Planning Facilitation

Planning Facilitation

Dwight Eisenhower famously said, “Plans are nothing, planning is everything”. The process of planning – from big-picture to finer details – is where the magic happens.

Planning gives a powerful opportunity to recast the destination and review current strategies. Planning causes people to push their thinking in new directions. The result is bold new ideas and breakthroughs.

Alignment is the key. Alignment From vision all the way down to task, gives a solid map for success. Alignment creates a strong level of understanding and buy-in from the team. A plan that is aligned is easy to explain and can be spread through the organisation with greater uptake.

Planning doesn’t stop with the facilitated planning day. Plans need to be reviewed, refined and pushed forward. Monthly and quarterly reviews are essential to keep the planning process alive.

“James is an excellent planning facilitator. So far he has run three sessions with our bank. Each time his process and facilitation style has been excellent. He has helped our team to consolidate the future vision and develop clear strategies to get there. The team are always very motivated after James’s sessions.”

Justine Kennedy

Manager, Bendigo Bank

Who Should be Involved in Planning?

One thing that railroads planning sessions is when strategic thinking and operational thinking get confused and intertwined. It is often best to have the more senior people (hopefully the better strategic thinkers) map out the strategic imperatives.

From there a workshop can be held with the operations team members to achieve two outcomes. Firstly, explain the strategic plan, answer questions and engender buy-in. Secondly, the operational team then map out the strategies, tasks and schedule to achieve the strategies plan i.e. they produce the operational plan together. A template can be used to guide the operational planning phase.

This approach, allows all people to work to their strengths and increases motivation towards the planning process and the resultant plan. To discuss a facilitated planning process for your organisation, contact us today.

“The most beneficial training I have done in the past 10 years. Perfectly related and specific to my current role and situation.

A genuine eye-opener.”

Scott Gettings

Manager, Worldwide Online Printing

Planning Areas Covered

James can help your oganisation with strategic, sales or operational planning.  A shortlist of topics include;

Strategic planning facilitation

Mapping out business growth

Sales planning and key customer account growth

Operational (action) planning

90 day plans

Planning Articles

by James McNamara


Small business plan

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planning facilitation