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How to Run a Strategic Plan Refresh Meeting

During this meeting, teams review their strategic progress and establish targets for the next 90 days. Part retrospective, part working session, and part time-out, running a Quarterly Refresh makes sure your organization’s strategy stays present in everyone’s mind, up-to-date with changes in your environment, and relevant to everyday operations.

Use this meeting agenda template as a starting place when designing your Quarterly Refresh, and adapt the agenda to fit your team.

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The 4 Meeting Agendas that Drive Strategic Execution

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

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Meeting Goal

Review results from the past quarter and plan for the next quarter.

About

  • Author:  Elise Keith
  • Duration:  4 - 8 hours
  • Group Size:  12 or fewer
  • Solution Categories:  Leadership Teams
  • Meeting Types:  Team Cadence Meetings Workshops

Agenda Overview

  1. Welcome. Connect.
  2. Review Agenda
  3. State of the Strategy
  4. Discuss Key Learnings and Insights
  5. Plan the Next Quarter
  6. Confirm the Plan
  7. Close

See More Templates

  • A free meeting agenda template for remote team check-in, focused on asking questions instead of reading updates. MS Word and online formats. Includes an 8-page detailed instruction guide.

  • A free meeting agenda template for establishing decision-making criteria as a team.

  • A free meeting agenda template for drafting a company Mission Statement. MS Word and online formats. Includes a 35-page detailed instruction guide.

  • A free meeting agenda template for sharing information, driving accountability and resolving leadership team challenges. Includes an 18-page detailed instruction guide.