SAMPLE AGENDA | 3-DAY FORMAT
It should go without saying, that putting together your strategic planning agenda, for your 3-day strategic planning off-site retreat, is one of the most important aspects of the process. This is your road map. If followed, it ensures you will touch on each of the topics you intended to during the retreat. This time away from the office working on the future of the company is of vital importance; attention to detail must not be ignored. Your company has invested time and money into this endeavor, so set your agenda, and follow through with it. After the retreat, once your back in the office, you can fine-tune and work out the details that may have taken your team off on a tangent or in another direction away from the task at hand.
STRATEGIC PLANNING AGENDA
[icon_timeline time_sep_color=”#ffffff” time_sep_bg_color=”#fe6700″][icon_timeline_feat time_title=”DAY 1″ title_font_style=”font-weight:bold;” icon_type=”selector” icon=”Defaults-calendar” icon_size=”32″ icon_color=”#fe6700″ icon_style=”advanced” icon_color_bg=”” icon_border_spacing=”50″ arrow_position=”bottom” title_font_color=”#fe6700″ desc_font_color=”#112945″ title_font_size=”desktop:26px;” desc_font_size=”desktop:20px;”]8:00 AM – 5:00 PM
[/icon_timeline_feat][icon_timeline_item time_title=”INTRODUCTION TO RETREAT” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]CEO/LEADER
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Purpose and Desired Outcomes[/icon_timeline_item][icon_timeline_item time_title=”LOGISTICS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]ADMINISTRATIVE[/icon_timeline_item][icon_timeline_item time_title=”RETREAT PROCESS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR
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Ground Rules & Introduction to Tools[/icon_timeline_item][icon_timeline_item time_title=”PRESIDENT’S REPORT” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]CEO/LEADER
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Current State of the Organization[/icon_timeline_item][icon_timeline_item time_title=”SWOT ANALYSIS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR
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Comparisons to Previous Year[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”CULTURE EXERCISES/DISCUSSION” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR
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Vision-Mission-Core Values[/icon_timeline_item][icon_timeline_item time_title=”REVIEW OF PREVIOUS YEAR STRATEGIC PLAN” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]CHAMPION OF EACH CATEGORY
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- What Worked
- What Was Changed; and
- Progress
[/icon_timeline_item][icon_timeline_sep time_sep_title=”LUNCH” font_size=”desktop:18px;”][icon_timeline_item time_title=”IDENTIFY BARRIERS TO ACHIEVING VISION” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]OPEN DISCUSSION[/icon_timeline_item][icon_timeline_item time_title=”IDENTIFY TOP 5 AREAS OF FOCUS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”DISCUSSION ON RESOURCES AVAILABLE FOR THE YEAR” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]CEO/LEADER[/icon_timeline_item][icon_timeline_item time_title=”SUMMARIZE THE DAY, PLAN FOR TOMORROW” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”EVENING LOGISTICS | 6:00 PM – 9:00 PM” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]Happy Hour, Dinner, Conversation[/icon_timeline_item][/icon_timeline]
8:30 AM – 5:00 PM
[/icon_timeline_feat][icon_timeline_item time_title=”SUMMARIZE PREVIOUS DAY” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_item time_title=”OPEN DISCUSSION” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]ALL[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”DISCUSSION ON PROCESS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR
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- Goals
- Strategies
- Action Plan
- Champion
- Deadlines
- Resources
[/icon_timeline_item][icon_timeline_item time_title=”IDENTIFY BREAK-OUT GROUPS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]ALL[/icon_timeline_item][icon_timeline_sep time_sep_title=”LUNCH” font_size=”desktop:18px;”][icon_timeline_item time_title=”SMALL GROUP WORK” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]BREAKOUT GROUPS
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- What Each Initiative Means
- Why Is it Important
- Align With Vision, Mission, and Values
- Goals/Strategies/Champion
[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”TEAM PRESENTATIONS TO GROUP” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]BREAKOUT GROUPS[/icon_timeline_item][icon_timeline_item time_title=”SUMMARIZE THE DAY, PLAN FOR TOMORROW” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”EVENING LOGISTICS | 6:30 PM – 9:00 PM” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]Bowling, Dinner, Conversation[/icon_timeline_item][/icon_timeline]
8:00 AM – 11:00 AM
[/icon_timeline_feat][icon_timeline_item time_title=”REVIEW VISION, GOALS, STRATEGIES, & ACTION PLANS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_item time_title=”ESTABLISH ACCOUNTABILITY PLANS/TEAMS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_item time_title=”METRICS, REPORTING, TIMELINES, & FOLLOW-UP PLANS” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]FACILITATOR[/icon_timeline_item][icon_timeline_item time_title=”WRAP-UP” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]CEO/LEADER[/icon_timeline_item][icon_timeline_sep time_sep_title=”BREAK” font_size=”desktop:18px;”][icon_timeline_item time_title=”FINAL ACTIVITY | 12:00 PM – 8:00 PM” title_font_color=”#fe6700″ desc_font_color=”#7b7b7b”]Lunch, Zip-Lining, Happy Hour, Dinner[/icon_timeline_item][/icon_timeline]
