The document discusses the benefits of using a facilitator for strategic planning, including allowing everyone to participate, having a neutral party to ask tough questions, and controlling the time and tempo of meetings. It then provides an overview of the strategic planning process, which involves determining an organization's current situation, creating a vision and priorities for the future, and identifying goals and initiatives to work towards the vision. The document concludes by outlining best practices for strategic planning and costs for working with the facilitator presenting on developing an aligned strategic plan.

1. Welcome to the Webinar!
Why use a facilitator for your strategic plan?

2. Today’s Agenda
• Why do strategic planning?
• What does a facilitator do and why use one?
• Overview of a one day and two day agenda
• Best practices
• How we can work together.

3. What is a strategic plan?
And why do you need one?

4. Strategy is about choices

5. Why do strategic planning?
• To focus your resources on the things that are
going to have the most impact.
• To give a sense of purpose and direction to your
staff.
• To not be surprised by (and suffer from) events
that happen inside and outside your organization.

6. Do you ever feel like your are
pulled in every direction?

7. Alignment with your
strategic priorities
Will help you and your team focus on what’s important.

8. About me.
• Managing Partner and lead facilitator at SME
Strategy Consulting
• Entrepreneur, author and speaker.
• Passionate soccer fan
@anthonyctaylor
anthony@smestrategy.net

9. What we do as a facilitators

10. Benefits of using a facilitator
1. Everyone can participate
2. We are neutral and can ask tough questions
3. We have a specialized process
4. It’s one less thing on your plate
5. We’re really good at talking and listening
6. We control the time and the tempo of the
meeting
7. Ongoing support

11. Some of the organizations we
have worked with

12. Aligned Strategy
Development

13. The process
• Where are we now:
o Successes, Failures, Strengths, Weaknesses, Environmental Scan,
Inputs from team
• Where are we going?
o Vision, Mission, Values

14. The process
• What is going to get in our way?
o Risks, roadblocks, scenario planning
• What do we need to do to get there?
o Strategic priorities, tactics and KPI’s

15. MISSION
VISION
What is going to move the
needle on the vision?
SPECIFIC OBJECTIVES AND INITIATIVES
GOAL 1 GOAL 2 GOAL 3
Your organization’s vision:
Our purpose….

16. One and two day agenda
overview

17. Strategic planning is a great
opportunity to create
change
The planning meetings are just the start.

18. Challenges with developing
strategy
• Lack of alignment
• People not buying into the plan
• Lack of direction
• Too many things to focus on
• Employees not empowered to make changes.
• Information silos

19. • Harvard business
review interviewed
26000 people at 31
companies to
determine what traits
align with strong
strategy execution.
• https://hbr.org/2008/
06/the-secrets-to-
successful-strategy-
execution

20. Three biggest challenge categories
• #1 Decision rights
• #2 Flow of Information
• #3 Motivators
Spoiler alert: These are all impacted with an aligned
strategic plan

21. Best Practices
For more best practices visit our blog

22. Best Practice #1
• Get information from different levels of the
organization
o Different perspectives
o Pull vs Push
o People feel heard
o You might learn something.

23. Best Practice #2
• Let everyone contribute to the plan
• Pick a goal that everyone can contribute to.
• Everyone is on the same team- See: Alignment

24. Best Practice #3
• Pick a handful of priorities (3 or 4), and then pick
the most important one.
• Pick priorities that everyone can help move the
needle on.
• Everyone is on the same team, everyone plays
their position.

25. Best Practice #4
• Align your:
• Vision
• Mission,
• Objectives,
• Strategies/measureme
nts
• Tactics.

26. Best Practice #5
• Create a culture that supports what you want to
achieve.
• You could have the best plan, but you need your
people need to be behind it.
• See: Culture eats Strategy

27. Working together:
3-4 week lead time
1. Let’s have a conversation about your objectives
and specific details.
1. We’ll create a proposal and sample agenda.
2. Book the date, create a survey, have the
meeting (yay!)
3. Within 7 days you’ll receive a recap and next
steps.

28. What’s included.
Flat rate billing:
• Communications related to the strategic planning session
• Preparation materials ahead of time. (Including staff
survey)
• One or two day meeting facilitation
• Summary of notes and strategic plan outline.
• Two coaching calls to support implementation
One day session:$3500 | Two day session: $6600
Costs for travel and accommodation are not included

29. Let’s work together on your
next meeting.
www.smestrategy.net | info@smestrategy.net
1-855-895-5446