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Description of the Template and Guide

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.

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.

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

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

Meeting Goal

Draft strategic goals.

About

  • Author:  Anna O'Byrne
  • Duration:  120+ minutes
  • Group Size:  6 or fewer
  • Solution Categories:  Leadership Teams
  • Meeting Types:  What is a Planning Meeting?

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


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