This toolkit brings together Libby Fischer Connell’s complete approach to strategic planning: a structured Day 1 to get your leadership team aligned on vision, and a structured Day 2 to translate that vision into 90-day priorities your team can act on Monday morning. No hundred-page document. No scattered off-site. Just a clear process that, if you follow it, is hard to finish without a real plan.
From the Helia Library — based on the article, A Strategic Plan You’ll Actually Use, from our Coffee Chat with Libby Fischer Connell.
What’s Inside
Two resources, meant to be used in sequence. Start with Day 1 — the Day 2 conversations won’t land right if your team hasn’t aligned on vision first.
01 — Strategic Planning Day 1: Vision
Structured agendas for four back-to-back working sessions — Core Values, Organizational Focus, 10-Year Impact, and Market Positioning. Use this first, before anyone touches a single operational priority, to get your leadership team aligned on the fundamentals that everything else depends on.
02 — Strategic Planning Day 2: Operational Strategy
Structured agendas for four more sessions — 3-Years From Now, 1-Year Plan, Next 90 Days, and Issues. Use this after Day 1 to translate your vision into specific OKRs and 90-day commitments that your team can actually act on.
If You Want Help With Strategic Planning
Libby Fischer Connell works with mission-driven organizations on strategic planning — from first-timers who want a thought partner to teams that need a facilitator in the room for the full two days.
She’s a good fit if:
- You want to follow this process, but would feel better having someone hold the structure so your whole team can participate
- You’ve done strategic planning before and ended up with a plan that didn’t stick — and you want to figure out why
- You’re navigating a significant moment of change and need a plan built for the reality you’re actually in, not the one you had six months ago
Connect with Libby!
As always, take what’s helpful and make it your own.
