Agile Strategy Meeting Checklist
Use this framework to run a strategy meeting that nails what you want to deliver. The strategy meeting is intended to articulate the project vision and strategy, as well as dive down into an actionable series of goals and objectives. For product companies, one popular method for initially framing the vision is the Elevator Pitch (see Agile Inception Deck template)
How often should this be used?
Before a new project as required.
Library
Categories
Agile Strategy Meeting
Attendees
Executes
Key Directors and/or Managers
Product Owners
Preparation / Inputs
Understanding of existing strategy, product/projects and technologies
Agenda
Review meeting agenda and guidelines
Purpose:
The strategy meeting is intended to articulate the project vision and strategy, as well as dive down into an actionable series of goals and objectives.
For product companies, on popular method for initially framing the vision is the Elevator Pitch (see Agile Inception Deck template)
Common obstacles:
- Senior Executive or Product Owner does not have a well defined vision
- Meeting participants cannot agree on strategic plans
- Necessary decision makers are not present at the meeting
Senior Executive and/or Product Owner leads the planning session
Vision is presented and discussed in detail
Resulting goals and objectives are discussed, reviewed and prioritized
Strategic details are organised into a high-level plan(s) or roadmap
Key decisions, risks, assumptions and milestone dates are recorded
Confirmed Outputs
Agreed product or project vision
High level goals and plans
Key date considerations
We help you and your business
Make ChecklistsItemize your repeatable tasks once - perform them many times.
Document ProcessesProvide detailed documentation alongside tasks.
