Preparing For Your Strategic Planning Sessions. (Steps to Follow)
When scheduling a strategic meeting for your organization, you need to consider how to properly prepare yourself and your leadership team for your strategic planning sessions.
Who should you invite to your strategy session(s)? Who will lead the strategic planning sessions? What are the details of your strategic planning sessions? (Virtual or In-Person)
The simple answer is that it varies. Depending on your business's size, structure, and dynamics, your #StrategicPlanningSession will necessitate the creation of a checklist of tasks before hosting your strategy sessions.
In this video, we go in-depth about the steps you need to follow when preparing for your strategic planning session
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
When basic but critical elements of project management get overlooked, the project ultimately risks being delivered over time, over budget, over scope, or - even worse - left incomplete. This costs organizations a lot of wasted time and money.
In fact, organizations that use proven project management practices waste 28 times less money than their counterparts who do not have such practices in place.
In this module of our Strategy Implementation workshop “Project Management Best Practices,”:
- We'll teach you these proven practices and help you put a process in place to consistently apply them.
- We’ll review the Project Lifecycle and share critical skills and processes within each phase: Initiation, planning and scope creation, kicking off and beginning execution, monitoring work and progress, and project closure.
- We’ll teach your team overall best practices in project management to avoid frustrations and put your team on the right path to successfully implementing the projects outlined in your strategic plan.
#projectmanagement #leadershipdevelopment #strategicplanning
➡️ Learn more about our approach:https://www.smestrategy.net/strategic-planning-consultant-strategy-facilitator
Click here to see how we've helped organizations across North America with their strategy execution: https://clutch.co/profile/sme-strategy-consulting#summary
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➡ Read our blog on Strategy and Leadership: https://www.smestrategy.net/blog
// Connect with us:
► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
// About SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-alignment-program
► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW
► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course
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https://www.youtube.com/watch?v=AC8r-l2hNls
Without a company 'why', #CompanyMission, or purpose, your people will not be bought into your strategic plan. Having a shared 'why' is one of the more critical pieces of your #StrategicPlanningProcess. Without it, not only will your people not be bought in, but your company will lack strategic direction and a reason to implement the strategy.
In this video, we break down a case study from a CEO we recently interviewed on our Strategy & Leadership Podcast. We share his process for developing alignment and buy-in with his team around a company 'why'. #CEOCaseStudy
Subscribe to our channel for weekly videos on strategy & leadership ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
0:00 Intro
0:47 Get your team's buy-in
2:26 Use the input of your people
4:25 Create your 'why' with everyone's perspective
6:57 Summary
7:47 Next steps: Work with a consultant
// Connect with us:
Our online course on how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
Contact us ►https://www.smestrategy.net/contact
// About SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Work with us ► Are you looking for someone to facilitate your strategic planning process?: https://www.smestrategy.net/strategic-alignment-program
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https://www.youtube.com/watch?v=5MqKD6IHJPw
Is your organization's communication flow being disrupted?
The system, message or individuals involved can cause the #CommunicationFlow to break down. In this video, we address common disruptions that can occur with #CorporateCommunication that can result in negative impacts for performance and #StrategyExecution
Access our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Are you a leader in charge of creating a strategic plan or facilitating the strategy session? Our video course will walk you through each step in the planning process, and allow you to create a strategic plan from scratch. Plus, gain access to printable templates, guides, and tools. Learn more here: https://www.smestrategy.net/strategic-planning-steps-course
Looking for a software that will help you track & monitor your strategic plan? Cascade Strategy is the #1 choice of SME Strategy & our clients. Cascade allows you & your team is see your strategic plan beautifully visualized, update your progress easily, align your goals with the big picture vision, and gives you access to several reporting options.
Click here for free trial of Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
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// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations with their strategic planning process. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
If you would like to work with an external facilitator to guide you and your team through the process, learn more about how we can add value to your next planning session: https://www.smestrategy.net/strategic-planning-facilitator-and-facilitation-services
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https://www.youtube.com/watch?v=eoBx08JxavA
Success isn't just about products on shelves; it's about aligning purpose with every purchase, empowering communities, and shaping a healthier world. Align your mission with your product as Lisa Curtis, the CEO of Kuli Kuli Foods, joins Anthony Taylor in this illuminating episode. Lisa shares the remarkable story behind her mission-driven approach to revolutionizing the superfood industry. From the inception sparked by her personal encounter with Moringa in a Nigerian village to scaling up and stocking products in 11,000 stores nationwide, discover the resilient and innovative path Kuli Kuli Foods has traversed. Gain insights into driving sales dynamics, fostering innovation, and the responsibility of being a female founder in today's entrepreneurial landscape. This episode is a testament to the power of aligning business with a global mission, offering an inspiring narrative on creating purpose-driven enterprises for a healthier, more sustainable world.
Listen on Spotify: https://open.spotify.com/episode/61gHgHFVGVfl0SVzdXnwoc?si=f56b6713d6bd4902
Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/aligning-mission-with-your-product-with-lisa-curtis/id1202449526?i=1000642083120
Want to continue the conversation with other leaders around the world? Join our Strategy and Leadership community.
https://strategy-and-leadership.mn.co/
► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda
// Connect with us:
► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
// About SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator
► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW
► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/
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https://www.youtube.com/watch?v=i2HTrbqyYco
#GoalSetting is a crucial part of your #StrategyImplementation process.
