Strategic Planning Facilitation: How to Leverage Insights in Your Business

strategic planning facilitation: expert leading team members in strategic planning

Wondering how to facilitate a strategic planning session? Strategic planning facilitation allows you to gain valuable insights from your organization, create a plan, and build strategies to achieve your goals. These exercises are a vital part of any organization’s success, and with SIVO Organizational Intelligence, it has never been easier to create a strong foundation for your business. Explore the benefits of holding a strategic planning session within your team below.

What is Strategic Planning?

First thing’s first, what is strategic planning? Strategic planning is a process used by organizations to set their short or long-term goals, determine their strengths and weaknesses, and create a blueprint to achieve those goals. It is an opportunity for leadership teams to align their vision, mission, and values and build the company’s future plans and strategies. Strategic planning facilitation is the engine to the car that drives plans and strategies. 

Why is Strategic Planning Facilitation Important?

A strategic plan helps determine an organization’s future, ensuring that all employees are working towards the same goals. It helps to prioritize resources and allocate them to areas that will bring the most value to the company. Additionally, it helps organizations identify areas for improvement, stay ahead of the competition, and make data-driven decisions.

The Value of an Third-Party Facilitator

So, we know what strategic planning is and we know why it matters — but what is the best way to implement it? A best practice to gather and leverage insights is to have a third-party facilitator manage and facilitate your your strategic planning. This allows teams  to participate in the planning discussion, rather than preparing for and guiding the discussion. Facilitators can also document the discussion as it happens, to focus teams on the topic and guide the discussion toward valuable outcomes.

how to facilitate a strategic planning session: expert coaching  business leaders

Benefits of Strategic Planning Facilitation

Diving into this process is no small task. Luckily, with the help of a facilitator it becomes much more manageable because you have someone to handle the preparation, session facilitation, documentation and recap of the plan and outcomes.  With an expert facilitator as your guide, you will leave your session with a Strategic Plan that will: 

Align Leaders in the Organization

This is your opportunity to bring key leaders in the organization together to discuss the company’s future. It helps to align everyone’s goals and objectives, so everyone is working towards the same vision.  Often, individual team members bring a unique perspective to the planning session. That’s why it’s important to discuss their expectations, the current and potential challenges and opportunities that each leader faces, as well as external market forces that may impact the strategic plan.  Discussing these inputs during the session allows the team to address key issues and avoid pitfalls as the plan is being developed.

Increase Effectiveness and Efficiency

Strategic planning helps organizations identify areas for improvement and opportunities that will bring the most value to the company. These process-driven decisions can fall to the wayside without a dedicated space to identify internal and external opportunities and build plans to achieve them. . The planning process leads to increased effectiveness, efficiency and a better return on investment.

Prioritize Resources

Strategic planning allows organizations to prioritize their resources, ensuring they are used in the most effective way possible, to achieve the company goals. Expert-led planning exercises can uncover redundancies and slowdowns within current processes. The strategic plan can help to increase efficiency by reprioritizing resources to align with key opportunities.

Improve Leader Decision-Making

By having a clear roadmap for the future, leaders can make data-driven decisions that are in line with their goals and objectives. The strategic plan provides focus and clarity and it helps to reduce the risk of making poor decisions that could harm the organization in the long run.

Create Competitiveness

Remaining competitive in your industry requires consistent reevaluation and reimagination. From identifying issues in current workflows, to hearing ideas from team members, to researching emerging trends in your industry and related industries — there are so many opportunities to enhance your organization and get ahead. This information is used as inputs into the planning session, to help you build a strategic plan that addresses key issues and capitalizes on the best opportunities to grow the business and gain market share.

Enhance Employee Engagement

When employees understand the company’s plans and strategies, they are more likely to be engaged and motivated to contribute to the organization’s success. Chances are, they also have valuable thoughts on areas for opportunity and improvement. That’s why it can be very valuable to include employee insights in the strategic planning process. It can unlock game-changing opportunities that company leaders may have overlooked. Plus, gathering employee feedback can improve company culture and create a positive work environment by improving employee morale.

Write a Roadmap for the Future

Strategic planning provides a roadmap for the future, ensuring that everyone in the organization is working towards the same goals. This helps to ensure that the organization remains on track and empowered to achieve its long-term objectives. SIVO’s Organizational Intelligence provides the tools to create a rock-solid plan for your business, so you can execute, and get ahead.

Leverage insights: roadmap graphic

SIVO Organizational Intelligence: Your Partner for Strategic Planning

SIVO Organizational Intelligence is a trusted partner for organizations looking to leverage strategic planning. In our strategic planning sessions, SIVO’s expert facilitators listen and probe to understand your organization’s needs and goals. Then, we help you develop a comprehensive plan with strategies to grow your business and win in the marketplace.

Leverage Our Expertise in Strategic Planning Facilitation

By working with SIVO, your team can leverage experts with 20 years of experience, across industries and company sizes, in organizational development and strategic planning facilitation. Our strategy and market research firm creates custom solutions that meet the unique needs of our clients.

Could your business benefit from our insights and expertise? Get in touch with our Organizational Intelligence team to schedule a discovery call. SIVO will develop a custom Organizational Intelligence solution that aligns with your needs so you can get ahead.



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