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.


Managing Partner and Chief Strategist at SME Strategy Consulting

Anthony Taylor

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.

Course Curriculum

  • 1

    Getting Started

    • Welcome to the course

    • The strategic planning process in 11 minutes (Sorry about the audio)

    • Why alignment

    • Agenda walk-through

    • Strategic map

    • Strategic planning workbook
  • 2

    Phase 1 - Where are we now?

    • Where are we now

    • Download- Pre-planning survey

    • Download- Sample 2-day agenda

    • Download- 15 Questions to ask your team
  • 3

    Phase 2 - Where are we going?

    • How to create a vivid vision

    • How to create a vision statement

    • How to create a mission statement

    • Best Practices for creating a Vision and Mission statement

    • How to formalize your values

  • 4

    Phase 3 - What is going to get in our way?

    • How to do a risk analysis
  • 5

    Phase 4 - How are we getting there?

    • How to create strategic priorities

    • Goal setting best practices

    • Action steps

    • GoalSettingGuide
  • 6

    Phase 5 - We've completed our plan, what's next?

    • How are we doing in our in our plan? Developing Accountability.

    • Next steps after you've created your strategic plan

    • Download- The Balanced Scorecard template

    • Download- Strategic planning pyramid

    • Key Performance Indicator Guide
  • 7

    Bonuses and Best Practices

    • How to make the most of your planning meeting

    • 8 step change management process

    • Ebook: Alignment: How to get your people, strategy, and culture on the same page.

    • What is Scenario planning and how to use it.

  • 8

    Feedback

    • We'd love to hear your feedback.
  • 9

    Course Version 1

    • Best Practices for creating your strategic plan (Original)

    • Get more done and spend less money by using project management best practices. 16.00 (Original)

Reviews

5 star rating

Strategic Planning - Course

Kimberly Gorgich

SME's Strategic Planning Course has provided me with the knowledge and the tools to help guide my Community in their Strategic Planning. It has been a chall...

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SME's Strategic Planning Course has provided me with the knowledge and the tools to help guide my Community in their Strategic Planning. It has been a challenge to collect opinions and feedback from the stakeholders however with the sample agenda's, templates and instruction we are now able to approach the strategic planning with confidence and the discussions are not too complex for anyone that does not have any previous training in strategic planning. It will take the whole process to a whole new level with your organization! I would definitely recommend this Strategic Planning Course for any organization whether starting out or whether you are a different stage of your company's Strategic Planning. Anthony delivers clear and concise instruction of the content. I am very glad to have taken this course and looking forward to adding it to my portfolio.

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5 star rating

Aligned strategy development

Jeffrey Kennedy

This course provides a fantastic opportunity to not only gain insight on the how to’s of strategic planning, but the why’s and maybe most importantly to many...

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This course provides a fantastic opportunity to not only gain insight on the how to’s of strategic planning, but the why’s and maybe most importantly to many like me , the how’s. I sincerely highly recommend this course!

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