Sometimes Planning Needs to be Less Structured

As planning facilitators, we’re often the ones keeping the meeting structured, timely, and on-pace to accomplish our client’s goals. And while that is certainly valuable in strategic planning, we were recently reminded that sometimes planning session and retreats need to be a bit looser to fit the needs of an organization.

We recently traveled to Orlando, Florida, to conduct an onsite planning session with Fairwinds Credit Union. They’re a team of high-achieving individuals whose day-to-day operations move quickly, and schedules are full. So, we worked with their strategy leader to develop a planning retreat agenda and schedule that gave their team some airtime to connect with their strategic plan, have thoughtful conversations about how they’ve done, where they are going, and what the continued focus should be.

As a strategy leader, you can consider taking Fairwind’s approach to structuring your strategy review sessions. Here are a few quick tips:

  • Create a loose agenda – It’s ok to leave the agenda a little loose to have deeper conversations. However, having a loose agenda doesn’t equate to not having one at all!
  • Be flexible – If a conversation is deep and strategic, be flexible with your agenda so it can continue. Move things around as needed.
  • Still have grounded outcomes – It’s important you still enter this planning session with grounded outcomes. Just because your session is more free-flowing doesn’t mean you shouldn’t accomplish a set of objectives.

Comments

Comments

*

What is 2 + 15 ?
Please leave these two fields as-is:
All fields are required.

Free Guides & Resources

Setting OKRs that Work

A FREE downloadable guide and canvas to build Objectives and Key Results.

SWOT Assessment Guide

A FREE downloadable guide and canvas to complete a SWOT analysis, synthesize it into Competitive Advantages, and then use your SWOT to create SMART goals.

Guide to Create KPIs with 100 Example Metrics

A FREE downloadable guide to learn the basics of Key Performance Indicators with 100 example metric sources for ever department of your organization.

Free Guide for Writing Better SMART Goals

Download the FREE guide to learn how to create goals that have impact in your organization.

Free Guide to Build a Growth Strategy

A FREE downloadable guide and canvas to create a growth strategy that clearly defines where you play and how you’ll win.

Goals/OKR Cycle Guide

A FREE downloadable guide and canvas to establish a quarterly rhythm for OKRs and Goals.

OKR Essentials Cheat Sheet

Download the free cheat sheet to guide you through building and refreshing OKRs.

Join 50,000 Other Leaders Engaged in Transforming Their Organizations

Subscrbe to get the latest agile strategy best practices, free guides, case studies, and videos in your inbox every other week.

We Believe in Empowering Teams to do Amazing
Work, Consistently and Passionately

Success isn’t a list of flashy logos. It’s about helping anyone who wants to lead a great organization.
If that’s you, join our list of clients – you’re in good company:

Armen EZR Multnomah RHA SEO Monitor
Chobani Cisco Armen KIA Patagonia
Concordia College Davenport Fairbanks St. John's Washoe County School District
Boys and Girls Club BSA Cancer Society Maryland Food Bank Make A Wish
CMPD Long Beach San Francisco City of Sparks Washoe County