Strategic planning facilitation byStuart Ayling. Strong leadership, resourceful, and trustworthy with highly sensitive information. Strategic Vision Setting Facilitator s Guide 5 PROCESS AND ROLES Each agenda follows a pattern that will soon become familiar. An unqualified facilitator can be eaten alive by a team of executives who sense their time is being wasted. Organise a meeting to plan the workshop. #1. A strategic planning meeting can go totally off-the-rails if it's held without a defined objective. Level 1 Facilitator questions are fundamental. Set priorities. They're skilled at extracting information from uncertain participants and know how to encourage conversations in silent rooms. 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). Strategic plans serve a single purpose, they guide three inquiries: why we exist, what products or services we will produce, and how we should go about delivering those products and services to our stakeholders or communities we serve. At the same time this also creates and opportunity to celebrate successes and ensure collective motivation and inspiration to work together. A high performer with a track record of significant accomplishments at Intel and/or externally. Develop one as a team. The earlier you can start, the better. Strategic planning also helps identify adjustments that you might need to make to reach your goal. You'll leave with hands-on experience and a comprehensive strategic planning toolbox that effectively prepares you to launch into any . Strategic planning determines where a community group or organization is We help organizations find clarity with their strategic plans that include meaningful choices. en Change Language. Technical Assistant & Strategic Planning Resume Examples & Samples. Preparing to facilitate a strategy workshop can be a daunting task. Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. Instead, facilitation involves working with groups of people in the moment. To understand what we consider having strong knowledge in nonprofit facilitation, see the topics in this program's The theory and rationale for this process are described in greater depth in Part 1 of the book The Nonprofit Strategy . In doing so, a facilitator may be useful to help guide a strategic planning group process. Establishing a clearly defined strategic direction Making sure the plan is actionable Aligning the organization with the priorities of the plan Getting all stakeholders engaged in the process Agreeing on a planning process and definitions Ensuring the plan addresses specific business-related issues They keep the discussion on track and encourage all team members to act as equals. Our strategic plan facilitation has been developed to simplify the strategic planning process, with stress-tested techniques to keep your plan fighting fit and building a big future for your stakeholders and community. FACILITATOR GUIDE. . . . Solves major problems Sources: McNamara, C. (2007) Strategic Planning. STRATEGIC PLANNING PI KAPPA PHI. Produces great satisfaction among planners around a common vision 15. An Environmental Scan and SWOT (Strengths, Weaknesses, Opportunities and Threats) Analysis are commonly utilized tools to conduct a strategic analysis. Highlight the plan in a company newsletter. What do we hope to accomplish? Meeting facilitator keys to aggressively facilitating a strategic or any other planning session in a short time-frame: Don't let anyone run-on or dominate, cut them off (based on the limited time available) Don't wait for volunteers to input; pick them out Strategic Planning Workshop Facilitation Guide This guide sets out a proven, straight forward approach to facilitating a simple, but effective, one day strategic planning workshop that will quickly clarify any organisation's or team's strategic direction. It's not about having solid content, good platform skills, or an understanding of adult learning principles. Lance's strategic planning, marketing and communication outreach in his role as a natural resources specialist provided quality messaging to 20 Eastern Montana conservation districts. Carter McNamara Field Guide to Nonprofit Strategic Planning and Facilitation Paperback - January 1, 2007 by Carter McNamara (Author) 11 ratings Paperback $35.00 14 Used from $1.46 3 New from $33.00 Spiral-bound $38.80 1 Used from $38.80 Read more Print length 280 pages Language English Publisher Authenticity Consulting, LLC Publication date This facilitator's manual is divided into 3 parts: pre . As a strategic planning facilitator, William Malek employs a practical, proven model through advanced planning facilitation skills and methods to guide executive and/or management teams through the strategic planning process. We're here to guide you with knowing why you're doing . Team-based Strategic Planning Guide by Kevin Panet 1. They are also a leading provider of facilitation training in the United States. Close suggestions Search Search. Set up monthly and quarterly strategy meetings with established reporting procedures. Review additional material on planning . Strategic planning expertise The right facilitator will have an in-depth knowledge of strategic theory and planning disciplines. Whether you lead a private company or a public organization, a long-term plan is critical to future growth and . SHARE THIS GUIDE: Encourage the team to read the Facilitator's Guide and to begin incorporating the Stra- tegic Mindset into their roles. ABSTRACT. Developed by the Institute for Cultural Affairs, this suite of tools can be used for a variety of group processes, including strategic planning. create an action plan and gain commitment for execution. The Strategic Planning Process NOTE: The new strategic planning framework does not utilize the Seven Objectives of Chapter Excellence as the basis for developing a chapter strategic plan. Strategic Planning Facilitator Guide Government of Newfoundland and Labrador, Department of Innovation, Trade and Rural Development . So make sure to plan ahead. 