Strategy & Leadership
Strategic Planning Workshop
A facilitated, two-day workshop to define your organization's North Star and walk out with a clear 1-, 3-, and 5-year roadmap — vision, mission, objectives, and initiative portfolio all tied together.
- Format
- Live virtual, in-person, or private on-site
- Duration
- 2 days
- Level
- Practitioner
- From
- $1995.00
About this course
Course overview
Build the roadmap your team can actually execute.
Strategic Planning is what separates organizations that move with intention from those that just respond to whatever lands in their inbox. This two-day facilitated workshop takes your leadership team through a proven planning cadence — mission and vision alignment, SWOT and environmental scan, goal setting with measurable objectives, initiative prioritization, and a year-by-year roadmap that's realistic enough to survive contact with the real world.
The workshop is deliberately hands-on. Leaders arrive with ideas and assumptions; they leave with a written plan, prioritized initiatives, owners, and a governance cadence for tracking progress. The facilitator guides the conversation, keeps politics in check, and ensures every major decision is anchored to evidence — not just loudness.
Learning outcomes
What you'll learn
Every module is tied to an outcome you can bring back to your team the next day.
- Define or refine a clear, tested mission and vision statement
- Run a disciplined environmental scan (SWOT, PESTEL, competitive analysis)
- Translate strategic goals into measurable objectives
- Prioritize initiatives against capacity, value, and risk
- Produce a 1-, 3-, and 5-year roadmap with owners and checkpoints
- Establish a strategy governance cadence that holds up between workshops
Audience
Who it's for
- Executive teams planning an annual or multi-year strategy cycle
- Functional leaders aligning their group with enterprise strategy
- Founders and growth-stage leaders formalizing their operating plan for the first time
- PMO and portfolio leaders tying strategic goals to project delivery
Course structure
Syllabus
A structured path from core concepts to applied practice.
Day 1 — Orient
- Mission, vision, and values alignment
- Environmental scan — SWOT, PESTEL, competitive landscape
- Customer and stakeholder insight synthesis
- Strategic themes and trade-off framing
Day 2 — Decide
- Setting goals and measurable objectives
- Initiative identification and prioritization
- Resource capacity and sequencing
- Roadmap, owners, and governance cadence
Public cohorts
Upcoming sessions
Secure your seat in a live, instructor-led cohort. Private team deliveries available on request.
No public cohorts on the calendar yet.
We run this course as a private team cohort on demand, or you can be the first to know when the next public date drops.
Frequently asked questions
Still have questions?
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Bring this training to your team
We deliver private cohorts in-person and online, tailored to your operating context.