no wonder you struggle to define what your strategy is and why you’re most likely not setting the sacred time aside to discover some strategic insights. strategy helps you bring about the intellectualization of your business. much like the mayo clinic, the heart of your strategy must be to be the best. where you compete and how you can become the best are tightly connected and are the heart of your strategy session.
during your strategy session, you will need to think both broadly and deeply, in the varying contexts available to your company. these will vary based on your aspirations, the choices you’ve made in the areas to compete and the path you regard to be the best. your systems are impervious to willpower and will just keep working. many of you think that in order to grow your business, you have to work harder and harder to bring customers in the door. we have set aside some time for our most qualified team members to have a 1-on-1 strategy session with you to help you discover ways you can get more customers and profit.
you want your meeting to be the one that people don’t dread. both strategy review meetings and operations review meetings give you an opportunity to stop and look at data, but strategy review meetings take things a step further, allowing you to analyze what the data is telling you and make decisions about course-correction and adjustments. and the first step to making that happen is taking the time to review it. here are just a few of the benefits: facilitating the identification and subsequent adoption of opportunities for improvement. we know of a 200-million-dollar operation that decided at the senior executive level that they wanted to develop a balanced scorecard and hold strategy review meetings. get the team to buy in to the agenda and the outcomes of the meeting. they just need to know if a particular strategy is on track and on budget. make sure you receive all the data in enough time to analyze it and write a report.
you’ll need to prep the leadership and attendees effectively if you want your strategy review meeting to be a success. ownership: in regard to strategy review meetings, this is the person that is responsible for knowing and understanding particular objectives or goals. you need to be capturing action items, recommendations, and decisions during the meeting. you need to generate an understanding of the process and get buy-in—make sure everyone involved understands what the process is and why you’re doing it. the meetings need to be focused solely on strategy with active and candid dialogue in order to get things accomplished. to take full advantage of the software—and ensure you reach your goals: to ensure the success of your strategy review meetings, avoid having the wrong people in the room and unengaged leadership. make sure you receive all the data in enough time to analyze it and write a report. to ensure the success of your strategy review meetings, avoid having the wrong people in the room and unengaged leadership.
start with the aspiration. what is your purpose, your motivation? where will you compete? how will you be the best? what are your capabilities, and what else the one that has an agenda, clear goals, and everyone is prepared for. use our guide to make sure that your strategy meetings are the ones that half day planning meeting agenda: core competencies/ competitive advantages swot (strengths, weaknesses, opportunities, threats) open, strategy session template, strategy session template, 2 day strategic planning agenda, what is a strategy session, strategy meeting presentation.
sample agenda for a strategic planning meeting ; 10am–11am: welcome and meeting goals ; 11am–12pm: leadership team updates ; 12pm–1pm: department focus on 5 best practices for your planning session make it about more than the just the plan. hone performance metrics from the start. keep the customer in sample of a strategic meeting agenda day 1: 17:30 – 18:00 — reception/arrival 18:00 – 20:00 — dinner (snacks in europe) day 2: 8:30 – 10:00 — opening remarks, annual planning meeting agenda, strategy meeting objectives.
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