Running a business planning workshop

Then, if you have time, work out who is responsible, how the outcomes will be measured, and the timeframe for execution. This site teaches you the skills you need for a happy and successful career; and this is just one of many tools and resources that you'll find here at Mind Tools.

Consider your attendees carefully Your workshop attendees will naturally include your senior executives for their experience, knowledge and functional skill sets.

Strategic planning workshop exercises

Once you know the objectives, you can work out who needs to be involved to help shape and take ownership of the outcome. By encouraging people to interact with other departments, they can learn to look at things from different perspectives. Sometimes, not everyone has to stay for the entire workshop. Will you need to organize accommodation for people who are coming from a long way away? Success starts with a plan Before you work out who to invite and set the agenda, think about where you are right now in the strategy process — and what you need this meeting to achieve. Watch this space for article two — and in the meantime, find out more about an Intrafocus Strategy Workshop. Jun 15, Strategic Planning , Strategy The event Welcome to the second in our article series about running a successful strategy workshop. Mix up different types of people in each group. No results found, try different keywords. This site teaches you the skills you need for a happy and successful career; and this is just one of many tools and resources that you'll find here at Mind Tools. Do you need to do some team building with a newly formed team? See our article on Organizing Team Decision Making to learn more. They'll appreciate your consideration.

A team offsite is not an excuse for a slide PowerPoint presentation — you need to maximise the time for problem solving and idea generation. Here, try to keep the number of people attending to a minimum for example, by issuing minutes after the event to people who are just interested.

how to run a strategic planning meeting

Instead, choose a healthy and balanced menu which maximises sustained energy — and yes, tea or coffee is a useful addition. As the agenda works through these areas, the BSC will ensure that necessary balance is retained by framing the discussion within the key areas of Finance, Customer, Internal Processes and Organisational Capacity.

But if you have 50 people, you may have to find an outside location that's large enough. Your group will probably be more energetic if you schedule the event in the morning or late afternoon. Be sure to establish the objective of your meeting or session.

How to facilitate a strategic planning session

For example, if several departments participate in your workshop, don't put members of the same department in their own group. Your weaknesses may not be as important as your strengths or opportunities — and you also need to know how those strengths compare with the market or where you want to take the business. Determine how you'll record the ideas from each group. A word on breaks At Intrafocus we have been running strategy workshops for corporate clients for many years, and one thing we notice is the importance of good food and fresh air! Do you want to teach managers how to be better organizers? And what catering facilities does the venue provide? Some studies suggest that sustained periods of concentration tend to work in cycles of around 45 minutes. Nowhere is this more evident than during your strategy session. In the meantime, why not find out more about the Intrafocus Strategy Workshop Search for:. Before the Workshop Follow these steps to make sure your workshop is a valuable experience for everyone: 1. Choose your strategic workshop facilitator Make sure your chosen individual is experienced and knowledgeable in the art of business strategy, has the gravitas to effectively steer a room filled with diverse talent, and is a superb communicator. Develop a Follow-up Plan The only way to find out if your workshop was a success is to have an effective follow-up plan. If you have five or fewer groups, spend time allowing the entire team to evaluate the ideas from each smaller group. For example, if your workshop's goal is to develop a detailed solution to a problem, then you probably want 10 or fewer key attendees. Sometimes, not everyone has to stay for the entire workshop.

The Integrated Strategy Map Over the course of the three sessions, the attendees will create an integrated strategy map using a set BSC template. Nowhere is this more evident than during your strategy session.

Running a business planning workshop

Narrow in on the right direction Two things need to emerge during your strategy planning session. Create an Agenda Now that you know your primary objective and who will attend, you can start to develop an outline of how you'll achieve the workshop's goal. Ask for truly deviant ideas Often people will sit on an idea because they think it's not good enough — but with a bit of team effort that idea may spark the best solution. Your group will probably be more energetic if you schedule the event in the morning or late afternoon. You never know where they may lead. Expertise Articles. Many workshops are a waste of time because there's no clear goal kept at the center of the discussion.

Time the session carefully, planning in a variety of tools and techniques designed to stimulate different learning and communication styles. A good agenda with a balance of activities will optimise energy levels and set time for breaks and reflection accordingly.

Strategic planning session ground rules

Communicate clearly and carefully to ensure that your attendees are bought-in to the event, understand its value and are ready to prioritise the activity accordingly. You know the topics that you want to cover, but how will you make the information fun and memorable for your team? Will everyone be able to see your visual aids? If your goal is centered on education, then you might be happy with a much larger group, which divides into smaller groups for discussion. No results found, try different keywords. Outer ring. Instead, choose a healthy and balanced menu which maximises sustained energy — and yes, tea or coffee is a useful addition. Or will they write down their own ideas and then give them to you? Where possible, avoid holding your workshop after lunch, between and in the afternoon. Subscribe to our free newsletter , or join the Mind Tools Club and really supercharge your career! Search for:. And planning a good one? Pick subject matter experts, functional leads, front-line workers and other key individuals who are known for being natural thinkers, particularly customer-focused or generally creative. Make sure your activities are appropriate for the size of the group, and ensure that your venue has the resources for example, seminar rooms needed to run sessions. Expertise Articles.
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Strategic Planning Workshop