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Strategic planning is often perceived as a daunting task. By following the tips and team building strategies for Strategic Planning outlined below, your organization will not only complete the Strategic Planning session, but will also work through Team Building Strategies that will take your organization’s team to new heights! Check out what CLI can do to help your organization with Strategy. Visit www.mystrategicsolution.com for more information!
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10 Strategic Planning TipsDr. Tim Buividas and Taylor Viering | Corporate Learning Institute
@corplearning
1. KNOW WHAT YOUWANT TO ACCOMPLISH
It is important to clearly identify your planning session goals and objectives.
What are the specific takeways? What must be done and accomplished?
Employ team building strategies.
Keep your objectives down to a few and then accomplishthem one-by-one to keep your team motivated and focused.
2. USE APPROPRIATEPLAYERS
The purpose of strategic planning is to plan. Withthis in mind, invite only your brightest minds,your top performers, your key decisionmakers, and your most effective leaders.
3. PREPARE YOURPARTICIPANTS
After choosing your players, you must geteveryone on board with the strategic planningprocess before a session is held. Have peopledo their homework.
4. DO EXTENSIVERESEARCH
Prior to your strategic planning session allparticipants should research, gather and review allpossible internal and external factors and data.Examples are internal survey feedback,industry trends and benchmarks.
5. DESIGN YOUR SESSIONAPPROPRIATELYWhere many strategic planning sessions fail is inthe specific design of the session. Ground rules andeffective meeting practices should be established andcommunicated upfront. Plan at least two full days for the firstmeeting at an offsite location to minimize distractions. Utilizeteam building strategies to keep your team moving forward.
If designing strategic sessions is not your fortebring in a professional – this type of meeting is tooimportant to practice on.
6. FACILITATE GROUPDYNAMICS
The most important focus for the actual session isfacilitating group dynamics and employing teambuilding strategies. Mismanaged groupdynamics can cause more harm thangood.
7. GET TO DECISIONS
Have you ever been in a meeting where there isdebate around an issue that we have alreadyagreed upon – but no one seems to know it? In these situations you need a strongfacilitator/leader who can call out foror make a decision.
8. SET REALISTIC NEXTSTEPSIn today’s resultsfocused, instant gratification society thatwe live in, the expectation can be that when yourstrategic planning session is over you will have completedan action plan to implement. In reality, most groups rushat the end of their sessions and make a poor attempt todocument a list of action steps. It is more importantto use your time wisely and summarize what wasdiscussed and decided upon. The best next step is toschedule another meeting.
9. CREATE A CHANGEMANAGEMENT TEAM AND HOLDA FOLLOW UP MEETING
Instead of letting that strategic plansit in a desk drawer, we suggest that youimmediately form a change management team andhold a followup meeting to review the first draftof your strategic plan.
10.SEE STRATEGICPLANNING AS A DAILYPROCESS FOR SUCCESSRATHER THAN AN ANNUALRETREAT
ENOUGH SAID
