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

INTRODUCTION TO RETREAT

CEO/LEADER

Purpose and Desired Outcomes

LOGISTICS

ADMINISTRATIVE

RETREAT PROCESS

FACILITATOR

Ground Rules & Introduction to Tools

RETREAT PROCESS

FACILITATOR

PRESIDENT'S REPORT

CEO/LEADER

Current State of the Organization

SWOT ANALYSIS

FACILITATOR

Comparisons to Previous Year

BREAK

CULTURE EXERCISES/DISCUSSION

FACILITATOR

Vision-Mission-Core Values

REVIEW OF PREVIOUS YEAR STRATEGIC PLAN

CHAMPION OF EACH CATEGORY
  • What Worked
  • What Was Changed; and
  • Progress
LUNCH

IDENTIFY BARRIERS TO ACHIEVING VISION

OPEN DISCUSSION

IDENTIFY TOP 5 AREAS OF FOCUS

FACILITATOR
BREAK

DISCUSSION ON RESOURCES AVAILABLE FOR THE YEAR

CEO/LEADER

SUMMARIZE THE DAY, PLAN FOR TOMORROW

FACILITATOR
BREAK

EVENING LOGISTICS | 6:00 PM - 9:00 PM

Happy Hour, Dinner, Conversation

SUMMARIZE PREVIOUS DAY

FACILITATOR

OPEN DISCUSSION

ALL
BREAK

DISCUSSION ON PROCESS | FACILITATOR

FACILITATOR
  • Goals
  • Strategies
  • Action Plan
  • Champion
  • Deadlines
  • Resources

IDENTIFY BREAK-OUT GROUPS

ALL
LUNCH

SMALL GROUP WORK

BREAKOUT GROUPS
  • What Each Initiative Means
  • Why Is it Important
  • Align With Vision, Mission, and Values
  • Goals/Strategies/Champion
BREAK

TEAM PRESENTATIONS TO GROUP

BREAKOUT GROUPS

SUMMARIZE THE DAY, PLAN FOR TOMORROW

FACILITATOR
BREAK

EVENING LOGISTICS | 6:30 PM - 9:00 PM

Bowling, Dinner, Conversation

REVIEW VISION, GOALS, STRATEGIES, & ACTION PLANS

FACILITATOR

ESTABLISH ACCOUNTABILITY PLANS/TEAMS

FACILITATOR

METRICS, REPORTING, TIMELINES, & FOLLOW-UP PLANS

FACILITATOR

WRAP-UP

CEO/LEADER
BREAK

FINAL ACTIVITY | 12:00 PM - 8:00 PM

Lunch, Zip-Lining, Happy Hour, Dinner