Strategic Planning Facilitation

Strategic Planning

As strategic planning facilitators, we have facilitated hundreds of strategy sessions. Done well strategic planning is an indispensable management tool. Done poorly, it is a waste of time. So what does it take to do it well?
 Start at the end
Before you start considering a lot of different tools think about where you want to end up.

Do you need a Growth Strategy?  Then that will take us in one direction.

Is Priority Setting your biggest concern?  This will take us in a very different direction.
Are there Strategic Issues that you want to address?  Then we will have to build these into the agenda.
Do you want to spend time on Mission and Vision?  Then we will have to make sure that it is time well spent.
Are you looking for a SWOT analysis?  There are good ways, and bad ways to go about this.
Do you need to do an Environmental Scan?  Or are you convinced that everybody is already on the same page…

Only after we know where we are going can we decide the best way to get there

The following strategic planning facilitation case studies will give you a good idea as to how we have helped past clients get where they wanted to go.

Conducting The Environmental Scan

Teams that pick up on major trends can ride them for years. Teams that miss these trends will struggle.

SWOT Analysis a better way

There are good ways and bad ways to use this tool. Learn how to make better use of this classic.

Mission Vision and Values

You believe in the importance of a clear mission and vision statement, and yet there are so many bad ones out there.

Setting Goals and Objectives

If we don’t agree on where we are going, we will never agree on how to get there.

Action Planning

You had better be clear about who will do what by when.

From Our Clients

“Over the past five or six years we have worked with Bruce more than a dozen times as a focus group moderator for our pharmaceutical and medical device clients. The clients are always impressed with how quickly Bruce picks up challenging concepts and how easily he communicates them. The high-quality feedback and insight he draws from the focus group participants is what we are all looking for. Bruce’s track record in exceeding client objectives makes me extremely comfortable recommending him to any of our clients regardless of therapeutic area.”

David Small

Vice President Events, Frontline Medical Communications, Inc.

“We wanted to find somebody unbiased, with no agenda, who could lead the retreat and pull in all points of view. Bruce did this and more. He brought some clever ways to make sure that we fully explored our ideas and he forced the discipline of setting priorities and of committing to an action plan. We have now used him three years in a row since everyone sees the value he adds and trusts his process.”

Mary Todd Peterson

CEO, Medmarc Insurance Group

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