How To Build A Strategic Plan Workshop

A practical workshop for business owners, executives, and non-profit leaders who want to optimize their organizations.

How to Build a Strategic Plan Workshop

This workshop will help senior leaders learn how to build a Strategic Plan that will move their organization forward successfully.

It will help Executives, Business Owners and Managers create an inspiring vision, clear goals and objectives, as well as a practical work plan to make your dreams a reality!

Key learnings include:

Gordon Sheppard - Business Expert Solutions
Business Expert Solutions - Consulting

“Hope is not a strategy.”

Vince Lombardi

The Strategic Plan Template

The Strategic Planning Workshop - by Business Expert Solutions - Gord Sheppard

The ‘How To Build A Strategic Plan’ workshop is based on the 15-page Strategic Plan Template.

This highly-detailed template can be used to start your own Strategic Plan.

It features:

  • Key questions you should be asking before you start your plan
  • Prompts to make sure you aren’t missing any essential information and insights
  • A detailed ‘dashboard’ to make sure you don’t miss any important details!
Strategic Plan Dashboard - by Business Expert Solutions - Gord Sheppard

Key Learning Objectives

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1. Introduction To Strategic Planning

In part 1 participants will understand the benefits of doing Strategic Planning. They will also receive a copy of the 15-page Strategic Plan Template that will help them build their own Strategic Plan.

2. Analyzing External and Internal Needs

In this step participants will learn about how to do analysis to gain important information and insights into what’s happening outside and inside their organizations.

Learning how to do a PEST Analysis (Political, Economic, Social and Technological factors) along with gaining market and customer insights will help participants understand their external impacts.

Finding out how to do a SWOT analysis will create discussion around the organization’s internal strengths, weaknesses, opportunities and threats.

3. Creating Vision / Mission / Values

In this step, leaders will learn how to craft a compelling vision statement that will inspire their staff and stakeholders.

They will also learn how to articulate a clear mission and values that will drive a strong organizational culture.

4. Work Plan Development

In this step participants will learn how to build a practical work plan which will help them execute their strategic plan.

Key concepts include solving major issues by implementing a clear ‘what, who, when’ task driven framework. 

5. Setting Goals & Objectives

In step 5 participants will learn how to determine their top 3 to 5 Goals for the year.

Then they will identify the actionable Objectives that will make each Goal come to life.

6. Building A Work Plan

After they establish their Goals and Objectives, participants will learn how to develop a practical work plan that builds a full set of tasks (what/who/when) that will bring the Strategic Plan to life!

7. Measuring Results and Assigning Accountability

In this section participants will learn how to establish key measurements for all major areas of the strategic plan.

They will also develop a methodology for assigning who is accountable for each measurement, which will lead to the overall success of their strategic planning efforts!

What Customers Are Saying

What You Get

How To Build An Organization Plan Template

Strategic Plan Template

Every participant will receive a copy of the 15-page Strategic Plan Template. They will be able to use this template to start a customized Strategic Plan for their organization.

Instructions In Advance

Whether it’s in-person or online, each student will receive instructions in advance so they can get the most out of this workshop. For example, online participants will get the workbook and a Zoom link, password, and instructions about how to login.

A Highly Interactive & Engaging Session

The session begins with hearing from each individual about why they want to improve their organization.

Then students are introduced to the Strategic Plan Template and each section of the course which includes:

  1. Introduction to Strategic Planning
  2. Analyzing External and Internal Needs
  3. Creating Vision / Mission / Values
  4. Setting Goals and Objectives
  5. Building A Work Plan
  6. Building A Communication Plan
  7. Measuring Results and Assigning Accountability

Throughout the session participants will work in small groups and large groups where they can also learn from each other.

They will also be challenged with dynamic exercises and thought-provoking questions.

Overall the leaders will gain the skills and confidence they need to develop and implement their own strategic plan.

Gordon Sheppard - CEO Business Expert Solutions

A Highly Experienced Instructor

The How To Build An Effective Organization Plan Workshop is taught by Gordon Sheppard, an Organizational Development Expert who has helped thousands of leaders to grow through coaching, training and consulting engagements.

See a detailed description of why you should work with Gordon below.

A Great Networking Opportunity

During this interactive session leaders will also have multiple opportunities to get to know each other so they can expand their network.

Certificate Of Completion

At the end you’ll receive a certificate of completion, so you can let your colleagues know that you completed the ‘How To Build A Strategic Plan’ workshop!

Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Instructor Follow-Up

Your instructor is always just an email away if you have any follow up questions.

Gord Sheppard - Organizational Development Consultant, Meeting Facilitator, Leadership Coach - Business Expert Solutions

A Strategic Organization

Investing in the How To Build A Strategic Plan Workshop will ultimately improve your organization’s overall profitability!

Book A Workshop Today!

Get in touch so we can help you learn about how this workshop can benefit your entire organization.

Workshop Details

Number of Participants

This workshop can done for a variety of group sizes ranging from 1 leader to 200 people, in small venues, at large conferences, or at your office.

Workshop Duration

It is recommended that you book 1/2 day for this workshop, but it can also be customized to meet your needs.

