Facilitating Strategic Planning

Zoe Allen · October 9, 2024

Next Live Workshop Dates

Workshop: Strategic Planning Fundamentals

Dive into the essentials of strategic planning with “Strategic Planning Fundamentals,” where you’ll explore the core principles of defining strategy, learn to distinguish between effective and ineffective strategies, and uncover how finance plays a pivotal role in supporting strategic initiatives.

📅 Wednesday, 15 January 2025

Field of Study: Management Services (2 CPE Credits) 2 CPD Hours

Workshop: The strategic planning process

Unlock the secrets to successful strategic planning in “The Strategic Planning Process,” where you’ll learn how to craft an effective approach, inspire team collaboration, and leverage strategy tools for impactful discussions. This session guides you in setting long-term objectives and tracking progress through leading indicators, ensuring your strategic initiatives are both dynamic and measurable.

📅 Wednesday, 22 January 2025

Field of Study: Management Services (2 CPE Credits) 2 CPD Hours

Workshop: Influencing Strategic Decisions

Master the art of guiding strategic choices with “Influencing Strategic Decisions,” a session designed to enhance your ability to build credibility, generate innovative options, and prioritize effectively. Discover how to use open-ended questions to drive successful outcomes and learn to tailor your approach to suit different audience styles, ensuring your strategic influence is both adaptable and persuasive.

📅 Wednesday, 29 January 2025


Course Overview

What we Cover:

Strategic Planning Roadmap, Frameworks, Leadership, Communication, Facilitation and Rollout

The challenges:

Aligning strategic goals, understanding planning frameworks, leadership impact, effective Communication, productive sessions, smooth implementation.

The Barriers:

 Lack of strategic clarity and clear objectives, communication breakdowns, stakeholder buy-in, ineffective meetings, implementation issues, lack of ownership.

Learning Outcomes:

Understand what makes a great strategy, facilitate the development of a strategy, influence decisions and measure ongoing progress.

Business Benefits:

Improved Accuracy, Risk Mitigation, Better Decision-Making, Strategic Insights


Course Facilitator

Oliver Deacon

Course Facilitator

Oli is an ICAEW FCA based out of the UK and a PCC-certified coach with ICF. He is also a former Microsoft Finance Director, where he business partnered marketing, product and software engineering teams with a $4.5BN P&L.



Prerequisites: No Prerequisite knowledge is required to be successful in this course

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Internet Based


Module Content

+35 enrolled
Not Enrolled
or 6

Module Includes

  • 1 Topic
  • 1 Lesson