The second gathering comes after three other tasks have been completed: Step #1, the discovery of your Mission, Values, and Vision (MVV's), and Team Selection. Please see those three other articles.
This as most of the Strategic Planning Team (SPT) gatherings is off site (keeps interruptions to a minimum), but near the company offices, for most of the day. This will allow for the members to spend some time, early and/or late, to cover operational responsibilities.
The President (P) begins with a strong commitment for SP from the top. A crucial step. P explains the why and what of the Planning effort. He/she reviews the Team Selection criteria, and why each was chosen. Next comes the "how", which points to the need for their sense of urgency, critical thinking, and contributions. Diversities of thought are valued, and in fact validate the Process. He/She is making their own sacrifice in allowing the Facilitator (F) to lead. Control is being sacrificed in order to achieve the greater good for all. It's all about "Fierce Conversations." See separate article.
F then briefly gives an overview of the Steps, complete with time line, and his/her style of being there for them. Next the findings of the group discovering the MVV's is reviewed and discussed for validity. Perceived inaccuracies are ironed out; conclusion is verified.
Finally an overview, as always, is given for the next Step, along with reading material needing study. Questions & answers will complete this first Team Step.
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