For a business, strategy development is the role of the executive team typically with a presentation to their Board of Directors for approval. The sponsor for strategic planning is always the CEO; the executive team or senior leadership team drives much of the strategy development. However, we highly recommend including as many of your brilliant minds in strategy development as possible. Our process thrives on broad strategy discussions and we will always make these productive and useful for planning.
We do ask a subset of the stakeholder group to act as process designers for a Strategy Summit™ engagement; we call this group the Design Team. A Design Team has five or six people, the sponsor or CEO, and four or five others from the executive team or management roster.
For a nonprofit, strategic direction is best developed hand in hand with the Board of Directors. In the nonprofit sector, sponsorship is shared by the senior staff person (CEO, president or executive director) and the president or chair of the Board of Trustees. Participants in the process include all senior staff, all voting members of the Board of Trustees and other significant individual contributors on staff or at a volunteer level. Typically, donors not holding board seats are not involved in strategy development other than during the assessment phase.
We use a Design Team of six to eight people for nonprofit clients comprised of the co-sponsors, a few senior staff and a few highly-involved board members – typically members of the governing or executive committee.
Want to figure out the right group to engage in strategic thinking for your organization? Contact us, we can help you bring all the right people into your next planning process.