Strategic Management & Planning Workshop

Two half-days workshop

28 & 29 May, 09:30 - 12:45 (UK)

A well thought out and articulated strategy is a commercial imperative regardless of industry but often is an underdeveloped skill: never learned before you have to do it for real as a board director, and then learning it “on the job”. This course explores the three key essential elements: the business model, strategy creation and the business plan.

It is not about “doing strategy”, but thinking strategically: fundamental processes and stages as a spine from which hang the practical “doing”. The best practice is neither solely scientific nor formulaic.

Public course booking

Members: £199pp
Non-members: £259pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 28 & 29 May 2025

Timings: 09:30-12:45 (UK)

 Duration: Two half-days

 No of attendees: Up to 14

Format: Online - virtual delivery

CPD: Recognised

Trainer: John Constable

 Price: £199 Members / £259 Non Members

Workshop Overview

This two half-days online interactive Training Workshop, will cover: 

• The planning process: business model TO strategy TO business plan
• Strategic decision making
  • The process of strategy
  • Strategic analysis: internal and external
  • Risk considerations and risk appetite alignment
  • Objectives, Key Performance Indicators and Critical Success Factors
• Preparing a structured business plan which recognises
  • Needs of all the stakeholders
  • Current business model
  • Regulatory climate,: conduct, governance and culture
  • Handling uncertainty and contingency planning
  • Diversification, innovation, mergers and acquisitions……
• Implementing the business plan
  • developing a business plan
  • launching a business plan
• Monitoring and managing the causes of strategic drift

What will I get by attending the workshop? 

At the end of this workshop, delegates will be able to:

• Explain the vital role of the business model and its link with strategy creation
• Apply the process of strategy creation and strategic analysis
• Identify external and internal factors affecting strategy, and assess business risk
• Outline the strategic options available to businesses, e.g. mergers / acquisitions / networks
• Describe the importance of Business Planning and the key components of a Business Plan
• Outline the process for launching and monitoring a Business Plan
• Implementation: manage the reality of strategic drift

Who should attend?

Executive and non-executive directors, senior executives responsible for strategic business units (and possibly on a board succession plan), and managers who support the business planning process.

Delegates will be provided with short breaks during the sessions.

The training blends input, discussion and short practical exercises to progressively build and interpret the main financial statements.

Support notes are sent out as a pdf and participants are invited to read them beforehand. This focuses participants’ needs and they are invited to submit them in advance of the first session. Exercises are also sent out in pdf but ideally should be printed for use during the sessions.

Delegates must ensure they can access the online workshop via Zoom. 

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.