Go to main content

Description of the Template and Guide

This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan: vision, mission, values, goals and strategies, resulting in what we call The Essential Strategic Plan.

Strategic goals are the handful of outcomes you’ll focus on over a defined period. Goals are your stepping stones toward achieving your organizational vision. Your team can draft strategic goals in about two hours using this engaging process.

During this meeting, you'll lead the group through an exploration of what makes a useful goal, and the context for setting goals in your organization. Then, you'll brainstorm goals and rank them by impact and feasibility. Finally, you'll write a draft that can be used in creation of the final version for your strategic plan.

Get the Bundle

35-page Facilitator's Guide with tips, step-by-step instructions, & resources

See More Templates

  • A free meeting agenda template for running Board meetings with early-stage startups and investors. MS Word and online formats. Includes a 19-page detailed instruction guide.

  • A free meeting agenda template inspired by Roberts Rules of Order (11th ed.). MS Word and online formats. Includes a 19-page detailed instruction guide.

  • A free meeting agenda template for running your team's daily huddle in just 10 to 15 minutes. Includes a 7-page detailed instruction guide.

  • A free guide for running your all-hands meeting during times of crisis. The all-hands situation update meeting is used by leadership to keep the entire organization informed and aligned during times of rapid change or crisis.