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Our top tips for better strategic planning

The process of strategic planning is essential for any organisation, which makes this a key skill to hone. More effective strategic planning can enable better decision making and more appropriate and efficient allocation of resources, as well as more clearly defined vision and goals. If you want to improve your strategic planning approach then these are our top tips:

  • Make time for it. If you’re only ever trying to fit strategic planning into the gap between every day chaos and taking time off it’s unlikely to be productive. Dedicate time and headspace to this essential process.
  • Focus on the team. When you have a good team then strategic planning instantly becomes simpler. Up to 10 is the ideal number for this type of session, each person representing the key areas of the business between them. Make sure everyone is engaged with the process and ready to contribute in terms of the future of the business from their perspective.
  • Avoid the hierarchy. Strategic planning sessions are always the most effective when everyone involved is able to say exactly what they think regardless of their position in the business. It may be constructive to involve an outside facilitator in the process to ensure people feel able to speak up.
  • Plan your strategic planning sessions. It’s always useful to have some kind of structure to sessions that can be quite creative. The time you dedicate to strategic planning will be wasted if you don’t also come up with a plan for execution. So, when you’re scheduling the sessions make sure that you’ve defined the objectives and outcomes that they are designed to achieve before anything gets under way.
  • Any plan that you design must be practical. Lofty ideals and dreamy eyed visions for the business won’t help to move it forward. What’s key when it comes to strategic planning is to create something that can actually be implemented. That will necessarily include the following:
    •  Creating specific goals and objectives
    • Identifying next steps
    • Allocating responsibility to certain people
    • Setting deadlines
    • Making individuals accountable
  • Close one session by looking forward to the next one. When you finish a strategic planning meeting with your team make sure that you set out all the next steps right up to the point of the next planned session. When the meeting breaks up everyone should understand what happens afterwards, especially when it comes to their own responsibilities.
  • Allow for adjustment. If you create a rigid plan then it will soon crumble and any momentum will be lost. Instead, opt for planning that is more resilient and fluid, and which can adapt to changes in the business, whether those come from internal or external influences.
  • Be consistent. It’s most effective to have a strategic planning review every quarter at least. What results have you seen over the past three months, what (and who) has succeeded and failed and what are the consequences and rewards? Regular reassessment will allow you to keep the business on track.


The art of strategic planning can be transformative – it’s a skill that is essential to learn and which can yield impressive results.


Our Strategic Planning training course is designed to help businesses establish a set of key measurements, match these with targets and the appropriate resource levels.


In-House Training with PTP

PTP stands for Practical Training for Professionals and our aim is to make our training as practical as possible so delegates can return to the workplace with skills they can implement immediately. PTP now delivers training to over 40% of the FTSE 100.

What you get for your money

What is 1-to-1 training?

1-to-1 training can be based on any of the 100 plus courses that PTP provides, it includes an initial telephone conference of up to 1 hour, a 1/2 day (3.5 hours) on-site one to one training session at your premises with one of PTP's expert trainers and then a further telephone conference call of up to an hour within 2 weeks of the on-site visit.

You have the option of a line manager being involved in both telephone conferences, the second telephone conference which can be for feedback and action planning is generally scheduled during the on-site visit.

Who does 1-to-1 training suit?

Individuals taking on a new challenge or responsibilities. Professionals who want a trusted "sounding board" and thinking partner. Executives or managers who want to enhance their leadership effectiveness to achieve organizational and career success. Executives and professionals wanting to compete successfully but still retain balance in their life. Individuals who want to understand their blind spots so that they don't stand in their own way on their path to success. Executives and Professionals who want to improve their interpersonal skills so as to be more effective with bosses, peers, subordinates, or people in general. How much does 1-to-1 training cost?

A 1-to-1 training session costs from as little as £400 + VAT and will include an initial telephone conference of up to 1 hour, a 1/2 day (3.5 hours) on-site training at your premises and then a further telephone conference call of up to an hour within 2 weeks of the on-site visit.

What is U-Choose?

Choose from any of the 150 plus courses that PTP provides, and choose from 1 of our 50 plus UK wide training venues. You must book for 2 or more delegates and at least 4 weeks in advance, but that’s it, the course you want where you want it. The reason we ask for a minimum of 4 weeks notice is to enable us to market the course you have scheduled to other companies and organisations. However, if we fail to sell any additional places we guarantee to run the course just for you.

How much does U-Choose Training cost?

U-choose costs the same as our normal open courses i.e. the normal delegate rate. This includes lunch and refreshments throughout the day, framed certification and comprehensive training notes. A U-Choose booking can only be confirmed once we receive payment which can be made via credit/debit card, BACS or cheque. Payment is due at least 4 weeks before the date you request. Please note to be eligible for U-Choose you must book a minimum of 2 delegates on the same course & date.