How to Run a Strategic Planning Meeting (Vision Setting)

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.

An organizational vision statement communicates your big aspirations and long-term goals. It rallies excitement, focuses energy, and reinforces your brand. Your team can draft a vision statement in about an hour, using this simple meeting process.

During this meeting, you'll lead the group through an exploration of what makes up a good vision statement. Then, you'll brainstorm the concepts to include in your vision statement and write a draft that can be used in creation of the final vision statement for your strategic plan.

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

Meeting Goal

Draft an organizational vision statement.

About

• Author:  Anna O'Byrne
• Duration:  60 to 90 minutes
• Group Size:  6 or fewer
• Solution Categories:  Leadership Teams
• Meeting Types:  What is a Planning Meeting?

Agenda Overview