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How to use a facilitator webinar
1. Welcome to the Webinar!
Why use a facilitator for your strategic plan?
2. Today’s Agenda
• Why do strategic planning?
• What does a facilitator do and why use one?
• Overview of a one day and two day agenda
• Best practices
• How we can work together.
3. What is a strategic plan?
And why do you need one?
5. Why do strategic planning?
• To focus your resources on the things that are
going to have the most impact.
• To give a sense of purpose and direction to your
staff.
• To not be surprised by (and suffer from) events
that happen inside and outside your organization.
6. Do you ever feel like your are
pulled in every direction?
8. About me.
• Managing Partner and lead facilitator at SME
Strategy Consulting
• Entrepreneur, author and speaker.
• Passionate soccer fan
@anthonyctaylor
anthony@smestrategy.net
10. Benefits of using a facilitator
1. Everyone can participate
2. We are neutral and can ask tough questions
3. We have a specialized process
4. It’s one less thing on your plate
5. We’re really good at talking and listening
6. We control the time and the tempo of the
meeting
7. Ongoing support
13. The process
• Where are we now:
o Successes, Failures, Strengths, Weaknesses, Environmental Scan,
Inputs from team
• Where are we going?
o Vision, Mission, Values
14. The process
• What is going to get in our way?
o Risks, roadblocks, scenario planning
• What do we need to do to get there?
o Strategic priorities, tactics and KPI’s
15. MISSION
VISION
What is going to move the
needle on the vision?
SPECIFIC OBJECTIVES AND INITIATIVES
GOAL 1 GOAL 2 GOAL 3
Your organization’s vision:
Our purpose….
17. Strategic planning is a great
opportunity to create
change
The planning meetings are just the start.
18. Challenges with developing
strategy
• Lack of alignment
• People not buying into the plan
• Lack of direction
• Too many things to focus on
• Employees not empowered to make changes.
• Information silos
19. • Harvard business
review interviewed
26000 people at 31
companies to
determine what traits
align with strong
strategy execution.
• https://hbr.org/2008/
06/the-secrets-to-
successful-strategy-
execution
20. Three biggest challenge categories
• #1 Decision rights
• #2 Flow of Information
• #3 Motivators
Spoiler alert: These are all impacted with an aligned
strategic plan
22. Best Practice #1
• Get information from different levels of the
organization
o Different perspectives
o Pull vs Push
o People feel heard
o You might learn something.
23. Best Practice #2
• Let everyone contribute to the plan
• Pick a goal that everyone can contribute to.
• Everyone is on the same team- See: Alignment
24. Best Practice #3
• Pick a handful of priorities (3 or 4), and then pick
the most important one.
• Pick priorities that everyone can help move the
needle on.
• Everyone is on the same team, everyone plays
their position.
25. Best Practice #4
• Align your:
• Vision
• Mission,
• Objectives,
• Strategies/measureme
nts
• Tactics.
26. Best Practice #5
• Create a culture that supports what you want to
achieve.
• You could have the best plan, but you need your
people need to be behind it.
• See: Culture eats Strategy
27. Working together:
3-4 week lead time
1. Let’s have a conversation about your objectives
and specific details.
1. We’ll create a proposal and sample agenda.
2. Book the date, create a survey, have the
meeting (yay!)
3. Within 7 days you’ll receive a recap and next
steps.
28. What’s included.
Flat rate billing:
• Communications related to the strategic planning session
• Preparation materials ahead of time. (Including staff
survey)
• One or two day meeting facilitation
• Summary of notes and strategic plan outline.
• Two coaching calls to support implementation
One day session:$3500 | Two day session: $6600
Costs for travel and accommodation are not included
29. Let’s work together on your
next meeting.
www.smestrategy.net | info@smestrategy.net
1-855-895-5446
