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INTRO

Leadership Offsite Framework

Use template
Leverage this leadership offsite template to moderate an effective strategic planning offsite. Operate as a team with a strong sense of purpose and a clear plan.


AUTHOR
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Jim Benton deleted section OPEN on Thu Feb 28 2019 undo
J
Jim Benton updated section PREPOPEN on Thu Feb 28 2019 undo
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Jim Benton moved PREP from the top to after WORKSHOP on Thu Feb 28 2019 undo
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Jim Benton moved PREP from after WORKSHOP to the top on Thu Feb 28 2019 undo
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Jim Benton added new section PREP on Thu Feb 28 2019 undo
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Jim Benton updated Leadership Offsite TemplateFramework on Wed Feb 27 2019 undo
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Jim Benton updated Leadership Offsite TemplateFramework on Wed Feb 27 2019 undo
J
J
Jim Benton updated Leadership Offsite Template category to 14 on Wed Feb 27 2019 undo
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Jim Benton updated Leadership Offsite Template show in directory from N to Y on Wed Feb 27 2019 undo
J
Jim Benton updated Leadership Offsite Template is template from N to Y on Wed Feb 27 2019 undo
J
Jim Benton updated Leadership Offsite Template on Wed Feb 27 2019 undo
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JB
Judy Butler
10:15pm
Private
Burt Crumb
10:16pm
@JaneSmith goes to the ocean
Went surfing today and rode a huge wave
πŸ“
18
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Marty
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March 23
MARKETING SEO
Win the market and all the users for years to come
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#samplenotes

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MISSION

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Define What We Want, Why, and our Core Values
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Purpose - how do we help people
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Vision - a clear 10yr ultimate goal, bhag
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Strategy - what’s ultimately required to achieve it
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Values - principles we live by
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Summarize a 7-10 word mission
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CURRENT STATE

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Perform a SWOT Analysis and Look at Where We Are Today
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Strengths - what we are doing today
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Weaknesses - holding us back today
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Opportunities - external factors
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Threats - external factors
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Conclusion / 90 Day Top 3-5 Priorities
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PLAN

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Build Our Team Alignment Plan
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Objectives and key measures of success
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Objectives should tie into strategy
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Key metrics should live in key measures
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WORKSHOP

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Build individual plans, support team plan
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Discuss updating plans weekly by 12pm noon each Friday, reply all
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