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Strategic Planning Meeting Checklist

Strategic Planning Checklist

Name: Strategic Planning Meeting Checklist
Brand: US Legal Forms
Price: 59.00 USD
Rating: 4.75 (215 reviews)

Category:

Small Business - Checklists

State:

Multi-State

Control #:

US-03045BG

Format:

Instant download

Description

A strategic planning meeting should probably be held at least once a year. This meeting should include all executive managers as well as any key supervisors. Bring a copy of your company's business plan to the meeting so it can be referred to when needed. Keep in mind the purpose of the meeting, which is to evaluate past projects and goals and to develop new strategies based on opportunities discovered through market research and analysis.

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FAQ

Identify your core mission. Have a future-focused vision statement. Identify priorities. Build a communication or rollout plan. Hold people accountable. Review, review, review.

Begin your meetings with a quick check-in. Review desired outcomes and agenda items. Assign meeting roles. Practice active listening. Synthesize the main themes to reframe the conversation. Pause and allow for reflection. Encourage and balance participation.

Vision. One's vision for the business is where we imagine it will be at a future date. Core competencies and market opportunities. Effective execution.

Start meeting after you get ready. Allow time for big-picture thinking together. Ask the hard questions. Concentrate on what moves the dial. Don't write your plan in stone. Keep it simple and clear. Make strategy a habit, not just a retreat. Have Fun!

Schedule the monthly strategy meetings on the same day and time each month in order to encourage making strategy a habit. Invite individuals or heads of departments. Make the meeting mandatory no exceptions. Start and end on time and stay on task with an agenda.

Strategic planning facilitation is when an outside facilitator is hired to work with an organization and the strategic planning meeting (and to possibly assist with implementation coaching). If you don't have a facilitator, you are the facilitator.

The definition of facilitate is "to make easy" or "ease a process." What a facilitator does is plan, guide and manage a group event to ensure that the group's objectives are met effectively, with clear thinking, good participation and full buy-in from everyone who is involved.

Strategic Planning Checklist

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