STRATEGY PLANNING DAY AGENDA

Need a strategy planning day agenda? That’s easy enough to offer – but picking the right setup depends on your specific needs. Think about it: For organizations looking to chart their future direction, dedicating focused time for strategic planning is essential. As far as strategy planning day agenda setups go though, typically conducted as an off-site event, sessions generally allow leaders to step back from daily operations and drive strategic conversations.

But ensuring these valuable sessions are structured and productive requires careful agenda planning. An effective setup keeps discussions focused, encourages participationacross all attendees, and drives towards concrete outcomes. It makes sense to think about what you need to include in your strategy planning day agenda:

Start With a Clear Purpose – The agenda should open with an overview of the session’s objectives and expected outcomes. Is this strategic planning kicking off a new multi-year plan? Or is it an interim strategy refresh? Having a defined purpose will guide the day’s activities.

SWOT/Environmental Scan – Begin with a structured SWOT analysis and review of key trends impacting your market, competitors, customers, etc. This levels the playing field with a common understanding of challenges and opportunities.

Define Strategic Pillars – Dedicate time for the group to identify the 3-5 key strategic pillars or focus areas for the upcoming period. Having a defined strategy framework keeps the remainder of planning efforts aligned.

Brainstorming and Working Sessions – Build in multiple rounds of brainstorming and breakout working sessions. This is where the strategic initiatives take shape under each pillar. Vary formats (full group, small teams, individual work, etc.) to maximize engagement.

Discussion of Strategic Options – Leave ample time for the group to discuss, debate, and stress-test the proposed strategic initiatives. Healthy discourse leads to better strategy.

Action Planning – Finalize the sessions with a discussion of accountability, metrics for success, and next steps. Assign owners to each initiative to maintain momentum after the planning day.

Breaks and Reflection Periods – While most of the day will be fast-paced working sessions, schedule breaks and personal reflection time as well. It allows for creative thinking and lets the strategy gradually take shape.

Above all else, the strategy planning day agenda should facilitate an open dialogue and create an environment for breakthrough thinking. With a purposeful agenda as your guide, you can unlock the insights required for an actionable strategic plan.