Discover Classes. Earn Rewards.

Facilitating an Effective Strategic Planning Process

Gain the skills to effectively facilitate a strategic planning process with the Facilitating an Effective Strategic Planning Process course from the American Management Association. Learn how to engage participants and prevent disruptions, define goals, and implement strategies for success. Enhance your strategic planning toolbox and become a master facilitator in any organization.

  • Advanced
  • 21 and older
  • $2,795
  • Live, interactive online classroom
  • 62 hours over 8 sessions
Facilitating an Effective Strategic Planning Process
Book Now

No Booking Fees. Lowest Price Guaranteed. Earn Rewards.

Give as a Gift Save to WishList

1 person wishlisted

Start Dates (1)

  • $2,795
  • Live, interactive online classroom
  • 62 hours over 8 sessions
20 seats left
Book
Show all 8 sessions
  • Thu, May 30 at 9:00am - 5:00pm
  • Fri, May 31 at 9:00am - 4:30pm
  • Mon, Jul 22 at 9:00am - 5:00pm
  • Tue, Jul 23 at 9:00am - 4:30pm
  • Mon, Sep 16 at 10:00am - 6:00pm
  • Tue, Sep 17 at 10:00am - 5:30pm
  • Thu, Dec 05 at 9:00am - 5:00pm
  • Fri, Dec 06 at 9:00am - 4:30pm
Showing 11 of 1

Class Description

Description

What you'll learn in this strategy training:

Regardless of goals, there’s one thing that can be said about every strategic planning process: The stakes are high. So you need to get equipped with a complete and agile toolbox of facilitation techniques and skills. How can you get the right people—and get them to actively contribute? How can you prevent assertive personalities from taking the session off-track? How can you make sure your goals are effectively defined and that you have all the right elements in place?

This course combines effective facilitation with strategic planning. It’s carefully crafted into three segments covering early discussions and agreements, strategic planning facilitation and implementation. You’ll leave with hands-on experience and a comprehensive strategic planning toolbox that effectively prepares you to launch into any strategic planning facilitation.

Pre-Work: The pre-work content and activities are provided as a foundation for all participants to ensure the use of consistent terminology in the program, and as a facilitation and strategic planning refresher. The pre-work serves as a review of core skills to establish a common departure point and will only be reviewed at an intermediate level in the course.

Who Should Attend:

Experienced executives, directors of OD, senior HR leaders, division leaders, strategic planners and others who must manage the strategic planning process for a department or organization, as well as those who would like to become an internal or independent strategic planning facilitator.

How You Will Benefit:

  • Gain a clear understanding of your role in the facilitation process
  • Adopt a set of proven and commonly used tools
  • Know which discussions and decisions should occur prior to your strategic planning session
  • Ensure up-front clarity and agreement regarding expected results
  • Decide the best strategic planning approach/process to use and customize it
  • Determine clear processes, logistics and considerations throughout the entire process
  • Build in metrics and schedule meetings to assess milestones and measure progress towards goals
  • Get buy-in early and throughout the process to optimize success

What You Will Cover:

  • Establishing agreements, consistent definitions and success metrics
  • Setting parameters for team selection and role assignments
  • Understanding and choosing an appropriate strategic planning model, frame of reference, and related decisions • Agreeing on logistics, scheduling needs and considerations
  • Knowing the key components of the strategic planning process
  • Translating the strategic planning process into tactical action and communication plans
  • Enabling innovative thinking in managers and leaders
  • Using simulation to demonstrate your understanding of new practices and tools
  • Delivering organizational results through an effectively facilitated strategic planning session
  • Establishing next steps and moving toward the execution phase
  • Conducting regular review sessions to check progress towards milestones
  • Establishing processes to align the organization, communicate the plan, and get organizational buy-in

Outline:

