Strategy Development Checklist 

Run your next strategy session like a PRO!

Our checklist for strategy meetings will guide you through the preparations required to significantly improve the results of your next strategy planning meeting.

  • Define success for the meeting and design an agenda to achieve it.
  • Ensure engagement of key stakeholders.
  • Avoid getting derailed by personal agendas or griping.
  • Use the simplest of tools to summarize your strategy discussions. 
  • Adjourn on time by defining what is going to happen after the meeting BEFORE you even start it.

Preparation is the key to success. Use our checklist to guide how you prepare.





Strategy Session checklist photo only


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