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Get access to the video training, plus all tools & templates:


What's included in this Strategic Planning Course:

Getting Started Videos:

  • Welcome to the course 
  • The Strategic Planning Process in 11 minutes 
  • Why do you need alignment?
  • A strategy session agenda walk-through



Phase 1 Videos: Where are we now? 


  • Where are we now? (internal, SWOT & environmental analysis) 






Phase 2 Videos: Where are we going? 


  • How to create a vivid vision of the future 
  • How to create a vision statement
  • How to create a mission statement
  • Best practices for creating a vision & mission statement
  • How to formalize your values & behaviours

Phase 3 Videos: What is going to get in our way?

Screenshot (75)

  • How to do a risk analysis and develop a mitigation strategy





Phase 4 Videos: How are we getting there? 


  • How to develop strategic priorities
  • Best practices for setting measurable goals
  • Develop an action planning strategy




Phase 5 Videos: We've completed our plan - what's next?


  • Developing accountability: How are we doing in our plan?
  • Next steps once your plan is done




Bonus Videos: 



  • How to make the most of your planning meeting
  • The 8 step change management process
  • What is scenario planning? & How to use it



Bonus Templates:strategic-planning-workbookstrategic-planning-agenda

  • Sample 2-Day Agenda
  • The Strategic Planning Workbook
  • The Balanced Scorecard Template





Bonus Tools:strategic-planning-questionsstrategic-planning-questions-survey

  • The Pre-Planning Survey
  • 15 Questions to Ask Your Team
  • The Strategic Map
  • The Strategic Planning Pyramid



Bonus Guides: goal-setting-SMART-goals-strategic-planning-process

  • Key Performance Indicator (KPI) Guide
  • Goal Setting Guide



Bonus E-book:alignment-ebook-strategic-planning-process

  • Alignment: How to Get Your People, Strategy & Culture all on the Same Page






[fa icon="plus-square"] Will this work for a small business or non profit?
Yes, This tool kit is especially designed for smaller organizations and SME's that want to learn how to gain more focus in their planning and execution.
[fa icon="plus-square"] How long are all the videos?

Most videos vary between 10-25 Minutes, with some lessons are over an hour long.

In total there are approximately 8 hours of video material.

[fa icon="plus-square"] Do you offer any additional support?
Yes. You can email or call us with questions to help make your plan a success. Our goal is that you get the most amount of value from your purchase and from your planning as possible.
[fa icon="plus-square"] How do I access the materials?
Our course and material is hosted on "Thinkific". When you click enroll and complete your payment you'll be sent to a login page and emailed your credentials. 
[fa icon="plus-square"] What if I have any other questions about the course.
We are happy to help, email us directly at info@smestrategy.net 
[fa icon="plus-square"] My meeting is really soon. Will this help me?

Yes, even if you do the first 2-3 hours of the course it will make a huge difference in the success of your plan, the structure of your meeting and the engagement of your team.


[fa icon="plus-square"] Is the course limited to any industry?

No it is not! People from all industries are welcomed to take the course.

[fa icon="plus-square"] Will I receive a certificate after I finished the course?

Yes you will be issued a certificate after you completed the course. Great for your CV!

Get access to all the video training, plus all tools & templates for only: $495.00 USD



Anthony Taylor

Course Instructor

Anthony has been creating and executing strategies for over 15 years as both an entrepreneur and consultant. He is the author of two books and is a thought leader in the world of strategy and leadership.

As the Managing Partner of SME Strategy Anthony works with the senior leadership teams of small and medium-sized businesses, non-profits and government on the creation and execution of their strategic plans.