Strategic Planning Facilitation to Build an Actionable Plan

The role of a strategic planning facilitator is to create the framework for your strategic planning sessions, facilitate your organization’s onsite or virtual planning retreats, and help build your organization’s strategic plan.

Definition and Purpose

Strategic planning is a structured process for organizations to define their long-term vision, goals, short-term objectives, and strategies for achieving success. Most planning processes analyze your current state and internal and external environments and identify your key competitive advantages. Then, they build a strategic plan and growth strategy to align their resources and efforts toward achieving their mission and vision.

Strategic planning provides a clear roadmap for the organization’s future, ensuring that every action taken is in line with the overall goals and objectives. This process not only helps in setting a direction but also in making informed decisions that drive long-term success.

Our planning process includes the standard group facilitation, consensus building, and strategic planning practices. But, unlike other facilitators, we will build your organization’s strategy that includes a comprehensive growth strategy, AI transformation strategy, create a clear governance structure for AI, and help ensure your plan is implemented.

We provide both options. Schedule a discovery call with us so we can get to know you and your organization’s unique needs. From there, we can determine if an in-person or virtual strategic planning meetings are best for your team.

In an onsite strategic planning approach, we will come to your team and facilitate a 1- or 2-day session to build your plan. If delivered virtually, we will lead your strategy meetings in several 1- to 2-hour virtual calls. With either option however, we’ll help you build a plan from bold vision to OKRs and actions. Your expert facilitator will conduct your planning pre-work and facilitation approach prior to your sessions.

OnStrategy has been established for over 25 years and our expert team of strategic planning facilitators have a combined 30+ years of experience. Here are a few quick details about our team:

• We built over 3000 strategic plans, and our expert facilitators are currently managing 175+ execution cycles.
• We’ve built and implemented strategic plans for non-profits, government organizations, and private businesses and corporations. You’re in the best hands at OnStrategy.
• We’re experts in facilitating leadership and executive teams to help build your strategic direction and growth strategy, and identify AI transformation strategies.
• Our strategy sessions are designed to build actionable, implementation-ready plans. We never prompt strategic thinking that won’t be used in your plan and implementation process.

Yes! AI must be incorporated into your organization’s strategy! We can help your organization define a comprehensive AI transformation strategy as part of your strategic planning process. Your leadership team will consider how to use AI to improve your current efficiencies, accelerate your current desired outcomes, and how you might transform your organization, delivery, and service offerings.

A strategic planning session is a collaborative and interactive process that brings together key stakeholders to develop a shared understanding of the organization’s goals, objectives, and strategies. The benefits of holding a strategic planning session are numerous and impactful:

• Clarifying the Organization’s Mission, Vision, and Values: These sessions help define and reaffirm the organization’s core purpose and guiding principles.
• Identifying and Prioritizing Strategic Objectives: Organizations can set clear and achievable goals by focusing on what matters most.
• Developing a Comprehensive Plan: A strategic planning session results in a detailed plan that outlines the steps needed to achieve strategic objectives.
• Aligning Resources and Efforts: Ensuring that all resources are directed towards the most important goals helps maximize efficiency and effectiveness.
• Enhancing Collaboration and Communication: These sessions foster better stakeholder teamwork and understanding, leading to more cohesive efforts.
• Building a Shared Understanding: Everyone involved gains a clear picture of the organization’s direction and their role in achieving it.
• Identifying and Mitigating Risks: Potential threats can be recognized and addressed proactively.
• Measuring and Evaluating Progress: Establishing metrics and benchmarks allows for ongoing assessment and adjustment of strategies.

Your strategic planning facilitator will build an implementation-ready plan with OKRs (Objectives and Key Results). This ensures that the strategic plan is actionable, measurable, and achievable. By holding a strategic planning session, organizations can develop a comprehensive and actionable plan that aligns their resources and efforts toward achieving their goals and objectives. This enables them to stay focused, adapt to changing circumstances, and achieve long-term success.