How to Approach Strategic Planning

• Learn from the past, but embrace what is possible in the future. Just because your company tried something or perhaps offered an idea that was shot down, doesn’t mean you shouldn’t try again. Our meeting is about looking ahead, and thinking about what we can improve.
• Give the process a chance. We have heard every rationalization on why strategic planning isn’t worth the effort: “We don’t have time; the world is volatile and changes the minute after the plan is written.” The true value of this process is not a written document, but the opportunity for a team of people to come together and create a common vision. Those who plan for what they can control are more prepared to adapt to what they can’t control.
• Prepare in advance. You are being given time to think things through. Don’t waste it by waiting until the last minute to prepare.
• Have reasonable expectations. Some people believe we will bring magic, but you should think of our service more like a gym membership than a magic bullet. We will offer advice and learnings from our vast experience, but your team will ultimately make the decisions.
• In service to your company, your team and yourself, avoid getting caught up in silos, cliques and gossip. We are here to share and communicate as a team. What is said in the room stays in the room.
• Be laser-focused. Assume you are completely committed to strategic planning during our meeting. Make it clear to your internal team that you are unavailable, and do your best to direct client matters to others. If you are trying to manage calls during breaks, you will not be the best version of yourself. If you are a manager and the business cannot run without you, it is a sign you have planning to do!
• Relax and have fun. There is no reason to fear a strategy session. We are not here to evaluate people; this is an opportunity to come together as a team and build your company to be the best it can be.

See a sample strategic plan

See a sample agenda