Planning for Strategic Planning Meetings - Docket

Planning for Strategic Planning Meetings

This post is part of our series on The 5 Types of Work Meetings.

The strategic planning process is a critical part of making sure everyone in the company is on the same page moving forward. While some people might not like going through a sales meeting agenda or a planning meeting agenda, it is still an important part of moving the company in the right direction. For this reason, it is still a good idea for people to be familiar with a few motivational sales meeting ideas along with some of the important strategic planning interview questions. Take a look at some of the helpful information we have put together for strategic meetings like your next marketing strategy session.

What is the Purpose of Strategic Planning?

As a whole, the purpose of a strategic planning session agenda is to come up with a cohesive plan for the company. A sales meeting agenda PDF might include items such as how the company has performed in the past along with some of the goals for the future. Sales meeting agenda examples might include some of the company’s KPIs and discuss how it performed relative to those KPIs in the last quarter. This is also an opportunity for staff and employees to come up with strategic questions to ask leaders. Some of the key questions that people might ask include what went well, what went wrong, and how the company can improve moving forward. A quarterly sales meeting agenda might also discuss the recruitment of new clients, how to maintain the loyalty of existing clients, and whether or not new products are going to be added to the next quarter’s list.

It is important for everyone to make sure they are using their time wisely when they walk in the room for a strategic planning session. After all, everyone’s time is valuable and people need to make sure they get to the most out of every minute in the room. Therefore, it is important to plan ahead for an upcoming sales call agenda or sales strategy meeting agenda.

How to Plan for a Strategic Planning Session

If someone is looking for a plan for a first sales meeting agenda or strategic planning workshop agenda, there are a few tips that everyone should keep in mind. First, take a look at the first sales team meeting agenda. Figure out how to break the ice. Figure out who should be invited to the meeting. Then, come up with facilitation questions for strategic planning that can drive your strategic planning workshop exercises. Having a business strategy questions and answers session will help everyone feel like they are a part of the team which will help you with how to facilitate a strategic planning session. Be sure to ask what are the three big strategic questions such as the company’s goals, the company’s past performance, and how the company can reach these goals. This is a critical part of coming up with strategy meeting objectives and strategy meeting ideas.

Then, make sure the strategic planning meeting invite goes out to the right people. Strategic planning questions for board members are going to be a little bit different than the questions that might be asked of employees and staff.

Finally, make sure that all of the necessary tools are present in the sales meeting topics agenda. For example, it might be helpful to bring a list of strategic planning session ground rules, a strategic planning workshop PPT, and a weekly sales meeting template. If there are items that other members need to bring, such as out of the box sales meeting ideas, make sure to remind others to bring these tools as well. This will help make sure the meeting runs smoothly. You can use a meeting tool like Docket to create an agenda and include all necessary supporting documents and questions that you can distribute among all stakeholders.

Tips for Planning for Specific Types of Strategic Planning Meetings

Not all strategic planning meetings are going to be the same, so it is important to plan accordingly. For example, if someone is running their first strategy meeting presentation or there could be some present that don’t know how to run a strategic planning meeting, then it might be a good idea to start by defining what is a strategy meeting. This will help everyone get on the same page.

Next, a strategy meeting with the sales team is going to be a little different. It should be laid back and could include 11 fun ideas for strategic planning. Make sure this is reflected on the weekly sales meeting template or one on one sales meeting agenda. Be sure to think about what goes into the professional sales meeting agenda template and use a meeting tool like Docket to create the template so you can use it for feature sessions. 

In addition, a strategic planning session with a nonprofit company should be focused on charity goals and objectives while also discussing how to keep the company afloat. Make sure this is reflected in the strategic planning questions nonprofit.

Finally, it can also be helpful to move the strategic planning session somewhere else, such as on a retreat. A strategic planning retreat agenda can be a bit more laid back while still asking key strategic questions. Be sure to think about the strategy session questions as well as the strategic workshop exercises; however, this is a great way to get people to participate a bit more. Think about taking everyone on a retreat!

About the Author

Heather Hansson

Heather Hansson

Heather directs product management and content marketing initiatives for Docket. She enjoys leading cross-functional teams to work together on vision, strategy, and implementing solutions that help people work and live better. When she isn’t helping rid the world of wasteful meetings with Docket, Heather likes to run, take violin lessons with her son, and spend time with her family.
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