How to Run a Strategic Planning Process
A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s going to get there.
Strategic planning with a remote team can present both challenges and opportunities. Although this is typically done face to face, when coordinated and planned properly, remote participants get the added benefit of being able to think through what’s most important to them on their own then contribute these ideas to the process.
To support this process, we worked with Anna O'Byrne from Upstream Meetings to create the complete toolkit for strategic planning with remote teams. Here you'll find a basic strategic plan template, meeting agenda templates designed to walk you through creating the plan with your remote team, downloadable agendas in MS Word (docx) format, and detailed instructions from our blog.
Happy planning!
About
- Author: Anna O'Byrne
- Solution Categories: Leadership Teams Remote Teams
- Meeting Types: What is a Planning Meeting? What is a Workshop Meeting?
See More Templates
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A free meeting agenda template for capturing the Values that underly your company strategy. MS Word and online formats. Includes a 35-page detailed instruction guide.
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A free meeting agenda template for checking in with your manager. Includes a 7-page detailed instruction guide.
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A free meeting agenda template for creating a shared set of work expectations with your remote team. MS Word and online formats. Includes a 9-page detailed instruction guide.
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A free meeting agenda template for helping team members reflect and learn from recent experience. Includes a 11-page detailed instruction guide.
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