- Time: 7 - 8 hours
- Participants: 4+
- Difficulty: Moderate
- Facilitators: 1-2
Objectives
- Define clear, measurable goals aligned with your vision
- Establish a shared understanding of team priorities
- Create a concrete roadmap with tasks, owners, and timelines
- Build a sense of collective momentum
When should this session be delivered?
This interactive workshop is ideal for teams looking to:
- Clarify priorities and translate a vision into specific, measurable goals.
- Launch new strategic cycles with a focused plan for the year ahead.
- Align cross-functional groups around shared outcomes and coordinated actions.
- Create a roadmap that integrates seamlessly into existing project management systems.
Teams leave not only with well-defined goals but also with shared ownership of the roadmap that will guide their work.
Through activities like goal storytelling, SIPOC-based brainstorming, consolidation and voting, task mapping, and collaborative roadmapping, participants move from broad aspirations to a practical, time-bound plan.
The process ensures that every voice contributes, ideas are organized logically, and priorities emerge through group alignment rather than top-down directives. The result is a clear, actionable path that energizes the team and turns vision into movement.
Who can facilitate it?
- Executive and department leadership teams
- Cross-functional and program teams
- Boards and working groups who are preparing a strategic plan
- External facilitators trained in goal setting and action planning
Check out the template details including step-by-step plan with instructions, timings, printable schedule and more
About the author
MeetingMakers
MeetingMakers is a facilitation practice and a community. As a practice, we offer in-house workshops, meeting coaching and expert facilitation. We work with you as facilitators or design partners to design and deliver inclusive, engaging and productive meetings with lasting impact.
As a community, we provide training through our academy, conversation through our Facebook group and ongoing learning through our podcast (This Meeting Sucks) to help you lead successful meetings yourself. No matter how you work with us, once you do, you’re a “MeetingMaker”—someone who believes that better meetings lead to mission success.
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