Strategic Planning Agenda
Below is a 1 day strategic planning workshop. Following the strategic planning meeting there was 4 follow-up meetings to refine the plan and document action steps.
Objectives:
- Develop strategic plan for 2014+
- Gather ideas from key staff
- Refine ideas into actions steps and metrics
- Develop, update and refine plan through 2014
| Time |
Activity |
Teams |
| 730 |
Mike of Create-Learning arrives and sets up |
|
| 800-830 |
Staff arrives, eats |
|
| 830-840 |
CEO ‘Most Important Meeting of the Year’
- Why are we here?
- Why is this important?
- What are the expectations?
|
|
| 840-850 |
Mike C. – Mission:Vision:Value
|
|
| 850-900 |
Detailed Data Discovery
- Teams gather successes and progress made of 2013
- Teams gather specifics steps that lead to success
- Teams create a chart (pie, bar, spider, ven, etc) to graphically illustrate result
|
4 mixed teams |
| 900-910 |
CEO updates and successes of 2013 |
|
| 900-940 |
CFO $$ talk:
- Comparison of past to present financial Profit & Revenue
- Expenses and Revenue for improved profit
- Frame in a manner that we can focus on Profits & Customers into 2014
- Bonus Discussion
- Time for discussion questions and answers
|
All |
| 940-1000 |
CEO State of the Industry
- Industry report
- What he sees as future company needs & goals
- Sharing smarts about Profits & Customers
|
|
| 1000-1015 |
BREAK |
|
| 1015-1045 |
NOISE Analysis & Pre-Work discussions
- Teams will generate ?’s & answers that will be used to frame the ideas for the 2014 plan.
|
3 mixed teams. |
| 1045-1115 |
Teams present NOISE diagrams & ?’s + answers to pre-work
- Discussion and commonalities that were identified
|
All |
| 1115-1200 |
Teams get back together and…
- Evaluate + adjust ideas for 2014
- Transcribe onto LARGE post-it notes
- We all meet + look + reflect at the ideas and questions … preparing for the afternoon
|
3 mixed teams -> All |
| 1200-100 |
LUNCH |
|
| 100-115 |
Infinite Loops – Partner Separation |
All |
| 115-215 |
Identify Strategic Direction ideas for 2014 in department teams
Teams will discuss & analyze the ideas using:
- Doable 0 – 10
- Impactful 0 – 10
- Helpful to employees and / or customer 0 – 10
From the analysis teams will narrow to their top 2 or 3 actionable ideas. |
3 Dept TeamsFocus on dept. |
| 215-230 |
BREAK |
|
230-245 |
Teams determine specifics
- How will we know we have achieved X?
- What improvement will be noticed tangible things you can point to?
- What can we accomplish by the end of Q1; Q2; Q3; Q4?
- Who will do what by when?
|
|
| 345-400? |
- Teams report out what they developed
- Wrap up and next steps
- High fives and group hugs!
|
|
Interested in Strategic Planning facilitation with your Organization and Team? Contact Mike today 1-716-629-3678.
