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Strategic Planning

Strategic planning is a structured process for organizations to define their long-term goals and objectives, and to create a roadmap for achieving them. It helps align resources, prioritize initiatives, and ensure everyone is working towards a common vision.

120-240 min5-20 peopleHard
When to Use

Use this method when an organization needs to define or refine its strategic direction, especially in response to changing market conditions or internal challenges.

How It Works

Solves: Lack of alignment on priorities, reactive decision-making, unclear vision for the future.

Step-by-Step Instructions
Follow these steps to facilitate this method
  1. 1

    Step 1: Define the scope and objectives of the strategic planning process. (15 min)

  2. 2

    Step 2: Conduct an environmental scan (SWOT analysis) to identify internal strengths and weaknesses, and external opportunities and threats. (60 min)

  3. 3

    Step 3: Develop strategic options and evaluate their feasibility and potential impact. (60 min)

  4. 4

    Step 4: Select the most promising strategic options and develop a detailed action plan with timelines and responsibilities. (45 min)

  5. 5

    Step 5: Communicate the strategic plan to all stakeholders and monitor progress regularly.

Facilitator Tips
  • Ensure diverse perspectives are included in the planning process.
  • Focus on creating a realistic and actionable plan, not just a theoretical exercise.
Variations
  • Use different strategic planning frameworks (e.g., Balanced Scorecard, Blue Ocean Strategy).
  • Conduct a shorter, more focused strategic planning session (e.g., a one-day retreat).
Source: NOBL AcademyLearn more