Strategic Planning Checklist Strategic planning is a critical management process in a highly competitive and rapidly changing business environment. Here is an outline of the three-step process that is the basis of a productive planning meeting. Step 1 - Prepare for the strategic planning meeting. Decide whether to use an outside facilitator. Select the meeting date and site and assign responsibilities.
Industry trends from outside sources.
Organize the agenda and meeting packets. Step 2 - Conduct the meeting. Prepare a mission statement. Prepare a situation analysis. Envision the future.