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Annual Strategy Meeting: Pre-work

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 August 7th, 2024

Each leader to complete:

  • Update progress on strategic goals - goal owner
  • Update annual and quarterly objectives - objective owner
  • Create a new SWT canvas in the platform - any leader
    • Complete SWT - all leaders
  • Update competitors analysis - for the relevant leaders
  • Collect inputs from employees
    • Each leader should talk to at least 3 employees
    • Stop-Start-Continue is a simple framework to follow
    • Ask what they think the business needs to focus on for the next quarter and year
  • Gather customer feedback - for the relevant leaders
     

External Facilitator?

It can be tough to both facilitate and contribute to these critical strategy sessions. You may like to consider using an external facilitator. This can be particularly useful if the team is having a few 'issues'.  Please contact us at adapt and we can connect you with an adapt-accredited facilitator.

 

📚Important HQ learning!

OKRs
Before attempting to work with OKRs, review this comprehensive guide to OKRs and their usage inside adapt HQ. This is a crucial piece of learning that will enable you to build and implement an effective strategy.

Strategic cadence
It's important to understand why a strategic cadence is critical to successfully implement your business strategy. Review this comprehensive learning package on strategic cadence, why it's important, and what activities make up the cadence.

 

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