Two Day Strategic Planning Summit - Sample Agenda

Although every strategic planning session is different depending on the needs of each organization, most strategic planning agendas have a similar structure.

Below is a sample strategic planning agenda that you can use and customize to your needs. We recommend including your team in the planning process as early as possible to increase company wide buy-in and implementation after the session. 

We also recommend using a strategic planning facilitator to help guide the conversation, to ask tough questions, encourage those who may not participate as actively, and to keep the agenda on track.

Below is a sample strategic planning agenda for a two-day off-site planning session that we have adapted for this article.  

Strategic Planning Meeting Agenda Day 1:

8:45 – 9:00

9:00 – 9:15

9:15 – 10:00

10:00 – 10:15  

10:15 – 10:45

10:45 – 11:15  

11:15 – 12:15

12:15 – 12:45  

1:00 – 2:30

2:30 – 3:00

3:00 – 4:30

4:30 –   

Welcome

A Look Back

Segue

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Review Year to Date

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Team Building Exercise #1

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SWOT / Issues List

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Vision / Strategic Business Leadership

social event

 

Strategic Planning Meeting Agenda Day 2:

8:45 – 9:00  

9:00 – 11:00            

11:00 – 11:30     

11:30 – 12:00     

12:00 – 2:00      

2:00 – 2:30        

2:30 – 3:15        

3:15 – 4:00        

Opening remarks

Establish Yearly KPIs

Team Building Exercise #2

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Tackle Key Issues

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Next Steps

Conclude

Every organization has their own strategic priorities and every strategic planning facilitation agenda is unique to different organizational needs.

Hopefully this sample strategic planning agenda is helpful in developing your 2-day off site strategy meeting, or any other strategic work you might do.