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Meeting kitLeadershipStrategy & planning

Strategic planning session

390 minutes 10 slides, 2 livepro Runs with Pro

One facilitated day from SWOT to three priorities to draft OKRs, with a live SWOT board, a priority vote and a one-page plan emailed after.

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Strategic planning session

From SWOT to three priorities to OKRs, in one day

Title

In short

A strategic planning template turns an honest look at where you are into a few clear priorities with measures. This kit runs it in one facilitated day: a live SWOT board, strategic options, a priority vote, three priorities with draft OKRs and owners, and a one-page strategic plan emailed afterwards.
Time
6.5 hours
People
5 to 30
Includes
Agenda, 10 slides, SWOT board, one-page plan
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Strategic planning session
  2. 2How today works
  3. 3[Our mission in one sentence.]
  4. 4Last year: goals vs results
  5. 5SWOT
  6. 6What makes a good OKR
  7. 7Example OKR
  8. 8How confident are you that we're working on the right things today? live
  9. 9What's the strategic question you're most hoping we answer today? live
  10. 10Three priorities. Clear OKRs. Named owners.

The agenda

By the end of this meeting, we agree three strategic priorities, each with draft OKRs, an owner and a 90-day first step.

390 min · 13 blocks, drawn to scale Fits exactly
  1. Check-in: where are we as an organization?, 15 minutes 15
  2. Where we are: mission, last year's results, what's changed, 30 minutes 30
  3. SWOT: strengths, weaknesses, opportunities, threats, 45 minutes 45
  4. Break, 15 minutes 15
  5. Read the SWOT: patterns and surprises, 30 minutes 30
  6. Strategic options: use strengths on opportunities, shore up threats, 45 minutes 45
  7. Lunch, 45 minutes 45
  8. Which kind of priority should lead next year?, 15 minutes 15
  9. Three priorities, one sentence each, 30 minutes 30
  10. Draft OKRs: one objective and three key results per priority, 60 minutesDiscuss 60
  11. Break, 15 minutes 15
  12. Owners, first 90 days and how we'll review, 30 minutes 30
  13. Confidence check and close, 15 minutes 15
098195293390 min
  1. +0′Check-in: where are we as an organization?One word for where we are as an organization today15 minCheck-in
  2. +15′Where we are: mission, last year's results, what's changedTip: The slides play here. Results first, explanations after.30 minInfo
  3. +45′SWOT: strengths, weaknesses, opportunities, threatsAdd a strength, weakness, opportunity or threatTip: Fifteen minutes of silent adding, then read each quadrant aloud. Dot the ones that matter most.45 minBrainstorm
  4. +90′Break15 minBreak
  5. +105′Read the SWOT: patterns and surprises30 minDiscuss
  6. +135′Strategic options: use strengths on opportunities, shore up threatsTip: Pair the top strengths with the top opportunities. Each pairing is a candidate priority.45 minDiscuss
  7. +180′Lunch45 minBreak
  8. +225′Which kind of priority should lead next year?Which should be our first strategic priority?Tip: Rename the options to the candidates from the morning if you have them.15 minVote
  9. +240′Three priorities, one sentence eachTip: Fewer is better. If it can't be said in one sentence, it isn't clear enough yet.30 minDecide
  10. +270′Draft OKRs: one objective and three key results per priorityTip: Key results are outcomes you can measure, not tasks. Use placeholders where you don't have a baseline yet.60 minDiscuss
  11. +330′Break15 minBreak
  12. +345′Owners, first 90 days and how we'll review30 minDecide
  13. +375′Confidence check and closeHow confident are you in this plan? One word15 minWrap-up

The board

Strengths
What do we do better than others?
Weaknesses
Where do we fall short?
Opportunities
What's changing outside that we could use?
Threats
What outside us could hurt us?
Helpful to harmfulInternal to external

The follow-up email

Subject

Our strategic plan on one page

Thank you for today. Here's our plan on one page.

Mission: 

What the SWOT told us (top-dotted):
Strengths: 
Weaknesses: 
Opportunities: 
Threats: 

Priority 1: 
Objective: 
Key results: 1.  2.  3. 
Owner: 
First 90 days: 

Priority 2: 
Objective: 
Key results: 1.  2.  3. 
Owner: 
First 90 days: 

Priority 3: 
Objective: 
Key results: 1.  2.  3. 
Owner: 
First 90 days: 

How we'll review: monthly OKR check-ins, quarterly review on:

How to run it

  1. 1Gather last year's results and fill in the numbers slide before the session. Use placeholders where you don't have them.
  2. 2Run the SWOT on the board with silent adding first, then dot-vote so the loudest voices don't set the agenda.
  3. 3Pair top strengths with top opportunities to make candidate priorities, then vote on phones.
  4. 4Agree three priorities and draft one objective and three key results for each. Outcomes, not tasks.
  5. 5Name an owner and a 90-day first step for each, and send the one-page plan from the summary.

Questions people ask

What should a strategic plan template include?
Your mission, an honest assessment such as a SWOT, three to five priorities, measurable objectives for each, owners, first steps and how you'll review progress.
How do you go from a SWOT to OKRs?
Pair your strongest strengths with your best opportunities to find candidate priorities, choose a few, then write one objective and three measurable key results for each.
What happens at a strategic planning retreat?
Leaders step away for a day or two to review results, assess the organization, agree priorities and set measures. The best ones end with owners and dates, not just a document.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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