sme strategy is a strategy consulting company that specializes in aligning teams around their vision, mission, values, goals and action plans. learn more about how we can help you and your team create a strategic plan with our strategic planning and implementation services. although every strategic planning session is different depending on the needs of each organization, most strategic planning agendas have a similar structure. below is a sample strategic planning agenda that you can use and customize to your needs. we recommend including your team in the planning process as early as possible to increase company-wide buy-in and implementation after the session. every organization has their own strategic priorities and every strategic planning facilitation agenda is unique to different organizational needs. hopefully, this sample strategic planning agenda is helpful in developing your 2 day off-site strategy meeting, or any other strategic work you might do.
when you have such a long session, always open with a welcome and make sure everyone knows what to expect from the day. the rest of this executive strategy meeting agenda template will help you figure out your strategic priorities and how to act on them. if not, make sure you have your notes and research from the last few months or years in order to fully answer any questions. 3. you are part of your team – it sounds self-evident, but it’s important to think of yourself in the room just as you think about your own team. 5. keep your eye on the exit, not the entrance – it’s important that you have a clear view of company goals and what they look like.
you need to be able to read people and organize your notes based on what you are seeing and feeling in the meeting. it’s also vital that you ask the right questions based on what you want to get out of the meeting. as mentioned, it’s good to have these in mind before you start a meeting so that you have a solid foundation and can avoid making mistakes: 1. being too prescriptive – we mentioned that it’s important to be specific and clear in terms of the goals you want to achieve. this will make it easier to provide the necessary results and will help when stakeholders ask you for more than you initially think is possible (which they likely will). remember that you have just as much of a story to tell as they do, and it’s important that you deliver your message in an organized manner. be sure that you set up results to track in the future to determine success and failure of your decisions.
are you planning a one day strategic planning session with your team? use this sample agenda for examples on how to run and structure the here’s a sample strategic planning agenda that you can use when planning this agenda will help you plan your strategic planning session. sample strategy planning meeting agenda template 9.30am: welcome 10am: big picture strategy 10.30am: coffee break 10.45am: progress review alternative, .
host a powerful strategy workshop with your executive team using this meeting agenda. download this template and 80+ others free. one day strategic planning meeting – sample agenda ; vision: where are we going? ; critical success factors: what has to happen for us to exist? – are you planning a one day strategic planning session with your team? use this sample agenda for examples on how to run and structure the, .
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