Welcome to Strategic Counsel by ForthRight Business! Looking for Marketing Smarts? You’re in the right place. After almost 4 years of helping to make you savvier marketers, we decided to broaden this podcast to include more business-oriented topics that will make you savvier business leaders. In this first episode of Strategic Counsel (or Strat Counsel for short), we take you through how to nail your yearly strategic planning process – so you actually get the results you want. Hear how to actually get your team excited about strategic planning, the biggest mistakes companies make with strategic planning, the best format for strategic planning sessions, how to make sure everyone’s voices can be heard, and how much food and drink should be involved. Remember, Strategic Counsel’s only effective if you put it into action.

In this episode, we’re talking about how to plan to achieve the results you want. Listen to the episode on Apple Podcasts, Spotify, and your other favorite podcast spots – follow and leave a 5-star review!

• Episode Summary & Player
• Show Notes
• Strategic Counsel Summary
• Transcript

Strategic Counsel: How to Do Yearly Strategic Planning and Get the Results You Want

Many of you are embarking on your yearly strategic planning process and getting ready for a new fiscal or a new calendar year. So we thought we’d spend some time exploring how this may not go so well for you. Because if we’re gonna be very, very honest, you may be planning the wrong way. We’ll show you how t o be strategic and ensure you get results. Here’s a small sample of what you will hear in this episode:

• What’s the right and wrong way to plan for my business?
• Why planning during an offsite doesn’t always work?
• What to do when leadership feels out of touch?
• Why creating big events for planning sets you up for failure?
• What to do when leaders fail to ask why?

Check out the episode, show notes, and transcript below:

Show Notes

And as always, if you need help in building your Strategic Counsel, don’t hesitate to reach out to us at: ForthRight-People.com.

• How to Do Yearly Strategic Planning and Get the Results You Want
  • [0:52] The common pitfalls of the usual strategic planning process
  • [2:40] Why offsites don’t work?
  • [3:27] Leadership creating goals that didn’t make any sense
  • [4:14] Assess the landscape and understanding what your people need
  • [5:00] Break planning down into several weekly sessions
  • [5:35] The Plan On One Page – and why it doesn’t work
  • [7:02] The “what must be true?” process
  • [8:47] How to ensure that tangible progress is underway
  • [9:52] How to avoid when people get stuck
  • [10:47] What happens when people get uncomfortable?
  • [12:29] How leaders can set the tone for change and growth
  • [13:59] When leaders fail to ask why
  • [14:57] Why creating big events for planning doesn’t work
  • [15:51] Distractions that dilute the time to focus
  • [17:06] Why weekly sessions serve your people (and goals) better
  • [18:20] Unconventional ways to encourage new ideas
  • [19:25] People need to come prepared
  • [20:33] Dealing with folks who just want to rant
  • [21:01] Take your personal biases out of the agenda
  • [22:28] How a landscape assessment serves your business interest
  • [24:03] How to avoid perpetuating the same circle and check on the results
  • [25:03] Not taking feedback as a personal attack
  • [25:56] Wrapping up the main points
  • [25:57] Make sure to follow Strategic Counsel by ForthRight Business on your favorite podcast spot and leave us a 5-star review on Apple Podcasts
  • [25:58] Learn more at ForthRight-People.com and connect with us on Facebook, Instagram, and LinkedIn
  • [25:59] Shop our Virtual Consultancy

What is Strategic Counsel?

Welcome to Strategic Counsel by ForthRight Business! Looking for Marketing Smarts? You’re in the right place. After almost 4 years of helping to make you savvier marketers, we decided to broaden this podcast to include more business-oriented topics that will make you savvier business leaders.

Thanks for listening Strategic Counsel. Get in touch here to become more strategic. 

Transcript