Effective business planning session

In the military, we bring at least one representative from the Generals group strategic leadersone from the Mid-level officer group middle managers and one from the frontline warrior group operators to the planning session. These quality checks help ensure that your plan is comprehensive, robust, inspiring, and implementable.

Mission Does the mission statement broadly describe what you do, for whom you do it, and the benefit? Me either. If you do not have time during the planning session, then this is a priority at your next leadership meeting. Many companies, and several of our clients, have hired us as an external facilitator to execute strategic planning sessions on their behalf.

Structure: What are the dates for your strategy reviews we recommend at least quarterly? Firm leaders sometimes use "strategy" incorrectly when making general statements about their firm. Sure, there will likely be some people in the room who treat your voice like every other voice in the room.

strategy meeting presentation

The final step in your strategy session will focus on systems that foster, support, and measure the outcomes. Dedicating a one or two day session to discuss the future, revaluating your vision and strategy, will only put you in a better position in the long run.

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5 Things to Do Before Your Strategic Planning Session