Find your vision and strategy part 2: how to run a workshop

Read our facilitator’s guide on how to organise and run a vision and strategy workshop for your board and senior leaders, both in-person or in a virtual space.

Last reviewed on 26 June 2024
School types: AllSchool phases: AllRef: 36454
Contents
  1. Set the agenda
  2. Step 1: set the intention for the session
  3. Step 2: generate ideas - if you're looking to refresh your vision
  4. Step 2: generate ideas - if you're happy with your current vision
  5. Step 3: distil into a clear vision statement
  6. Step 4: refine into a strategy
  7. After the session

Viv Grant, Steve Baber and one of our associate education experts, Vicky Crane, helped us with this article. 

If you haven't already, read part 1 of this series about laying the groundwork to help your board find a vision. You'll need that information to get started on part 2.

Set the agenda

Example agenda and timings

Below we set out a half-day plan to look at your vision, values and strategy - adjust it as needed.

Welcome, tea and coffee15 minutes
Step 1: set the intention for the session15 minutes
Step 2: generate ideas (activity 1)30 minutes
Step 2: generate ideas (activity 2)30 minutes
Break15 minutes 
Step 3: create the vision statement30 minutes
Step 4: refine the strategy1 hour
Closing statements and goodbyes15 minutes
 3 hours 30 minutes overall

Link governors could carry out their monitoring visits with their staff counterparts All