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AMA2009: Facilitating an Effective Strategic Planning Process

$2895 | 2-Day Course

Broaden your skills and take the next step in your career with the AMA2009: Facilitating an Effective Strategic Planning Process training course.

Course Overview

AMA2009: Facilitating an Effective Strategic Planning Process course guides students through Regardless of goals, there's one thing that can be said about every strategic planning process: The stakes are high. So you need to get equipped with a complete and agile toolbox of facilitation techniques and skills. How can you get the right people—and get them to actively contribute? How can you prevent assertive personalities from taking the session off-track? How can you make sure your goals are effectively defined and that you have all the right elements in place? This course combines effective facilitation with strategic planning. It's carefully crafted into three segments covering early discussions and agreements, strategic planning facilitation and implementation. You'll leave with hands-on experience and a comprehensive strategic planning toolbox that effectively prepares you to launch into any strategic planning facilitation.

The class will cover the following topics:
  • Establishing agreements, consistent definitions and success metrics Setting parameters for team selection and role assignments Understanding and choosing an appropriate strategic planning model, frame of reference, and related decisions ‚ Agreeing on logistics, scheduling needs and considerations Knowing the key components of the strategic planning process Translating the strategic planning process into tactical action and communication plans Enabling innovative thinking in managers and leaders Using simulation to demonstrate your understanding of new practices and tools Delivering organizational results through an effectively facilitated strategic planning session Establishing next steps and moving toward the execution phase Conducting regular review sessions to check progress towards milestones Establishing processes to align the organization, communicate the plan, and get organizational buy-in

This class is ideal for students who want to master AMA2009: Facilitating an Effective Strategic Planning Process.

Business Skills Training

TARGETED FOR: Team Leaders | Managers | Executives

Learn from Professional Instructors and move forward in your field with industry-aligned Business Skills training.

+ Full Course Details
Overview
  • Regardless of goals, there's one thing that can be said about every strategic planning process: The stakes are high. So you need to get equipped with a complete and agile toolbox of facilitation techniques and skills. How can you get the right people—and get them to actively contribute? How can you prevent assertive personalities from taking the session off–track? How can you make sure your goals are effectively defined and that you have all the right elements in place? This course combines effective facilitation with strategic planning. It's carefully crafted into three segments covering early discussions and agreements, strategic planning facilitation and implementation. You'll leave with hands–on experience and a comprehensive strategic planning toolbox that effectively prepares you to launch into any strategic planning facilitation.
Objective
  • Establishing agreements, consistent definitions and success metrics Setting parameters for team selection and role assignments Understanding and choosing an appropriate strategic planning model, frame of reference, and related decisions ‚ Agreeing on logistics, scheduling needs and considerations Knowing the key components of the strategic planning process Translating the strategic planning process into tactical action and communication plans Enabling innovative thinking in managers and leaders Using simulation to demonstrate your understanding of new practices and tools Delivering organizational results through an effectively facilitated strategic planning session Establishing next steps and moving toward the execution phase Conducting regular review sessions to check progress towards milestones Establishing processes to align the organization, communicate the plan, and get organizational buy–in
Target Student
  • Experienced executives, directors of OD, senior HR leaders, division leaders, strategic planners and others who must manage the strategic planning process for a department or organization, as well as those who would like to become an internal or independent strategic planning facilitator.
+ Course Delivery Format

Virtual Instructor-Led

All of our Public Classes are taught by a virtual live instructor. How it works is a live instructor conducts the class from a remote location regardless if you attend at one of the local training centers or if you attend remotely.

For of Private Group Training classes we can arrange to have the instructor conduct the class live at your location. Need Group Training?

+ What's Included
  • Professional Instructor Delivery - You will learn with our expert trainers with over 15 years of experience.
  • Free Course Materials - You will receive free reference materials for your class.
  • Small Class Sizes - Our classes are limited to 12 students, so you have plently of opportunity to ask questions and get feedback from the instructor.
  • Free Repeat - If you need a refresher your are able to retake the class free of charge within one year of your original class date.
  • Hands-On Training - Our classes are designed for you work hands on during the session so can stay engaged and really learn the material.
  • Certificate of Completion - Each student will receive a certificate of completion after completing the course.
+ Course Outline

Clarifying Your Role

  • Identify the Different Roles of a Facilitator
  • Clarify Senior Leadership’s Expectations of Your Role as Facilitator
  • Define Your Role as Facilitator

