Facilitating Strategic Planning Meetings: A Strategy Consultant's Guide

The person responsible for facilitating a strategic planning meeting faces a multi-dimensional challenge – keeping the planning team on track, assuring that all focus on the critical, long-term issues, and guiding the discussion of highly sensitive issues. The author, a noted strategy consultant since 1980, shares his time-tested methodologies for successfully meeting this complex challenge. More

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About Bill Birnbaum

For over three decades, I’ve worked with senior management teams helping them develop a shared strategic vision for their organization and then turn that vision into a sound business strategy.

For 20 years, I published and edited the Business Strategies Newsletter. I’ve authored a number of strategy books including “Strategic Thinking: A Four Piece Puzzle,” currently in its fifth printing.

Also for 20 years, I taught strategy courses for the American Management Association including:
• The Strategic Planning Course
• Strategy Implementation (I developed this course for the AMA)
• Thinking and Managing Strategically

I also developed The Strategic Planning WorkshopTM, a hands-on program to prepare senior management teams to develop their strategic plan. I’ve conducted that program for hundreds of organizations and thousands of senior and mid-level managers.

I’ve served on the board of directors for three high-growth corporations, all of which were acquired per the plan I help them develop.
• ISR Corporation
• Trans-met Engineering
• Woodroof Laboratories

I’m certified as a Certified Management Consultant (CMC) by the Institute of Management Consultants. I hold a Bachelor’s Degree in Electrical Engineering and a Master’s Degree in Business Administration.

In 2007, I lived and worked as a business consultant in Abancay, Peru, helping entrepreneurs and university students stimulate economic development in this poor region of the Peruvian Andes. I lectured at both UNAMBA and UTEA Universities and wrote for Nuevo Management Journal. I speak, read and write Spanish, and have traveled extensively in Spain, Mexico and South America.

Now semi-retired, I work with a few select clients from time to time. I continue to write on the subject of business strategy development and implementation and also offer critique of strategic plans and strategic planning processes.

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