AMA2009: Facilitating an Effective Strategic Planning Process

Clarifying Your Role

• Identify the Different Roles of a Facilitator
• Clarify Senior Leadership’s Expectations of Your Role as Facilitator
• Define Your Role as Facilitator

Planning for Strategic Planning

• Ask the Right Questions to Establish Shared Meaning Around Terminology and Outcomes of a Strategy-Planning Session
• Apply a Process When Contracting with Leadership
• Identify Strategic-Planning Champions and Ensure the Right People Are Part of the Process

Strategic Planning Approaches

• Recognize Current and Common Strategic Planning Approaches
• Articulate Considerations When Choosing a Strategic Planning Approach
• Define Strategic Planning Outputs

Tools and Models Used in Strategic Planning

• Discuss the Importance of Macro- and Market Environmental Factors in Strategic Planning
• Describe the Purpose of Using Models and Tools in Strategic Planning
• Recognize Various Models Used in Strategic Planning for Analyzing and Synthesizing Information

Logistics—Before, During, and After

• Manage the Logistics Before, During, and After the Strategic Planning Session
• Identify Critical Data That Can Make or Break a Strategic Plan

Facilitating the Session

• Prepare for Your Strategic Planning Session and Create an Environment for Effective Dialogue
• Apply Critical Skills and Techniques of an Effective Facilitator
• Manage Disruptive Behaviors During a Strategic Planning Session
• Use Processes to Drive Key Outputs and Produce Results

Your Role in Implementation

• Assist in Crafting a Strategic Narrative
• Establish Your Role in Aligning the Organization, Translating the Strategy Plan into Meaningful Actions, Communicating the Plan, and Getting Organizational Buy-In