In this new video, we break down the importance and benefits of engaging your stakeholders in the goal setting process, in order to gain a shared perspective and reach your goals together. #MeasureWhatMatters
We explain why goal setting is so important, and why you need to engage your stakeholders early in the process. We talk about the benefit of hearing different perspectives (as the leader). We also go into the value of aligning your team and goals - you won't get far without an aligned team!
Learn more about working with a strategic planning facilitator, and get in touch with us here: https://www.smestrategy.net/strategic-planning-consultant-strategy-facilitator
0:00 Intro
1:02 Why is goal setting important?
2:45 Engaging your stakeholders in the goal setting process
3:58 Get the benefit of different perspectives
5:12 Aligning your team and goals
6:18 Summary
7:40 Next steps: How to align your team
Subscribe to our channel for weekly videos on strategy & leadership ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// Connect with us:
Our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/courses/Aligned-strategy-course
Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
Contact us ►https://www.smestrategy.net/contact
// About SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Work with us ► Are you looking for someone to facilitate your strategic planning process?: https://www.smestrategy.net/strategic-alignment-program
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https://www.youtube.com/watch?v=qPKnx_1w8KM
On this episode of the Strategy & Leadership Podcast, we're glad to welcome Chris Cicchinelli to discuss his most challenging phase of growth, developing trust & credibility, the keys to attracting top talent, & more.
Chris Cicchinelli is the CEO & President of Pure Romance, the world’s largest in-home/virtual party company specializing in intimacy and sexual health. On his twenty year journey with the company, he's grown the business from $3 million to $350 million in revenue.
Chris' website: https://chriscicchinelli.com/
Chris' book, the Secret is YOU: https://www.amazon.com/gp/product/B08VD9ZFKM/ref=dbs_a_def_rwt_bibl_vppi_i0
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook
► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
00:00 intro
0:58 about Chris & Pure Romance
1:55 the biggest thing he's learned
4:38 the most difficult phase of growth
8:48 his leadership style
11:11 developing trust & credibility
16:07 tips for attracting & retaining talent
20:39 listen to what your people are telling you
24:28 what the company is looking forward to
26:37 where to learn more about Chris, his work, & get ahold of him
// More strategic planning resources:
► Check out our upcoming events: https://www.smestrategy.net/events
► Join our free community: https://strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade
// Connect with us:
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
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Contact us ►https://www.smestrategy.net/contact
Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations.
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https://www.youtube.com/watch?v=xncwRGUqQhQ
Book a call with one of our consultants to learn more about the program and ask any questions: https://www.smestrategy.net/contact
In this vide, we walk through our Strategic Alignment Program for doing strategic planning. We'll go over what's included, what the agenda could look like, some common challenges with the process, FAQ, and more.
// Strategic planning & implementation resources:
Nonprofit Program ► Apply for significantly reduced strategic planning rates: https://www.smestrategy.net/discounted-nonprofit-strategic-planning-facilitation
Facilitator ► Are you looking for someone to facilitate your strategic planning process?: https://www.smestrategy.net/strategic-alignment-program
Track your plan ► Want software to track your strategic plan? Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade
// Find our content:
Free Workbook ► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook
Course ► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
Free Events ► Check out our upcoming events: https://www.smestrategy.net/events
Blog ► https://www.smestrategy.net/blog
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// Connect with us:
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Contact us ►https://www.smestrategy.net/contact
Subscribe! ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-alignment-program
#StrategicAlignment #StrategicPlanning #StrategicPlanningConsultant
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https://www.youtube.com/watch?v=A4nXkJRvvoE
Are you setting S.M.A.R.T goals for your organization? Here's why they matter if you want to ensure organizational success.
#goalsetting #smartgoalsetting
#strategicplanning #strategyexecution
#strategyimplementation #fypstrategist
#fypceo #ceofyp #management
#businessstrategyplanning
► Subscribe to our channel for weekly videos on strategy & leadership: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
➡ Looking for a sample agenda for your strategic planning offsite? https://www.smestrategy.net/blog/sample-strategic-planning-agenda
// Connect with us:
► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
// About SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator
► Check out our Strategy & Leadership Podcast: https://open.spotify.com/show/4yND4JKofh64gcvyvcLMqW
► Check out our online course on how to successfully lead your next strategic planning process: https://courses.smestrategy.net/
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https://www.youtube.com/watch?v=-NCfmP8PG7M
Strategy and implementation go hand in hand - without one, you have nothing. In this video, we explain what strategy is, what implementation is, and why you absolutely need both. We also share what will happen without strategy and implementation.
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
► Get free workbook to guide you along the process: https://www.smestrategy.net/strategic-planning-process-template-workbook
► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
// More strategic planning resources:
► Check out our upcoming events: https://www.smestrategy.net/events
► Join our free community: https://strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: http://www.smestrategy.net/cascade
// Connect with us:
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact us ►https://www.smestrategy.net/contact
Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant
#StrategyImplementation #StrategyDevelopment
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https://www.youtube.com/watch?v=10hI1kR0DJA