strategic planning with remote teams: it's easier than you think
TRANSCRIPT
What We’ll Cover1. Why Strategic Planning (3 mins)
2. What It Is/ Is Not (7 mins)
3. Immediate Benefits (3 mins)
4. Taking It Remote (7 mins)
5. Q&A (25 mins +)
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Why Do It?1. The long-view is everything
2. Start with the end in mind
3. Anticipate and plan for change
4. Get team alignment
5. Mitigate day-to-day chaos
6. Use resources intentionally
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What It’s NOT:• Not concerned with specific
projects
• Doesn’t deal with questions of ‘By Who’ and ‘How’ (implementation)
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What Strat Planning Is:• Planning at the highest level
• Deals with questions of: • What • Why/To What End • For Who
• When
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What It’s NOT:• Driving towards a final
report
• A one-shot deal/ written in stone
• All about crunching the numbers
• Linear
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What It’s NOT:• Absolute about time horizons
• Dogmatic about terminology
• Only for big companies with ‘corporate’ culture
14
What Strat Planning Is:• Adaptable to your definition of
‘long-term’
• Agnostic about terminology
• Suited to all kinds of management styles and business models
15
What It’s NOT:• Confined to boardrooms
• Reliant on flip charts & markers
• A marathon
• Expensive
• Only the terrain of consultants and MBAs
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What Strat Planning Is:
• Flexible
• Place-independent
• ‘Chunk-able’
• Do-able for every kind of team
• DIY-friendly
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Bye-Bye Bottleneck• Hands-off management
• Empowered employees
• A well-oiled machine
• Rational, defensible decisions
19
Smarter Marketing• Vision, Mission and Values help
you craft clear messaging
• Goals, Strategies and KPIs help you make better decisions about marketing tactics
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Less Waste• Focused spending
• Smarter time allocation
• Less time lost to indecision on ad hoc opportunities
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“Just Know”• Better hiring
• Better partnerships
• Understand ‘fit’ by getting super-clear on: • who you are • who you’re for • where you’re going
• why
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A Few TweaksInstead of day-long sessions:
• A series of short, sharp meetings
• Avg. 1 hour duration
• Focused topics that build to a total plan
• Offline work to flesh it out
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Tools• Video or audioconferencing
• Collaborative space (Lucid Meetings notes, Google Docs, Evernote)
• Agendas as part of The Complete Toolkit for Strategic Planning With Remote Teams
• Optional: other nifty Brainstorming Tools
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Where to Find The DIY Guide
http://www.lucidmeetings.com/templates/designers/anna-obyrne
Need More?
http://info.lucidmeetings.com/strategic-planning-remote-teams-facilitator-guide