PDF Facilitator's Guide Using a SWOT Analysis Ask questions that don't have one single answer. Strategic Plan Format 11 C. Objectives, Responsibilities and Targets . How to Organize a Stand-Out Market Planning Session ... PDF STRATEGIC PLANNING Guide for Managers Prepare a full picture of your current situation. Program Goal: A sample strategic plan (appendix B) A process for facilitating a successful planning session (appendix C) An employee survey designed to solicit feedback in developing a successful strategic plan (appendix D). Using structure, exercises, and strategic thinking questions effectively. Invite them to add to the list. By employing trusted facilitation techniques and methods, the best facilitators help teams move towards their desired outcomes in a structured manner. Multiple processes have been used when facilitating a strategic planning session. Strategic Planning Facilitation Our team of strategic planning facilitators will lead custom strategy sessions using best-practices, practical tools, and hands-on exercises to engage your team and build an agile plan that matters. Run a great annual Leadership Team Strategy Offsite Meeting Strategic planning is ongoing; it is "the process of self-examination, the confrontation of difficult choices, and the establishment of priorities" (Pfeiffer et al., Understanding Applied Strategic Planning: A Manager's Guide). Field Guide to Nonprofit Strategic Planning and Facilitation . Tips on Facilitating Effective Group Discussions ... How to Facilitate a Strategic Planning Session [Strategic ... Six Key Questions in Strategic Planning | AMA . Mission, Vision & Values Facilitation | Stanford Graduate ... want to be heard and to contribute. Note how pauses are used in the example below. A positive, asset-based approach is well-received with groups because it looks at the group or community's assets and strengths and builds the plan from there. OKR planning should make your team's life easier. Professional facilitators will guide the group to excel as a team in the process. Psst! Strategic Planning Basics for Managers In all UN offices, . Groups do best when they take high points from the past and move them into the future. Identify the best method to promote ongoing project communication with the . Here are the four key steps leading to a great strategic planning session: Reflect on current performance and positioning Understand targets and priorities the company could pursue Choose targets and priorities the organization will pursue And Manage the plan to maintain focus and allow for flexibility The best facilitators encourage conversation and relationship-building through open-ended questions. Strategy is not a tactical operations "To-Do" list. Session 1: Introduction to strategic planning Objective To introduce participants to the concept of strategic planning and the main elements of a strategic plan. Ideally, as staff and board engage in the process, they become committed to measurable goals, approve priorities for implementation, and also commit to revisiting the organization's strategies on an ongoing basis as the organization's internal and external environments change. This process walks remote teams through creation of the core elements of a strategic plan: vision, mission, values, goals and strategies, resulting in what we call The Essential Strategic Plan. ; Envisioned future is made of both a clear picture (vision) of what the organization will become and the major long-term . Effective facilitation of a discussion involves the recognition and employment of different perspectives and different skills to create an inclusive environment. 10 Tools Used to Facilitate Learning Strategies. Start the session. Step 1: Identify Strategic Issues. Conduct a group SWOT of the current status of the organization and strategic plan if there is one. In this article, we explain what brainstorm facilitation is, why using it is effective and provide tips on how to be a better facilitator with steps on how to perform facilitation. A positive, asset-based approach is well-received with groups because it looks at the group or community's assets and strengths and builds the plan from there. Facilitator's Guide Using a SWOT Analysis Taking a Look at Your Organization Nothing stops an organization faster than people who believe that the way you worked yesterday is the best way to work tomorrow.—Jon Madonna Rationale: Effective organizations must use deliberate plan-ning strategies to identify issues and needs. Many . Efficiently prepare and run strategic planning sessions that produce real results. It is based on the introductory guide to Planning that outlines a systematic approach to planning and eight basic planning steps. This process is paramount to any organization's ability to increasingly deliver impact in a way that feels sustainable. Groups do best when they take high points from the past and move them into the future. copy of the Planning Handbook for everyone, as well as some materials from the three training packages: - Planning Handbook - Facilitator Guidelines for Conducting a Planning Workshop - Counselling Cards from Caring for the Newborn in the Community - Family Counselling Cards from Caring for the Child's Healthy Growth and Development 2 Core ideology includes both the essential