Session 3. Strategic Roadmap and Planning Workshop

While a leader’s role is to establish the direction, it takes a talented and experienced leadership and management team to deliver plans upwardly. It’s not the leader’s role, unless there is a delegation/trust issue with a particular division, to dictate the detailed plans. Oftentimes in small and growing organizations, leadership team members are wearing many ‘division hats’ and may be integrally involved in divisions - this, is completely normally, especially when resources are scarce (primarily money or knowledgable/experienced individuals); but, as businesses mature, divisional responsibilities need to be established and delegated to trusted leadership.

Workshop Items:

What management teams should deliver upwardly:

  1. Division plans - What are we aiming to achieve in the forthcoming 12 months? How does that align with the vision of the organization? What are the resources required to execute this plan?

  2. Accountability/Transparency - Across what timeframe is the plan to be executed? Who is responsible for what?

  3. Friction - Are you mining for conflict with other dependent stakeholders (customers, divisions, leadership, etc)? This is non-political and is a simply a matter of prioritizing the divisional plan to the roadmap.

  4. Communication plan - After sign off, is the Company aware of the plan? What is your plan to communicate it and ensure the broader organization is aware of your progress, pivots and shortcomings?

Review of examples of strategic roadmap items

Note: this is Company sensitive information and cannot be shared on a public website, sorry.


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