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Welcome to
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Strategic Life Planning
Delivered by
Many Centre Partners
A Two-Day Modular Workshop
Workshop Purposes:
Strategic Life Planning
Attendees:
This two day workshop is designed for professionals, teams, individuals, couples and family businesses who are interested in proactively shaping their personal and career futures.
The Workshop*
The Centre for Strategic Management has provided a Systems Thinking Approach™ to Strategic Planning for organizations all across North America and internationally. We also offer this proven Strategic Life planning process for individuals, teams, families and small businesses.
This workshop is based on this world of experience. We all have far more ability to create our desired future than we typically use. This Systems Thinking Approach™ to our Strategic Life Planning Model is present in an experiential format, using a fill-in-the-blank book.
[A] • formulating a personal vision and mission
• clarifying core values
[B] • developing key success measures and a personal feedback system
[C] • analyzing your career and life as it is today
[D] • a clear implementation and follow-up system is installed
*Note: This workshop can be given all at once or in modules of ½ to one day long (with total time still two days–plus pre/post homework).
Workshop Benefits:
Strategic Life Planning
- Take control of and focus your life
- Achieve your goals for your life
- Gain consensus to support from key others for your life's direction and goals
- To focus your career better and more successfully
- To better balance you life (body–mind–spirit)
Workshop Agenda:
Strategic Life Planning
- Day 1 -
| Day 1 | Topics |
| 8:30 |
Welcome; Introductions; Purposes; Three Goals/Many Uses (choose one) |
| 11:00 | Begin Plan-to-Plan (Step #1) • Career and Life • Examine key tasks • Finish Plan-to-Plan |
| 12:00 | Lunch |
| 1:00 A |
Goal #1: Begin to develop a Strategic Life Plan document Ideal Future Vision developed (Step #2) • Vision Development • Mission Development • Core Values Development |
| 4:30 | End Day |
- Day 2 -
| Day 2 | Topics |
| 8:30 B C |
Goal #1 (continued) Key Success Measures developed (Step #3) Current State Assessment (Step #4) • Internal/External (SWOT) • Other career/life assessments Core Strategy Development (Step #5) • Strategy Development • Action Items/Yearly Priorities Finish Strategic Life Planning |
| 12:00 | Lunch |
| 1:00 D |
Goal #2: Ensure Successful Implementation Annual Plans/Budgets tied to Strategic Planning (Step #7) To Do List |
| 2:30 | Begin Implementation (“Bridging the Gap”) Conduct Plan-to-Implement (Step #8) Establish a Strategic Change Management System (Step #9) Put it all together |
| 4:00 | Questions; Answers, Next Steps |
| 4:40 | End Day |
Workshop Participant Notebook
(Using The ABCs of Strategic Life Planning book)
Strategic Life Planning
Table of Contents
| Part | Topic |
| I. | Introduction to Strategic Life (and Career) Planning |
| II. | What is Strategic Life Planning–An Educational Briefing |
| III. | Why Do I need Planning |
| IV. | What are the Five Basic A-B-C-D-E Phases? |
| V. | How Do I Implement Plans Successfully (Phase D)? |
| Appendix | Strategic Life Plan of Steve and Jayne Haines |
Workshop Participant Testimonials
Strategic Life Planning
This workshop and concept is fantastic. For the first time ever, I have a plan for my life and am consciously pursuing it.
I have never even heard of this idea. It is a great one! My plan has opened ideas for me that I never thought of.
Life planning makes so much sense. This process is simple and easy to do.
My wife and I have had very meaningful conversations on our future lives and plans. We look forward to purposeful lives together.
This life planning has been a tough set of discussions for our family.
As a ranching family, we have clarified and resolved lingering issues between generations. We now have a succession plan for our family and ranch.
We had our teenage son do this and it worked! He now has more of a focus in life and school. It is wonderful! Why didn't we do this earlier?
I am now re-focusing my career as a result of my introspection in building my Strategic Life Plan. Thanks for the “kick in the butt.”
My wife and I are now better balancing our lives as a result of this. We are spending better quality time with our two widowed mothers. Without our Strategic Life Plan, this would not have happened.
This is a great process and one we are even able to write off for our small business as it is included in our Strategic Life Plan. We vacation once a year and write off the vacation. What a great idea and results.