One Day Strategic Planning Meeting - Sample Agenda

Are you hosting a strategic planning meeting and need a one-day sample agenda?

We've created this one-day strategic planning agenda to help with your planning needs, for those who don't have the time for a two-day session, or for those who may be reviewing their strategy on an ongoing basis. 

To maximize your time, make sure to get your team involved prior to your one-day strategy meeting.

We have found that in a one-day planning session or meeting you have time for three or four important conversations.

Typically, those are:

  • Vision: Where are we going?

  • Critical Success Factors: What has to happen for us to exist?

  • Key Performance Indicators: What does everyone need to do?

  • Key Issues: What key issues need to be solved today for future success?

Depending on your organizational structure, and your organizational needs you'll need to do more or less discussion about Vision, CSFs, KPIs & Key Issues. 

A few things to note:

  • This one-day planning session is perfect if you have a small team of seven or so people. If you have more people, then you might want to leave more time.

  • Vision, CSFs, KPIs and key issues all roll in together, but are separated because it leaves fluidity for ample conversation and to adapt the agenda.

This one-day planning agenda is great for a small company or non-profit that needs a refresher on the direction of the organization.


Review Year to Date

Review of Company Vision and Values


Goal Setting and Critical Success Factors
Establish KPIs


SWOT / Issues List

Tackle Key Issues

Next Steps

social event

8:45 – 9:00

9:00 – 9:15        

9:15 – 10:00      

10:00 – 10:30     

10:30 – 11:30     

11:30 – 12:30     

12:30 – 1:15      

1:15 – 2:30        

2:30 – 3:30       

3:30 – 4:30       

4:30 –               

If you want to make the most of your limited time for strategic planning, learn more about using a facilitator for your session.