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How to Use Strategic Planning to Help With Goal Setting & Prioritization

Strategic Planning and Management Insights

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. While some organizations choose to lead the strategic planning process themselves, others choose to work with strategic planning facilitators like us.

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[Q&A] How do you keep facilitation and planning from becoming overwhelming?

OnStrategyHQ

This is by no means a comprehensive guide to approachable strategic planning facilitations! Pro Tip: Use Miro as a digital whiteboard to create a more streamlined and organized visual aide. We love virtual facilitation tools like Miro Boards and polls because they can be easily hidden from screens when you need focused attention.

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[Q&A] How can we facilitate values creation?

OnStrategyHQ

Play Watch the video Q: How can we facilitate values creation? There are a few ways to identify and facilitate the creation of your values, so check out the video for a helpful values exercise! Values create part of the foundation of any successful organization – and they’re pivotal in driving change and unifying teams.

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Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

Organizations are already planning for this new- or next-normal hybrid model and have worked hard to elevate the needed skill sets of their commercial teams – especially strategic account managers. The pandemic has forced organizations to pivot and reinvent how they engage with customers. These changes would otherwise have taken years.

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5 Challenges of Virtual Facilitation & How You Can Solve Them

CMOE

Investing in your human capital is more crucial than ever as organizations continue to transition or adopt hybrid or remote work environments. The CMOE team has developed expertise in virtual facilitation and understands the potential roadblocks in executing a successful and effective virtual session. And that’s why we’re here to help.

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The 11 Best Brainstorming Tools to Capture and Organize Ideas

Nutshell

A brainstorming tool provides individuals or teams with an easy way to collect and organize their thoughts during a brainstorming session. With them, you can: Organize your thoughts: Brainstorming software helps you sort and categorize all the information gathered during the idea-generation process, making it easier to understand.

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Customizing user experiences: How your CRM adapts to every role in your organization

Insightly

Let’s explore the different roles in an organization and how CRM looks to each. Every day, the sales team leaders rely heavily on the CRM system to streamline their processes, organize their workflow , and ultimately drive sales success. As the day progresses, the CRM facilitates communication and collaboration within the sales team.

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