Strategic Planning Sessions

Strategies, no matter how well conceived, always require people to activate them.   Doing this demands a foundation for strategic planning that inspires organizational commitment and results.  We have a model that we have found particularly effective in helping organizations do this – click here for a white paper on this model.    Our model has eight phases:

Phases of Strategic Planning


  1. Planning to plan:

This phase covers the who, what, why and how of the planning and decision-making process; it includes key stakeholders to frame up the planning process and set the stage for successful implementation.

    1. Mission:

This calls for understanding why the organization exists or should exist. It may incorporate designing a new mission statement or determining that the existing statement is still relevant.

    1. Vision:

Here we determine the three-five-year direction for the organization; this is the sweet spot because it focuses on strategy over operations, while still allowing flexibility for change.

      1. SWOT analysis:

Identifying the strengths, weaknesses, opportunities, and threats for the vision previously established. 

  1. Key focus areas:

Utilizing the SWOT analysis, we identify six key focus areas (KFAs), which will provide a backdrop to the concrete action plan to follow in the next phase.  

  1. Measurable goals:

In order to reach each KFA, performance-specific objectives must be created in a quantifiable manner.

  1. Strategies:

Strategies are the “how-to’s” associated with each goal, incorporating who, what, when, where, how, and why.

  1. Follow-up:

Plans are made sustainable through a broader organization engagement, along with visibility and accountability for each KFA as well as recognition and rewards for progress made.

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