Planning for Strategic Planning

  • Ask the Right Questions to Establish Shared Meaning Around Terminology and Outcomes of a Strategy-Planning Session
  • Apply a Process When Contracting with Leadership
  • Identify Strategic-Planning Champions and Ensure the Right People Are Part of the Process

Strategic Planning Approaches

  • Recognize Current and Common Strategic Planning Approaches
  • Articulate Considerations When Choosing a Strategic Planning Approach
  • Define Strategic Planning Outputs

Tools and Models Used in Strategic Planning

  • Discuss the Importance of Macro- and Market Environmental Factors in Strategic Planning
  • Describe the Purpose of Using Models and Tools in Strategic Planning
  • Recognize Various Models Used in Strategic Planning for Analyzing and Synthesizing Information

Logistics—Before, During, and After

  • Manage the Logistics Before, During, and After the Strategic Planning Session
  • Identify Critical Data That Can Make or Break a Strategic Plan

Facilitating the Session

  • Prepare for Your Strategic Planning Session and Create an Environment for Effective Dialogue
  • Apply Critical Skills and Techniques of an Effective Facilitator
  • Manage Disruptive Behaviors During a Strategic Planning Session
  • Use Processes to Drive Key Outputs and Produce Results

Your Role in Implementation

  • Assist in Crafting a Strategic Narrative
  • Establish Your Role in Aligning the Organization, Translating the Strategy Plan into Meaningful Actions, Communicating the Plan, and Getting Organizational Buy-In
+ Prerequisites

Check the course description for any course prerequisites.

+ Related Courses

Related Business Skills Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
Risk Management for Business Analysts and Business Systems Analysts1$795
AMA2242: Advancing from an Operational Manager to a Strategic Leader4$2995
Managing Organizational Goals1$745
Delegation Skills for Leaders1$695
The Art of Empathy1$745
Increasing Performance Through Project Risk Management2$1595
The Strategic Leader2$1590

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Business Skills tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Business Skills On-Demand Courses

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AMA2009: Facilitating an Effective Strategic Planning Process

SAVE 10% FOR A LIMITED TIME

$2895 / 2 Day Course



  • Professional Instructors
  • Official Course Materials
  • Small Class Sizes
  • Financing Available

Course Schedule

Course Title Dates Times Location Fee
AMA2009: Facilitating an Effective Strategic Planning Process 9/14/2026 – 9/15/2026 10:00am-6:00pm EST Remote Only $2,895.00
AMA2009: Facilitating an Effective Strategic Planning Process 12/3/2026 – 12/4/2026 9:00am-5:00pm EST Remote Only $2,895.00

Related Business Skills Instructor-Led Courses

Click Class Title for Dates and Details Days Course Fee
Risk Management for Business Analysts and Business Systems Analysts1$795
AMA2242: Advancing from an Operational Manager to a Strategic Leader4$2995
Managing Organizational Goals1$745
Delegation Skills for Leaders1$695
The Art of Empathy1$745
Increasing Performance Through Project Risk Management2$1595
The Strategic Leader2$1590

As part of our commitment to supporting learners at every stage, we’re working to develop a library of free Business Skills tutorials designed to help you tackle common tasks and workflows. We understand that not every situation calls for a full course, so these resources offer quick, practical guidance to help you get the job done efficiently.

Available Business Skills On-Demand Courses

Course Title (Click For Details) Course Fee
No courses available
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CompTIA A+ (Core 1 &amp; Core 2) &ndash; V15 – <strong>Exam Version</strong> <ul> <li>V15 (new series)</li> </ul>

Certification Overview CompTIA A+ (Core 1 &amp; Core 2) &ndash; V15 equips students with the practical skills required to install, configure, secure, and troubleshoot today&rsquo;s devices and operating systems in business environments.

Topics Include:

  • Exam Objectives &ndash
  • Detailed Breakdown
  • Core 1 (220&ndash
  • 1201) &ndash
  • Domain coverage and key skills:
  • 1.0 Mobile Devices (13%)
  • Monitor/replace mobile hardware components (battery, keyboard/keys, RAM, HDD/SSD, wireless cards, camera/webcam, microphone, Wi&ndash
  • Fi antenna)

Target Audience Aspiring IT Support Specialists &amp; Help Desk Technicians Field/Service Desk Technicians &amp; Desktop Support Staff Junior Systems/Network Support roles and Career Changers entering IT

learn more →
Autodesk Certified Professional (ACP) – AutoCAD

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