Sometimes, agreeing on your goals is obvious and strategic themes cleanly convert to strategic goals. Sometimes it's harder.
Step 1:
Start by reviewing your strategic working board where you have been collecting relevant data from the previous pathways. Some people prefer to have a printed out hard-copy version of the strategic working board.
Step 2:
Take 10 minutes for each leader to put down their thoughts on the 4 - 6 things that must happen for the business to achieve its vision. Each leader then shares them with the team.
Use a physical whiteboard or this Miro (digital whiteboard) template to record your notes.
Step 3:
Discuss, debate, and agree on your strategic goals.
The process will be for you as a team to group the similar goals presented in step 2 and try to come up with 4-6 distinct goals that you think are worth exploring.
Each member of the team should understand the basics of the goal - at this stage you don't need to have large amounts of detail, the next agenda item will prompt you to think about each goal in much more detail.
Quality Check
- Have at least 1 goal in each zone. Having a strategic goal in each zone ensures your plan is balanced and you are strengthening the whole system.
- It's common to have 2 or 3 goals in your Economic Engine. They could be around “Engaging the market”, “Sales”, “Delivery” or “Customer retention”.
Strategic Goals Meeting: Check-in