Now is the time to set priorities, plan out the remaining months of the year and get the team on track with a plan. Use a visual strategic planning session and graphic recording to reiterate team values, goals and motivations. Check out our top components of a strategic planning session to set up your company for success!
- Restate the company’s mission – Before looking ahead, state your company’s mission. Begin the discussion sharing the company’s values and principles. This will provide a steady mindset for the strategic planning, keeping everything and everyone in line with your company’s basics.
- Assess the current status – “Where are we?” Take some time to review your company’s current standings. Have team members gather statistics and updates about their areas of business. This will provide an internal understanding of what is going on and what might need some attention.
- Identity the important areas – What is a top priority? What area has the most impact? Work together with your co-workers to recognize those sections.
- Point out those pressure points – Review those trouble areas. How can you overcome this problem in this new season? Recognize your team’s strong skills and partner-specific people with the problems that they can tackle. Delegate and execute.
- Define what must be accomplished – Set expectations during your strategic planning. Provide direction on tasks and goals that need to be completed. Review the calendar if needed. Give due dates and benchmarks for the upcoming months.
- Review and review again – Check for gaps in your plan. Look for areas that might have been overlooked. Add more details. Rework deadlines as needed. Ensure each team member has time to thoroughly review the plan.
- Implementation – After the strategic plan has been reviewed and finalized, it is time for implementation! Engage in periodic conversations to check in with your team. Make sure that they feel confident about their responsibilities. Provide assistance as needed.
Let our team help you visualize your strategic planning. We offer graphic recording services for Think Tanks, strategy sessions, visioning sessions, and more! Learn more through our services page here.
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Lisa
Visual Thinker | Graphic Recorder | Sketchnote Artist at See In Colors
Lisa Nelson loves combining art with life. She is the Founder and Chief Visual Strategist of See In Colors where she leads a team that designs, facilitates, and captures conversations with hand-drawn pictures. By blending the power of visuals, communication and project management, Lisa helps organization have impact for social change. See In Colors is based in the Washington, D.C. area and serves clients world-wide.
