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Effectively Lead Strategic Planning

Updated: Aug 26

The purpose of strategic planning is to help organizations achieve their long-term goals by providing a roadmap for the future. A strategic planning project is the complex and iterative process that requires strong leadership. The project leader must be able to:

  • Define the project scope and goals. What are the specific objectives of the strategic plan? What are the key stakeholders who need to be involved?

  • Gather data and conduct analysis. What is the current state of the organization? What are the opportunities and threats in the external environment?

  • Develop strategic options and recommendations. What are the different ways that the organization can achieve its goals? What are the pros and cons of each option?

  • Communicate the strategic plan and secure buy-in. How will the strategic plan be communicated to the organization? How will buy-in be secured from key stakeholders?

Developing powerful brand ideas and clear positionings


Once the strategic plan is in place, the next step is to develop powerful brand ideas and clear positionings. This involves:

  • Understanding the target audience. Who are the people that the organization is trying to reach i.e. customers? What are their needs and wants?

  • Defining the brand promise. What is the unique value proposition that the organization offers?

  • Creating a brand identity. What are the visual and verbal elements that will represent the brand?

  • Communicating the brand message. How will the brand message be communicated to the target audience?

By leading the strategic planning project and developing powerful brand ideas and clear positionings, the project leader can help the organization achieve its goals and become a more successful business.


Strategy is separate from actual planning and implementation. Learn More Watch Video ...



Here are some additional tips for leading a successful strategic planning project:

  • Involve key stakeholders early and often. The strategic plan should be developed with input from all of the key stakeholders, including senior leadership, employees, customers, and partners.

  • Be flexible and adaptable. The strategic plan should be a living document that can be updated as needed to reflect changes in the external environment or the organization's goals.

  • Communicate the strategic plan effectively. The strategic plan should be communicated to the entire organization in a clear and concise way.

  • Measure and track progress. The strategic plan should be regularly reviewed to ensure that it is on track. And continuously make adjustments to optimize the results.

I hope this article was helpful. We work with many businesses, entrepreneurs and nonprofits, so feel free to contact us at 440-597-3964.


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