Here are some tips to remember when undertaking strategic planning at your company.
A common understanding
Managers often assume that everyone who participated in a strategic planning meeting or presentation has the same understanding as the manager. This is almost never true without follow-up. I recommend the following:
A strategic planning facilitator
The role a strategic planning facilitator should play depends on the CEO, the managers and the budget for the company. Ideally, unless the CEO and management team feel that a facilitator is needed to bring an outside objective third party to play devil’s advocate and/or to mediate, the vast majority of the process should be conducted by the CEO and the management team. Accordingly, it is the CEO’s responsibility (with input from the management team) to determine the role of a facilitator.
Once the role of the facilitator and related budget have been determined:
Undertake the due diligence necessary to satisfy yourself that the candidate has the experience, track record and personality to effectively carry out the role that you have defined for the facilitator.
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By Terry Thompson, Surrey, BC, CYBF mentor