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intro
about the presenter
where, when, who & how?
session length recommendation
strategic goals & objectives
operational vs. strategic work
things to do before your strategy meeting
methods to solicit feedback
stakeholder analysis
strategic planning case studies
best outcomes of strategic planning
reaching your ideal future
making tough choices
our strategic planning process
summary
Intro
Strategy as a motivating high-level view
How far out were you thinking?
Scale is hard to copy
Strategies and tactics
Tactics and Experiments
Defining your lane
Data leader keeps a running list of successful experiments
How do all the metrics that we see in Product roll up to the rest of the execs?
Conclusion
Ice breaker
How to frame up the day
Setting expectations
Anchoring the agenda
Setting the agenda
Desired future for the year
What is a good anchoring question?
What is the most important thing that we need to make sure happens this year to set us up for success?
How to get equal interaction
The art of a strategic planning session
intro
strategic planning pre-work
virtual strategic planning session: where are we now?
virtual strategic planning session: where are we going?
virtual strategic planning session: what is going to get in our way?
virtual strategic planning session: what do we need to do?
virtual strategic planning session: what is next?
strategic planning course
stakeholder engagement (optional)
strategic planning post session work
virtual tools to boost engagement
strategic planning execution
How To Facilitate a Strategic Planning Session Course
How Do You Structure the Participants That Go through Your Strategic Planning Process
Engagement
Engagement with Stakeholders
Expectation Management
How Should the Structure of those Conversations To Align Priority so We Can End the Conversation with Main Points To Attack
Agenda
Goal of the implementation
Risk Analysis
Measuring the goals
What goes into a strategy planning meeting agenda?
Discuss the big picture strategy and organizational objectives
Include a progress review of how you are doing against those objectives
Talk about key issues and opportunities with the plans
Spend time revising existing plans in light of new information and progress
Finish with action planning including how you will communicate about decisions taken
Don't forget to schedule time for breaks and lunch!
Tailor the agenda to cover topics that are the most valuable to wherever you are in the planning cycle
Intro
Overview of the strategic planning process
Begin day 1: Introduction, celebrate wins, icebreaker
SWOT analysis, environmental scan
Vision & Mission
How to lead the strategic planning process
Begin day 2: Debrief, finishing touches from day 1
Organizational values, culture & behaviours
Risks & roadblocks
Prioritization, goal setting, communication plan
Critical capacities for strategy implementation
Recap of the process
Next steps & questions
Intro
Why do you need ground rules?
Testing assumptions & inferences
Sharing all relevant info
Discuss the un-discussable
Use specific examples, not generalizations
Explain reasoning & intent
Focus on interests, not positions
Combining advocacy & inquiry
Design next steps to test disagreements
Make a decision that reflects commitment
Utilize the parking lot
Creating equity of voice & engagement
Co-creation of a safe space
Summary