How to create a strategic plan

A step by step guide to the strategic planning process

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Course description

Are you trying to get your team on the same page with your strategic plan?

Do you want to create a strategic plan that has a clear vision and focus?


This course will teach you the exact process we use with our clients to help them create a strategic plan for their organizations.


You'll learn:

  • How to create a long-term vision
  • How to structure your strategic plan
  • How to get buy-in for your strategic plan
  • How to foster better teamwork, engagement, and innovation
  • How to establish strategic priorities
  • How to use a mission statement to focus your energy and work
  • How to get your team aligned on your strategic plan.
  • How to build a step-by-step action plan for your strategy.
  • How to set Goals and KPI's that will move the strategy forward.
  • How to create clarity for your staff and team members
  • How to communicate your strategic plan and priorities with your stakeholder
  • How to create strategies and tactics that support your balanced scorecard (and other measurements)


This Strategic Planning Training Course is designed for managers, executive directors, and CEOs that want to run the strategic planning process with their teams.

There are 18 video modules + a bonus course that will walk you through all the areas required to undergo the strategic planning process with your team.

This Strategic Planning Training Course is created by SME Strategy Consulting, a management consulting firm that has worked with SME's, regional and national nonprofits as well as local and foreign governments to help them with their organizational development and strategy.


Anthony Taylor

Anthony Taylor

Managing Partner and Chief Strategist at SME Strategy Consulting

Anthony is the Managing Partner at SME Strategy: A management consulting firm dedicated to helping teams create and implement better strategies. His company has worked with local and foreign governments, national and regional non profits, as well as local SME's.

He holds a degree in Business as well as a project management certification.

Anthony is a public speaker, is a frequent contributor to the Globe and Mail on the subject of business strategy, is the author of "I Wish I Knew" a book on entrepreneurship.


Anthony@smestrategy.net | 1-855-895-5446

Course Contents

23 Videos

1 Survey

6 Quizzes

1 Text

8 PDFs

8 Audios

3 Downloads

12.0 hrs

Course Curriculum

Day 1 - Understand strategic planning
67:46

Day 2: The strategic planning agenda
51:25

Day 3: Getting Started
22:16

Day 4: Vision, Mission, and Strategic Priorities
45:09

Day 5: Managing your risk
19:19

Day 6: Implementation
46:18

Day 7 Bonuses and Best Practices
153:47

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