Designing Effective Strategic Planning Retreats

Strategic planning should be an opportunity for the whole organization to learn from itself (and others) about its choices, to develop a stronger consensus, and to cultivate increased engagement among its various stakeholders. However, it is often left in the hands of a small group of senior managers. How can you involve more of the organization, effectively and efficiently, in creating or revising your plans?

The starting point for engagement is a carefully designed strategic planning retreat. There are various choices you can make in preparing for an effective retreat. These choices can be implemented using various structural tools so that the meeting is productive and contributes to a strategic planning process that yields plans that all understand and are aligned to implement. Rick and Sam will share examples and tools for working on strategic planning with groups from 12 to 200 in size.

– The critical role of engagement in a strategic planning process.
– How to determine which meeting tools are right for your situation.
– How to use these tools.

Presenter: Rick Lent has spent the last 25 years facilitating meetings around the world in business, non-profit organizations and communities. He has facilitated meetings intended to bring multiple groups together around strategic planning, organizational restructuring and difficult societal issues. He has helped various nonprofit boards redefine vision and strategy and improve how they work together as a team.
Among the organizations in which Rick has supported significant meetings are: InterAction (multi-stakeholder pandemic preparedness), UNICEF (country-wide health crisis), Ashland (design-build contracting), ArchstoneSmith (organizational change), Logitech (vision and balanced score card plan), the WK Kellogg Foundation (strategy and vision), Johnson & Johnson (post-merger alignment), and the International Federation of Red Cross and Red Crescent Societies (NGO partnering). He has also worked with numerous civic, religious and nonprofit groups.

Rick delivers workshops and presentations on a structural approach to better meetings. He also provides complete meeting design and facilitation services and coaches leaders on how to resolve particular meeting challenges. His new e-book, Meeting for Results Tool Kit: Make Your Meetings Work, will be available on Amazon in September 2012.

Rick received his Ph.D. in instructional design from Syracuse University and held various management positions in several international organizations before co-founding Brownfield and Lent in 1991.


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