UPDATED FEB 2022
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.
Although every strategic planning session is different depending on the needs of each organization, most strategic planning agendas have a similar structure. Below is a sample strategic planning agenda that you can use and customize to your needs.
We recommend including your team in the planning process as early as possible to increase company-wide buy-in and implementation after the session.
Strategic Planning Meeting Agenda Day 1:
9:00-9:30
- Team Introductions/individual background/history of the organization
- Who is the facilitator, and what is their role?
- Meeting round rules
- What are our goals for the next 2 days?
9:30-10:00
- How did we get here? Celebrate our wins.
10:00-10:30
- Ice Breaker game. Sets the tone for the 2 days.
- Game: Survival. (Making Strategic Choices)
10:30-10:45
- BREAK
10:45-12:15
- What makes our organization?
- SWOT (Strengths, weaknesses, opportunities, threats)
12:15-1:00 Lunch
1:00-2:00
- Environmental scan
- Trends: Pestle (political, economical, social, technological, legal, environmental)
2:00-3:30
- Vision: where are we going? (ONE Destination for 3 years)
- Why should we go there?
- What is winning?
3:30-3:40 Break
3:50-5:00
- What is the mission/purpose of the organization
- What are we here to do?
- For who (Stakeholders)
- How?
5:00-5:30 Recap of the day.
- Questions/concerns and thoughts
End of Day One!
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.
Don't have a full two days?
Check out our one-day strategic planning meeting agenda
Strategic Planning Meeting Agenda Day 2:
9:00-9:30
- Good Morning- Thoughts from yesterday.
- Continue Mission Conversation
9:30- 10:30
- Organizational values & guiding principles
- Identifying values and behaviors as "the way things are done around here" (whether positive or negative)
- How do desired values compare and/or differ from actual values and behaviors?
10:30-10:45
- BREAK
10:45- 12:15
- Roadblocks (Brainstorm)
- What is going to try and get in our way?
- Potential risks
- How to stop it?
- What needs to be addressed?
12:15-1:00 Lunch
1:00-2:00 Moving the needle:
- Internal strategies/plans
- Strategic themes (as headlines) with scorecards
Watch: Video walkthrough of this agenda and the strategic planning process
2:00-3:30
- Goal setting for the strategic themes
- Action plans and next steps (Project Plan)
3:30-3:45 Break
3:45- 4:30
- Communication plan/ Knowledge transfer / Uniting the rest of the organization.
4:30 Recap of SWOT and internal plans:
- Vision
- Mission
- Objectives
- Strategies
- Tactics
End of Day Two!
Need help with your strategic planning process? A facilitator can help:
Every organization has their own strategic priorities and every strategic planning facilitation agenda is unique to different organizational needs.
Hopefully, this sample strategic planning agenda is helpful in developing your 2 day off-site strategy meeting, or any other strategic work you might do.
Looking for a virtual strategy session agenda?
Click here for: Virtual Strategy Session Agenda.
