Strategic Planning Meeting Agenda Template
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Meeting Agenda Templates > Leadership Meeting Agendas > Strategic Planning Meeting Agenda
2-Day Strategic Planning Meeting Agenda
Day 1: Goals & Celebrations
Meeting Purpose: Step out of the day-to-day to assess your organization from a higher view and tackle the big, persistent issues.
Suggested Length of First Meeting: 4 hours (with breaks, or across multiple days)
Template:
- Meeting Name: [First Day]
- Date & Location:
- Attendees:
| Topic | Notes |
|---|---|
| Open discussion
(45 min) |
|
| Session goals & agenda
(30 min) |
|
| Goal achievements
(15 min) |
|
| Client headlines
(15 min) |
|
| People celebrations
(15 min) |
|
| Vision & mission
(60 min) |
|
| Core values
(60 min) |
|
Descriptions:
- Open discussion: Leave unstructured time open for people to talk and catch up. You want everyone to get a chance to form connections. Especially if your team is remote, these forty-five minutes can be an important part of building team trust.
- Session goals & agenda: Review the goals for the strategic planning session and the multi-day agenda.
- Goal achievements: Use the next fifteen minutes to focus on the good stuff. What goals were hit in the previous quarter or year?
- Client headlines: For this fifteen-minute segment, share some great client stories you want to celebrate. This is the time to bring up the stories you have from the last year or quarter and to share the good customer feedback you’ve received.
- People celebrations: Shine the spotlight on the team members who have been doing great work.
- Vision & mission: For the next hour, discuss the company’s future. What is the company’s vision for three years from now? What about five or ten years from now?
- Core values: After you’ve discussed the company’s mission and vision, use the next hour to discuss whether the company’s core values align with the mission. Ask questions like these:
- Do our core values inform behavior at the company?
- Are there any core values we aren’t following that we should be?
- Are there any core values that are no longer relevant for making decisions?
- Do we need to update or adjust any core values to make them more helpful?
Day 2: Strtegic Analysis & Planning
Meeting Purpose: Step out of the day-to-day to assess your organization from a higher view and tackle bigger, persistent issues.
Suggested Length: 4 hours (with breaks or across multiple days)
Template:
- Meeting Name: [Second Day]
- Date & Location:
- Attendees:
| Topic | Notes |
|---|---|
| SWOT analysis
(1 hour) |
|
| Strategic priorities
(1 hour) |
|
| Scorecard (goals & KPIs)
(1 hour) |
|
| Strategy map
(1 hour) |
|
Descriptions:
- SWOT analysis: Use the first hour to systematically analyze your company’s strengths, weaknesses, opportunities, and threats. Strengths and weaknesses are considered internal factors, while opportunities and threats are external factors.
- Strategic priorities: Once you’ve finished the SWOT analysis, use this next hour to decide what the company is going to focus on to achieve its mission and goals. This may tie in with the opportunities (or risks) you discovered in the SWOT analysis. This conversation will need to whittle down the actions you could take to a workable amount that the team can execute.
- Scorecard: In this hour, decide on what metrics you’ll be measuring. How will you know when the company has been successful? You’ll need to decide on the target number for each metric and how often you’ll review the goals.
- Strategy map: A strategy map is a framework that lets you see the goals of the company and how the company is meeting these goals.
BONUS: Strategic Planning Board Meeting Agenda
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Purpose: To evaluate the organization’s long-term goals and strategic direction, and to align resources and efforts with the envisioned future.
Template:
- Attendees: Board members, CEO, key executive leadership
- Frequency: Annually
- Duration: 220 minutes
Agenda:
- Opening Remarks and Objectives (10 minutes)
- Outline the goals for the strategic planning session
- Review of Mission, Vision, and Values (15 minutes)
- Reaffirm the organization’s foundational elements
- Performance Review (20 minutes)
- Analysis of the previous period’s results against strategic goals
- Environmental Scan (30 minutes)
- Presentation on market trends, competitive landscape, and regulatory changes
- Strategic Goals Discussion (1 hour)
- Brainstorming and discussions on strategic priorities and objectives for the upcoming period
- Break (15 minutes)
- Resource Allocation (30 minutes)
- Discussion on budgeting and resource allocation for new initiatives
- Action Plan Development (30 minutes)
- Setting clear actions, owners, and timelines for strategic initiatives
- Closing Remarks (10 minutes)
- Summary of the strategic plan and next steps
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