Native Agriculture Financial Services
Strategic Planning Simplified
What to Expect and How to Prepare for the Retreat
Process Overview
April 21, 2025 - Pre-workshop survey due
April 28-29, 2025 - Strategy Planning Retreat
May 16, 2025 - Jeff sends the digital second draft document
June 15, 2025 - 3rd draft document complete
August 2025 - 90-Day Accountability meeting
What To Expect
Objective: Create NAFS three-year Strategy to Win and 2025 Plan.
Output: A three-year strategy document and a 2025 plan cascade 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: JW Marriot - Mall of America 2141 Lindau Ln, Bloomington, MN 55425
April 28, 2025: Three-Year Strategy
8:30 AM - Breakfast 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 internal capabilities and systems must we develop?
4:00 PM - What would have to be true?
4:45 PM - Adjourn
5:00 PM - Mall of America Tour (walking distance from the hotel)
6:45 PM - Dinner at Cedar & Stone (inside JW Marriott)
April 29, 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 are the sub-objectives, actions, key results, and drivers?
11:30 AM - Lunch
12:30 PM - What must we do to win the next 90 days?
1:00 AM - How committed are we?
1:30 PM - Close and Next Steps
2:00 PM - Adjourn
How to Prepare for the Session
Required: Complete the pre-workshop survey by April 21, 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 offsite retreats. He conducts 80+ sessions annually for numerous companies in the midwest, and is the author of business guides like "Lead Engaging Meetings" and "Hard Work Is Not Enough."
