Strategic Planning Tools and Techniques

Most small business owners know they should spend more time planning. They attribute this to a lack of time, but the reality is that they don’t do it because they don’t know how to plan in a way that gets maximum results for minimum time invested. This training program provides business owners and managers with a simple, effective framework for plannning that is guaranteed to quickly get and keep themselves and their team focused on the activities they need to improve business results.

Instructional Objectives:

This training session provides managers, small business owners and entrepreneurs at all stages of their business with the skills and knowledge improve business results through effective strategic planning. The following topics will be covered:
  • What strategic planning is and what it isn’t;
  • Different types of strategic planning;
  • Phases of strategic planning;
  • Strategic planning pitfalls;
  • How and when to monitor your plans;
  • Measuring results;
  • How flexible should your plan be? and
  • Adapting to change as you grow.

Measurable Learning Outcomes:

By the end of the training, participants will:
  • Have a clear system for annual, quarterly and monthly strategic planning that they can use to reduce stress, save time managing themselves and employees, and improve business results;
  • Have clarity on the top priorities for achieving their short and long term business goals;
  • Have identified the systems and habits they need to put in place to take consistent action on these priorities; and
  • Be better able to focus their time and efforts for optimum return in efficiency, profits, and results.

Assessement Methods:

Our instructors are continuously assessing the student’s comprehension and ability to apply their learning through assignments, case studies, and interactive classroom activities that check for understanding. This is crucial in today’s fast-paced business environment as each new skill participants not only learn, but are able to apply in the workplace will have a huge positive impact on the business’s ability to thrive. Unlike structured public courses at colleges and universities that provide more general knowledge and must follow a rigid timeline, our on-site group training format allows our instructors to take the time to ensure that participants are able to take the skills and knowledge they gain in class and apply it to their unique situation to get the results they want in their work and business. We assess the student’s learning and progress using the following methods:

  • Application assignments for in between each training session to apply what was learned in their role in the business. (These assignments are sent in to the instructor in between each session so that the instructor can review them and provide further feedback if the student has not completed the assignment correctly.)
  • Interactive exercises, questions and discussion during the training sessions to ensure that the student understands how to apply the concepts in their role and/or business.
  • Student self-evaluation of their learning at the beginning and end of the program. (This is a brief 5 minute paper survey that the student takes at the beginning and end of each module to provide them with a measure of the knowledge they have gained from the training).
  • (Note: Our instructors are always available via phone and e-mail in-between training sessions should students need assistance with their assignments. This ensures that students are able to complete assignments and be fully prepared to build on their learning in the next session.)

This program builds competencies in the following areas:

Duration: 8 Hours, 12 Hours

Format: Entrepreneur Training, Group Training