Strategic Planning

4-week Course

This 4-week course occurs on the following dates from 9am-11am PT

• Wed, November 5th 2025

• Wed, November 12th 2025

• Wed, November 19th 2025

• Wed, December 3rd 2025

Facilitated by Kelsey Ley

Did you know 62% of working professionals don’t currently create an annual strategic plan with their team, but 88% WANT to create one? In this course, we work to close that gap.

Why is Strategic Planning an important management practice?

1. Strategic Planning Centers Your Vision

   • We are energized by the bigger purpose of our work, but are often weighed down by the daily to-do list. The Strategic Planning process is essential to reignite the vision of the company, your team, and each employee’s personal goals.

2. Strategic Planning Builds an Inclusive Environment

   • The process is designed for diverse work styles and gives space for everyone to contribute at their own comfort level, which creates the welcoming environment your team craves.

3. Strategic Planning Encourages Growth & Innovation

   • Throughout the process, team members’ excitement builds as they identify opportunities for the business, their colleagues, and their professional growth.

Our 6-Step Strategic Planning Process includes:

1. Center in the Company’s / Team’s Vision

2. Understand Potential Blocks

3. Identify Aligned Actions

4. Prioritize Core Strategic Directions for 2026

5. Craft a Quarterly Implementation Map

6. Establish Team Roles and Responsibilities

Experience the Strategic Planning Process so you can facilitate for your own team!

In this workshop, we will go through the process together. You will understand how to:

• Set-up an inclusive workshop environment that encourages everyone to share openly

• Hold space for healthy debate and active decision making

• Navigate the 6-step Strategic Plan process with ease (you will receive all templates and resources needed to facilitate)