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Facilitating an Effective Strategic Planning Process

AMA - American Management Association
Training overview
Professional Course
2 days
From 2,645 USD
Start dates
2,645 USD

San Francisco
2,645 USD

2,645 USD

New York City
2,645 USD
AMA - American Management Association

Course description

Facilitating an Effective Strategic Planning Process

Regardless of goals, there’s one thing that can be said about every strategic planning process: The stakes are high. So you need to get equipped with a complete and agile toolbox of facilitation techniques and skills. How can you get the right people—and get them to actively contribute? How can you prevent assertive personalities from taking the session off-track? How can you make sure your goals are effectively defined and that you have all the right elements in place?

This course combines effective facilitation with strategic planning. It’s carefully crafted into three segments covering early discussions and agreements, strategic planning facilitation and implementation. You’ll leave with hands-on experience and a comprehensive strategic planning toolbox that effectively prepares you to launch into any strategic planning facilitation.

Who should attend?

Experienced executives, directors of OD, senior HR leaders, division leaders, strategic planners and others who must manage the strategic planning process for a department or organization, as well as those who would like to become an internal or independent strategic planning facilitator.

Training content

  • Establishing agreements, consistent definitions and success metrics
  • Setting parameters for team selection and role assignments
  • Understanding and choosing an appropriate strategic planning model, frame of reference, and related decisions • Agreeing on logistics, scheduling needs and considerations
  • Knowing the key components of the strategic planning process
  • Translating the strategic planning process into tactical action and communication plans
  • Enabling innovative thinking in managers and leaders
  • Using simulation to demonstrate your understanding of new practices and tools
  • Delivering organizational results through an effectively facilitated strategic planning session
  • Establishing next steps and moving toward the execution phase
  • Conducting regular review sessions to check progress towards milestones
  • Establishing processes to align the organization, communicate the plan, and get organizational buy-in


The course is priced as follows: $2645 - Non-members
$2395 - AMA members
$2363 - GSA price

Certification / Credits

  • Gain a clear understanding of your role in the facilitation process
  • Adopt a set of proven and commonly used tools
  • Know which discussions and decisions should occur prior to your strategic planning session
  • Ensure up-front clarity and agreement regarding expected results
  • Decide the best strategic planning approach/process to use and customize it
  • Determine clear processes, logistics and considerations throughout the entire process
  • Build in metrics and schedule meetings to assess milestones and measure progress towards goals
  • Get buy-in early and throughout the process to optimize success

About AMA

About American Management Association International

For over 90 years, American Management Association International (AMA) has been a world leader in professional development. AMA supports the goals of individuals, organizations, and government agencies with a complete range of corporate talent transformation solutions, including public open-enrollment seminars...

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AMA - American Management Association

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