2011 - Present11 years. You'll implement the plan. First phase: Step 1 of the planning process - Preparing to plan. BACKGROUND FOR THE FACILITATOR The Strategic Planning Process Values Mission Vision Second Century Vision Evaluation . ask open-ended questions and get everyone involved. Follow Up (1-3 weeks) It should also include people who need to do practical tasks to make the planning work smoothly. We then describe how to facilitate a SWOT Analysis workshop or meeting. The detailed 14-step checklist is a proven step-by-step guide to prepare for a successful strategic planning meeting. Strategic planning is an organization's process of defining its direction and long-term goals, creating specific plans to achieve them, implementing those plans, and evaluating the results. 4 Phases to Facilitating Strategy Phase I: Gaining Buy-in Phase II: Assessment Phase III: Strategy Sessions Phase IV: Action Planning 3. The Series is for facilitators and planners. Participants walk away understanding and feeling connected to the strategic plan and what will happen next. Establish clear guidelines for membership, for example, those directly involved in planning, those who will provide key information to the process, those who will review the plan document, those who will authorize the document, etc. We bring that vital, external perspective, as well as . The strategic plan is the foundation your organization needs. The facilitator will discuss strategies, tactics, and implications at the organizational, business and departmental levels to ensure all teams are supported and aligned. Strategic planning is a business management strategy that helps businesses communicate organizational goals and the activities and actions necessary to reach those goals. In an atmosphere of informality, team members can address any issue within the organization without fear of . Owen Morris are independent facilitators and interim/project consultants in strategic leadership, change and general management. Their role is to develop an effective process to keep the focus on the group's task to accomplish the goal of planning. We'll project manage the entire planning process, design and facilitate your planning session to: Create alignment and clarity about your future. Although the national office continues to utilize the Seven Objectives of Chapter Excellence as a metric for evaluating the operational success of . Following is a step-by-step facilitator's guide to Real-Time Strategic Planning. This highly accessible, state-of-the-art program guides and supports you to develop strong strategic planning facilitation skills and organizational skills to produce relevant and realistic strategic plans that get implemented. It's carefully crafted into three segments covering early discussions and agreements, strategic planning facilitation and implementation. future. A primary responsibility of a board of directors is strategic planning to effectively lead the organization. In addition to the many years of . Through Mike's extensive experience as a facilitator he has developed a wide array of strategic planning facilitation and process tools. Strategic planning is the first and most vital step to achieving your organization's goals. as well as the "buy-in" needed from the team in order to ensure the success of the plan. Owen Morris Strategic Partnership. Post the plan on the employee intranet, along with key highlights and a way to track progress. As a leader, you have two options for creating a strategic plan: Create one yourself. The role of the facilitator in a strategy workshop is four-fold: manage the agenda and ensure meeting objectives are met. We work with business owners, Boards, trustees, senior teams and individual managers. Launch. Step 1: Divide the group into small groups of 4-6 people. Stuart holds a Bachelor of Business (Marketing, University of Western Sydney) and a Graduate Certificate in Management (International Business . Strategic planning facilitators serve as an organization's neutral agent. (e.g. We'll guide your team in developing an action plan with tactics and success measures required to bring the strategic plan to life. KEY: SECTION (time allotted) Activity - time allotted ABC Inc. Strategic Planning Retreat. Whether you're holding a remote, hybrid, or in-person meeting, this process will help you out. Facilitation Guide for working sessions to prioritize and align tactical initiatives with strategic objectives while providing visibility of organizational imp That's why the very first step is to define a clear, tangible goal for the meeting. close menu Language. A facilitator with an expertise in Organizational Development will understand how an organization evolves and grows, but may not have the experience needed to effectively guide executive level strategic planning sessions. 