Index LifeMastery

Conscious Strategic Planning Facilitation

Are any of these issues prevalent in your organisation?

Your strategic plan is not used as the guiding document or filter for all organisational activities
Your Board do not review outcomes against the strategic plan at each Board meeting
Your strategic plan is more a wish list without clear timelines and success measures
Board and CEO performance measures are not linked to the strategic plan
The last strategic planning process was tortuous and drawn out

The LifeMastery Strategic Planning Facilitation occurs over either a 1½ day retreat (recommended) or a 1 day retreat.

The Strategic Planning Facilitation includes the following steps:

Preliminary kick-off meeting by teleconference (involving the CEO and nominated specific Board members)
Collection and analysis of key documents by facilitator (constitution, annual report, financials, strategic documents as agreed)
Agree who should be on the planning team
Develop and circulate Board and planning team survey, collect survey returns and summarise relevant issues
Confirming or reaffirming the Core Values
Confirming or reaffirming the Core Purpose
Developing measures of success
Using your Vision/Mission statement as a strategic filter
A Strengths, Weaknesses, Opportunities and Risks (SWOR) environmental filter analysis.
The impact of identified risks on your risk management plan
Agreeing and prioritising key strategies
Impact analysis between the SWOR, Core Vision, Core Purpose and Strategies.
Establishing the Strategic Workplans for all agreed strategies.
Strategies for ensuring that the strategic plan is carried out at the various levels, including structuring of the Board agenda, structuring committees, reviewing the strategic plan regularly, and strategic thinking processes.
Embedding the strategic plan into CEO and staff performance measures and job descriptions
Provide follow-up support and ensure Strategic plan is properly written up

Contact Steven Bowman for a proposal or quote on providing this service on (03) 9509 9529 or 0438 325 782 or email


Our Approach
Conscious Strategic Planning

Conscious Strategic Planning Facilitation Are any of these issues prevalent in your organisation? Your strategic plan is not used as the guiding document or filter for all organisational activities Your Board do not review outcomes against the strategic plan at each Board meeting Your strategic plan is more a wish list without clear timelines and success measures Board and CEO performance measures are not linked to the strategic plan The last strategic planning process was tortuous and drawn out The LifeMastery Strategic Planning Facilitation occurs over either a 1½ day retreat (recommended) or a 1 day retreat. The Strategic Planning Facilitation includes the following steps: Preliminary kick-off meeting by teleconference (involving the CEO and nominated specific Board members) Collection and analysis of key documents by facilitator (constitution, annual report, financials, strategic documents as agreed) Agree who should be on the planning team Develop and circulate Board and planning team survey, collect survey returns and summarise relevant issues Confirming or reaffirming the Core Values Confirming or reaffirming the Core Purpose Developing measures of success Using your Vision/Mission statement as a strategic filter A Strengths, Weaknesses, Opportunities and Risks (SWOR) environmental filter analysis. The impact of identified risks on your risk management plan Agreeing and prioritising key strategies Impact analysis between the SWOR, Core Vision, Core Purpose and Strategies. Establishing the Strategic Workplans for all agreed strategies. Strategies for ensuring that the strategic plan is carried out at the various levels, including structuring of the Board agenda, structuring committees, reviewing the strategic plan regularly, and strategic thinking processes. Embedding the strategic plan into CEO and staff performance measures and job descriptions Provide follow-up support and ensure Strategic plan is properly written up Contact Steven Bowman for a proposal or quote on providing this service on (03) 9509 9529 or 0438 325 782 or email
		Conscious Strategic planning is a brilliant process to help an organization perform consciously and strategically - to focus its energy, to ensure that members of the organization are working toward the same vision and value. This is a disciplined effort to facilitate and generate conscious decisions and actions that shape and guide what an organization is, what it does, and to assess and adjust the organization's direction in response to a changing environment. We are skilled and experienced in facilitating robust, time-efficient strategic planning techniques to provide a focused, vision driven strategic plan. The LifeMastery strategic planning facilitation process is unique from all others in that it provides a structure to embed the strategic plan into the Governance and operational framework of the organisation. Powerful success measures, a unique vision and ethics filter, strategic reporting frameworks and strategic thinking processes are end results of the LifeMastery Strategic Planning process.
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