Tag Archives: strategic planning

Get Aligned, Get Clear, Manage to Lead, Plan Change

From Vision to Action! How to Align Your Team and Execute Your Plan

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In today’s rapidly evolving landscape, having a clear and well-defined strategy to win the game you are playing is critical. It’s the roadmap that guides your organization towards its goals and ensures that every action and decision aligns with your vision.

However, crafting and implementing an effective strategy can be a complex and daunting task. This is where the IntelliVen Strategy and Planning Offsite comes into play.

Why the Strategy and Planning Offsite with IntelliVen?

If you’re at the helm of an organization, you understand the importance of strategic planning. You also know that it’s not enough to simply have a strategy; strategy needs to be translated into a practical operating plan that guides your team’s actions throughout the year. The IntelliVen Strategy and Planning Offsite helps leaders like you bridge the gap between strategy development and successful execution. 

The Strategy and Planning Offsite empowers you and your executive team with:

  • Clarity: Achieve a clear and common understanding of your organization’s current state, the case for change, and your target next state.
  • Strategic Initiatives: Identify strategic initiatives that will propel your organization from its current state to where you aspire to be next and prioritize actions that will close the gap based on their impact and feasibility, culminating in a roadmap for implementation.
  • Resource Allocation: Determine roles, responsibilities, and resource requirements for your most important initiatives. This includes allocating the staff, time, money, and other resources needed to make them a reality.
  • Financial Alignment: Align your financial and operational plans with your strategic initiatives. This ensures that your strategic initaitives are not side-jobs to be done as time permits but, instead, are woven into the mainstream of day-to-day activities.
  • Effective Communication: Develop a clear communication strategy to convey your vision and plan to all stakeholders, including your board, investors, employees, and partners.

The Outcomes

Working with IntelliVen Senior Oprating Partners, leaders will achieve key outcomes from their Strategy and Planning Offsite:

  • Alignment:  Participants agree on your current state, case for change, target state, and the necessary actions for each strategic initiative.
  • Implementation Readiness: Lay the groundwork for the successful implementation of strategic initiatives, and establish a governance process understood and agreed upon by all participants. 
  • Team Cohesion: Participants leave the offsite with a deeper understanding of each other and a stronger commitment to the organization’s mission and leadership.

Get Started with IntelliVen

If you’re ready to take your organization  to the next level, it’s time to consider the IntelliVen Strategy and Planning Offsite.  Contact us to learn more about how our team can help you identify and reach your strategic goals for the long-term.

Invest in your organization’s long-term future with the IntelliVen Strategy and Planning Offsite.
Contact us now!

Do & Review, Manage to Lead, People Matters

How to Run a Great Annual Leadership Team Offsite Meeting.

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Most leaders find it difficult to adequately prepare— assuming they even know how — to facilitate a high-powered, executive offsite. The truth is that it is nearly impossible for a leader to facilitate and participate in, let alone also lead, their own offsite. A better strategy is to hire experts who use proven approaches, tools, and methods to prepare and facilitate a great annual leadership team offsite meeting.

The ten tips and resource links below will help the thoughtful leader to get out in-front of the planning process and make clear to the board, top team, and employees that the organization is in good hands and well-led.

Plan the Plan

  • Inform the board and the management team that it is time to work on plans for the coming year.
  • The management team can be as small as three to five members or as many as 15 to 20.
  • If there are more than seven, pick three to five to serve as an executive committee.
  • Prepare a time-line of steps, outputs, and review points.
  • Assign a process leader who will manage planning as a project.
  • Schedule offsite session and line up facilities and facilitation support.

  See details on leadership team strategy and planning sessions. 

Continue reading How to Run a Great Annual Leadership Team Offsite Meeting. →

Finance Matters, Get Clear, Manage to Lead, People Matters

Know the definition of strategy to help everyone stay on the same page.

The following are definitions of phrases that use the word strategy. They provide a useful way to think about the term and matters directly related to it:

  • Strategy is what people in an organization plan to do in order to “win” whatever game they are playing.
  • Strategic thinking is how decisions and actions are made in the immediate-term in a manner that is mindful of long-term implications and consistent with a strategy.
  • Strategic planning is the structured process that management uses to periodically engage leaders in advancing their strategy.
  • Strategic plan is a description of an organization as it presently exists and where it is to be in the future along with how it will go from where it is today to where it will be next on the way to achieve a long-term vision.
  • Strategic initiatives are projects identified as part of strategic planning and documented in the strategic plan that are to address what is most important to change next in order to increase the odds of winning.
  • Strategic management is what is done to deliberately operate and develop the organization in a manner that is entirely consistent with its strategy.