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One Day Strategic Planning Meeting - Sample Agenda

By Anthony Taylor - November 23, 2016

SME Strategy is a strategy consulting company that specializes in aligning teams around their vision, mission, values, goals and action plans. Learn more about how we can help you and your team create a strategic plan with our strategic planning and implementation services.


 

We've created this one day strategic planning agenda to help with your planning needs, for those who don't have the time for a two-day session, or for those who may be reviewing their strategy on an ongoing basis. 

Looking for a Virtual Strategy Session Agenda? 

 

To maximize your time, make sure to get your team involved prior to your one day strategy meeting. Our free strategic planning questionnaire offers the key questions to help start the process:

 

We have found that in a one-day planning session or meeting you have time for three or four important conversations.

Typically those are:

Depending on your organizational structure, and your organizational needs you'll need to do more or less discussion about Values, Threats, Competition, and SWOT. 

A few things to note:

  • This one day planning session is perfect if you have a small team of seven or so people. If you have more people, then you might want to leave more time.
  • The survey is a survey we run with our clients to help them get in the right mindset, and ask the key questions before the session happens to cut down on some of the discussion.
  • Strategic priorities, KPI's  and the biggest priority all roll in together, but are separated because it leaves fluidity for ample conversation and to adapt the agenda.

We can help you align your team around a clear vision, mission, values, goals and action plans,

so you can lead your organization more effectively and get better results.

Schedule a call to learn how we can help


This one day planning agenda is great for a small company or non-profit that needs a refresher on the direction of the organization.

If you want to make the most of your limited time for strategic planning, learn more about using a facilitator for your session. 

Time

Objective

9:00-9:15

Welcome intro - Overview of the day

9:15-10:00

How did we get here?

What do we do well? Where can we improve? What would we like to see?

Review of survey results

Review of Mission and Vision

10:00-10:45

Trends in the Industry and competitors

10:45-11:30

Where are we going?

Discussion: 3 year Vision

11:30-11:45

Coffee Break

11:45-12:45

How are we going to get there?

Strategic priorities

12:45-1:30

Lunch

1:30-2:00

Why Change?

2:00-2:45

Measuring success / KPI’s

2:45-3:30

What is the most important priority moving forward?

3:30-4:15

Other information? What should we be aware of?

4:15-4:45

Risk identification

What is going to Stand in our way?

4:45-5:30

Next steps-Action Steps

 


Are you looking to create a more comprehensive team strategy?

 

View our sample: 2 day strategic planning agenda. 


 Half day planning session agenda topics:

If you are a business with more than 10 people we highly recommend that you host a one day strategic planning meeting at least every 12 months, ideally with a facilitator to allow everyone to participate as well as speak freely.

 

If your budget does not allow for a facilitator for a full day you can also explore running a half day or 3/4 day strategic planning session.

The session allows for 2-3 important conversations to get everyone on the same page.

Sample strategic planning agenda topics include:

Half day planning meeting agenda:

  • Where did we come from?
    • Where have we found success in the past?
  • Core Competencies/ competitive advantages
  • SWOT (Strengths, weaknesses, opportunities, threats)
  • Open discussions
  • 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? (3 wishes)
  • 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?
  • Vision- where are we going?
    • Why should we go there?
    • What is winning?

Getting your team together for any amount of time to talk about strategy will produce benefits.

Whether you get together for a one day planning session, go through the whole strategic planning process over two days, or just meet for a few hours to talk about some key issues, it will help your team become more aligned, and be more clear on what needs to be done to move forward.

 

strategic-planning-15-questions

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