TrainersDirect
presents
Strategic Planning On-Site Training
The goal of this meeting series is to create an operational planning document that guides company leaders and employees, and improve the executive team's ability to identify, prioritize, and assign opportunities, and contribute to improved company performance.
Course Description/Agenda Length: Varies
Depending on Client Needs
Number of Participants: Up to 20
Materials: Notebooks
and handouts provided
The goal of this
meeting series is to create an operational planning document that guides
company leaders and employees, and improve the executive team's ability
to identify, prioritize, and assign opportunities, and contribute to
improved company performance.
Process Considerations
Planning sessions
with senior teams are crucial to a company's success. Effective planning
sessions improve senior team thinking. Facilitated well a team can come
up with preferred alternatives (using specific techniques that provoke
new ideas) while they build support for the decisions (using specific
techniques which promote dialogue). The results of these meetings, great
decisions with support to confirm successful implementation,
direct the rest of the organization for the coming months and years.
Good facilitators, experienced with the process and techniques of
successful facilitation and respected by the audience, can help senior
teams significantly. Poor facilitators have an equally negative effect.
Example Strategic Plan Documents:
1. Mission:
"who we are, what we do"; ultimate intent of organization; no time
constraint.
2. Principles or
Values:
"how we work together"; rules about how we treat ourselves, each other,
and our community.
3. Vision:
"where we want to be"; a long view, 3-5 years, of what must be
accomplished to support the Purpose.
4. Scoreboard:
"success as measured by..."; tactical or strategic; measurable
performance expectations.
5. Business
Environment:
"playing field; even and uneven"; listing of internal and external
promoting and restraining forces.
6. Goals:
"what to do next"; specific milestones of what must be
accomplished in the next year to support the Vision. Usually three to
five are useful.
7. Strategies:
"how to" accomplish Objectives while considering business environment
requirements. Usually three to five per Objective are useful.
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