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Facilitating a Collaborative Strategic Planning Session

Facilitating a Collaborative Strategic Planning Session

36mIntermediate2024-01-24

Authors

Jamie Champagne

Jamie Champagne

Business Analysis Professional, Speaker, and Trainer

Course details

Are you looking for a step-by-step guide on facilitating a collaborative group through a strategic planning process? Check out this course, which covers everything you need to know, from the early stages of ideation through implementing key objectives and defining metrics for actionable success.

Explore the fundamentals of teaching learners how to overcome challenges so that your team’s focal problem can be accurately defined. Instructor Jamie Champagne shows you how to convert that problem into your team’s purpose, with instructions on how to facilitate helping teams change causes and effects into outputs and goals. Along the way, learn how to cultivate new opportunities for turning key strategic objectives into measurable projects. This course is designed for anyone tasked with running a strategic planning session, particularly business analysts, project managers, process improvement specialists, and change agents, regardless if they work on an in-person, online, or even hybrid team.

Skills covered

Meeting SkillsBusiness StrategyProfessional DevelopmentBusiness Analysis and StrategyLeadership and ManagementOne-Off

Concepts

0. Introduction

  • 01 - Running the show for strategy

1. Defining Your Focal Problem

  • 02 - Defining your stakeholders in your strategic planning work
  • 03 - Identifying what is working well with your team and current strategy
  • 04 - Exploring what strategic challenges currently exist
  • 05 - Strategically identifying trends in your challenges
  • 06 - Facilitating definition of strategic challenges
  • 07 - Identifying the focal strategic problem

2. Turning Challenges into Measurable Opportunities

  • 08 - Turning challenges into opportunities
  • 09 - Facilitating definition of key strategic objectives
  • 10 - Facilitating turning objectives into projects

Conclusion

  • 11 - Running your own strategic planning session

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