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How to Run a Strategic Planning Meeting

This meeting agenda 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.

If you’ve set organizational goals, the next step is to create strategies for achieving each goal. Where goals define what, strategies define how. This meeting maps out a process for setting goal-aligned strategies in about two hours.

During this meeting, you'll lead the group through a brainstorm on strategies for achieving your organizational goals. Then, you'll evaluate these strategies by impact and feasibility, and select a draft set for inclusion in the strategic plan.

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

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

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Meeting Goal

Define strategies.

About

  • Author:  Anna O'Byrne
  • Duration:  120 minutes
  • Group Size:  6 or fewer
  • Solution Categories:  Leadership Teams
  • Meeting Types:  Planning Meetings

Agenda Overview

  1. Welcome
  2. Understanding Strategies
  3. Review Goals
  4. Individual Brainstorming
  5. Review Strategy Themes
  6. Evaluate & Select Strategies
  7. Check Draft Strategies
  8. Closing and Next Steps

Download the Agenda


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