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Leadership Offsite Framework

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INTRO
Leverage this leadership offsite template to moderate an effective strategic planning offsite. Operate as a team with a strong sense of purpose and a clear plan.

AUTHOR

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MISSION

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Define What We Want, Why, and our Core Values
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Purpose - how do we help people 
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Vision - a clear 10yr ultimate goal, bhag 
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Strategy - what’s ultimately required to achieve it 
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Values - principles we live by 
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Summarize a 7-10 word mission 
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CURRENT STATE

JB
Perform a SWOT Analysis and Look at Where We Are Today
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Strengths - what we are doing today 
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Weaknesses - holding us back today 
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Opportunities - external factors 
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Threats - external factors 
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Conclusion / 90 Day Top 3-5 Priorities 
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PLAN

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Build Our Team Alignment Plan
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Objectives and key measures of success 
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Objectives should tie into strategy 
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Key metrics should live in key measures 
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WORKSHOP

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Build individual plans, support team plan 
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Discuss updating plans weekly by 12pm noon each Friday, reply all 
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New

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