Five Tips for Virtual Strategic Planning Sessions


So, what are the five tips for virtual strategic planning? I’ll give you a clue. They’re the same as planning in any physical venue, only with the added twist of being done entirely online. If you need more information about VSP, why not ask your business coach or someone in your organization for more information and tips? Here they are:

Create an agenda that is bullet-pointed and to the point: You won’t be able to go into great detail without the constraint of space, so bullet points your topics and tasks. Don’t forget to indicate deadlines on how long the process will take. When creating an agenda, list things that need to be accomplished and those that will wait.

Choose a VSP provider who has extensive experience in planning: Ask them for recommendations and make sure they know the difference between planning and executing. Make sure their service package fits your budget and fits your VSP goals.

Have clear goals already in mind when starting the process: Do you want to increase site traffic, create a new page on your blog, build a PDF or an e-book, or get people to sign up for a free email newsletter? Your goals should guide the entire VSP process so you can get the most out of it.

Have your goals in mind and make sure they are feasible: Are you trying to achieve a higher ranking in Google within three days? Plan for it and write it down. Make sure you have the timeline set for each goal to make it happen. Include details on what you will need to do to achieve each goal as well so you don’t get too overwhelmed with everything.

Write your goals down on paper first and take time to explain each one to yourself: Then go back and edit them to make sure you are following through with them and have them written down and all in one piece. Go over them again until they are correct. You don’t want to start on one and realize you have to go back and change a few things.

When you are presenting your idea or your new VSP project to your client or boss, make sure you use more than one form of communication. Communicate through email, on the phone, and in-person to make your VSP process flow smoothly. If you are presenting your virtual strategic plan to a group, present it using teleseminar format or slide show format. This will give everyone involved in the VSP process a chance to get involved and help to make sure you are on the right track.

There are some other tips that you might find useful. For instance, you might want to think about how you can incorporate social media into what you are doing to stay connected to your clients. Also, be prepared to learn from others in the industry. Just because you are able to think quickly on your feet and get your ideas down on paper doesn’t mean you can jump in and immediately implement them. It is okay to go back and revise what you have done, but remember you will be learning along the way, so don’t get discouraged!

Finally, ask for help when you need it. Sometimes people aren’t comfortable sharing all of their information at first, so it might be helpful to ask a friend or co-worker for some guidance. They may also be able to recommend a couple of different sources that they have come across, which are helpful. In addition to this, if you know someone in the industry who is struggling with a specific problem, offer them your expertise and advice. Often, it is worth your time to lend a helping hand to someone in need.

Now that you understand the five tips for virtual strategic planning process, it is time to implement them. Remember that you want to be collaborative while being careful not to oversell yourself. You want to be prepared, but not so much that you are overbearing. However, if you are pressed for time, be prepared to offer plenty of opinions and suggestions. If you are able to do this effectively, you will gain valuable input, which will be very beneficial for your efforts.


Now that you understand the five tips for virtual strategic planning prepare for them. Plan, suggest and act! The success of your company depends upon you. ONPASSIVE follow the above tips to do effective virtual strategic planning.

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