Strategic Planning Session Agenda

Transcription

1 Strategic Planning Sessin Agenda CEO Member Versin Tw r three days depending n ptin team-building activities Annaplis, MD p supprt@lxcuncil.cm

2 Pre-Wrk fr Leadership Team Members Setting The Stage fr a Successful Planning Sessin Bks - Start with Why: Hw Great Leaders Inspire Everyne t Take Actin by Simn Sinek - Tractin: Get a Grip n yur Business by Gin Wickman - Creating Cmpetitive Advantage: Give Custmers a Reasn t Chse Yu Over Yur Cmpetitrs by Jaynie L. Smith - The GE Wrkut: Hw t Implement GE s Revlutinary Methd fr Busting Bureaucracy and Attacking Organizatinal Prblems Fast by Dave Ulrich, Steve Kerr and Rn Ashkenas Articles - Executin is a Peple Prblem, Nt a Strategy Prblem. Harvard Business Review, January 4, 2017, by Peter Bregman - Drawing a Line Between Strategy and Executin Almst Guarantees Failure. Harvard Business Review, July-August 2010, by Rger L. Martin - 5 Ways t Clse the Strategy-t-Executin Gap, Harvard Business Review, December 22, 2015, by Paul Leinwand, Cesare Mainardi and Art Kleiner - Want t try smething different?? - Play the All In Bard Game during yur wrkshp. ( Thrugh six quests purpse, gals, pririties, plan, rewards and stry team members devise custmized, actinable plans fr yur rganizatin. They align individual pririties with cllective strategic gals. 30 CEO Opening DAY 1 (5.5 hurs cntent/activities + ptinal team building event) 45 Warm-up Grup Exercise Set Tne fr Meeting Meeting Expectatin At the end f the next tw days we will have had a perfect meeting if we have.... CEO shares Expectatins fr the business Statement f Individual Purpse Exercise My individual rle as a member f xxx cmpany s leadership team is t I accmplish this using my (psitive attribute/greatest strength). What mves me t achieve is. Yet, the ne thing that peple wuld be surprised t knw abut me is (fun fact) Cllabrative decisin-making in actin Stranded in the Desert Exercise What is the framewrk fr strategic planning? What is the mst imprtant questin that the business needs t address? What is it that yu want frm this business? What issue need slving? 15 in Why a Plan Set the stage fr the meeting utcme by presenting the Strategy Map and the value in planning 30 Understanding Yur Why Yur Missin and Purpse answer the questin, Why are we in this business Inspiratin -- Simn Sinek Ted Talk Vide (20 ) Peple dn t buy what yu d, they buy why yu d it. What yu d, serves as prf f what yu believe LXCuncil, Inc. All Rights Reserved.

3 120 Missin and Purpse Exercise-Discuss the Why fr Yur Cmpany in small grups Team deliverable-why statement r tag line fr purpse and cause Alternate Exercise: Cmmunicate yur cmpany s Why in Inspiring Ways a picture, rhyme, t-shirt, bumper sticker Finalize a wrking Missin and Purpse Seek cmmn themes, key wrds and pririties Blend perspectives int a Missin and Purpse all can agree n Lunch Crprate Visin First, determine yur Cmpetitive Advantage. What d yu d best? Grandfather Clck Exercise - What is the secret f yur business? Then, cllabrate n a future visin fr yur business. Future Visin Exercise Write yur future stry and the Wall Street Jurnal Headline that captures hw yur business will be described in the future. What gains have been made ver time. 50 Values Yur actins speak s ludly that I can t hear a wrd yu are saying Discussin n values and the integral link t Missin and Visin Then, define the values that define the team and the cmpany 10 Day 1 Insights Grup Brainstrm Exercise Wrking in 5 runds individually share a tp persnal value that are mst imprtant when wrking wth thers and represent yur persnal beliefs. Thrugh multi-vting the grup will distill leadership team values dwn t a maximum f 5 Grup discussin n key take-aways frm the day Set the stage fr Day 2 and what t expect Adjurn fr Optinal Team Building Activity / Dinner Overnight At end f Day 1, yu will have cmpleted Missin and Purpse, Crprate Visin, and Strategic Gals. Overnight, yu, yur meeting leader/facilitatr, r yur Admin shuld capture the utput frm the day, and put them int the Strategy Map. The facilitatr alng with the CEO and any ther assigned Leader(s) shuld cmplete the draft Missin / Visin statement s that the team can review and finalize at the start f Day 2. Alternate Schedule: Create an extended break and cmplete this prcess n Day 1 in rder t finalize Missin/Visin and this stage in the Strategy Map DAY 2 (7 hurs cntent/activities) Open Day 2 Present, finalize and gain agreement n Missin and Purpse, Crprate Visin and Values n the Strategy Map LXCuncil, Inc. All Rights Reserved.

