Strategic Planning Process

In today’s rapidly changing business environment, leaders need broad perspective and a strong process for planning strategy for their area of responsibility.  In fact, the future is full of opportunities for leaders who can think, plan, and act strategically.

CMOE’s Strategic Planning Process and workshop prepares leaders to successfully capitalize on the forces and events that are shaping their world. It helps them become the architect of a future that is aligned with the organization’s overarching strategy.

We have been a provider of performance improvement training for leaders and team members for over 35 years, offering learning solutions on topics that include Strategic Planning, Applied Strategic Thinking®, and Strategic Leadership for all levels of a business.

Strategy view

About the Workshop

The goal of CMOE’s workshop and Strategic Planning Process is to help participants learn how to create strategic plans that will leverage competitive advantage and uniqueness, take advantage of opportunities that surface, and formulate solutions that help the business achieve long-term success.

The Strategic Planning Process that is introduced in our workshop and programs helps participants reach the following goals:

  1. Develop a working definition of strategy and strategic planning and understand the organization’s overall strategy.
  2. Analyze tendencies in their own thinking and planning process and determine what they need to do to balance today’s expectations with future needs.
  3. Anticipate, influence, and shape the future rather than just responding to events.
  4. Complete a strategic analysis of their own functional team-work unit and create a clear strategic direction that will capitalize on future opportunities.
  5. Develop innovative courses of action based on their unique capabilities and the capabilities of their team.
  6. Align the strategy for their functional team or work unit with the overall values, strategy, and direction of the organization.
  7. Integrate strategy principles into their daily responsibilities.


CMOE’s Strategic Planning workshops and programs are highly interactive and experiential.  We use models, assessments, simulations, tools, guides, and case studies to help participants master the principles and skills.  We also help participants leverage their natural skills and improve their strategic planning abilities, so they can tackle current and future challenges with confidence, energy, and know how.

Our expert facilitators and consultants have a broad range of experience and are able to guide participants through a self-discovery process and facilitate the development of strategic plans that will drive results.  Whether it is a one-day, one-and-a-half day, two-day, or ongoing event, CMOE’s learning solutions provide enduring value to our client organizations.

“…In today’s complex world, collaboration is not a luxury but a necessity when formulating good strategy and effective policy.”

~ Leading Groups to Solutions

“If you are serious about strategic change and if you want to see your organization proactively shape the future, then create new experiences, have different conversations, and demonstrate strategy yourself. That is what a strategic leader does.”

~ Strategy is Everyone’s Job: A Guide to Strategic Leadership

“A perfect plan should not become the enemy of a good plan.”

~ Steven J. Stowell, Ph.D.

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Delivery Options

In order to meet the specific needs of each client we partner with and make the most of the learning and development investment, CMOE offers programs in the following formats and lengths:

Instructor-led training (delivered onsite by a CMOE subject matter expert/facilitator)
Digital learning program (self-paced or live)
Blended and layered solution (combining instructor-led training and digital learning)
Train the trainer services (certifying internal trainers in CMOE's world-class programs)
Curriculum integration (deliver the topic in conjunction with another topic or event or build it into a development curriculum)
4-16 hours (8 hours preferred) for instructor-led variable for digital learning

Contact a CMOE Client Services Specialist to discuss a targeted solution that is right for your organization.

Related Services

Strategy Development Processes and Services

Applied Strategic Thinking® Workshop

Strategic Leadership Training and Development

Strategic Teaming