# Holacracy Strategy Meeting Template

Purpose: Set a small set of simple guiding strategies that help every role in a circle make trade-offs and self-direct without waiting for a manager.

- Duration: 90 minutes
- Cadence: Quarterly
- Participants: Circle members and core roles (4-12 people)

## Agenda

- [ ] Check-in Round, what has your attention (5 min)
- [ ] Orientation and context, purpose and reality (15 min)
- [ ] Retrospective reflection, tensions and patterns (20 min)
- [ ] Generate guiding strategies, prioritize X even over Y (25 min)
- [ ] Test and adopt a small set (20 min)
- [ ] Closing Round, brief reflections (5 min)

## Facilitator tips

- Keep each strategy to a memorable phrase.
- Ground the session in a real retrospective.
- Adopt only a few strategies.
- Make sure each strategy settles a real trade-off.

## Notes

Current reality:

Retrospective patterns:

Candidate strategies:

Adopted guiding strategies:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/holacracy-strategy-meeting