Sample Planning Agenda Format

Sample Planning Agenda Format

[These are Sample Planning Agenda Format Creating a planning agenda will solely depend on the kind of plans which have been put forward for implementation. It is important that the agenda prepared must be suitable for the occasion it has been written.]

Points to consider while drafting Planning Agendas –

  • The date, time, venue and the type of activity planned should be mentioned on the agenda.
  • The number of invitees expected to attend may also be listed on the agenda.
  • It is essential for the creator to remember that every plan may require a different agenda.
  • The creators must bear in mind that the planning agenda needs to be prepared professionally especially when the matter relates to companies and organizations.
Sample Planning Agenda Format –

Sample Strategy Planning Off-Site Agenda

XYZ Business Consulting And Strategic Planning

[Date: DD/MM/YY]

[Venue: Address…]

9 AM To 9:45 AM

Team Introductions, History of the Organization & Individual Background.

  • Name of the facilitator and his or her role.
  • Ground rules of the facilitation.
  • The rules for the oncoming days.

9:45 AM to 10:30 AM

  • Presentation of the latest strategic plan.
  • The measure of success and things to begin building on.

10:30 AM to 11 AM.

  • Icebreaker game to set the tone for the day.
  • Survival game to make strategic choices.

11 AM to 11:30 AM.

  • What makes our organization.
  • Core competencies & competitive advantages.
  • Strengths, weaknesses, opportunities, threats [swot].

11:30 AM to 12:15 PM.

  • Open discussion

12:15 PM to 1:15 PM


1:15 PM to 2:15 PM

  • Organizational values & guiding principles.
  • The negative behaviors which need to be addressed with a statement on the values.
  • How much do the stated values differ from actual behavior?

2:15 PM to 3 PM.

  • External analysis.
  • Environmental Scan.
  • Competitors.
  • Trends.

3 PM to 3:15 PM.

  • Break.

3:15 PM to 4:15 PM.

  • The vision of the organization for the next year, three years, five years, 10 years & 25 years.
  • Why should we go there?
  • What is winning?

4:15 PM to 5 PM.

  • What is the mission of the organization?

5 PM to 5:30 PM.

  • Recap for the day.
  • Questions, concerns, and thoughts about the day before adjournment.


Another Sample Planning Agenda Format –

Party Planning Agenda

[Date: DD/MM/YY]

[From Name of Individual Organizing the Party]

[Venue- Address…].

  1. Create the invitation to the party.
  2. Find recipes.
  3. Create recipes as required for eight people.
  4. Prepare a grocery list.
  5. Go shopping for groceries.
  6. Choose a beverage to be served during the party.
  7. Select a set of food items for serving at the party.

[Note: The individual preparing the party planning agenda will need to write their agenda himself or herself and also send out the invitations personally. An organization may have a set of requirements which are different than an individual. ]