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"If you don't know where you are going any road will get
you there." ~CS Lewis
Strategic Planning is the one process that enables
significant stakeholders to focus on the vision of the
company, challenge assumptions that might have
inhibited their success and galvanize the significant
drivers to collaborate in creating or recreating the
company's legacy.
With the right culture and facilitation, strategic planning
will not only enable the articulation of vision and goals,
but it will also enable the key players to address the
assumptions, organizational dynamic and roadblocks
that impinge upon success and join together in a
shared vision. The results are both tangible and
intangible.
A clear strategic plan is the rudder for every company's
journey to success. Without a solid strategic plan,
companies will not attain previously set goals.
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The Three Stages of a Strategic Planning Retreat |
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Prior to the Strategic Planning Retreat:
- Create a focused agenda designed for maximum productivity
and efficiency
- Work with board to clarify vision, mission, values and
goals for the future
- Identify Strength, Weaknesses, Opportunities and Threats
(SWOT)
- Assign each member homework for upcoming retreat
- Set clear expectations for each member attending the
retreat
During the Strategic Planning Retreat:
- Keep participants focused and productive
- Insure productive collaboration by facilitating team-
building exercises
- Insure open communication by facilitating
exercises
- Mitigate resistance to growth and change amongst
participants
- Allow everyone to focus on their assigned roles &
goals
- Keep track of time and progress
- Create alignment
Post Retreat:
- Follow up action plan
- Implementation of action plan
- Coach key leaders to achieve individual and departmental goals
- Schedule planned meetings to insure that goals are being met
A Successful Retreat Results In:
- A clear vision, mission and values
- An understanding of the SWOT Strengths
Weaknesses, Opportunities and Threats
- A plan to mitigate the weaknesses and threats and
optimize the strengths and opportunities
- Unbridled communication among the
stakeholders to address concerns and hopes; silos
and cross-function collaboration
- SMART Goals
- Strategies for each goal
- Implementation Plan
- Contingency Plan
- Action Plan What How Who When
- Quarterly Check-in Schedules
- Team commitment with clear roles and
responsibilities
- Improved communication and collaboration
"Strategic planning embodies the heart, soul and
hope of the company." ~Bonni DiMatteo, President of
Atlantic Consultants
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| Strategic Planning Tips From our Tips Booklet
Order your copy today! |
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- Establish SMART goals that are aligned with your
values, vision and mission:
- Specific
- Measurable
- Achievable
- Relevant
- Timed
Timeline:
Use the horizon of 2-5 years when developing your strategic
plan. This will give you a broad opportunity for choosing
direction and creating a plan to get the job done.
Size of Retreat:
Identify the key people to participate in a strategic
planning retreat. Choose a group with balanced perspectives
and strengths. The ideal size is 8-12 people.
Time of Retreat:
- Retreats should be 2-3 days
- The retreat should be selected 6 weeks prior to
give participants enough time
Homework:
- Should focus on both research and future vision
- Assignments should be focused and targeted
- Assignments should also focus on the individual's
future vision and how that complements the company's
future vision
- This may include personal development, succession
or exit strategy
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