Checklist Strategic Planning

This checklist strategic planning template has 1 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our checklist strategic planning template:

CHECKLIST Strategic Planning A strategic planning meeting should be held at least once a year and should include all executive managers as well as any key supervisors with front-line knowledge and experience. Bring a copy of your company's business plan to the meeting so it can be referred to when needed. Keep in mind the purpose of the meeting, which is to evaluate past projects and goals and to develop new strategies based on opportunities discovered through market research and analysis. The following list can help create a more effective strategic planning meeting: The meeting should be held off-site in a casual setting so participants will feel relaxed but away from distractions. Make sure everyone knows that each person will be treated as an equal and everyone will have an equal voice in terms of suggestions and criticisms. To promote a more comfortable atmosphere, have everyone dress in casual clothing. Encourage discussion of subjects mentioned in the meeting