At least once a year, every executive team should take a chunk of time to dig deep into their company’s strategy and re-align on mission, purpose, and priorities. This session follows a proven structure for such a meeting.
Usually, executive strategy meetings like these are either a half-day or full-day. When you have such a long session, always open with a welcome and make sure everyone knows what to expect from the day.
From there, move on to reviewing your key metrics, taking a long view to look at trends over time, from at least as far back as the last time you had a strategy session. After having this quantitative look at the company, move to a qualitative discussion that focuses on where the organization is, what is going well, and what isn’t.
Now that everyone understands the current situation and where the company would like to go, it’s a good habit to return to the company’s vision, mission, and purpose. This is both a sanity check and calibration exercise. If the company’s purpose doesn’t match the planning, either the company’s vision should be updated, or the plan is getting off track.
The rest of this executive strategy meeting agenda template will help you figure out your strategic priorities and how to act on them. You will find a path forward, and then have to choose one priority as your main focus—a useful exercise in figuring out what is truly important.
For any tasks or action items that come up in the meeting, note them in the section for next steps at the bottom of the agenda sample.