Running a strategic workshop can be a game-changer for your company. It’s where vision meets action, and team synergy fuels forward momentum. Let's break down the process into actionable steps, from ice breakers to outcome tracking.

‍

Step 1: Set the Stage with Ice Breakers 🧊

Starting with icebreakers helps create a relaxed environment, encouraging open communication. Here are a few effective ones:

Ice Breaker Ideas:

1. Two Truths and a Lie: Each participant shares two true statements and one false about themselves. The group guesses the lie. This sparks conversation and reveals interesting quirks about your team.
2. Shared Stories: Have each participant share a brief story about their biggest professional challenge and how they overcame it. This builds empathy and showcases problem-solving skills.

‍

‍

‍

‍

Step 2: Introduce an Outcome Mindset 🧠

Start the workshop by focusing on what you want to achieve, not just what you want to do. An outcome mindset allows the shift from just tasks and lists to outcomes and achievements - which drives more meaningful progress.

Outcome mindsets drive an ambitious and inspiring vision, with the aim being that you can ask anyone in the organisation - and they understand what their role is and how it contributes to the overall strategy of the company.

“If you don’t know where you’re going, you might not get there” - Yogi Barra

Characteristics of an Outcome Mindset:

1. Alignment: When everyone understands. Everyone is aligned;
   • Vertically - People can join the dots from their task list to the strategy
   • Horizontally - between teams, collaboration and knowledge sharing feel simpler and more natural
2. Focus: With this clarity on what matters it’s easier to prioritise and focus on the most important work to support those outcomes.
3. Empowerment: It’s easier for leaders and managers to trust and empower people to get on with what they do best. Innovating to find the best solutions, rather than follow instructions. Empowered to make decisions have to wait for slow governance processes where people with less context make the decisions.

‍

‍

Step 3: Alignment over vision/mission 🎯

Achieving a shared understanding of mission and vision is the core piece. A few activities to drive this alignment are:

1. Vision Statement Review: Start with a refresher on any existing company vision or mission. This sets the context and ensures everyone is on the same page.
2. SWOT Analysis: Identify your company’s Strengths, Weaknesses, Opportunities, and Threats. This helps prioritise goals based on your current situation.
3. Stakeholder Alignment: Discuss and align on key priorities with stakeholders to ensure everyone’s interests are represented.

The best way to make your vision tangible in everyday work is through goals and measures 🎯…

‍

‍

Step 4: Introducing Goal-Setting Frameworks 🌟

Use structured frameworks to guide your goal-setting process. Clarity and alignment on goals are crucial to making your strategy tangible every day. Frameworks may help to guide this discussion!

Frameworks for Goal Setting:

1. SMART Goals: Ensure goals are Specific, Measurable, Achievable, Relevant, and Time-bound. This makes them clear and actionable. 👉 Learn more
2. OKRs (Objectives and Key Results): Set high-level Objectives and define Key Results that measure progress toward these objectives. This keeps the team focused and aligned. 👉 Learn More
3. BHAGs: Create compelling, long-term goals that can inspire and motivate groups of people to take action. 👉 Learn More

‍

‍

‍

‍

Step 5: Strengthen Purpose and Commitment to Objectives 💪

A strong sense of purpose and commitment is vital for achieving long-term goals.

Strategies to Strengthen Purpose:

1. Storytelling: Share stories that connect your goals to the company’s broader mission and impact. This builds emotional investment.
2. Empowerment: Encourage ownership by involving team members in decision-making and goal-setting processes. This fosters a sense of responsibility and commitment.
3. Transparency: Maintain open communication about progress, challenges, and changes. This builds trust and keeps everyone engaged.

‍

‍

Step 6: Progress Tracking Mechanisms 📊

Effective tracking mechanisms are essential for keeping the team focused and accountable once the workshop has ended:

Tracking Techniques:

1. Dashboard Tools: Utilise digital dashboards to visualise progress on OKRs and other goals. Tools like Stellafai! covent
2. Regular Updates: Hold weekly or bi-weekly check-in meetings to review progress, address obstacles, and adjust plans as necessary.
3. Feedback Loops: Implement continuous feedback loops to gather insights from team members about what’s working and what’s not. Use this feedback to refine your strategies.

‍

‍

Outcomes of Running the Workshop 🚀

1. Strengthened Purpose: A renewed and shared sense of why your work matters and how it contributes to the company's vision.
2. Commitment to Objectives: A committed and motivated team aligned on clear, actionable goals.
3. Progress Tracking Mechanisms: Robust systems in place to monitor and drive progress, ensuring that goals are met and learnings are applied.

The key to a successful strategic workshop is engagement, alignment, and a relentless focus on outcomes. Make it practical, make it actionable, and most importantly, make it inspiring.

‍

‍

Our coaches have 20+ years of experience running strategic workshops, so if you’d like any help or for us to facilitate this for you, please get in touch 👉 here.