3 Strategic Planning Checklist IMPLEMENTING A STRATEGIC MINDSET IDENTIFY YOUR PLANNING TEAM: Define the team and present this new commitment to strategic thinking and planning. Use the following steps as your base implementation plan: Establish your performance management and reward system. A strategic planning facilitator acts as an expedition leader, helping your team explore, problem-solve, and push outside the box into uncharted territory to make critical strategic decisions for the journey ahead. Review and Discuss Exercise 2 . This Facilitator Guide is designed to help you set up, run, and docu-ment your organization's Education Exchange. Lance raised the bar on planning, communication (written content and group facilitation), and training for our work unit at DNRC. Scribd is the world's largest social reading and publishing site. . Date: Thursday, June 25, 201: 7: Time: 8:30 a.m. - 5:00 p.m. Facilitators: . Professional facilitators may also have icebreakers and team-building tools that can spark discussions among groups of . This is a potent process to evaluate strategic results and revisit now potential ENGAGE YOUR BOARD: Present this commitment to the Board at the next . This is critical to ensure that the strategic planning process is informed by lessons learned from previous activities. Strategic Planning Facilitation Step 1: THINK Through the Purpose and Outcome of the Meeting Stephen Covey advises us to "begin with the end in mind." What is the purpose of this meeting? Level 2 Facilitator questions are probes that enable us to drill down deeper on specific topics. They also encourage clear thinking, motivate good participation and ensure full buy-in from every member involved in the process. English (selected) What organization do you most admire and what is a key attribute? Strategic planning facilitators are adept at keeping people talking. Strategic planning is complicated by the number of parties and conditions to be satisfied along with the perplexing nature of some missions. Strategic Planning Facilitator Guide Government of Newfoundland and Labrador, Department of Innovation, Trade and Rural Development 1114. A thoroughly developed plan helps steer the remaining actions of your organization, from daily objectives to effective performance monitoring. Our innovative strategic planning approach was developed over 30 years with experience in new product development, major . Facilitator's Guide. lead through the strategy process and help formulate a clear strategic direction. Streamline the planning process Bring out the best in your team Ignite creative, out-of-the-box thinking Bring clarity and focus on the right priorities Ensure plans are realistic and actionable You'll be provided feedback from your trainer - a Certified Master Facilitator - throughout the workshop. Your chapter's strategic plan is a living document that is meant to be guiding, but also engaging (much like the chapter's constitution and bylaws). Engage your team in the end-to-end process. Strategic Planning Consulting & Facilitation What We Do We specialize in helping leaders and their teams develop strategic plans that get results. Set up annual strategic review dates including new assessments and a large group meeting for an annual plan review. Adjustment of organizational direction. Keep the Conversation Going. Facilitator Guide (Page 48-81) Depending on the approach to the strategic planning session you will use a variety of tools to identify your goals, objectives and strategies. PI KAPPA PHI STRATEGIC PLANNING WORKSHOP FACILITATOR GUIDE | 0. Define a clear outcome for the meeting. PI KAPPA PHI STRATEGIC PLANNING WORKSHOP FACILITATOR GUIDE | 5 Strategic planning is also a reiterative process. A facilitator is usually neutral and does not direct the decision making or provide information. Vague Wording The wording is so broad that it is hard to know just exactly what the strength is. Consider using an external strategic planning facilitator for other important meetings such as project debriefs, incident reviews, evaluations sessions, change implementation programs, employee forums, community or customer consultations and leadership programs. Introduction and overview Create alignment amongst the team on the purpose of the workshop, the This . Strategic planning is an organizational activity that aims to achieve a group's goals. strategic planning In Part II, using a detailed facilitator's guide, you and your classmates will facilitate a fictitious company through the development of a three-year strategic plan. This vision helps give the chapter direction and the potential energy to begin moving. Create commitment and accountability to results. Facilitators bring a fresh perspective to the strategic planning process. Who should attend? Common Problems We see five common problems when we review a client's previous SWOT. 1.2 Types of Planning Strategic Planning . STRATEGIC PLANNING PI KAPPA PHI FACILITATOR GUIDE PI KAPPA PHI STRATEGIC PLANNING WORKSHOP FACILITATOR GUIDE | 0 KEY: SECTION (time allotted) Activity time allotted Instructions to facilitator Comments to share roughly verbatim Other information, details, notes, etc. Be confident that no matter what the future holds, you have a plan to deal with it. Ability to handle high degrees of task and deadline pressure. A professional strategic planning facilitator can be a valuable resource for business executives and their teams who are looking to . If you hold a meeting, make sure you and other key planners are prepared to handle the feedback and discussion that will arise. PI KAPPA PHI STRATEGIC PLANNING WORKSHOP FACILITATOR GUIDE | 3 Strategic planning is the process by which you will envision the future of your chapter and identify the areas on which you want the current and future Executive Councils to focus. Attendee management Include key people who should be part of the decision about how and when to conduct the planning. 