STRATEGIC PLAN - Major Steps, Organize For Strategic Planning

It is important to begin the strategic planning process with the company's existing planning committee or group. However, in the early phase of strategic planning, membership should be limited to the following key managers:

  • chief executive officer
  • chief operating officer
  • chief financial officer
  • senior planning executive
  • senior marketing/sales executive
  • senior managers from human resources, operations, and information systems also need market & industry data from here:
Industry Intelligence  
Competitive Analysis  
Market Research


The planning committee should establish a regularly scheduled meeting time and place. If necessary, the meetings should be held away from the office. Frequent interruptions will quickly interfere with the process and send the message that senior executives do not consider the strategic planning process a high priority.


The meetings should have well-articulated agendas that are well communicated before each meeting. The planning group should elect a chair-person and a recording secretary. The chief executive office or chief operating officer should not assume the role of chairperson, especially if he or she tends to dominate planning meetings. The strategic planning process must allow the participants to explore new ideas without political risk or fear of embarrassment.





Another way to look at organizing for strategic planning is shown below:



More Specific Description of Strategic Planning Team Roles and Responsibilities:


Board of Directors
The Board initiates and provides input throughout the process. It is the final decision making body.


Steering Team
This committee is often made up of leaders within the organization who initiate and guide the strategic planning process and see it through to completion. It is this group that approves and assures the implementation of the design decisions.


Planning Team
This team is a microcosm of the whole organization that helps get all the voices in the room and act as a communication conduit to their perspective groups. Though they are not a decision making body they provide a vital team-building role throughout the process. This team is also responsible for all the behind-the-scenes support and logistics that makes the large group meetings a seamless experience for the participants.


Communications Team
This team implements the communications strategy developed by the steering committee to help keep everyone connected and in the loop throughout the entire planning process. The integrity and quality of this team's work can provide transparency in the process to build trust, momentum and whole system acceptance.



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