Strategy: Setting, Planning & executing

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Strategic Planning: Why Start with A CEO Presentation?
August 22, 2023

When we work with a CEO to prepare for a company’s strategic planning session, we ask him or her to create a presentation to share a vision and plan for the next cycle. The question that we are often asked is, “Why am I presenting my views at the start of planning session? Won’t that inhibit the creativity and alignment of my senior team?”

A great question, and yes, I see how this practice could seem counter-intuitive when you are trying to align your team, but we take a strong position on this approach and here’s why:

  1. It’s the CEO's role to set direction. An effective CEO is in the best position to look across the landscape, both internally and externally, to see the forest from the trees. CEOs should have a point of view that is unique and at the highest level, and ideally, the most relevant.
  2. The best leadership teams know and appreciate that it’s the CEO's role to set direction. Team members already know and believe that their CEOs have a point of view—so, why hide it? Senior teams appreciate directness, transparency and the strategic education and insight. We often ask teams after the CEO presentation if they appreciated the talk or if they found it constraining. Without fail, 100% of the time they thank us for taking this approach.
  3. Senior leadership teams love CEOs who are clear and transparent communicators. The best executives want to know what is a stake in the ground (must haves) and what is up for grabs. If they know the boundaries and are inspired, the results of the meeting will be substantially more effective. Hidden agendas are counter-productive and disheartening. They cause hesitancy and can lead to decision-turning after a team has worked hard at a recommendation or plan.

How to make the CEO Presentation most effective:

  1. Good strategy meetings require prep work from all members, including the CEO. For strategic planning to work, all members need to come to the session prepared. The CEO Presentation forces the CEO to think through important questions and find clarity around issues so he or she can speak directly about his/her vision and goals to the team. The same is expected from other team members. One of the benefits of having a strategic facilitator is that he or she can organize, gather and compile this critical prep work prior to the meeting, including assisting the CEO with his/her presentation. This gives the leadership team a “strawman” or draft to work from on the actual planning day(s). It saves precious meeting time to prepare in advance.
  2. Set the right tone. It sounds like this, “Here is my point of view. I feel strongly about these points, I’m open on these points, and I’m looking for input on these points.”  This temperament is honest, true and appreciated. It sends a message that the CEO takes his/her direction-setting job seriously, is respectful of people’s time and open to diverse opinions.
  3. Live by the tone. If you lead with the statements above, make sure you stay true to them. Integrity is everything. Be careful not to be so collaborative that you are perceived as indecisive and be careful not to be so directorial that you are perceived as not open. It’s a balancing act, but the best CEOs know this to be true and carefully plan their words to convey this effective leadership style.

The CEO Presentation is a key element of the strategic planning offsite. It sets direction, minimizes confusion and energizes the team. When putting it together, take the time, and get it right. And having a Strategic Facilitator invovled in the process will push you to get your best thinking down on paper to lead the direction. Once your ideas have been clearly communicated to kick off the session, you are ready to fully participate.

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