Strategic planning is a process, not an event.

Take a look at this sample strategic planning that takes a minimum of four months (Names have been marked out to protect the confidentiality of my client).

your strategic

A huge mistake you can make in preparing your strategic planning session is to invite everyone you know for political reasons, and not for their expertise, skill sets, and commitment.  If you have 50 people in the room setting course then it is almost impossible to reach genuine consensus and most time will be spent talking about tactics vs. objectives.  In case you were wondering arriving at result driven objectives is the goal of the strategic planning session.

Another big mistake  is not doing enough due diligence to select the right participants, with the proper skill sets, and the right attitude to develop a comprehensive strategic plan that has enough flash foresight to stay ahead of industry trends.  These individuals must be committed, not compliant.  They must be able to engage in healthy dialogue, not withhold information because of self-interests or political involvement.

strategic planning

I recommend fifteen participants maximum.  Ten or twelve is ideal.

They represent both key operational staff, volunteer members, and outside influencers who have specialized expertise necessary to advise the group.

Ask yourself the following three questions indicated on the chart below and make sure each participant ranks high on your scale to reach maximum performance of the live facilitation.


Organizations bring in Doug Devitre when they want to dramatically improve marketing, productivity, and sales performance with the latest technology. He is changing the way consultants consult, coaches coach, and trainers train professionals with his creative approach to using technology focused on business outcomes. The University of Missouri-Columbia Business School Entrepreneur of the Year, National Association of Realtors Business Specialties Hall of Fame Educator, and Certified Speaking Professional of the National Speakers Association brings a power-packed, innovative punch to managing organizational change outlined in his latest book Screen to Screen Selling™ : How to Increase Sales, Productivity, and the Customer Experience With the Latest Technology. Now Doug is focused on creating thought leadership on how businesses can use the Amazon Alexa platform to reduce operational costs and improve workplace productivity.

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