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How to Run a Successful Strategy Session

Problem

How can we gather all the information to work on the strategy from the Strategy Sessions?

We’ll cover:

Session agenda run-through

Preparing for the sessions

Facilitation tips

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Template

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Brand Strategy Session Template.key

2.1 MB

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Brand Strategy Session Template.pptx

1.3 MB

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Brand Strategy Session Template.pdf

1.2 MB

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Slide 01: Intro

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Slide 02: Goal

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Slide 03: Agenda

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Slide 04: About Me

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Slide 05: Project Process & Milestones

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Slide 06: Now Tell Me About Yourself (The Client)

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Slide 07: Company Story, Vision, Mission & Product

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Slide 08: The Onliness Statement

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Slide 09: Break

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Slide 10: Target Audience

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Slide 11: The Offering

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Slide 12: Communication Objectives

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Slide 13: Did we forget any important fact?

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Slide 14: Thank you!

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Preparing for the Strategy Session

Set Up Expectation

Explain why this is a crucial step in the process

Make sure the right people are invited

Make sure to share the agenda beforehand

Send email and calendar invites

Do a Bit of Research

About the company

Their customers

Competition

Team

etc

Session Logistics

For an in person session

Make sure you’ll have a good quiet room with whiteboards or flip charts

Make sure you have a solid internet connection

Bring some healthy snacks

Bring papers and writing materials

Bring sticky notes

Consider what to wear

If there are team mates that are not present, make sure everyone has a laptop so that they all can communicate with each other in the call

For an online session

Make sure you have a strong connection

Make sure they have a strong connection

Be somewhere quiet

Plan for zoom fatigue

Create a FigJam or a Miro Board

Facilitation Tips

Establish that you run the meeting by explaining the rules of the game

No phones

State when we’ll have breaks

Be curious - ask why a lot

Don’t be afraid to challenge (not atacking) your client: “help me understand”

Take a lot of notes, and ask them to use sticky notes

If necessary, ask permission to record the session and/or take pictures of the post its and white boards, as it will be helpful to review

Conclude the meeting with what to expect next

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Summary

This session is crucial for getting the information you need

When done correctly, will also establish you as an expert leading the project

Set up expectations

Come prepared

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