5. . Using the Essential Strategic Plan to Guide Near-Term Planning During the goal-setting meeting in the Essential Strategic Plan series, you will need to set the time horizon for your mid-term goals. If you're looking for a strategic planning facilitator who recognizes that the process is a . Keep in mind that it is a kick-off for your ongoing strategy formation work, which needs to respond rap-idly to changes in the real world. Creating a plan yourself may be appropriate during crisis or turnaround situations. When selecting a professional to guide your strategic planning session, be selective. You can guide planners through the strategic thinking and discussions to generate a strategic plan that remains relevant, realistic and flexible. Stuart is an accomplished workshop leader, consultant and facilitator with over 20 years experience working with a diverse range of businesses and teams. " Our People ", I am sure you have great people but, what is the strength? Through quarterly check-ins, we'll review the measurements and progress. Include the plan in new employee onboarding. Worcester, UK. 10 Roles of the Strategic Planning Facilitator Provide a framework for the process through advanced planning Provide unbiased objectivity during the session Listen actively Craft intentional questions designed to keep the group focused on their meeting goals Keep time Create an inclusive and safe atmosphere Foster individual participation Build an agile, actionable plan that can grow and adapt with the speed of change needed for success. This guide is intended for individuals who will facilitate a train-the-trainer workshop centered on strategic planning for SHRM chapters and State Councils. Here are seven things to do before your retreat to put your organization on the path to success: 1. 2. Good facilitation accomplishes several things: Creates "space" away from the day-to-day operations to think strategically Gets your team to step out of their status quo mindset Allows your team to connect and gain a deeper understanding of each other's talents Encourages open communication by leveling the playing field in terms of position/status Strategic planning involves "charting a course that you believe is wise, then adjusting that course as you Their role is to guide and manage your strategic planning sessions to ensure collective objectives are met and sessions stay on track. Strategy Review Facilitators and Strategic Planning Leadership Retreats. 1. Open navigation menu. Decide if you want to create a team strategic plan. To conclude, the team will determine next steps to finalize the strategies, tactics, and implications identified during the strategic planning meeting. The process helps define a company's objectives and investigates both internal and external happenings that might influence the organizational path. ONE DAY STRATEGIC PLANNING WORKSHOP FACILITATION GUIDE 8 PLAN FOR THE DAY Agenda Workshop purpose: Clarify our strategic direction and ensure we're all clear on how we're going to succeed as a team Item1 Start time 1. Executives are required to set business strategy. On one hand, that definition makes strategy planning sound like a Business 101 conceptdefine your goals and a plan to achieve them. Event: ABC Inc. DAY 1 . An uber-practical handbook for any sort of collaborative group effort. "Before anything else, preparation is the key to success." Alexander Graham Bell Conclusion. An outside facilitator levels the playing field between CEO and team members. Leaders must consider whether breakout sessions, brainstorming, team-building, external input, or other approaches are best, but it is crucial in all cases that each participant buys in because . The Facilitator's Guide to Participatory Decision-Making by Sam Kaner of Community at Work. next strategic plan on the values, beliefs, and priorities that Rhode Islanders express through a variety of forums, including our statewide survey and the . You'll learn to customize the planning process to suit the nature and needs of the organization. 16 . Basic ideas of strategic planning include: Proper focus of manpower and resources. Strategic Planning Guide - Free download as PDF File (.pdf), Text File (.txt) or read online for free. Michael Wilkinson Increases productivity from increased efficiency and effectiveness 16. Download a Strategic Planning Self-Assessment This article is focussed on Level 1 Facilitator questions. To guide our clients towards collaborative and productive idea generation and decision making by expertly providing the best possible facilitation, training and . Have a solid 3-5 year strategic plan inclusive of all staff input. Strategic Planning Facilitation "Failing to plan is planning to fail." Strategic planningand the process of creating the actionscan inspire and truly make or break your business. They cover essential topics. What are our strategic objectives for this workshop? Team-based Strategic Planning Facilitator's Guide Written by: Kevin R. Panet Kevin@KevinPanet.com (805) 285-1412 1 11/20/2011 4:51:03 PM . And Call us on 03-9859 3924 to discuss how we can help make your next strategic . This course combines effective facilitation with strategic planning. Facilitation is different from public speaking or training. This means that they can provide best-practice insights, case studies and thinking that will help to guide and frame attendee conversations. Completely scalable to the strategy development needs of Fortune 500 companies, non-profit organizations, government agencies, small departments, and more. Time to stop blaming the ineffectiveness of your annual strategic-planning processes for the state of your current companies' strategies. .

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