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Strategic Planning with Remote Teams: It's Easier Than You Think

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This is an intro to strategic planning for teams that work virtually, distributed or remote. I make the case for strategic planning even for small, agile teams, and I share a bit about how teams can DIY strategic planning without ever having to meet in a single boardroom. From a webinar delivered with Lucid Meetings, March 10, 2016.

Publicado en: PYMES y liderazgo
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Strategic Planning with Remote Teams: It's Easier Than You Think

  1. 1. What We’ll Cover 1. Why Strategic Planning (3 mins) 2. What It Is/ Is Not (7 mins) 3. Immediate Benefits (3 mins) 4. Taking It Remote (7 mins) 5. Q&A (25 mins +) 3
  2. 2. Why Do It? 1. The long-view is everything 2. Start with the end in mind 3. Anticipate and plan for change 4. Get team alignment 5. Mitigate day-to-day chaos 6. Use resources intentionally 6
  3. 3. What It’s NOT: • Not concerned with specific projects • Doesn’t deal with questions of ‘By Who’ and ‘How’ (implementation) 8
  4. 4. What Strat Planning Is: • Planning at the highest level • Deals with questions of: • What • Why/To What End • For Who • When 9
  5. 5. What It’s NOT: • Driving towards a final report • A one-shot deal/ written in stone • All about crunching the numbers • Linear 10
  6. 6. What Strat Planning Is: • Iterative • Open-ended • Agile • Dynamic • Intuitive AND analytical 11
  7. 7. What It’s NOT: • Exclusive to management • Hierarchical • Unilateral 12
  8. 8. What Strat Planning Is: • Collaborative • Open to everyone • Merit-based • About buy-in 13
  9. 9. What It’s NOT: • Absolute about time horizons • Dogmatic about terminology • Only for big companies with ‘corporate’ culture 14
  10. 10. What Strat Planning Is: • Adaptable to your definition of ‘long-term’ • Agnostic about terminology • Suited to all kinds of management styles and business models 15
  11. 11. What It’s NOT: • Confined to boardrooms • Reliant on flip charts & markers • A marathon • Expensive • Only the terrain of consultants and MBAs 16
  12. 12. What Strat Planning Is: • Flexible • Place-independent • ‘Chunk-able’ • Do-able for every kind of team • DIY-friendly 17
  13. 13. Bye-Bye Bottleneck • Hands-off management • Empowered employees • A well-oiled machine • Rational, defensible decisions 19
  14. 14. Smarter Marketing • Vision, Mission and Values help you craft clear messaging • Goals, Strategies and KPIs help you make better decisions about marketing tactics 20
  15. 15. Less Waste • Focused spending • Smarter time allocation • Less time lost to indecision on ad hoc opportunities 21
  16. 16. “Just Know” • Better hiring • Better partnerships • Understand ‘fit’ by getting super-clear on: • who you are • who you’re for • where you’re going • why 22
  17. 17. A Few Tweaks Instead of day-long sessions: • A series of short, sharp meetings • Avg. 1 hour duration • Focused topics that build to a total plan • Offline work to flesh it out 24
  18. 18. Tools • Video or audioconferencing • Collaborative space (Lucid Meetings notes, Google Docs, Evernote) • Agendas as part of The Complete Toolkit for Strategic Planning With Remote Teams • Optional: other nifty Brainstorming Tools 25
  19. 19. The Toolkit Covers • Values • Vision • Mission • Goals • Strategies • KPIs developed offline 26
  20. 20. Crafting Your One-Page Strategy
  21. 21. Sample Strategy www.organics4orphans.org
  22. 22. Where to Find The DIY Guide http://www.lucidmeetings.com/templates/designers/anna-obyrne
  23. 23. Need More? http://info.lucidmeetings.com/strategic-planning-remote-teams-facilitator-guide
  24. 24. Done-for-You • Turn-key strategic planning for your remote team: • Custom agendas • Advice on roles • Coaching on how to run the strategy sessions for DIY teams • A project plan for getting it done • Facilitation support • Contact Anna O’Byrne, Upstream Meetings

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