Facilitating a business planning meeting ideas

The process of strategic planning is probably one of the most powerful tools available to an organisation, department or team.

Facilitating a business planning meeting ideas

Draw up a summary and circulate it.

Conducting Lessons Learned-Toolkit & Templates

The guide on Planning provides advice on a useful approach to planning systematically and guidelines on how to complete each of these steps. These steps can be adapted to use for specific planning purposes.

Break the process into phases It is useful to break the process into phases. You would need to break longer, more complex planning processes into more phases than shorter and more straightforward ones.

There needs to be at least two phases to any planning process.

facilitating a business planning meeting ideas

In Phase 1 you would need to prepare the planning process, this is Step 1 of our suggested basic planning steps. Preparation should always be done in advance to ensure that the planning runs smoothly, people have been empowered to participate effectively and have set aside the time that will be required.

Phase 2 would cover all the remaining planning steps in the most simple and straightforward planning processes.

facilitating a business planning meeting ideas

This could take facilitating a business planning meeting ideas one to three days. If you are planning something more complex that will involve the use of a lot of resources, you may need to give more time to the process and cover each of the steps in more detail. In this case, you might need to break the process into more phases, depending on what you decide at the meeting to prepare for the planning process.

If you do not have the information you need for the situation and needs analysis, you may need to have a phase in which you collect this information. If you will need a lot of time to work through complex issues in the situation and needs analysis, choice of goal and purpose and the development of clear objectives, you may want to take a break at this point in the process before going on to Step 5.

This will give people a chance to think through the issues before going on to decide strategies for achieving the objectives. If you do not need everyone to be involved in planning implementation, you may want to give this task to specific people who can then report on their the activity plans they have drafted at a later stage.

How to facilitate a basic planning process This section provides brief guidelines on the two basic phases of a planning process. You can adapt it if you need to break the process into more phases: Preparing to plan Phase 2: Step 1 of the planning process - Preparing to plan Organise a meeting to plan the workshop.

Include key people who should be part of the decision about how and when to conduct the planning. It should also include people who need to do practical tasks to make the planning work smoothly. This should include administrators who must send out notices of the planning, contact people and take notes.

The following are some issues this meeting could cover: What do we need to plan? Time needed and steps you will follow: In this discussion you need to decide how much time you will need, whether and how you will break the process into different phases and what issues you will need to address in each step and in how much detail.

It is important to agree on the approach to planning you will use and the steps you will follow in the process the guide on Planning can help you think about this. Again, if what you must plan is simple and already fairly clear, you do not need to give too much time to the planning and may be able to cover some of the steps fairly quickly with a brief input and a short discussion.

Mind Tools for Your Organization The next best thing I could offer was some advice.
Selecting a Venue For the board to approve the plan it has to be judged doable.
Run a great annual Leadership Team Strategy Offsite Meeting And planning a good one?
What makes Strategic Planning Effective? Anyone who has ever planned a workshop will tell you that it's a big job. And planning a good one?
The secret ingredient of workshop facilitation Strategic Planning Workshop Facilitation Workshop facilitation can help ensure the effectiveness of your strategic planning process. An effective process results in well-executed plans.

For example, if you are planning an event, like a public meeting, you may be able to move quickly through steps 1 to 5 above and spend the majority of the time on the implementation plan where you decide on your activity plans. But, if you are planning something complex that will need lots of resources, you need to give the process more time.

The more systematically you plan, the more you reduce your chances of wasting resources. We sometimes think that the real work only starts when planning is finished.

Mission and Vision

Planning IS work and it is important that leadership give it the time it requires if we are to succeed in our efforts. Some questions you could discuss are: What kind of planning do we need to do?

What steps need to be covered in detail and what will we need to cover in each step? How much time should we give to each step? Should we break the planning process up into more phases?

How much time and other resources will we need for the whole planning process? This discussion is to help you work out what information you will need before the planning process starts.Strategic planning is more than just a long staff meeting.

The process of strategic planning is probably one of the most powerful tools available to an organisation, department or team. When a group work together to develop a plan they carry a strong commitment to implementing it away with them.

How to facilitate a strategic planning meeting - KMG Consulting

fun strategic planning activities are important because they prompt people to want to engage with strategic planning at that moment plus make them eager Fun strategic planning activities are important because they get people to want to engage with strategic planning at that moment plus make them eager to participate in the future.

Planning a great workshop needn't be an overwhelming experience. This article gives step-by-step instructions for planning a great event. Planning a Workshop Organizing and Running a Successful Event If you plan the meeting, you may want to facilitate it as well.

Learn how to do this effectively in The Role of a Facilitator. In either case, start by inviting a management team that is accustomed to meeting regularly—the C-level executives, for example, or, if the meeting is a business unit session, the unit head and.

What is strategic planning workshop facilitation?

Who is facilitating your next One-Day Quarterly Planning Session? Whether you are doing it yourself, bringing in an outside facilitator, here are some tips to help you. Every quarter is like a week race that contributes to your Annual Plan priorities and Long-term year goals. Planning a Workshop Organizing and Running a Successful Event Here are some more ideas for running a successful workshop: If you plan the meeting, you may want to facilitate it as well.

Learn how to do this effectively in The Role of a Facilitator.

5 Fun Strategic Planning Activities - The Brainzooming Group