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I received a question asking for more details on the recent post about how a Zoomference enables an organization to streamline strategic planning exercises and deliver a plan more quickly through using our online collaboration platform.

In response, here’s a case study from a Zoomference we facilitated last week. If you need to remove time from your organization’s strategic planning process (either for an imminent planning deadline before year end or for planning you do throughout the year), here’s how a Zoomference from Brainzooming makes it happen.

The Zoomference Case Study – Ideas to a Plan in 6 Hours

Our client is an industry association management team deployed in multiple locations. With forty potential initiatives identified as possibilities for the next year, our objective was to help narrow the initiatives to a manageable number and develop strategic plans for the top priorities.

The pressing deadline was the need to deliver the strategic plan to its board members a mere eight days after we started our work.

Based on a preliminary conversation with the client, we designed a planning schedule and four online collaboration sessions for the week. The first three Zoomference online collaboration sessions included an orientation and two working sessions to gather input on priorities and implementation; these sessions were MondayTuesday, and Wednesday. The final session, last Friday morning, was to review the plan based on the week’s work.

2015-strategic-plan

Zooming through Strategic Planning Exercises

Within the first three online collaborative strategic planning sessions (less than six hours of the client’s time), we:

  • Gathered input to develop a prioritization model for the organization going forward
  • Identified the list of forty potential priorities
  • Used a rough version of the prioritization tool to narrow the forty initiatives to six
  • Ranked the six initiatives and identified the top five
  • Gathered input from the group about their objectives and potential approaches with each of the five initiatives

After completing the third session on Wednesday, The Brainzooming Group team developed the input into five initiative plans, complete with strategy statements, metrics, critical success factors, and implementation steps to make the plan a reality in 2015. We reviewed the twenty-plus page strategic plan with the team on Friday morning, making final edits to prepare this week’s board presentation.

Yes, you read that right.

The start-to-finish client time investment for a prioritized, five-initiative strategic plan ready to share with the board was about seven hours.

In fact, at one point, I let the team know they’d done 4 weeks of work in 45 minutes.

And the client’s reaction? It’s “amazing.”

That’s the power of combining Brainzooming strategic planning exercises with our online collaboration platform to create a Zoomference.

Want to take advantage of the power of a Zoomference?

If you’d like to spend less time planning and more time doing, a Zoomference is what you need.

Email (info@brainzooming.com) or call us at 816-509-5320 to schedule time to learn how The Brainzooming Group can create a Zoomference to help you address your strategic planning questions and complete your plan for next year while there’s still time! – Mike Brown

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Mike Brown

Founder of The Brainzooming Group, and an expert on strategy, creativity, and innovation. Mike is a frequent speaker on innovation, strategic thinking, and social media.

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