FNIC 2025
Strategic Planning Simplified
What to Expect and How to Prepare for the Retreat
Process Overview
May 9, 2025 - Pre-workshop survey due
May 12-13, 2025 - Strategy Planning Retreat
May 16, 2025 - Jeff sends the digital second draft document
May 27, 2025 - 3rd draft document complete
September 2025 - 90-Day Accountability meeting
What To Expect
Objective: Create FNIC three-year Strategy to Win and 2025 Plan
Outcome: Clarity and alignment on who FNIC needs to become and do over the next three years.
Output: A three-year strategy and a one-year plan document.
Experience: A series of exercises using small groups, post-it notes, and sharpies. We’ll be on our feet, moving about the room.
Dress: Wear comfortable clothes and shoes.
Location: Lied Lodge, Nebraska City
May 13, 2025: One-Year Planning
8:30 AM - Welcome back
8:15 AM - What is our one-year milestone?
9:00 AM - What are our “Big Five” objectives?
10:15 AM - Break
10:30 AM - What must we do to win the next 90 days?
11:00 PM - What assumptions are we making?
11:30 PM - Close and Next Steps
12:00 PM - Adjourn
May 12, 2025: Three-Year Strategy
9:00 AM - Welcome + Warm-Up + Agreements
9:30 AM - What strategic problems do we face?
10:30 AM - Break
10:45 AM - What mountain are we climbing?
12:00 PM - Lunch
12:45 PM - What is our Strategy?
2:15 PM - Break
2:30 PM - What supporting systems are needed?
4:00 PM - What would have to be true?
5:00 PM - Adjourn
How to Prepare for the Session
Required: Complete the pre-workshop survey by May 9, 2025 (15 min)
Helpful but not required:
Read What Is Strategy by Michael E. Porter (10 min)
Read Can you say what your strategy is? (10 min)
Watch the video A Plan Is Not a Strategy by Roger Martin. (10 min)
Learn More About
Jeff Shannon
A master facilitator of corporate strategy workshops, leadership development, and off-site retreats. He conducts over 90 sessions annually for numerous companies in the Midwest and is the author of business guides such as "Lead Engaging Meetings" and "Hard Work Is Not Enough."
