Strategic Planning Agenda

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How to draft a Strategic Planning Agenda? An easy way to start completing your document is to download this Strategic Planning Agenda template now!

Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel when you want to organize a strategic session. Instead, make sure to have a look at this Strategic Planning Agenda template.

This strategic planning agenda includes the following:

Day 1
Team Introductions/individual background/history of the organization
Who is the facilitator, what is their role?
Ground rules for the facilitation
What are our goals for the next 2 days?
Presentation of the last strategic plan.
Measures of success, things to build on.
Ice Breaker game. Sets the tone for the 2 days.
Game: Survival. (Making Strategic Choices)
What makes our organization?
Core Competencies/ competitive advantages
(Core Strengths/values) in small groups
SWOT (Strengths, weaknesses, opportunities, threats)
Open discussion
Where are we at right now as an organization internally?
What do we do well, where can we improve, what would we like to see in the future? (If you had 3 wishes, what would they be?)
Organizational values | Guiding principles.
Values and behaviors are: “The way we do things around here.”
What negative behaviors might be addressed with a statement of values?
To what degree do the stated values differ from actual behavior?
External Analysis.
Environmental scan
Trends: Pestle (political, economical, social, technological, legal, environmental)
Vision- where are we going? (1 year, 3 year, 5 year, 10 year, 25 year)
Why should we go there?
What is winning?
What is the mission of the organization
What are we here to do?
For who (Stakeholders)
Recap of the day.
Questions/concerns and thoughts

Day 2
Good Morning- Thoughts from yesterday. (Discussion and energizing game)
Information Dump
Bringing important information/concerns to the forefront.
(Brainstorm/problem solving/discussion)
Putting all the cards on the table
Roadblocks (Brainstorm)
What is going to try and get in our way?
Potential risks
How to stop it?
What needs to be addressed?
Goal setting
What’s one HUGE overarching goal that if successful would impact all areas of the organization?
Measurable, time-bound, and can be impacted by all employees and teams.
Moving the needle.
Internal strategies/plans:
Strategic themes (as headlines) with scorecards
Why Change? What is the Value? What will happen if nothing changes?
Performance measures
Goal setting for the strategic themes
action plans and next steps. (Project Plan)
Communication plan/ Knowledge transfer / Uniting the rest of the organization.
Recap of SWOT and internal plans

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