Learning Objectives

  • Understand Your Role in the Process and Contract with the Leadership Team
  • Effectively Facilitate Strategic Planning Sessions That Drive Results Within the Organization
  • Select the Best Strategic Planning Approach, Get Senior Sponsorship, and Set Realistic Expectations for Your Strategy-Planning Session
  • Ensure Results By Establishing Accountability, Implementing Regular Reviews, and Aligning with the Performance Management System

Clarifying Your Role

  • Identify the Different Roles of a Facilitator
  • Clarify Senior Leadership’s Expectations of Your Role as Facilitator
  • Define Your Role as Facilitator

Planning for Strategic Planning

  • Ask the Right Questions to Establish Shared Meaning Around Terminology and Outcomes of a Strategy-Planning Session
  • Apply a Process When Contracting with Leadership
  • Identify Strategic-Planning Champions and Ensure the Right People Are Part of the Process

Strategic Planning Approaches

  • Recognize Current and Common Strategic Planning Approaches
  • Articulate Considerations When Choosing a Strategic Planning Approach
  • Define Strategic Planning Outputs

Tools and Models Used in Strategic Planning

  • Discuss the Importance of Macro- and Market Environmental Factors in Strategic Planning
  • Describe the Purpose of Using Models and Tools in Strategic Planning
  • Recognize Various Models Used in Strategic Planning for Analyzing and Synthesizing Information

Logistics—Before, During, and After

  • Manage the Logistics Before, During, and After the Strategic Planning Session
  • Identify Critical Data That Can Make or Break a Strategic Plan

Facilitating the Session

  • Prepare for Your Strategic Planning Session and Create an Environment for Effective Dialogue
  • Apply Critical Skills and Techniques of an Effective Facilitator
  • Manage Disruptive Behaviors During a Strategic Planning Session
  • Use Processes to Drive Key Outputs and Produce Results

Your Role in Implementation

  • Assist in Crafting a Strategic Narrative
  • Establish Your Role in Aligning the Organization, Translating the Strategy Plan into Meaningful Actions, Communicating the Plan, and Getting Organizational Buy-In

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

For Classroom, Live Online, Express Skills Courses and Webinar programs, you may transfer to a future session, send someone to take your place, or cancel for a 5% fee up to 23 days prior to your program.

If you provide AMA with less than 23 days’ notice, or fail to attend, you will be liable for the entire program fee.

Programs included in AMA On Demand offerings are not eligible for substitution, transfer, cancellation, return, or refund. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.

Please email us at [email protected]

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

Reviews of Classes at American Management Association (5)

Benefits of Booking Through CourseHorse

  • Booking is safe. When you book with us your details are protected by a secure connection.
  • Lowest price guaranteed. Classes on CourseHorse are never marked up.
  • This class will earn you 27950 points. Points give you money off your next class!

Questions & Answers (0)

Get quick answers from CourseHorse and past students.

Similar Classes

American Management Association

The American Management Association, International (AMA) is the global leader in talent development. Founded in 1923, AMA supports the goals of individuals and organizations through a complete range of educational products and services, including instructor-led classroom and virtual seminars, webinars,...

Read more about American Management Association

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified Online educator.

American Management Association

Give This Course as a Gift Card

  • Thousands of classes
  • No expiration
  • Unique and memorable gifts for any occasion
  • Personalized
  • Explore a passion, gain a new skill, discover a new hobby, engage in a memorable experience
  • Instant delivery
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™

Buy a Gift Card

Book this Class as a Group Event

Booking this class for a group? Find great private group events

Or see all Professional Group Events

Explore group events and team building activities ranging from cooking, art, escape rooms, trivia, and more.

CourseHorse Gift Cards

  • Creative & unique gift for any occasion
  • Thousands of classes & experiences
  • No expiration date
  • Instant e-delivery (or choose a date)
  • Add a personalized message
  • Lock in a price with the Inflation Buster Gift Card Price Adjuster™
Buy a Gift Card
gift card with the CourseHorse logo gift card with the CourseHorse logo
Loading...