What We’ll Cover1. Why Strategic Planning (3 mins)

2. What It Is/ Is Not (7 mins)

3. Immediate Benefits (3 mins)

4. Taking It Remote (7 mins)

5. Q&A (25 mins +)

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Why Do It?1. The long-view is everything

2. Start with the end in mind

3. Anticipate and plan for change

4. Get team alignment

5. Mitigate day-to-day chaos

6. Use resources intentionally

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What It’s NOT:• Not concerned with specific

projects

• Doesn’t deal with questions of ‘By Who’ and ‘How’ (implementation)

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What Strat Planning Is:• Planning at the highest level

• Deals with questions of: • What • Why/To What End • For Who

• When

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What It’s NOT:• Driving towards a final

report

• A one-shot deal/ written in stone

• All about crunching the numbers

• Linear

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What Strat Planning Is:• Iterative

• Open-ended

• Agile

• Dynamic

• Intuitive AND analytical

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What It’s NOT:• Exclusive to management

• Hierarchical

• Unilateral

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What Strat Planning Is:• Collaborative

• Open to everyone

• Merit-based

• About buy-in

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What It’s NOT:• Absolute about time horizons

• Dogmatic about terminology

• Only for big companies with ‘corporate’ culture

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What Strat Planning Is:• Adaptable to your definition of

‘long-term’

• Agnostic about terminology

• Suited to all kinds of management styles and business models

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What It’s NOT:• Confined to boardrooms

• Reliant on flip charts & markers

• A marathon

• Expensive

• Only the terrain of consultants and MBAs

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What Strat Planning Is:

• Flexible

• Place-independent

• ‘Chunk-able’

• Do-able for every kind of team

• DIY-friendly

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Bye-Bye Bottleneck• Hands-off management

• Empowered employees

• A well-oiled machine

• Rational, defensible decisions

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Smarter Marketing• Vision, Mission and Values help

you craft clear messaging

• Goals, Strategies and KPIs help you make better decisions about marketing tactics

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Less Waste• Focused spending

• Smarter time allocation

• Less time lost to indecision on ad hoc opportunities

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“Just Know”• Better hiring

• Better partnerships

• Understand ‘fit’ by getting super-clear on: • who you are • who you’re for • where you’re going

• why

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A Few TweaksInstead of day-long sessions:

• A series of short, sharp meetings

• Avg. 1 hour duration

• Focused topics that build to a total plan

• Offline work to flesh it out

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Tools• Video or audioconferencing

• Collaborative space (Lucid Meetings notes, Google Docs, Evernote)

• Agendas as part of The Complete Toolkit for Strategic Planning With Remote Teams

• Optional: other nifty Brainstorming Tools

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The Toolkit Covers• Values

• Vision

• Mission

• Goals

• Strategies

• KPIs developed offline

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Crafting Your One-Page Strategy

Sample Strategywww.organics4orphans.org

Where to Find The DIY Guide

http://www.lucidmeetings.com/templates/designers/anna-obyrne

Need More?

http://info.lucidmeetings.com/strategic-planning-remote-teams-facilitator-guide