intermediate · 60–60 min
The Strategic Pre-Planning Alignment Session
Don't walk into annual planning cold. Align the leadership team on the 'data and truths' first.
About this session
Annual planning often stalls when leadership teams arrive with conflicting interpretations of the past year's performance or different sets of data. This session establishes a shared baseline of facts and 'hard truths' so the team can transition into strategy sessions with a unified understanding of the current landscape.
Why it works
By decoupling the analysis of data from the actual decision-making process, this structure prevents debates about 'what happened' from derailing future-focused strategy. It forces participants to agree on a single version of reality, which reduces defensive posturing and ensures that subsequent planning is built on a foundation of evidence rather than assumptions.
What you’ll walk away with
- Clear actionable outcomes from a 3-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Executives, Senior Leaders
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Executives or external facilitators working with leadership & strategy teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 3 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Strategic Pre-Planning Alignment Session” — ready to run in minutes, for any workshop, meeting, or team session.