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Who Should You Involve in Strategic Planning?


Strategic planning should be a process that is carefully considered. This means understanding the proper methods and protocols involved in strategic planning before undertaking it. One aspect of proper strategic planning is ensuring that all the important and relevant personnel are involved in the process. And that’s what this article is here to help you understand.

First of all, let’s have a quick recap of what strategic planning is…

What is strategic planning?

Strategic planning is the process of determining the goals, priorities, and values of a business or team. It may also include discussion of an agreement upon the motivations behind these goals and values, and planning of the processes, actions, and resources required to achieve them.

Who to involve in strategic planning

Now you have a better understanding of what strategic planning is, it’s time to get down to the details. Strategic planning is something that affects numerous levels of people in different ways, both within and outside of the organization. So, it can be difficult to decide who to include in the process.

Strategic planning is implemented within organizations to determine the goals of the company as a whole. But in this article, we’re going to consider strategic planning as it pertains to project management, which will be on a slightly smaller scale compared to organizational strategic planning.

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So, here’s a quick overview of the different people and roles to consider when undergoing strategic planning for your project team:

You – the project manager

Obviously, as the project manager, your role in strategic planning is an important one. You play a part in both implementing the strategic plan and oversee your team’s implementation of it.

Project team members

The members of your project team will be the ones implementing your strategic plan in each and every project you undertake. So, it’s important that they are a part of the planning process.

Your Superiors

The chain doesn’t end with you. Your bosses, and perhaps even their bosses, also have a large stake in strategic planning. The executive team and management teams overlook your activities and will need to ensure that your strategic planning is in line with that of the organization or department as a whole. This may go as far up as the CEO of the company, depending on the size of the company and your team’s level within it.

Stakeholders

Those funding your projects or business activities have a vested interest in their outcomes. So, they will likely be interested in being involved in the strategic planning process in some way. They want to make sure their investment is being put to good use and that it is going to be a profitable one.

Clients

In some cases, you may also want to involve your clients in strategic planning, especially long-term clients. The outcome of your strategic planning will directly affect them.

Not all of these people will be involved in strategic planning in the same way. Many will be actively involved in planning sessions, while others can be invited to consultation meetings for their feedback on initial drafts of the strategic plan. You could hold workshops with essential personnel to brainstorm and discuss ideas.

Those with lesser stakes in strategic planning, as well as remote workers and international stakeholders that can’t attend sessions, could simply be informed by email or over the phone or sent questionnaires for their input into the process.

Basically, there’s no template to follow for strategic planning – the process and people involved will differ slightly from one company and one team to the next. When so many different parties are involved, it can be difficult getting everyone and everything organized.

This is where a tool like LogicalPlan can be extremely helpful. Try out LogicalPlan to see how it can help your strategic planning process. It’s also a great tool for implementing your strategic plan once you have it in place.

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