slide presentations, leaders face. Sep 01, 2015 your strategic plan should serve as a blueprint to grow your business. Aug 31, 2016 photo saeed khanafpgetty images as september begins, most large, public companies will be in the thick of planning for the next fiscal year. Dont let your team come up with a brittleand ultimately unimplementablehodgepodge of.
A strategic plan is a roadmap to grow your business. Use these examples to measure your success against your strategic plan. However, this is not a decision of one person, rather a joint effort. Across our client engagements, here are links to 80 activities and ideas for making strategy more. This is your opportunity to prepare your team for a successful year and connect strategy to execution with your strategic initiatives. Memo regarding cscc strategic planning work session. Many of the advisory firms we work with hold strategic planning sessions. Done well, a strategic plan provides a useful focus that energizes and moves the organization toward its mission goals, plus it provides a document to recruit others to the mission. The strategic themes and associated strategic objectives identified below reflect the intended strategic direction of ifac for the period 20072010. Twells were grouped via three themes outlined below. The ten tips and resource links below will help the thoughtful leader to get out infront of the planning process and make clear to the board, top team, and employees that the organization.
Demonstrating the strategic planning cycle is a great way to start your presentation. Group facilitated session what we heard the outcomes of the planning session facilitated by mr. Themes can help you put together a roadmap that creates a storythe why. If youre using balanced scorecard software, your strategy map will also show how. In order to plan for a successful year, you must have a good idea of the strategic. Coming up with a concept behind your meeting or event helps to drive your planning in the right. Strategic goal examples for use in your strategic plan and. Review and connect with the districts mission statement. The ability to plan effectively for the future is crucial for any business if they want a competitive advantage. With a focus on the future, effective strategic planning.
Apr 19, 2017 consider the following ideas to improve your next strategic planning session. The goal for the day was to begin the discussion that would lead to a long term strategic vision and articulate key strategic directions needed to achieve that vision. Ppt strategic planning session powerpoint presentation. Learn how to conduct a successful win strategy session with themes and discriminators for all work being bid.
Strategic planning session summary montana legislature. By jeff rendel, certified speaking professional its strategic planning season for many credit unions a time for fresh ideas about your future. How to run a strategic planning meeting vision setting. The themes are crossfunctional and crossorganisational in nature.
How to plan a fun, highimpact strategic retreat view all posts. A free powerpoint ppt presentation displayed as a flash slide show on id. The following is reprinted with permission from strategicplanningmd. You can use a variety of models and approaches in strategic planning. They emerge every once and awhile for a round of golf, a team building game, or other such fun. This session was short and wrapped up the previous exercise before we shifted in to company thinking.
Typically, strategic planning sessions are attended by members of the executive. Strategic planning may be utilized on a large scale, such as planning for business growth over several years or to help a nonprofit or governmental organization reach its stated mission. This strategic planning ppt template has a green background and a marketing plan with a chart. Themes from strategic planning focus groups regarding rotary 7090 district strategic plan input being provided to assist with formation of 20 2014 strategic plan. Like most activities in life, the more thorough the planning. How to plan a fun, high impact strategic retreat workbright.
Strategic planning demands an objective evaluation of the firms capabilities and ample debate over the best way to realize the opportunities. These are the simple, timetested strategic planning questions that are widely used in goalsetting, prioritization and execution. To do this, the legislative council, followed some of the steps of strategic planning. I had such a strategy session recently with a not for profit i work with. To help you succeed, use this proven strategic plan template, and the information below details the key sections you must include in your. Annual statements that are specific, measurable, attainable, realistic and time bound smart. Yet too many people have had poor experiences with strategic planning sessions which fail to reach decisions, or where communication problems, dominant personalities and internal politics prevent constructive interaction. This is a formalised document that describes your business goals, and the actions needed to achieve them. Run a great annual leadership team strategy offsite meeting. Tactical plans involve things like hiring, investments in infrastructure, technology and research and marketing campaigns. If i didnt, i know exactly what i would doattend the typical corporate offsite strategic planning session. Strategic hrsa network planning grant fy 2019 strategic plan.
Sample stragetic planning meeting agenda etna interactive. To give the participants a clear picture about the nature of the meeting or the topics intended to be discussed, using a strategy meeting agenda template is a great idea. The objectives of the strategy and planning session are to provide a broad reflection of the municipalitys conceptualisation of the back to basics continue reading. Themes 4 and 5 are the approaches ifac will implement to ensure the fulfillment of these key strategies. Management strategy templates free powerpoint templates. All you need to do is complete the form below and click submit. With a themebased roadmap, the product team groups its goals and plans into. Strategic planning quotes quotes tagged as strategic planning showing of 68 people in any organization are always attached to the obsolete the things that should have worked but did not, the. How to get the most out of your strategic planning session. Use them to conduct a productive strategic planning session and develop a creative and comprehensive strategic plan.
A better strategy is to hire experts who use proven approaches, tools, and methods to prepare and facilitate a great annual leadership team offsite meeting. Steve jobs strategic themes details strategic themes offer a way to align the business strategy of an enterprise or government agency with a safe portfolio. Four steps to creating a strategybased team roadmap. This section provides ideas on dealing with each of the basic planning steps from step 2 to step 8. You dont have to kill a tree or shut down the office for a week to create a successful strategic plan. Annual planning should include a good balance of strategic thinking and execution planning. Innovation distinguishes between a leader and a follower. Meet the need web site or having them take the online assessment prior to your strategic planning sessions. May 06, 20 credit unions that conduct their strategic planning sessions in the fall are probably starting to discuss agendas, areas of focus, facilitators, etc. Usually, 58 themes are selected to help focus the planning process. Strategic hrsa network planning grant fy 2019 strategic. Across our client engagements, here are links to 80 activities and ideas for making strategy.
We know that a key discriminator in a successful strategic plan. See more ideas about strategic planning, team building activities and party games. This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. It was refreshing to move through content at a healthy pace, and to be singularly focused on what is practical and what works. Typically, strategic planning sessions are attended by members of the. Where many organizations go wrong with strategic planning is at the very outset. Soar analysis is a strategic planning technique which helps organizations focus on their current strengths and opportunities, and create a vision of future aspirations and the result they will bring. Youre about to reserve a complimentary success planning session. Its important to establish a few leads or point people early on in a strategy session because they bring order, focus, and direction to group situations. Working together, enterprise executives and portfolio stakeholders analyze various inputs to establish a set of strategic themes figure 1.
A strategy meeting does not involve any discussion about operations. We make a distinction between win strategies and themes. Our corporate meeting planners at american meetings, inc. How to get the most out of your strategic planning session by andrea schlapia september 1, 2015 to ensure long term success, all businesses need to develop a clear methodology to produce sustainable growth and profitability. What are some of the ways we can connect our whole district with our core purpose. A strategic plan can provide a roadmap for accomplishing specific goals, and will increase your chances of reaching objectives on time and budget.
Jan 05, 2010 strategic planning for the real world. Selecting the themes for planning is a transparent process that involves the entire ptf. Learn a stepbystep process to creating a strategybased team roadmap that wlil. Network organization that are driving your networks future strategic priorities. A sample strategic plan appendix b a process for facilitating a successful planning session appendix c an employee survey designed to solicit feedback in developing a successful strategic plan appendix d. Strategic planning strategic planning is a disciplined effort. Unless you can capture the energy and momentum from your successful strategy session, the entire meeting will have been in vain. The tips provided below are the compilation of best practices from financial advisory teams we work with. Imagine yourself in a meeting with your executive management in five years time when the company or organisation has overachieved its strategic goals.
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