Course Highlights
This onsite strategic planning course will:
- Help participants evaluate current business conditions and identify critical areas for improvement.
- Introduce a range of performance measures to assess the success of strategic initiatives.
- Guide participants in aligning organizational mission, vision, and values with actionable goals.
- Provide a framework for setting both short-term and long-term objectives.
- Offer tools for scenario planning to prepare for various future outcomes.
- Outline key steps for building employee commitment and ensuring effective plan execution.
Course Overview
A well-crafted strategic plan provides the direction and clarity that organizations need to thrive and grow. This workshop introduces participants to the essentials of strategic planning, from assessing current conditions to aligning organizational goals with daily actions. During the program, participants will learn how to assess current organizational conditions, align their mission and vision with actionable goals, and create structures to monitor progress and adapt to change.
Through an engaging mix of hands-on exercises, discussions, and real-world case studies, participants will explore tools like SWOT, SOAR, and the Balanced Scorecard to evaluate internal strengths, anticipate external threats, and set priorities that propel their organization forward. They’ll gain insight into choosing key performance indicators (KPIs) that matter, crafting scenario plans for resilience, and establishing clear lines of accountability and communication across all organizational levels.
With this foundation, participants will also delve into goal cascading—from high-level business objectives to individual roles—ensuring every team member understands their contribution to the strategic vision. By the program’s end, participants will leave with a clear action plan, equipped to make strategic decisions that align with their organization’s goals and ready to foster a culture of accountability, adaptability, and sustainable growth.
The following outline highlights some of the course’s key learning points. As part of your training program, we will modify content as needed to meet your business objectives. Upon request, we will provide you with a copy of the participant materials prior to the session(s).
Program Objectives
At this program’s conclusion, participants should be able to:
- Explain current business conditions.
- Discuss a range of measures they can use to evaluate a plan’s progress.
- Establish a clear line of sight between their organization’s mission, vision, and values and employees’ daily work.
- Set short-term and long-term business goals.
- Create a plan for executing those objectives.
- Consider a range of scenarios.
- Describe the process of generating employee buy-in.
- Follow nine steps for ensuring a strategic plan’s effective execution.
Workshop Modules
- Assessing The Present: Understanding Current Conditions
- Taking Measures: Data Points and Choosing What’s Important to Monitor
- Confirming Mission, Vision, And Values: Deciding True North
- From Here to There: Creating the Plan
- What’s Next: Confirming The Plan and Ensuring Effective Execution
Target Audience
This workshop is designed for groups that want to:
- Develop or refine a strategic plan that aligns with organizational priorities.
- Equip leaders with tools to monitor, adjust, and achieve business goals.
- Strengthen team engagement and ensure everyone is working toward common objectives.
Suggested Format
- One-Day Onsite Training Course
Questions This Page Answers About Strategic Planning Training
- Where can I find a course to help my team build and implement a strategic plan?
- Who offers training on aligning mission, vision, and values with daily operations?
- How can my team learn effective techniques for evaluating and executing business goals?