Go to main content

Strategic Planning 4 of 5: Goal Setting Meeting Template

This template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan: vision, mission, values, goals and strategies, resulting in what we call The Essential Strategic Plan.

Strategic goals are the handful of outcomes you’ll focus on over a defined period. Goals are your stepping stones toward achieving your organizational vision. Your team can draft strategic goals in about two hours using this engaging process.

During this meeting, you'll lead the group through an exploration of what makes a useful goal, and the context for setting goals in your organization. Then, you'll brainstorm goals and rank them by impact and feasibility. Finally, you'll write a draft that can be used in creation of the final version for your strategic plan.

Related Posts: 
Strategic Planning with Remote Teams Part 5: Goals & Strategies

Meeting Goal

Draft strategic goals.


Agenda Overview

  1. Welcome
  2. Understanding Goal Setting
  3. Review Vision, Mission, Values
  4. Context Setting/ Environmental Scan
  5. Individual Brainstorming
  6. Review Goal Themes
  7. Prioritize Goal Concepts
  8. Draft Statements
  9. Check Drafts
  10. Closing and Next Steps

Download the Agenda

35-page Facilitator's Guide with tips, step-by-step instructions, & resources

PDF printable guide includes:

  • The Essential Strategic Plan
  • Processes and Roles
  • Adaptations
  • Using the Strategy Map
  • The Strategic Vision Meeting
  • The Mission Meeting
  • The Values Meeting
  • The Goal Setting Meeting
  • The Strategies Meeting
  • Strategic Planning Resources

Get the Guidebook