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Facilitating an Effective Strategic Planning Process

Efficiently prepare and run strategic planning sessions that produce real results.

Regardless of goals, there’s one thing that can be said about all strategic planning process: the stakes are high. So you need to prepare. How to get the right people —and get them to actively contribute? How to prevent high-powered personalities from taking the session off-track? How to make sure your goals are effectively defined and that you have all the right elements in place? This is your course to get the tools and techniques to prepare and conduct a productive, results-driven strategic planning process. You’ll address up-front contracting within the organization, sponsorship, selecting the best approach and tools, as well as determining what data is required. You’ll then learn how to smoothly facilitate the process/session and implement an effective follow-up.

Seminar Number: 02009

  • In a Classroom
  • Your Company Location

Course Scheduling & Pricing

Who Should Attend

Experienced executives, directors of OD, senior HR leaders, division leaders, strategic planners and others who must manage the strategic planning process for a department or organization, as well as those who would like to become an internal or independent strategic planning facilitator.

  •   Classroom3 Day(s)
    1.8 CEU, 21 CPE, 18 CPU, 18 PDCs
 

Regardless of goals, there’s one thing that can be said about all strategic planning process: the stakes are high. So you need to prepare. How to get the right people —and get them to actively contribute? How to prevent high-powered personalities from taking the session off-track? How to make sure your goals are effectively defined and that you have all the right elements in place?

This is your course to get the tools and techniques to prepare and conduct a productive, results-driven strategic planning process. You’ll address up-front contracting within the organization, sponsorship, selecting the best approach and tools, as well as determining what data is required. You’ll then learn how to smoothly facilitate the process/session and implement an effective follow-up.

  • Gain a clear understanding of what role the “facilitator” plays in the process
  • Know which discussions and decisions should occur prior to the strategic planning session
  • Determine who should be involved and to what extent
  • Know how to get chief influencers at multiple levels on your team in leading roles 
  • Decide the best strategic planning approach/process to use and customize it
  • Create a committee of influencers to support you with assigned roles and accountabilities  
  • Develop the right agenda, establish realistic meeting guidelines and gain agreement 
  • Explore various scenarios which may occur and possible approaches to handling them
  • Ensure up-front clarity and agreement as to what results are expected of the process
  • Build in metrics and schedule meetings to assess milestones and progress towards goals
  • Defining facilitation and examples of how it applies to a strategic planning process
  • Clarifying your specific role in the process
  • Planning for strategic planning by contracting and getting buy-in from executive leadership
  • Defining the scope, goals and specific results that will be achieved
  • Deciding who will be involved in the process and to what extent
  • Finding your Strategic Planning Champions and defining accountabilities
  • The crucial importance of chief influencers at multiple levels
  • Exploring style: the behaviors, priorities, decisions and symbolic aspects of an organization’s culture
  • Today’s most commonly used strategic planning processes/approaches/models
  • Designing your session: creating the storyboard/process flow
  • What tools/models/activities can be included in the strategic planning session
  • Techniques for enabling creativity and innovative thinking
  • Determining what information/data will be critical to discussions
  • Producing the expected results of the planning process
  • Managing the logistics before, during and after the session
  • Facilitating the actual session: drawing people out, generating ideas and running the sessions efficiently
  • Establishing next steps and moving towards the execution phase
  • Conducting regular review sessions to check progress towards milestones

Learning Objectives

  • Understand Your Role in the Process and Contract with the Leadership Team
  • Effectively Facilitate Strategic Planning Sessions That Drive Results Within the Organization
  • Select the Best Strategic Planning Approach, Get Senior Sponsorship, and Set Realistic Expectations for Your Strategy-Planning Session
  • Ensure Results By Establishing Accountability, Implementing Regular Reviews, and Aligning with the Performance Management System

Clarifying Your Role

  • Identify the Different Roles of a Facilitator
  • Clarify Senior Leadership’s Expectations of Your Role as Facilitator
  • Define Your Role as Facilitator

Planning for Strategic Planning

  • Ask the Right Questions to Establish Shared Meaning Around Terminology and Outcomes of a Strategy-Planning Session
  • Apply a Process When Contracting with Leadership
  • Identify Strategic-Planning Champions and Ensure the Right People Are Part of the Process

Strategic Planning Approaches

  • Recognize Current and Common Strategic Planning Approaches
  • Articulate Considerations When Choosing a Strategic Planning Approach
  • Define Strategic Planning Outputs

Tools and Models Used in Strategic Planning

  • Discuss the Importance of Macro- and Market Environmental Factors in Strategic Planning
  • Describe the Purpose of Using Models and Tools in Strategic Planning
  • Recognize Various Models Used in Strategic Planning for Analyzing and Synthesizing Information

Logistics—Before, During, and After

  • Manage the Logistics Before, During, and After the Strategic Planning Session
  • Identify Critical Data That Can Make or Break a Strategic Plan

Facilitating the Session

  • Prepare for Your Strategic Planning Session and Create an Environment for Effective Dialogue
  • Apply Critical Skills and Techniques of an Effective Facilitator
  • Manage Disruptive Behaviors During a Strategic Planning Session
  • Use Processes to Drive Key Outputs and Produce Results

Your Role in Implementation

  • Assist in Crafting a Strategic Narrative
  • Establish Your Role in Aligning the Organization, Translating the Strategy Plan into Meaningful Actions, Communicating the Plan, and Getting Organizational Buy-In

This course qualifies for 18 CPUs toward your recertification as a CAP (Certified Analytics Professionals).

American Management Association is accredited by the International Association for Continuing Education and Training (IACET) and is accredited to issue the IACET CEU.

This program is valid for 18 PDCs for the SHRM-CPSM or SHRM-SCPSM

 

AMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For additional information or for more information regarding administrative policies such as complaints and refunds, please contact Martha Leon at 212-903-8173.

Recommended CPE Credit:
Classroom – 21 hours/Advanced
Prerequisites: None
Advance Preparation: None
Delivery Method: Group Live
Field of Study: Non-technical – Communication   Technical-Management Services

Classroom Schedule

6 Sessions Available

  • $2,745.00 Non Members
  • $2,495.00 AMA Members
  • $2,268.00 GSA
Date Duration State City Zip
  2019-10-28 2019-10-30 Oct 28, 2019 - Oct 30, 2019 3 Days GA Atlanta 30309-7705 Atlanta Register Now

  2019-11-21 2019-11-22 Nov 21, 2019 - Nov 22, 2019 2 Days NY New York 10019 New York Register Now

  2019-12-12 2019-12-13 Dec 12, 2019 - Dec 13, 2019 2 Days DC Arlington/Washington 22202-4807 Arlington/Washington Register Now

  2020-02-10 2020-02-11 Feb 10, 2020 - Feb 11, 2020 2 Days IL Chicago 60601 Chicago Register Now

  2020-04-09 2020-04-10 Apr 9, 2020 - Apr 10, 2020 2 Days DC Arlington/Washington 22202-4807 Arlington/Washington Register Now

  2020-06-01 2020-06-02 Jun 1, 2020 - Jun 2, 2020 2 Days NY New York 10019 New York Register Now

2745.00 $
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