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How To Run A Strategy Meeting

A strategy meeting should be run by setting a clear agenda, involving the right participants, fostering open discussions, analyzing data to make informed decisions, assigning tasks, and scheduling follow-ups for accountability and progress tracking.

A Strategy Meeting is a structural gathering of key decision-makers in a company or team where they discuss and define the long-term plans, objectives, and overarching approach of the organization. This type of meeting often covers a wide array of topics including determining business goals, identifying potential challenges, discussing ways to tackle them, and deciding key directives to guide departments or teams. It’s about mapping out the future direction of the company, discussing initiatives that could drive growth, improve operational efficiency, or enhance services or products. Therefore, the strategy meeting plays a significant role in an organization’s future success and sustainability.

What is the purpose of a Strategy Meeting?

The purpose of running a strategy meeting as a leader is to ensure alignment, set priorities, and create a roadmap for the team. It provides an opportunity to brainstorm ideas, make informed decisions, allocate resources, and communicate the overall vision to achieve organizational goals effectively.

How To Run A Strategy Meeting: Step-By-Step


Step 1: Planning the Meeting

This process entails pinpointing the meeting’s purpose and objectives, a vital first step to ensure its effectiveness. Further, it requires identifying and roping in participants who can contribute meaningfully. Setting a fitting time and location, which suits everyone, is another aspect of it. The crucial step of this process is preparing and dispatching meeting invitations, which not only confirms their attendance but also provides them with an agenda. The agenda permits the participants to prepare and come up with points of discussion, facilitating a fruitful conversation during the meeting.

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Step 2: Gathering Information

This refers to the comprehensive gathering of significant data or materials such as documents, reports, etc., needed during the meeting. It also involves delving into the context and understanding the intricacies of any issues or items to be deliberated, assuring that informed and meaningful discussions ensue.

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Step 3: Structuring the Agenda

This phase encompasses meticulously organizing the meeting agenda in a logical manner, defining the crucial points for discussion, and Establishing the sequence for tackling these points. Additionally, approximate time frames should be allocated to each item ensuring sufficient and efficient utilization of time and promoting flow in discussion.

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Step 4: Setting Ground Rules

Formulating ground rules facilitates seamless interaction in meetings. Such rules, including one person speaking at a time, prohibiting interruptions, and maintaining focus on agenda items, not only prevent chaos but also ensure efficient conversation and productive outcomes.

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Step 5: Encouraging Participation

As a leader of meetings, it’s crucial to foster participant engagement and interaction by posing open-ended inquiries, soliciting viewpoints and feedback from everyone involved. This involves recognizing and appreciating individual contributions, and deftly handling conflicts if they emerge, creating a collaborative and inclusive environment.

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Step 6: Review Action Items

This approach ensures that each participant is aware of the decisions made and the subsequent actions to be executed. It meticulously elaborates on individual responsibilities and tasks, along with stringent deadlines. This way, clarity is achieved, fostering a smoother execution and accountability, promoting effective teamwork.

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Step 7: Concluding the Meeting

This final step entails consolidating the meeting’s key outcomes. You should succinctly summarize the decisions made, achievements recorded, and any significant points discussed. In addition, if a follow-up meeting is needed, establish the date and time, ensuring it aligns with everyone’s schedule.

Questions to ask as the leader of the meeting

1. What is our overarching goal or objective for this strategy?
Explanation: This question ensures that everyone is aligned and clear about the purpose and desired outcome of the strategy, providing a clear direction for decision-making and planning.

2. What are the current market trends and potential opportunities?
Explanation: By exploring market trends and potential opportunities, leaders can stay ahead of the competition, leverage emerging trends, and identify areas for growth and innovation.

3. What are the strengths and weaknesses of our organization?
Explanation: Understanding the strengths and weaknesses of the organization helps leaders identify areas of improvement and focus resources efficiently to enhance competitive advantage.

4. Who are our target customers or audience?
Explanation: Defining and understanding the target customers or audience is crucial for developing effective marketing strategies, creating relevant products/services, and building strong customer relationships.

5. What are our competitive advantages and how can we leverage them?
Explanation: Identifying competitive advantages allows leaders to strategize on how to maximize their strengths while mitigating their weaknesses, gaining a competitive edge in the market.