purpose of the organization, why it exists, and the core values, or what we stand for. The sessions will function best if they are structured. Ask Open Ended-Questions. However, setting them for the first time requires some work, but fret not! Chief strategy officers and those responsible for choosing the direction of their organizations are often asked to facilitate "visioning" meetings. Most of them are rich, often profound and always creative. How to Choose Your Facilitator. Generate ideas, discuss, and build plans to continue work asynchronously. Plan Your Structure Capture all input on a digital or paper flip chart. You jotted down a lot of ideas and can call the meeting a success. Strategic planning is the process by which organizations determine their vision for the future and develop strategies to get there successfully. If you've never done strategic planning before, 6 months could be more realistic. Find high paying hot jobs and latest jobs listing on best job sites in Nigeria. . Make the discussion functional by clarifying the goals of each session to the group. Strategic planning is the process of making decisions about which approaches you'll pursue, and to what end, given a limited set of resources. The following is a proven technique: . While a result of any strategy process is a series of coordinated actions, they must focus on serving customers, opening new markets and developing competitive strengths, not listing operational improvements. outside facilitator to lead the sessions so that all . Enjoy a strategic planning session that will exceed expectations. As a wrap-up, the facilitator should explain the next steps and what will happen to the group's ideas. If you have been involved in strategic planning processes, you know that far too often it is a game in which considerable energy is placed in developing a plan that is then put on the executive's shelf, only to be looked at when it is time to do strategic planning once again. A facilitation, and while facilitation is as much an art as a science, familiarity with these concepts can help even novice facilitators plan and bring about more effective meetings. Reynolds for use in America's libraries. 4 Facilitating the Strategic Marketing Process The following steps will help facilitators prepare: 1. If you've set organizational goals, the next step is to create strategies for achieving each goal. The ten tips and resource links below will help the thoughtful leader to get out in-front of the planning process and make clear to the board, top team, and employees that the organization . This list of articles from our blog contains ideas for: Selecting a location. The specific strategic planning session activities (Meetings 2 through 4) include: . Strategic learning can occur, not only through formal planning activities, but also through webs of informal conversations and networks of relationships, both within an organization and among key stakeholders. Below we will cover facilitator questions for a strategic planning.. Those of us who earn our living facilitating strategic planning sessions know that organizations don't hire us (facilitators) because we have all the answers. Facilitate the group discussions rather than reading and filling the register. Therefore, this guidebook also provides complete, step-by-step techniques and tools for facilitating every aspect of nonprofit strategic planning -- one of the few strategic planning . Some of the more common include strategic planning or visioning, brainstorming, stakeholder input, Strategy is differentiated from tactics or immediate actions with resources at hand by its nature of being extensively premeditated, and often practically rehearsed. In most aspects of life, facilitation starting with the right questions can put us on the road to discovery and ultimate success. Action Items, Allocations, and Assignments (recommended 30-60 minutes) During the quarterly planning meeting agenda, keep a running list of unresolved points, and open issues. in which case the following best practices can help structure the thinking. Apply for job vacancies across top companies in Nigeria. The visioning exercise guides participants through a scenario ten or more years into the future. Facilitation of strategy conversations with your executive leadership team, cross-functional groups, and board of directors to enhance collaboration and set strategic direction. Strategic Planning Session Agenda 9 B. You'll be disappointed. As strategy planning experts, we often get asked how to run a strategic planning meeting, as g reat strategic meetings don't happen by accident. Before starting a branding project I always hold a strategy meeting with the top executives in the company to understand the company and it's goals. You might have a #StrategicPlanningAgenda or template, but that's not enough t. An organizational vision statement communicates your big aspirations and long-term goals. The essential process is about marrying imagination and strategy - taking intuitive, creative and informed leaps into a possible, aspirational future. Certainly, there are pockets of robust strategic planning in government, particularly within the defense sector: it is ingrained in the military profession.But either the culture of too many public-sector organizations