10 Strategic Planning Tips

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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 Tips

  1. 1. 10 Strategic Planning TipsDr. Tim Buividas and Taylor Viering | Corporate Learning Institute @corplearning
  2. 2. 1. KNOW WHAT YOU WANT 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 accomplish them one-by-one to keep your team motivated and focused.
  3. 3. 2. USE APPROPRIATE PLAYERS The purpose of strategic planning is to plan. With this in mind, invite only your brightest minds, your top performers, your key decision makers, and your most effective leaders.
  4. 4. 3. PREPARE YOUR PARTICIPANTS After choosing your players, you must get everyone on board with the strategic planning process before a session is held. Have people do their homework.
  5. 5. 4. DO EXTENSIVE RESEARCH Prior to your strategic planning session all participants should research, gather and review all possible internal and external factors and data. Examples are internal survey feedback, industry trends and benchmarks.
  6. 6. 5. DESIGN YOUR SESSION APPROPRIATELY Where many strategic planning sessions fail is in the specific design of the session. Ground rules and effective meeting practices should be established and communicated upfront. Plan at least two full days for the first meeting at an offsite location to minimize distractions. Utilize team building strategies to keep your team moving forward.  If designing strategic sessions is not your forte bring in a professional – this type of meeting is too important to practice on.
  7. 7. 6. FACILITATE GROUP DYNAMICS The most important focus for the actual session is facilitating group dynamics and employing team building strategies. Mismanaged group dynamics can cause more harm than good.
  8. 8. 7. GET TO DECISIONS Have you ever been in a meeting where there is debate around an issue that we have already agreed upon – but no one seems to know it?  In these situations you need a strong facilitator/leader who can call out for or make a decision.
  9. 9. 8. SET REALISTIC NEXT STEPS In today’s results­focused, instant gratification society that we live in, the expectation can be that when your strategic planning session is over you will have completed an action plan to implement. In reality, most groups rush at the end of their sessions and make a poor attempt to document a list of action steps. It is more important to use your time wisely and summarize what was discussed and decided upon. The best next step is to schedule another meeting.
  10. 10. 9. CREATE A CHANGE MANAGEMENT TEAM AND HOLD A FOLLOW UP MEETING Instead of letting that strategic plan sit in a desk drawer, we suggest that you immediately form a change management team and hold a follow­up meeting to review the first draft of your strategic plan.
  11. 11. 10.SEE STRATEGIC PLANNING AS A DAILY PROCESS FOR SUCCESS RATHER THAN AN ANNUAL RETREAT ENOUGH SAID

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