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           Strategic Planning Essentials

Learn the Foundations of Strategic Planning

Strategy Management Group’s Strategic Planning Essentials is a fast-paced, one-day training program designed to equip leaders, managers, and professionals with the foundational knowledge they need to understand and apply the basics of strategic planning. This high-level course introduces participants to proven frameworks, practical tools, and best practices that drive organizational alignment and performance. Whether your organization is just beginning its planning journey or looking to refresh existing strategies, this interactive class provides the clarity and confidence to move forward effectively. Led by seasoned consultants, this course offers real-world examples and hands-on exercises to help individuals and teams improve their organization’s planning and performance.

Strategic Planning Essentials Course Overview

Available live online or in person, this dynamic course makes strategic planning understandable and actionable for everyone. Whether you’re just getting started or want to update your approach, participants will:

  • Learn what strategic planning is and why it’s essential for any successful organization
  • Gain or refresh a working knowledge of basic terms, concepts, and frameworks
  • Develop skills to create mission, vision, and core values
  • Learn to set clear goals and meaningful measures for progress
  • Understand how to align strategies and plans across teams or departments
  • Practice engaging others in planning and overcoming challenges with proven solutions
  • Build confidence to participate fully and support planning in your organization

Price and Discounts

The US-based course is priced at $995USD. International pricing will vary based on region. Discounts for private in-house offerings available.

Available discounts for courses hosted in the United States

Early Bird Discount

Save $50 if you register 30 days before the course starts

Public Sector Discount

Save $50 if you work for a non-profit or a government organization

Group Rate Discount

Save $100 each if your team of 3 or more register for the same course

 

Who Should Attend?

This course is ideal for:

  • New managers, team leads, and professionals entering strategic planning for the first time
  • Experienced managers and team members who want to update or reinforce their approach
  • Cross-functional team members and project participants
  • Business professionals seeking a comprehensive yet practical overview of strategic planning
  • Anyone who wants to confidently contribute to strategic discussions and organizational improvement

Course Benefits

After this course, participants will be able to:

  • Understand and apply core principles of strategic planning and management
  • Set and align team or organizational goals, action steps, and basic performance measures
  • Confidently contribute to planning, improvement, and execution discussions
  • Use practical templates and checklists to jump-start or refine real-world planning efforts
  • Support ongoing growth and adaptability in their organization

Teaching Style

Our Senior Associates use clear instruction, collaborative group work, and real-world cases to create an inclusive, practical learning environment. Methods include:

  • Clear, easy-to-understand lessons
  • Guided discussions and Q&A
  • Practical, hands-on activities and examples
  • Downloadable templates, checklists, and resources

Sample Activities

  • Defining mission, vision, and values
  • Setting strategic and operational goals
  • Identifying meaningful success measures
  • Mapping strategy and aligning actions
  • Applying techniques to real or simulated planning scenarios

Ready to Enroll?

Click below to sign up for an upcoming session and take the next step toward learning the essentials of Strategic Planning. Or contact us to ask about scheduling a private class for your team!

DatesCourse TitleLocationRegion
6/28/2024Jun. 28Caribbean Strategy Summit
Register >> Day 2: CSS Strategy Execution Essentials
LIVE ONLINECaribbeanOnline & In PersonStrategy Execution Essentials
9/16/2024Sep. 16-20Mastering Foresight: Scenario-Based Planning Certification
Register >> Scenario-Based Planning (Discount Code: SMG-LBL)
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Register >> Strategy Execution Professional
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Register >> Strategy Execution Professional
SydneyAUSTRALIAIn PersonStrategy Execution
6/8/2026Jun. 8-11 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
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6/8/2026Jun. 8-11KSA Customized Strategy Execution Program in Arabic
Register >> Riyadh Chamber Members
LIVE ONLINEKSAIn PersonSEP-RiyadhChamber
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Register >> Strategy Execution Professional
LIVE ONLINE or DubaiUAEOnline & In PersonStrategy Execution
6/23/2026Jun. 23-26Strategy Execution Professional Certification
Register >> Strategy Execution Professional
SingaporeSINGAPOREIn PersonStrategy Execution
7/27/2026Jul. 27-31 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
PretoriaSOUTH AFRICAIn PersonStrategy Execution
8/24/2026Aug. 24-27 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
LIVE ONLINEUSAOnlineStrategy Execution
9/27/2026Sep. 27-30Strategy Execution Professional Certification
Register >> Strategy Execution Professional
RiyadhKSAIn PersonStrategy Execution
10/27/2026Oct. 27-30 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
Gold CoastAUSTRALIAIn PersonStrategy Execution
11/16/2026Nov. 16-19 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
LIVE ONLINEUSAOnlineStrategy Execution
11/16/2026Nov. 16-19Strategy Execution Professional Certification
Register >> Strategy Execution Professional
LIVE ONLINE or DubaiUAEOnline & In PersonStrategy Execution
11/17/2026Nov. 17-20 Strategy Execution Professional Certification
Register >> Strategy Execution Professional
SingaporeSINGAPOREIn PersonStrategy Execution
12/14/2026Dec. 14-17Strategy Execution Professional Certification
Register >> Strategy Execution Professional
LondonUKIn PersonStrategy Execution

 


Strategic Planning Basics

  • What is strategic planning and why does it matter?
  • Step-by-step overview of a practical planning process

Laying the Groundwork

  • Establishing your mission, vision, and values
  • Assessing and understanding your strategic environment using tools such as SWOT, PESTLE, and others

Goal Setting and Measurement

  • Assessing your customer needs and establishing a customer value proposition
  • Formulating high level strategy
  • Developing goals, objectives, and action steps
  • Developing meaningful measures of success 

Strategic Alignment and Execution

  • Aligning plans and actions across teams
  • Communication and engagement strategies

Overcoming Challenges

  • Recognizing and addressing common obstacles
  • Application exercises with real-world challenges

Summary and Next Steps

  • Review, resources, and guidance for ongoing development

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