Sidebar Leadership Roundtable: Driving Success Through Strategic Planning
OVERVIEW:
In this leadership roundtable, Sidebar members will engage in an in-depth discussion on optimizing the annual strategic planning process. Participants will exchange ideas, share lessons learned, and explore innovative approaches to aligning organizational goals with operational realities. Through candid peer discussions, this session will uncover practical strategies to overcome planning challenges and drive business success. Whether refining your current approach or exploring new methods, this roundtable offers valuable insights to help you lead your organization with confidence in the coming year.
Possible discussion topics that we will explore during our roundtable:
1.) How do you balance short-term operational goals with long-term strategic initiatives during annual planning? What frameworks have been effective in aligning these?
2.) What innovations or emerging trends are influencing how you approach strategic planning for the upcoming year?
3.) In terms of resource allocation, how do you approach prioritization? How do you assess which initiatives deserve the most investment? How do you handle saying "no" or "not now"?
4.) How do you handle strategy communication throughout the organization to ensure alignment from top leadership to frontline teams?
COMMITMENT:
This leadership roundtable discussion is open to all Sidebar members. Please ensure you have moderate to expert level experience with this topic before RSVP'ing as participants will be encouraged to share their knowledge and insights. The event will be recorded and shared across the Sidebar community. Since spots are limited, please only RSVP if you can commit to attending the roundtable.
ABOUT OUR MODERATOR:
This session will be moderated by Garrett Kelly, Managing Partner, Nextstep Advisory & Consulting. Garrett and and his partner Ha Nguyen have over three decades of experience building and investing in fast-growing venture-backed startups. They’re now combining their knowledge and expertise to support the next generation of early-stage founders, helping them take the NextStep to becoming master operators, company builders, and people leaders.