Strategic Planning

Senior leadership teams need to find the time and space to reflect on the bigger picture surrounding their organization. Leadership off-sites send a message to senior leaders and managers that their input is valued and that the future of the organization will not be decided by a few individuals behind closed doors.

Bringing the key leaders of the organization together, away from the myriad of daily interruptions, provides the perfect opportunity to develop or refine the purpose, vision, values and strategic priorities of the organization. It helps refocus the organization on what matters the most and enables it to prepare for the challenges on the horizon, not simply to try to meet the ones on the doorstep.

Strategic Planning Facilitation includes:

A. Two-Hour On-Site Strategy Preparation Meeting

The Strategy Preparation Meeting is held one month prior to the off-site meeting. The purpose of this meeting is to discuss and establish clear goals for the off-site meeting, create an agenda, and make preliminary assignments. Participants will be primed to arrive at the off-site already engaged in the process, having completed their preliminary assignment, able to give significant input and to make decisions.

This preparation meeting can be incorporated into a regularly scheduled management meeting or be held as a stand-alone meeting.

Read more about the Strategy Preparation Meeting in our course description PDF.

B. Example: Off-Site Two Day Strategic Planning Meeting Agenda

Day 1

  • Review the goals and deliverables of the meeting.
  • Re-evaluate, or develop, the framework for a compelling purpose, vision and foundational values that will carry the organization into the future.
  • Macro-overview of global influences on business trends.
  • Review the results of the assignments made during the preparation meeting to complete a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
  • Group activity and discussion to identify the top strengths and weaknesses of the organization, and the top opportunities and threats facing the organization.

Day 2

  • Revisit and refine the purpose, vision and values of the organization moving forward.
  • Decide on the top 3 or 4 priorities for the organization.
  • Discuss resources required to achieve priorities in light of the operating budget.
  • Create a task forces to
    • develop action plans to accomplish top priorities,
    • communicate the purpose, vision and values, and to plan how these can be incorporated into company business practices.
  • Hold initial task force meetings. Must submit a framework for completing the business objectives, including responsibilities, timeframes and deliverables, by the end of the day. This will form the basis of the strategic plan.


  • Draft purpose, vision and values. (Leaders may want to seek feedback from key employees not in attendance at the off-site meeting)
  • Final draft of strategic plan.

Strategic Planning Facilitation includes two complimentary one-hour follow-up meetings with the top executive or with the top executive and team of key advisers.