How to Facilitate a Strategic Planning Retreat

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When should you host a strategic planning retreat? Just as the name entails, you need to be strategic in the timing of your retreat. While most assume to plan on an annual basis, quarterly retreats are far more effective. Consider planning before budget decisions, when you need a reset of your plans, when there have been no significant changes, or if there have been major market shifts.

How do we facilitate a strategic planning retreat? A traditional 2-day in-person session is especially great for more face time among co-workers, or a virtual retreat over two weeks is equally effective if that’s not possible. Come prepared with important talking points and notes.

Who should you include? In virtual sessions, you can be more flexible as you have the power to bring people in and out of the meeting when needed. For in-person sessions, we recommend no more than 12 people, including members of your board, executive team, and management.

Just as you prepare talking points, come equipped with a plan. We need to ask questions such as:

● Where are we now?
● Where are we going?
● How are we going to get there?

The first two questions are your strategy, while the third question is your execution. It helps to organize in such a way as to keep your team on track and understand the flow of strategic planning. Get into the habit of planning a retreat to maintain focus, understand common goals, and strategize effectively.

More information is available at https://www.OnStrategyHQ.com

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