Day 1
- Participants arrive during the day.
- Unpack, unwind, settle in.
Day 2
- Enjoy surfing the world class Keramas break.
- Have a massage, take a yoga class or just relax by the pool.
- At 1:30pm meet in the conference room.
- Begin the Planning Journey – Stage 1 – The journey to where your business is now.
- Day 2 finishes at 5.00pm.
- 6.30pm Welcome Dinner at the Komune Beach Club.
Day 3
- Stage 1 – The journey to where your business is now
- Begins at 11.30am at the Conference Room
- Includes working lunch and afternoon tea.
- Day 3 finishes at 5.00pm.
Day 4
- Stage 2 – Where to and how do I get there?
- Begins at 11:30am.
- Includes working lunch and afternoon tea.
- Day 2 finishes at 6pm.
Day 5
- Enjoy surfing the world class Keramas break.
- Have a massage, take a yoga class or just relax by the pool.
- At 1pm meet in the conference room for finalization of action plan and retreat wrap up.
Day 6
- Participants depart during the day.
- Last chance to relax before heading back home.
Strategic Planning Process
Stage 1 - The journey to where your business is now
1. Set clear objectives and outcomes for the retreat:
Establish the specific goals and desired outcomes that enable you to build a roadmap over the course of the retreat and that will maximise your business success for the next 12 – 18 months.
2. Report on the performance of your business and how current and future economic conditions will impact your business:
Provide a comprehensive overview of the business’s performance, including key financial metrics, market position, customer satisfaction, and any other relevant performance indicators.
3. Determine the current capacity (time available) of you and the business:
Evaluate the available time and resources within the business, including your own capacity as a business leader. Assess whether the current workload, responsibilities, and schedules are realistic and aligned with the business’s objectives.
4. Evaluate your business’s competitive strategy and its relevance:
Assess the current competitive landscape and determine if the existing strategy aligns with the market conditions. Determine if adjustments or refinements are necessary to maintain or enhance the business’s competitive position.
5. Examine how your business organises its human resources and assess efficiency:
Evaluate the organisation’s structure, roles, and responsibilities to ensure alignment with business objectives. Consider the efficiency of workflows, communication channels, decision-making processes, and resource allocation.
6. Review previous strategic action plans and key decisions:
Revisit past strategic action plans and key decisions made by the business. Evaluate their effectiveness, identify lessons learnt, and their impact on the business’s growth and success.
Stage 2 - Where to from here and how to get there
1. Set a clear vision for the future direction of the business:
Establish a compelling and inspiring vision for where you want the business to be in the future. Define the long-term goals, aspirations, and desired outcomes that will guide decision-making and strategic planning. Ensure that the vision aligns with the business’s values, purpose, and strengths.
2. Review financial targets:
Based on the assessment of the business’s historical financial performance and forecasts, set specific financial targets for the future. These targets could include revenue growth, profitability margins, or any other relevant financial metrics. Ensure that the targets are ambitious yet realistic.
3. Undertake a Strengths, Weaknesses, Opportunities, and Threats (SWOT) Analysis:
Conduct a comprehensive analysis of the business’s internal strengths and weaknesses, as well as external opportunities and threats. Identify the core competencies, resources, and capabilities that give the business a competitive advantage. Assess areas of improvement, potential risks, emerging market trends, and industry developments that may impact the business’s performance.
4. Prioritise the SWOT analysis into the top 5 objectives for the business:
Based on the findings of the SWOT analysis, select the top 5 objectives that are crucial for the business’s success and align with the long-term vision. These objectives should address critical areas of improvement, capitalise on opportunities, mitigate risks, and leverage the business’s strengths.
5. Reality test priorities to ensure commitment and capability:
Evaluate the feasibility and viability of the prioritised objectives. Assess whether the business has the necessary resources, capabilities, and commitment to achieve these objectives.
6. Develop a two-page action plan outlining actionable tasks for implementing the top 5 business objectives:
Create a concise action plan that outlines specific tasks, timelines, responsible parties, and key milestones for each of the top 5 business objectives. Ensure that the action plan assigns clear responsibility and is actionable, measurable, and aligned with the overall business strategy.