How to Prepare for a Strategic Planning Meeting

A #StrategicPlanningMeeting can be a challenge if you've never had one before. You might have a strategic planning agenda or a template, but that's not enough to fully prepare for your upcoming #StrategySession.

There are many more factors to consider before you get together with your team. Watch this video to learn our 8 best practices, including discussions around prioritization, scenario planning, trend analysis and more!

As you prepare for your #StrategicPlanning session, keep in mind the importance of alignment and buy-in. You can do all the correct steps in the strategic planning process, but without an aligned team, your plan won't make it very far.

0:00 intro
2:01 strategy meeting objectives
3:16 strategy meeting participants
4:30 strategy meeting location
5:07 creating a strategic planning agenda
6:50 finding a meeting facilitator
11:38 before the strategy meeting
13:30 leading the strategy session yourself
19:07 after the strategy meeting


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SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.

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