Before, During and After Strategic Planning Infographic
Before, During and After Strategic Planning Infographic

Here’s your cheat sheet to an effective strategic planning session. In this infographic we cover what you need to do before, during and after a strategic planning session.

Before the Strategic Planning Session

Get all key stakeholders involved

Find out who needs to be at this meeting. Limit your group size to 8 to 15 people.

Send questions to review in advance

Asking questions beforehand will help you find out how to maximize the effectiveness of the impending strategic planning session, which can be used to structure your strategic planning session.

You can ask these 2 questions:

  1. Why is this the right time for a planning session?
  2. How will you know that there was value in the planning session?

During The Strategic Planning Session

Get everybody up to speed on the organization

Review the organization’s vision statement and mission statement.

Establish a compelling strategic plan

Create 3-8 long-term compelling goals that span 3 to 5 years. Stay high level and aspirational with a visionary foundation that they can keep going for years to come.

Establish an implementation plan

Assign goal champions, who will be responsible for taking the goals to the next step.

After The Strategic Planning Session

Build a task force

The task force would be required to:

  • implement tasks
  • observe and measure
  • conduct more research
  • report bi-monthly on the task status and findings
  • provide recommendations on how to improve

Next, recruit and engage task force, get them involved, get them feeling empowered, invite them to join your team and assist you in doing some of the hard work.

About Tom (TJ) Abbott

Tom (TJ) Abbott, CSP is the Managing Director of AMC NPO Solutions and an authority on Governance. He has over 25 years experience as CEO, President and board director of several not-for-profit organizations. Tom has also spoken in over 20 countries.

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