Strategic Planning Sprint

Sep 8, 2021
Virtual
As many organizations kick off the 2022 planning process, now is the perfect time to brush up on your strategic planning skills.
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Strategic Planning Sprint

Overview

Strategic planning is a process for determining what a business should become and laying out the roadmap for how it can best achieve that goal. In many organizations, the focus tends to be on short-term strategic planning methods, such as OKRs. However, without a larger vision to tie OKRs to, the impact of quarterly planning falls flat.

As many organizations kick off the 2022 planning process, now is the perfect time to brush up on your strategic planning skills.

By the end of this Sprint, you will... 

  • Be able to guide your team to see what’s coming around the corner and the opportunity 3-5 years down the line 
  • Evaluate opportunities that support a healthy portfolio of business strategies 
  • Understand your CoS role in the strategic planning process and how to effectively manage the process

Session 1

  • Gathering feedback across the organization and managing the planning process
  • Leveraging strategic planning frameworks - developing your own plan (homework)
  • Hosting a strategic planning workshop

Session 2

  • Retro: How did we get to where we are now?
  • Vision: Where do we want to go? What is our vision of success?
  • Mission: What is going to get in our way? What do we need to be aware of?
  • Values: What do we need to do to get there?

Session 3

  • Understanding the differences between a strategic plan and annual planning 
  • Communicating the plan to the organization
  • Aligning jobs/resources to strategy
  • Implementing and tracking KPI’s related to your plan

Speakers

Jonathan Mark
Jonathan Mark

SVP, Business Operations & Strategy at Vestwell

New York

Sophie Barlow
Sophie Barlow

Associate at McKinsey & Company

London

Stephanie Cheng
Stephanie Cheng

Director, Last Mile Delivery Product, Walmart

San Francisco

Brian Webb
Brian Webb

Chief of Staff to CEO, Clubhouse

New York

Sydney Cummings
Sydney Cummings

Chief of Staff | VP of Business Operations, Terminus

Atlanta

Abby Parker
Abby Parker

Co-founder & COO, Elate

Indianapolis

Emad ElShawa
Emad ElShawa

Chief of Staff, Fundbox

San Francisco