An example of a Sweet 'Strategic Planning' one-day Workshop. Do get in touch re your own requirements and we will be please to discuss your organisations needs with you.

1. Your
Logo
Your Organisation’s Name
Strategic Planning Day – xx /xx/ 2010
Sweet TLC Ltd

2. Aim of the day
For the Senior Management Team and Board Members to identify an
agreed strategy and vision for the next three years (2010-13)
Objectives
(i) Identify and celebrate achievements to date and identify status of
existing goals/objectives to be taken forward.
(ii) Explore market opportunities
(iii) Agree business development focus/goals for 2010/11, 2011/12
and 2012/13
(iv) Draw up list of agreed SMART action points and prioritise them
along an agreed timeline
(v) Identify costings to enable goal achievement
(vi) Review your Vision and Mission statements
Attendee Position
Jim McNeill Facilitator (Sweet TLC Ltd)
Sweet TLC Ltd ~ info@sweet-tlc.co.uk Page 2 of 3

3. Timetable ~ Strategic Planning Day
9.30 Welcome
9.35 “What I love about working for xxxxxxxxxxxxx”
9.50 10 Challenges facing managers in the Charitable Sector
10.00 Our senior management team – how we work now & how we want to work
(Tuckman-based exercise)
10.20 Change Matrix: Reflecting on achievements to date & Identifying unfinished
business:
Strategic Aims status
Objectives status
11.00 COFFEE
11.15 SWOT exercise (Strengths/Weaknesses/Opportunities/Threats)
11.35 Dream time…. “Its 2013…. “
o Share individual dreams
o Individually write/draw/doodle individual thoughts: What does 2013
look like to you? Key events 2010-13.
o Share dreams & agree what 2013 will look like for AI
o Develop our timeline
o Identify costings for goals to be achieved
12.45 LUNCH
1.30 Set specific Business Development Goals for 2010-11, 2011-12, 2012-12
(using the timeline created) and make them SMART (Specific / Measurable /
Achievable / Realistic / Timebound)
2.30 Revisit Change Matrix/Strategic Goals in light of above
2.45 BREAK
3.00 Our (i) Mission Statement (ii) Vision Statement ~ revisit, review and update
4.00 Pulling it all together and agreeing our next steps
4.25 Evaluation
4.30 Close
Sweet TLC Ltd ~ info@sweet-tlc.co.uk Page 3 of 3