Executive Strategy Session

Host a powerful strategy workshop with your executive team.

, Wednesday, August 17 (note)

Welcome/Overview of the Day

Measuring success/KPIs

Setting the stage

Where are we right now as an organization?
What do we do well?
---Where have we found success in the past?
---What are our competitive advantages?
What can we improve?
What would we like to see?

Review Vision, Mission, and purpose

Where are we going? Is this still our vision?
Is this still our mission? What does winning look like?
Is this still our purpose?

‍

‍Where are we going?

Why do we exist?
Who is the customer we serve?
Where are we going?
How are we going to get there?
Strategy Priorities
Why change?

What do we need to focus on to achieve our vision?

Action planning for the strategic priorities

What is the most important priority moving forward?
Risk identification - What is going to stand in our way

Next Steps/Action Steps

@name Task by DUE-DATE

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Note Actions

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How to use this template

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.

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