6. What are the potential risks and obstacles we may face?
Explanation: Recognizing potential risks and obstacles helps leaders prepare contingency plans, allocate resources effectively, and anticipate challenges that may hinder the successful implementation of the strategy.

7. How can we align our resources and capabilities to support our strategy?
Explanation: Assessing available resources and capabilities ensures that leaders can effectively allocate them to support the strategy, optimizing performance and achieving desired outcomes.

8. How will we measure progress and success?
Explanation: Clearly defining key performance indicators (KPIs) and metrics enables leaders to track progress, assess the effectiveness of the strategy, and make necessary adjustments to ensure success.

9. How will we communicate and engage stakeholders?
Explanation: Establishing a clear communication plan and engaging relevant stakeholders helps create buy-in, alignment, and support for the strategy, fostering a collaborative and cohesive approach.

10. What is the timeline and action plan for implementing the strategy?
Explanation: Setting a timeline and action plan outlines the necessary steps, responsibilities, and milestones, ensuring a structured and organized approach to implementing the strategy.

To prepare a strategy-meeting agenda as a leader, start by clearly defining the objectives and desired outcomes. Identify the key topics that need to be discussed and prioritize them based on importance. Set specific time slots for each item, allowing ample time for discussions and decision-making. Share the agenda in advance with relevant participants to ensure everyone is prepared and aligned for the meeting.

How To Prepare For A Strategy Meeting
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During a strategy meeting, it is essential to discuss key topics that will shape the organization’s future. These may include market analysis, competitive positioning, goal setting, resource allocation, risk assessment, and implementing effective strategies. Open and constructive dialogue on these topics will help drive alignment and drive the organization’s success.

See Our Strategy Meeting Template
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Software tools to facilitate a Strategy Meeting

Software tools provide valuable assistance to leaders in running strategy meetings. These tools facilitate collaboration among team members, streamline communication, and ensure effective organization of ideas and action plans. They provide smart features like real-time updates, goal tracking, and performance metrics, enabling leaders to make informed decisions and drive successful strategy execution.

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Running a strategy meeting effectively requires planning, clear communication, and active participation. It’s about more than just gathering everyone in a conference room and discussing ideas. It involves setting a clear agenda, engaging all members, including the remote ones, facilitating fruitful discussions on strategic points, and ensuring that all decisions and action points are well documented and executed accurately in a timely manner.

The goal is to align everyone in the room with the company’s strategic objectives and empower them to contribute positively towards the achievement of set goals. By following these key steps, you can turn your strategy meetings from time-consuming, unproductive events into powerful tools for driving your organization closer to its vision and mission. Ultimately, the success of your meeting is measured by the quality of decisions made and the effectiveness of their implementation. Regular review of the strategy and subsequent meetings are just as important to keeping on track.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a strategy meeting?

The purpose of a strategy meeting is to set goals, define actions to achieve those goals, and identify key metrics to track progress. It allows a team or company to align their efforts, establish a clear direction, and make decisions about resource allocation.

Who should attend a strategy meeting?

Those who attend a strategy meeting should be key decision-makers or individuals who deeply understand the organization’s mission and have insights into its operations. This often includes senior executives, project managers, department heads, and occasionally, employees from different levels within the organization.

How often should we hold strategy meetings?

The frequency of strategy meetings can depend on various factors like the size of the business, the nature of the industry, and the organization’s specific needs. Generally, it’s common to hold strategy meetings on a quarterly basis for reviewing progress and adjusting plans. However, during periods of significant change or crisis, more frequent meetings may be necessary.

How should we prepare for a strategy meeting?

Preparation for a strategy meeting could involve reviewing data on current operations and trends, identifying potential opportunities and challenges, defining clear objectives for the meeting, and setting an agenda. Attendees should be given enough notice and pre-meeting materials to come prepared.

How do we measure the success of a strategy meeting?

The success of a strategy meeting can be measured by the clarity of the decisions taken, the concrete action plans defined, and the eventual progress the organization makes towards its goals. It’s also successful if it leads to enhanced communication, improved morale, and increased alignment within the team or company.

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