4 90 Strategic Gals Designing SMART Gals aligned t yur Visin Tw ptins t set the stage fr strategic gal setting Optin 1: Business Transfrmatin Grup Survey -- Frm Current State t Future State Optin 2: SWOT Analysis Gals prvide fcus fr the business. Use the utputs frm the activity t determine 3-5 things yu need t d in the next 12 mnths t fulfill Visin Discuss and gain cnsensus: D the strategic gals represent all the key areas f strategic fcus fr the business? If nt, what is missing? If we achieve, these bjectives and nly these bjectives, will we fulfill ur stated missin and visin? Then, assign 1 gal t each small grup r individual. Create a title fr the strategic gal, write a shrt actin-riented descriptin Cme tgether and determine: 90 Targeted Objectives Wrking Lunch 3+ Hurs (Wrking in Individual Teams) Are gals SMART? -- Specific, Measurable, Achievable, Relevant, Time bund Targeted Objectives prvide fcus fr executin. Crawfrd Slip Exercise: Generate 10 prject ideas, per persn t meet yur gals. What is the best idea/prject/pprtunity that will enable us t fully achieve ur strategic pririties? Put all the ideas n a bard and wrk tgether t grup the ideas tgether. Generate Categry Headers, trying t keep it t n mre than 5-6. int small grups and assign a categry t each grup. Write a statement / define Targeted Objective, include the metrics fr its success. Review sample Targeted Objectives n Strategy Map. Supprting Initiatives Own the Plan Yu Build Exercise Optinal Team Building Event Assign a Targeted Objective t grups f n mre than 2-3. This team will wn the wrk stream and be accuntable fr tracking cmpletin and successful delivery f the prjects. Srt thrugh ideas, and identify tp pririty prjects by using the Decisin Matrix. Develp high-level wrk plans (wners, rles, actins, time lines) and prepare a presentatin f the recmmendatins t the grup. If teams d nt cmplete the wrk prcess n the afternn f Day 2, they shuld wrk thrugh the evening t cmplete LXCuncil, Inc. All Rights Reserved.

5 60 per team 4 Hurs DAY 3 (6 hurs f cntent/activities) Targeted Objective and Supprting Initiative Presentatins Fllwing each presentatin the CEO alng with the team members shuld debate and discuss in rder t apprve / gain cmmitment n the prpsed prjects. With 4 teams ttal f 4 hurs f presentatin, Q&A and discussin 30 Insight Discussin Reviewing the cmpleted Strategy Map, which fllwing the team presentatin shuld nw have all fields cmpleted We Build it. We Own it Discussin Discussin n hw fully implementing the plan delivers a strategic advantage. What are the risks in nt prceeding frward? What are the rewards if we d What 1 thing will yu cmmit t d t ensure its success? Optinal Fun Teamwrk/Cmmitment Exercises Rethinking a Basic Task Exercise Paper-Tape Twer Exercise Outcme fr each individual: What ne thing will yu persnally cmmit t in rder t ensure that the plans that have been defined will be fulfilled? Dcument with the Strategy Map Set schedule fr tracking f Supprting Initiatives and prgress tward Targeted Objectives Cmmunicating the Plan t Stakehlders 10 Meeting Clse-ut Grup Exercise: The Wh, the Hw, the What, the When First brainstrm Wh as a grup, then in small grups r individually, cmplete the Matrix fr Structured Cmmunicatin tl Lcking in the hard wrk f the meeting Best Practice recmmendatins and discussin t ensure that the intended rewards f the plan are realized 2017 LXCuncil, Inc. All Rights Reserved.