Strategic Planning

On-Site Training Only
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

This planning approach is directed at improving business performance. This improved performance is the result of better decisions, and behaviors associated with the day-to-day communications used in conducting business. Improved decisions and behaviors are the result of improved ideas and insights. Improved ideas and insights are the result of how we think. Thinking is an improvable skill. Intelligence is our innate thinking capability, and how we think is how we use this capability.

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.

8. Action Plans: "to do assignments"; quarterly, prioritized action steps necessary to support the Objectives and Strategies. Usually three to five per Strategy are useful.

I would like more information on this seminar.

   Your Name
   Company
   E-mail *
   Phone *

Comments -- Please describe any immediate needs you may have for on-site training.

Please let us know how you heard about TrainersDirect

The Trainers Directory will not sell or otherwise distribute the information you share with us. By requesting information from us, we infer you grant us permission to stay in touch with you to advise you of similar services offered by the Trainers Directory. If at any time you decide not to receive correspondence from us, simply e-mail us and we will remove you from future distributions.

For more detail, please read our "Privacy Policy".

Learn more about our on-site training click here Investment Information Complete list of Multi-day Seminars Click here Complete List of One-day Seminars Click here