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Strategic Planning Meeting Template

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Strategic planning is a process used to define goals and the steps required to accomplish them. Use this meeting template to align the goals of a team or department with the company at large.

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Strategic Planning Meeting
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Strategic Planning Meeting Template
By Fellow.app
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Strategic Planning Meeting Overview

A strategic planning meeting can be scheduled at any time that is convenient for the majority of participants, but it is typically best held when everyone involved is available. This might be at the beginning or end of a fiscal year, or when there are new changes or challenges to address.

Holding a strategic planning meeting can help ensure that everyone is on the same page with organizational goals. It can also help foster communication and collaboration between team members and provide a forum for brainstorming new ideas or solutions to problems. Furthermore, it can help create a sense of ownership and buy-in from all involved parties.

The composition of a strategic planning meeting will vary depending on the organization and the goals of the meeting, but typically it will include representatives from all key departments or areas. The roles of attendees can vary as well, but typically they will include leaders or managers who are responsible for implementing the plan, staff who will be responsible for carrying out specific tasks or objectives, and other stakeholders or interested parties.

How to Run an Effective Strategic Planning Meeting

Developing a strategic plan for your small business can seem like a daunting task, but it doesn’t have to be complicated. By keeping things simple, you can develop a plan that’s realistic and achievable. And that can make all the difference in the success of your business.

Preparation is the key to running an effective strategic planning meeting. By preparing in advance, you can ensure that you have all of the information you need and that everyone involved in the meeting is on the same page.

In order to prepare for a strategic planning meeting, it’s important to gather all of the relevant information. This includes data on your current situation, as well as your goals and objectives. You’ll also need to develop a list of potential solutions, and decide who will be involved in the meeting.

Once you have all of this information, it’s time to create an agenda for the meeting. This should include a timeline for each step of the process, as well as a list of discussion points. It’s also important to assign roles and responsibilities so that everyone knows what they need to do in order to make the meeting a success.

With these steps, you can ensure that your strategic planning meeting is productive and effective. By taking the time to prepare in advance, you can make sure that everyone involved is on the same page and that you have all of the information you need to make informed decisions.

What’s inside this Strategic Planning Meeting Template:


A strategic planning meeting template should have an intro discussing the purpose of the meeting. This information is important for setting expectations and making sure everyone is on the same page. It can help to keep the meeting running smoothly and efficiently.

2 Background statement

This section allows for all members of the team to have a common understanding of the situation of the company. It provides information on the history of the company, the current market situation, and the goals that the company hopes to achieve.

3Vision, values and mission statement

This section allows the attendees to stay focused on what is important. The vision statement describes where the company wants to be in the future, the values describe how the company plans to get there, and the mission statement describes what the company plans to do along the way.

4Problem statement

Problem statements help to outline the specific problem that the company is trying to solve. This can be helpful in determining what steps should be taken to remedy the situation. Additionally, it can help to clarify exactly what the company is hoping to achieve with its strategic plan.

5SWOT analysis

A SWOT analysis can be a valuable tool for any organization, large or small. It helps to assess the strengths, weaknesses, opportunities, and threats that your organization faces. This information can help you to form a strategy and make sure that you are focusing on the areas that are most important to your organization.

6Define goals

A good strategic plan helps focus and prioritize your organization’s efforts so it can reach its full potential. Defining goals makes it easier for your team to know what needs working on, enables the team to make trade-offs when necessary, and sets an expectation that things won’t always go as planned.

7Executive Summary

A well-crafted Executive Summary is essential because it provides a high-level overview of the entire document. It can help to orient listeners and provide an understanding of the main points that will be covered in more detail later on. Additionally, an effective Executive Summary can help to ensure that key stakeholders are on board with the proposed plan and objectives.


A strategic planning template needs to have a notepad to help with recording ideas and thoughts as they come up. It is also helpful to have a space to write down anything else that needs to be remembered or action items that need to be completed. This allows for a more organized and streamlined strategic planning process.

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