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The power of strategic planning:
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Plotting the course for your company's success
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In this time of downsizing, right-sizing, layoffs, mergers, blips, bumps, and roller coaster rides, how can you secure the future of your business?
Thoughtful, thorough planning is key. Setting long-range goals, breaking them down into short-term goals, and backing them with a comprehensive
plan of action will help set a smoother course to take you and your company through uncertain economic times.
Consider a one or two-day company retreat, a series of meetings to formulate goals for your business and the steps for
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Finally, invite employees to join owners and managers for a third session. Depending on the size and structure of your company, you may choose to
involve your entire staff or a representative group. Involving employees in the discussion and implementation process will lead to increased morale,
production, and teamwork within your organization.
Even with a facilitator’s guidance, the retreat’s agenda cannot be fully covered. At the conclusion of the retreat, assign remaining topics to
committees for follow-up, or plan a series of follow-up meetings to continue discussions as needed.
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achieving them.
Hold the meetings away from the office – perhaps at a hotel or resort – and use a skilled
facilitator to keep everyone focused on the agenda and the purpose of
the retreat.
The initial meeting during the retreat should only involve the owners of your company
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Also bring everyone together for another meeting
to finalize plans and report on the success of new procedures that have been implemented.
Please contact us for guidance in planning a retreat for your company.
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with the facilitator. The agenda for this session should include
development of your company’s mission statement, long-range goals (for the next three to five years) and short-term goals
(for this year, defined on a quarterly or monthly basis). Set a budget for the upcoming year, and also review and refine your company’s current organizational
structure and operating procedures.
After reaching a common agreement of your goals and objectives as owners, have a second meeting with your managers. Include managers in all
capacities and at all levels within your organization. Begin by presenting your mission statement and goals to the managers, then join them for an
open discussion, led by the facilitator. As a result, your management team can begin to develop an action plan for each
department, along with ways to monitor implementation and success.
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We have facilitated
retreats for over fifteen years and look forward to helping you
develop an effective time of goal-setting and planning for your organization.
"Hire the best. Pay them fairly.
Communicate frequently.
Provide challenges and rewards.
Believe in them.
Get out of their way and
they will knock your socks off."
— Mary Ann Allison
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Duluth, GA 30097 