does not embrace the value of strategic planning or the organizations' leaders aren't committed to that process. A. Get the right help. Whether you're just beginning your strategic planning or in the middle of a process, these tips can help you create the best possible plan for your organization: 1. If you refresh your strategic plan every year, you might be able to work through this process in 4-5 weeks. Formulating a strategic plan requires more than following a template or just reworking a previous strategic plan. Whatever the case, don't expect this to be done by the end of the week. A simple SWOT analysis can be carried out during a team retreat or strategic planning session with a facilitator leading discussion and collecting views at the session based on some pre-work. the best strategy is to invite participants to come up after the session and arrange for a . Multiple processes have been used when facilitating a strategic planning session. You've heard the expression "garbage in, garbage out.". Survey Distribution Strategy 5. Your role as a facilitator is to ensure that everyone has the same chance. Some believe this is where a company's vision is created or best practices are followed. Closeout the session with an hour for outlining the next steps on those. . Facilitated well, a SWOT exercise can . Many firms relegate strategy work to an occasional off-site or planning session. 3 These priorities should then guide planning and budgeting decisions at all levels of the organization, such that business units receive extra funding if their main initiatives support the main strategic priorities, and business units assign more funding to individual teams . When discussing how to conduct a strategic planning session, perhaps the greatest tip we can offer is to allow more time. Or you could bring in an external facilitator for the day. There are different ways to identify the risks and opportunities e.g. Plan for . This process is paramount to any organization's ability to increasingly deliver impact in a way that feels sustainable. This helps teams brainstorm ideas, but it . The facilitator should lead the group in establishing (or redefining) the company's mission . Executives at an agile company must therefore agree on a small, well-defined set of priorities—ideally, ten or fewer. Participants should also receive a summary of the top ideas. 20 Innovative Strategic Planning Questions to Prepare for Next Year. Look at the scores and make final decisions on the best strategy option. To facilitate an event well, you must first understand the group's desired outcome, and the background and context of the meeting or event. During these sessions, the partners should revisit the practice goals, update the environmental assessment with new data, and identify strategies needed to address issues that will arise within the next 12 months. 4. Strategies are used to make the problem or problems easier to understand and solve. Attend, if possible, an introductory workshop to watch the facilitator, see the process It's natural to suppose that in the absence of travel, bathroom breaks, breakfasts and lunches, that these important meetings, when hosted virtually should be wrapped up more quickly. Leave it open-ended. Enabling the team to make more strategic market, customer, program, and investment decisions will show your team and the C-Suite that this work is connected to the bigger picture. Many types of meetings can benefit from having a facilitator present. Providing solid facilitation. These issues can be problems, opportunities, market shifts or anything else that is keeping you awake at night and begging for a solution or decision. Agree on allocations of action items, and set (at least tentative) timelines. In this session, the facilitator needs to help . Schedule a follow up . Strategy: A strategy is a long-term plan of action designed to achieve a particular goal. As the business leader, the strategy offsite is your meeting and you will have the ultimate say on the agenda. . Our clients often tell us that strategic planning is so challenging and so vital, that it cannot afford to be depended on by the participants themselves to lead. Allow maximum fifteen minutes. You might be surprised by the new ideas sparked by these suggestions. . . . Strategic Marketing for Academic and Research Libraries 2003. Allow students to call on one another for answers, rather than the instructor. A strategy session is often thought of as time set aside for planning, which includes a long list of assigned activities with timeframes and resources. Regardless of goals, there's one thing that can be said about every strategic planning process: The stakes are high. As the facilitator you are responsible for how the participants work together, and you should be neutral and non-evaluating. Get ready. Follow through and hold people accountable. Six Key Questions in Strategic Planning. Strategic planning assumes that certain aspects of the future can be created or influenced by the organization. Strategic planning is a big task. Facilitate strategic planning sessions where everyone can participate regardless of location. in which case the following best practices can help structure the thinking. All these ideas would be taken to a planning or strategy session to be looked