Strategic Renewal Annotated Agenda


This 20 page annotated agenda was used for a one-day Strategic Renewal planning session with the Board of Directors.  It presumes (and through a separate interview process confirms) a valid and acceptable Mission and Vision and builds from there.  Detail methods are providing for building Values and Key Measurements.  Additional steps include Situation Analysis, Alignment, Roles & Responsibilities, Guardian of Change, and Review & Wrap. This approach uses break-out sessions three times to gather information, and pulls the entire twelve person team together for the analysis activities.  For a better understanding of the terms used to describe the steps above, search the blog site ( for the terms you seek additional understanding.


Annotated agendas are intended for use by the facilitator and can extend up to twenty pages and larger.  They provide a play script of the context that needs to managed, typically in a partial day, full day, or multiple day workshop environment.  They stipulate in great detail the Purpose of each agenda step, the Questions to be addressed during each step, and the need place for multi-media support including movie files, PowerPoint slides, and large Post-It notes.  Each agenda step provides an estimated timeframe, summary statements, and additional notes.  MOST IMPORTANTLY each agenda step comes with a highly detailed method—HOW TO facilitate the deliverable with an emphasis on the analysis tool and HOW TO take lists and converge them into documents and consensually agreed upon findings, outputs, and actions.


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