They can bring in team members to present specific topics if that would help, and if their expertise is needed as part of the debate. Have each executive or leader in the room share their area’s progress against their area of the strategic plan. Give people time for a bathroom break and to get something to drink. Get a whole bundle of templates for meetings 10.30am: Coffee break This section should answer the question: where are we now? You can use this time to talk about the current situation, the company’s strategy and how your department fits into that. For example, perhaps you have a couple of different portfolios that support the strategy. Make sure everyone is clear on where the organization is going and what big chunks make that up. Present the overall roadmap, for example, a timeline for the 5 year plan. In my experience, the people attending strategy meetings are switched-on leaders who will carry themselves in a professional manner, so I wouldn’t worry too much about setting ground rules, but if you think they would value having some guardrails for acceptable behavior during the conversations, then by all means add that in. Share the meeting objectives and make it clear this is a strategic meeting so people don’t get carried away with the detail. Do an ice breaker exercise if your attendees won’t think it is cheesy (mine would). The strategic planning agenda below assumes you are meeting in-person, and is suitable for a strategic review session. If you have to hold the workshop remotely, with people dialling in, make sure you schedule enough screen breaks.Įvery effective meeting needs an agenda, and the great thing about strategic sessions is that you can tailor the agenda to cover the topics that would be the most valuable to wherever you are in the planning cycle. For that reason, it’s often better to do them in-person instead of remote, but these days do what works best for you and the team. You might put a full day or even two aside for your planning. Sample strategy planning meeting agenda template If you are putting together your first strategy or doing a complete overhaul, you’ll need to spend a lot more time on it to get the strategic process set up and the relevant data collected. I would recommend quarterly review sessions, with a longer goal-setting session once a year, but do whatever works for you. As long as sufficient time is put aside for strategic thinking, you can set whatever frequency of meeting you like. Some might do a lot of planning during the existing structure of board meetings. There’s no fixed cadence for strategy conversations. What goes into your meeting (and therefore, your agenda) will very much depend on where you are in the strategy planning cycle. In other words, what do you want to get out of your strategic planning process? Is it a new strategic plan? An update to the last one because something drastic has changed? A review with some ‘light editing’ to ensure decisions are being taken that keep you on track to meet your goals? What you need to include in the meeting has to tie back to those points. If you think about the point of having a strategy discussion, it’s really to either define the strategy or to decide if you are on track with delivering the strategy.
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