Why Your Team Needs a Strategic Planning Roadmap for Success in 2022

Kimberly Douglas • September 16, 2021

"Vision without execution is hallucination."

~ Thomas Edison


How are you and your team positioned strategically for 2022? Have you started developing your plan? As we near the end of this fiscal year, many of my clients are seeking out resources and support for navigating the uncertain road ahead. And if you haven’t started yet, I’d like to help give you guidance.

One of the resources my clients have found to be the most valuable is my newly developed Strategic Planning e-book. In it, I recommend 5 key changes every team should make to their next annual strategic planning session. 


This e-book also includes templates to help identify mission, vision, values and priorities. It’s a great guide to help your team start to develop a plan that gets the whole organization aiming in the same direction to drive your organizational results to even higher levels of success. 


As we head into fall, one of the most frequent facilitation requests I am currently receiving is for a strategic review and planning session in preparation for 2022. These sessions are specifically designed to meet each organization's particular needs, ranging from one-day, in-person to a series of 2 to 3 virtual sessions. 

Some common deliverables for these sessions include: 


  • Celebrate our successes and understand our challenges in accomplishing this year's objectives to use these learnings in planning for the future.
  • Given those learnings, and with a view to the broader organization and the external environment, reach agreement on our highest priority areas for the coming fiscal year.
  • For each priority area, determine what success looks like on 12/31/22 and how we will measure it.
  • Develop an action plan with clear milestones, due dates, and accountabilities.

To ensure your session is as productive and engaging as possible so that you maximize the ROI of everyone's time, I recommend you keep these 3 key points in mind:


  • Preparation. In advance of the session, determine and share the key session deliverables, the agenda, and what is expected of the participants so they will fully prepare and bring their best thinking to the session.
  • Facilitation. Engage an experienced facilitator so that you can fully participate in the session. If you have a vested interest in the outcomes, it is very difficult for you to be neutral. A professional facilitator can provide advice and counsel in the design of the session and ensure that you get everyone's best input and achieve your session deliverables.
  • Accountability. The first 30 days after this session is most critical. If the team leader doesn't maintain focus and hold people accountable for their commitments, then you will surely lose the momentum for change as "the tyranny of the urgent" takes over. Keep the commitments visible through your staff meetings and your one-on-ones.


Once you have had a chance to review our e-book and apply your thoughts to the templates provided, I invite you to call or email me to discuss your strategic planning objectives and how I can help guide you to achieve them as you look ahead to 2022. 


Wishing you and your team success,


Kimberly



P.S. If you find this information of value, I invite you to share this newsletter with your teammates and colleagues.


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