Introduction to Strategic Planning

We’re familiar with the term strategic planning. In the past, many assistants and their executives had a hard copy of their latest strategic plan ("strat plan") taking up space on a bookshelf, sometimes gathering dust.

These days, we're more likely to have shared access to digital elements of the strategic plan.

Whether we have access to the full plan, the executive summary, a publicly available overview or key metrics, these are important documents. Yet, for a variety of reasons, not all colleagues are as familiar with their organisation's strategic plans as they could be.

When we think about the ways in which assistants can add value and positively impact stakeholders, it makes sense to ground this in an understanding of the strategic plan. Portions of the plan associated with your team or business unit's deliverables are among the elements with which astute management assistants will want to be familiar.

This course with Shelagh goes beyond encouraging you to familiarise yourself with your employer’s strategic plan. We’ll look at the processes and stages leading to the approval of a strategic plan, and potential opportunities to have input to the plan while also demonstrating engagement. Shelagh supported a board of directors for a decade, and brings insights from her boardroom days.

Key learning objectives

  1. The strategic planning process

  2. Board, management and employee roles

  3. The strategic plan and your career success

Shelagh's bio

Shelagh (pronounced "Sheila") Donnelly, founder of Exceptional EA, delivers quality training internationally. She walked our walk for almost three decades, and has been a corporate trainer.

Over the course of her career, Shelagh was a direct report to four CEOs. She spent the last decade of her office career supporting a board of directors, during which time she honed her governance expertise and was accountable to four board chairs. She also chaired a national board of directors herself. Shelagh understands and speaks about resilience and adapting, navigating and thriving in times of uncertainty and change.

Good to know

This seminar is open to both members (free of charge) and non-members (fee of 25 Euro) and will take place on Zoom. You will receive the Zoom link in a meeting invitation from our Vice Chairman.

A replay of the seminar will be available (members only) for one month after the seminar.