In-Person or Online

This workshop can be delivered via Zoom, or in-person at your location, or as a breakout or Keynote session at a conference.

Eligible For Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Cost

Cost can be billed per student, or based on a special flat rate per group. Get in touch for details.

Our Clients Inlcude

Workshop Summary

BEFORE

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A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The 15-Page Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

The Organization Plan Template - Description

The Strategic Planning Workshop - by Business Expert Solutions - Gord Sheppard

The Strategic Plan Template is an inspirational tool that will guide the future direction of your organization.

Here’s a sample of what you’ll get in the Strategic Plan Template:

Strategic Plan Dashboard - by Business Expert Solutions - Gord Sheppard

A Detailed Dashboard

The highly detailed dashboard in the Strategic Plan Template will help you navigate the document quickly, so you can focus on one key issue at a time.

Organization Plan Template Helpful Questions - Business Expert Solutions - by Gord Sheppard

Helpful Questions

The Strategic Plan Template features important questions that leaders can answer to optimize their organizations.

How To Build A Strategic Plan Workshop - by Business Expert Solutions - Gord Sheppard

Certificate of Completion

Every leader who completes the workshop will receive a certificate of completion, which you’ll find at the end of the template.

Book A Workshop Today!

Click the button to submit your contact information, and we’ll get in touch right away to help you book a workshop.

This Workshop Is For All Leaders Including:

Why Hire Gordon Sheppard

Gordon Sheppard - CEO Business Expert Solutions

Gord is passionate about helping leaders to succeed. His work is dedicated to providing them with insights and information that they can put into action.

Gord has presented workshops on a variety of topics for companies and events across Canada and the United States for organizations including; AICPA; APEGA; PMI Northern Alberta; Economic Developers Association of Alberta; Calgary and Area Medical Staff Society; CPHR Alberta; MARCOM; University of Alberta; King’s University; Concordia University; Burman University; Rotary District 5360; Alberta Girl Guides; ATB Financial: APC – Administrative Professionals Conference and more.

Gord is the CEO of Business Expert Solutions Inc., a company that inspires and empowers leaders to take action and transform their organizations with impactful insights, training and services from industry experts.

He is also a Leadership Coach, Organizational Development Consultant, Professional Speaker, Meeting Facilitator and Trainer.

He combines a Master’s Degree in Business Administration with a Bachelor’s Degree in Drama, and Prosci Change Management Certification to deliver a unique, people -centred approach that helps leaders to succeed.

Gord has worked successfully with CEOs, Executives, Managers, Employees, Students and Volunteers across all sectors.

You can hire Gord to deliver a workshop, coach executives, facilitate difficult conversations, help you build your organization strategy, speak at your event, and more.

Notable Appearances Include

MEG Energy Corp MEG Energy announces record 195 million free c

MEG Energy - Effective Meetings Professional Development Workshop

Thanks again to MEG Energy for bringing me back to present the Effective Meetings Professional Development Workshop – online!  This group of highly engaged professionals shared openly and they were eager to grow their communications skills.

Visit https://www.megenergy.com/ to learn more!

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Association of Professional Engineers and Geoscientists of Alberta
APEGA Nexus Conference

I really enjoyed presenting to more than 275 people at the APEGA Nexus Online Conference on June 9, 2021!  I also appreciated the great reviews and look forward to working with APEGA in the future.

“APEGA’s premier PD event brings together new and seasoned professional engineers and geoscientists for two days of expert-led sessions on industry innovation, technical competence, and regulation in Alberta.”

Visit https://apeganexus.ca to learn more!

Gord At APEGA Nexus Conf 2021 4
2 Gord at nexus APEGA 2021 screencapture apeganexus ca sessions effective meetings for leaders 2021 06 11 08 02 11
AICPA logo Meeting Leadership Inc. Events Page

AICPA Women's Global Leadership Summit 2019 San Diego, California, USA

It was great to present ‘The Truth About Meetings For Executives (and how to fix them…)” at the AICPA Women’s Global Leadership Summit 2019 on November 7, 2019 in San Diego, California! And if you are a woman looking for a great leadership training conference then visit their website to learn more at

https://www.aicpastore.com/NotforProfit/aicpa-women-s-global-leadership-summit/PRDOVR~PC-WOM/PC-WOM.jsp?selected_skucode=WOM19

Gordon Sheppard - Professional Speaker - Business Expert Solutions
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Edmonton Confederation of Community Leagues Leagues Alive Conference
Edmonton, Alberta, Canada

I really enjoyed delivering the Keynote speech  at the Edmonton Federation of Community Leagues Annual Conference on October 26, 2019! And if you want to learn more about the great work that EFCL does to support your community, then visit https://efcl.org/

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Summary Of What You Get In The Workshop

BEFORE

Business Expert Solutions - Checkmark

A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The 15-Page Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

Get In Touch!

Click the button to submit your contact information, and we’ll get in touch right away to help you book a workshop.

We Have More Workshops!

Our community is full of business experts who deliver outstanding professional development workshops.

So if there is at business topic that you would like to learn about, and you’re looking for an instructor, then get in touch.

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