Strategic Planning & Board Services
Develop strategic plans to overcome potential future challenges and gain a market advantage.
Four common reasons why organizations have a facilitated strategic planning process:
- They anticipate future challenges & opportunities.
- They support informed decision making.
- They want to align expenditures with values & mission.
- They want to guide marketing efforts.
How Stewart Leadership Facilitates a Strategic Planning Session
Our consultants will partner with your organization and work closely with your teams to ensure the strategic planning process is aligned with company goals and desired outcomes.
Stewart Leadership’s approach to facilitating an annual strategic planning meeting starts weeks before the actual meeting and includes follow up and support after your meeting. Our process breaks down into three stages:
Pre-work (1-3 weeks)
Strategic Planning Meeting (2 days)
To begin, our strategic planning facilitator establishes a common understanding of the desired outcomes of the meeting:
- What strategy means to the organization,
- How strategic plans can be used throughout the year,
- And how the plans will look after implementation.
Next, we’ll review the current state of the organization by identifying strengths, challenges, and opportunities. The facilitator will discuss strategies, tactics, and implications at the organizational, business and departmental levels to ensure all teams are supported and aligned.
To conclude, the team will determine next steps to finalize the strategies, tactics, and implications identified during the strategic planning meeting.
Follow Up (1-3 weeks)
After the meeting, our facilitator will follow up and support strategic alignment by working to finalize the strategies identified. We’ll evaluate the strategic planning process overall to identify what worked.
Most importantly, we’ll identify the next steps to integrate and align the new strategies with company culture, change, and continued development.
scenario planning approach
Stewart Leadership commonly uses a scenario planning approach when facilitating a strategic planning process. Our consultants partner with key leaders to identify decisions and choices that need to be made in the future. By identifying internal and external forces that could impact these future decisions, we’ll work together to develop strategic choices to address and overcome each decision through scenario playing.
When boards are engaged, strategically focused and agile, they can be a strong advantage to the organization. We partner with boards to optimize their effectiveness for today and for the future. We provide a full range of Board Services including evaluation and development of current board competencies, culture and strategic alignment, and CEO succession planning. We work closely with boards to understand the organization’s strategy and culture to create succession plans and provide board evaluations to enable the desired strategy.
Ready to Learn More?
Contact Stewart Leadership to facilitate a strategic planning session for your organization. Identify key areas for potential growth, and gain a competitive advantage by developing strategic plans to overcome future roadblocks and inevitable market shifts.
Complete the form to request more information on our Strategic Planning & Board Services.