# Strategic Planning Offsite Template

Purpose: Give leadership uninterrupted time to revisit vision, read the landscape, debate strategic options, and leave with owned priorities and a rollout plan.

- Duration: 480 minutes (full day; trim to a half day as needed)
- Cadence: Annually (or at major inflection points)
- Participants: Leadership team (5-12 people)

## Agenda

- [ ] Opening, ground rules, and current state (45 min)
- [ ] Vision and mission revisit (60 min)
- [ ] External landscape review (75 min)
- [ ] Strategic options and debate (90 min)
- [ ] Priorities and resource allocation (90 min)
- [ ] Ownership and rollout plan (60 min)

## Facilitator tips

- Protect thinking time over slide time.
- Force the hard trade-offs into the open.
- Convert conclusions into owned priorities before leaving.
- Plan the rollout for the team that was not in the room.

## Notes / Decisions

Current state:

Strategic direction:

Priorities and resource allocation:

Owners, milestones, and rollout:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/strategic-planning-offsite