Go to main content

Description of the Template and Guide

All strategic plans become outdated quickly, but that doesn’t necessarily mean you need to start over.

This relatively short meeting agenda template will help your team identify important changes in your circumstances and knowledge that you can use to refresh your strategy and keep it relevant.

Get the Guidebook or Try this template in Lucid!

Related Posts: 
How To Refresh Your Strategic Plan in 4 Hours or Less

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

Meeting Goal

Ensure a strategic plan stays up-to-date with the current reality


Agenda Overview

  1. Accomplishments (30 min)
  2. Current Reality (20 min)
  3. Expectations (15 min)
  4. New Possibilities (15 min)
  5. Might Now Be Possible (15 min)
  6. Dreams (10 min)
  7. Noise vs Passion (15 min)
  8. What to Pursue (20 min)
  9. Closing (10 min)

See More Templates