at in more detail by a smaller group. Be sure to ask if the consultant has experience with nonprofits. . Virtual Strategic Planning. The quality of your thinking and decisions is determined solely by the quality of the information you . It rallies excitement, focuses energy, and reinforces your brand. Facilitate class, group, and one-on-one discussions and debates. If you'd like to improve your digital facilitator skills even more, download the Digital Facilitation Playbook. They happen because someone is committed to THINKING through the purpose and outcome, PLANNING all of the details in advance, and DOING the hard work of running the meeting. There are many ways to facilitate a group of people through a visioning process. This is a quick easy way for the meeting facilitator to get the group into the session and get them participating. With the group's objective clear, you can then structure the event and select the best tools to reach your outcome. Developing your leadership team's strategy skills during workshops and offsite sessions led by an expert strategy facilitator. Make the discussion functional by clarifying the goals of each session to the group. Strategy is not a tactical operations "To-Do" list. If your budget does not allow for a facilitator for a full day you can also explore running a half day or 3/4 day strategic . Space your sessions out. Spend your time during facilitation asking questions and creating a space where genuine dialogue can emerge. Half day planning session agenda topics: If you are a business with more than 10 people we highly recommend that you host a one day strategic planning meeting at least every 12 months, ideally with a facilitator to allow everyone to participate as well as speak freely.. without specifically citing what the success was. A #StrategicPlanningMeeting can be a challenge if you've never had one before. Call Today! Conduct all research, facilitation, and key informant interviews as described in this proposal. Where goals define what, strategies define how. Strategic Planning Basics for Managers In all UN offices, . Effective facilitation of a discussion involves the recognition and employment of different perspectives and different skills to create an inclusive environment. the best strategy is to invite participants to come up after the session and arrange for a . No more boring! But be prepared to be flexible - for example, post it notes on the wall can note session timeslots so you can move them around in case a new opportunity (or issue) arises. Choosing to ask and explore "big questions" — questions that matter to the future of the organization — is a powerful force. Analysis, Brainzooming, Communication, Events, Implementation, Innovation, Marketing, Performance, Strategic Planning, Strategic Thinking, Strategy, Tools. Design your market planning session agenda with a focus on improving your ability to measure its contribution to the organization and manage performance. Your role includes setting a positive tone, keeping the group focused and to the plan, and encouraging . Since this was a recent search topic here, we are sharing our recommendations for ideas on coordinating a strategic planning process workshop. Once you know the objectives, it is time to design the right group process and select the proper facilitation techniques that will help you achieve the outcomes. You'll get a crash course on how to facilitate a virtual workshop, along with insights, benefits, pro tips, additional facilitation methods, and tools from expert virtual facilitators. Share them with your team to help them mull over the best suggestions from the session. You'll never run out of space or get erased. Search Perfect Jobs in Nigeria. Appreciative . Jim Collins and Jerry Porras describe a well-constructed vision as being comprised of two parts: a core ideology and an envisioned future.. So, the key is to help the participants visualize the various areas of success (e.g., customers, products, image, etc.) To create a robust strategic plan, facilitating a nonprofit SWOT analysis needs to move beyond the four quadrants and provide an organization with a strategic understanding of the environment, its opportunities, and more importantly the tools to manage the opportunities of the environment over time. This process walks remote teams through creation of the core elements of a strategic plan: vision, mission, values, goals and strategies, resulting in what we call The Essential Strategic Plan. A simple SWOT analysis can be carried out during a team retreat or strategic planning session with a facilitator leading discussion and collecting views at the session based on some pre-work. This is the role of an excellent virtual planning facilitator that can help . You can probably save some money if you construct the actual plan and just use the facilitator for the retreat. One of the best ways to ensure that the strategic planning process is highly effective is to ensure that facilitation of the process is highly effective as well. After the strategic course is determined in the initial planning session, the group should meet at least annually. A facilitator does not: take part in the discussion try to influence the outcome offer their own view make decisions take control of the content Examples of w here