Strategic Plan: Best Practices to Prepare

Strategic Planning Is a Team Sport: Working with a Strategic Planner isn’t about hiring a guru. It’s about building shared clarity and direction. Here’s how to get the most from the partnership.

1. Come With Business Clarity

Problem: Strategy work gets derailed by lack of basic clarity.

Analysis: If you’re unclear on your business model or goals, strategy will stall.

Action: Get clear on your core offering, audience, and success metrics before the first session.

2. Be Ready to Make Trade-Offs

Problem: Teams want growth without letting go of anything.

Analysis: Strategic Plans require focus.

Action: Be willing to say no. Great strategy is about deciding what you won’t do.

3. Engage Your Team Early

Problem: Strategy is done in a silo.

Analysis: Execution suffers when teams feel left out.

Action: Involve key team members in workshops and planning. Buy-in drives execution.

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