Strategic Planning Templates A) The Contract

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Strategic Plan Contract

Team Member Expectations for a Successful Plan

1. For all to work better as a team.
2. Produce a flexible document that will guide our everyday decisions.
3. Create a plan that reflects our true mission, values and vision.
4. Treat each member of the team with attention and respect.
5. Honor all thoughts and ideas as contributions to the process.
6. Be prompt for all meetings and complete all assignments.
7. Make every effort to participate fully in each discussion.
8. Treat the planning process with the seriousness it deserves.
9. Understand that the President might make a decision that is not consistent with my own belief and accept that decision.

Expectations of the President for a Successful Plan

1. Ensure that he and the management team treat the planning process with the importance that it deserves. This includes being present at all meetings possible and supporting the process in both word and action.
2. Ensure that adequate resources are applied to the plan to give it a real chance for success.
3. Ensure that the planning assignments are accomplished. Be available to encourage team members to participate fully in the process and assignments.
4. Make a commitment, along with the management team, to use the final plan in the organization’s decision-making process.

Expectations of the Facilitator for a Successful Plan

1. Be a resource for all facets of the strategic planning process.
2. Ensure that everyone on the team contributes.
3. Is effective and efficient in the use of the team’s time.
4. Is helpful in telling any team member when words or actions are helpful or harmful and by providing assistance on how to interact with the team during the planning.
5. Ensures that the team stays focused on the task at hand.
6. Remains unbiased and without hidden agendas or desired outcomes.
7. Accepts constructive criticism and/or questions about planning process.

I agree to the content of this contract and pledge my support and participation.

DATE__________________
_______________________
John Doe, President
_______________________
Jane Smith, Facilitator
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Team Member