facilitation skills can be u seful : a strategic planning session a session to clarify objectives and create detailed results indicators a priority - setting meeting A A strategic planning process identifies strategies that will best enable a nonprofit to advance its mission. Promote a Strategic Culture. Rated one of America's top 10 retreat facilitators. . Session done. Provided by ACRL, 3M, Inc., and A.B. Focus your preparation time on questions to ask rather than answers to provide. A better strategy is to hire experts who use proven approaches, tools, and methods to prepare and facilitate a great annual leadership team offsite meeting. Design Thinking has become an extremely popular approach to problem-solving—not only among designers, but across all areas of business.A Design Thinking workshop will spark innovation, foster a user-centric mindset, and get cross-functional teams working together to design a great product.. Workshop facilitation is an important skill for any designer, but it can be tricky to master. If you have not started already, it is a great time to ask yourself and your organization innovative strategic planning . Whenever you must create or reinvent the direction of your organization, there are six questions, in order, that you must answer correctly. Strategic issues are critical unknowns that are driving you to embark on a strategic planning process now. Establishing the vision of what the organization want to become. Deciding what information you need to make meaningful decisions is the key to an effective strategic planning process. Engaging participants. Sessions are lively and engaging, and will help your team create a practical roadmap that will provide clarity, alignment, unity, and accountability. Get started with ready-made templates for strategic planning processes. This guide provides suggestions and advice on how to facilitate a planning process. After the first OKR planning session, it gets easier each time, and soon enough, you won't even imagine working without them. When talking to consultants, ask how many planning sessions they've done, whether they will produce the actual planning document, or just facilitate the retreat. After the brainstorming session, share the results. If you facilitate a brainstorming session, it's useful to learn best practices for how to receive the best results through facilitation. Many firms relegate strategy work to an occasional off-site or planning session. Strategic planning is the process of making decisions about which approaches you'll pursue, and to what end, given a limited set of resources. Roleplay different scenarios or play games to illustrate lessons. It involves: Conducting a situational analysis to assess the current environment. Duration: 30 minutes Materials • Flip Chart • Markers • LCD projector Power point: Strategic Planning Workshop STEPS Step 1: Introduction to the concept of strategic planning Strategic Let's explore a five-step strategy for doing this: 1. PMI's Risk Work Breakdown Structure. Most businesses practice strategic planning annually, but the best ones do it more frequently, such as twice a year or even quarterly. How to Facilitate an OKR Planning Workshop. Traditionally, facilitators work with groups in live settings, facilitating workshops, team development days, training sessions, and more. My new p. We know that a key discriminator in a successful strategic plan encourages involvement and input Facilitating an Effective Strategic Planning Process. Design and plan: The cornerstone of facilitation is understanding what the objectives of the session are so you can work towards achieving them. It requires asking endless questions of board members about the organization now and in the future, the competitors, the staff, the board, the business model and the board management tools that can help lead your organization to success. While a result of any strategy process is a series of coordinated actions, they must focus on serving customers, opening new markets and developing competitive strengths, not listing operational improvements. Our blog contains ideas for: Selecting a location outlining the next steps on those set ( at tentative..., aspirational future be surprised by the new ideas sparked by these suggestions by quality! 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And long-term goals & quot ; list be neutral and non-evaluating and one-on-one Discussions and debates Tips on effective. Do best when they take high points from the session and arrange a! From our blog contains ideas for: Selecting a location sparked by these suggestions, than... To Leading a Successful strategy meeting < /a > a some believe this is the process sessions that., often profound and always creative next step is to ensure that everyone has the same chance should explain next! Rather than the instructor this to be done by the new ideas by... Expect this to be done by the quality of your thinking and decisions is role. Communicates your big aspirations and long-term goals excellent virtual planning facilitator that can help share them with your to. Answers, rather than the instructor d like to improve your digital skills... By these suggestions s ideas '' > the 8-Part guide to Leading Successful... 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