Effective strategic business planning helps organisations to stay focused, analyse the marketplace, set accurate goals, assign responsibilities and identify appropriate staff development plans.

The PD Training Strategic Business Planning Training Course provides you with the skills to use a SWOT analysis, create and implement a strategic plan, implement required changes, identify the foundation of your organisational values, create valuable reports, set achievable goals and implement smart strategies.

This highly valuable and effective training course is now available throughout Australia including Brisbane, Sydney, Melbourne, Perth, Adelaide, Canberra and Parramatta.

Contact us today for a group quote.

Your Learning Outcomes
Strategic Business Planning Training Course

After completing this course, participants will have learned to:
  • Write a mission statement that explains what the company’s purpose is
  • Complete meaningful SWOT analyses
  • Use tools and techniques to create a strategic plan that directs the organisation
  • Learn ways to implement, evaluate, and review a strategic plan
  • Use related tools, such as the strategy map and balanced scorecard, to help develop a strategic plan
  • Understand strategic planning
  • Set SMART goals
  • Assign roles and responsibilities
  • Use presentation options, including infographics and reports
Duration: 1.0 day course


Strategic Business Planning Training Course Reviews:

"Trainer was brilliant. Tailored the course to the needs of the group. Very pleasant and enjoyable course."


"Was a very interesting and well-presented course. Gave me good grounding for the topic and a range of things to think about."


"it was exciting to see how relative the course can be to some people and how empowering and positive its content is."

 -Tip Top


"I gained a much better understanding of business planning concepts. It is always a little difficult to translate that into public sector application, however the course gave me a good foundation for future learnings/experiences."

-Department of Transport and Main Roads


"I thought it was a great day and the content was completely relevant! From a marketing perspective, it would have been handy to work with actual Bond or HSM scenarios to assist me a bit more in my way of thinking and understanding the content but none the less it was great to get the brain thinking."

"Most useful: The tools and SP process laid out well. Step by step. All useful activities. Great interaction."

"Great workshop! The final session after afternoon tea felt a bit fast paced, but I appreciate the time constraints on trying to accomodate all of the topics. Definitely helpful & I would recommend to colleagues!"

-Bond University


"Peter, our presenter came over very well to my liking, and as I discussed with him I achieved all my pre-course activity. as quoted in q4, Peter was great, and managed to get us all to open up and guide us through our thoughts and ideas."

-Petersham RSL Club Ltd


"Trainer was well prepared and tailored the course to suit the company's needs."

-Petersham RSL Club Ltd

More happy clients 

Course Outline
Strategic Business Planning Training Course

Download Strategic Business Planning Training Course Outline


During this Strategic Business Planning Training Course, participants develop skills and understanding in identifying company values, defining the company vision, conducting SWOT analysis, creating a strategic plan, implementing and evaluating a strategic plan, using strategy maps and balanced scorecards and more.


This valuable professional development training course is the fastest way to master the art and craft of creating useful, strategic business plans that will keep the organisation competitive and profitable.


Strategic Business Planning Training Course - Lesson 1
Course Overview
  • Welcome & Introduction
  • Workshop Objectives
  • What is Strategic Planning?
Strategic Business Planning Training Course - Lesson 2
Understanding Strategic Planning
  • What it Does
  • Pyramid Structure
Strategic Business Planning Training Course - Lesson 3
Identifying Our Values
  • Pre-Assignment Review
  • Creating Value Statements
Strategic Business Planning Training Course - Lesson 4
Designing Our Vision
  • The Vision Process
  • Defining Your Vision
Strategic Business Planning Training Course - Lesson 5
On a Mission
  • Defining Your Mission Statement
  • Designing a Mission Statement
Strategic Business Planning Training Course - Lesson 6
Performing a SWOT Analysis
  • What is a SWOT Analysis?
  • Individual Analyses
  • SWOT Ratings
Strategic Business Planning Training Course - Lesson 7
Setting Goals
  • Conducting SWOT Analysis
  • Setting Business Goals
  • Assigning Roles, Responsibilities, and Accountabilities
  • Problem Solving in Action
Strategic Business Planning Training Course - Lesson 8
Assigning Roles, Responsibilities, and Accountabilities
  • Who Does What and When?
  • Establishing Priorities
  • Problem Solving in Action
Strategic Business Planning Training Course - Lesson 9
The Full Picture
    Strategic Business Planning Training Course - Lesson 10
    Strategic Planning Snapshot
    • The Strategic Planning Cycle
    • Gathering Support
    • Putting It Into Practice
    Strategic Business Planning Training Course - Lesson 11
    Making the Change
    • Preparing For Change
    • Three Phases of Change
    • Endings
    • Transitions/Neutral Zone
    • Control & Change
    Strategic Business Planning Training Course - Lesson 12
    How Does It Look?
    • Reports
    • Infographics
    • Presentations
    • Creative Considerations
    Strategic Business Planning Training Course - Lesson 13
    Getting There
    • Staying Focused
    • Security Considerations
    • Strategy Map
    • Balanced Scorecard
    • Case Study
    Strategic Business Planning Training Course - Lesson 14
    Mocking Up the Process

      In-House Training We’ll focus on what matters most to you and tailor to your context

      Delivery Options for In-house training

      1-hour Motivator
      one hour motivator
      3-hour Power Sessions
      3 hour power session
      Full-day training
      full day training
      At your workplace At your workplace
      In our Training Rooms In our Training Rooms
       In our Online Training  Room - the HIVE In our Online Training Room

      We’ll make things easier so you can focus on adding more value

      We provide the Training Management Centre which is an information hub before, during and after training.
      (Let us know if there’s parts you don’t want to use)

      Invites people to training

      (So you don’t have to)

      Invite People icon

      Generates Sign in Sheet

      (So you don’t have to)

      Generate Sign In Sheet Icon

      Generates Branded Flyer

      If you if you want to ‘promote’ internally

      Generate Branded Flyer Example

      PDF’s of Certificates

      (can be co-branded with your logo)

      Completion Certificate Included

      Collects and Reports feedback

      (So you don’t have to)

      Feedback Report Example

      Complete Results Dashboard

      (including trainer insights)

      Results Dashboard Example

      What are people going to do differently?

      At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

      In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

      My Action Plan
      Participants encouraged to create

      Want to get clear on impacts and measure success? Our system and expert consultants support you.

      Our systems and people make it easy to identify how you’ll be able to measure impacts,
      and then report on the success in the weeks or months after training.

      Measure metrics your way

      Do you already have a training management system and wish they were automatically up to date?

      Training APIs

      It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

      More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

      Embed Learning A great training course is only the beginning to lasting change.

      To help you get lasting change from training we engage your participants

      Before training

      Pre course activity & chat with the trainer about personal learning goals

      During training

      At the course conclusion participants are encouraged to add an action plan and select an accountability buddy

      After training

      • Participants can access course materials and extension content + more
      • If they picked an accountability buddy, they will have that meeting as well

      We welcome your participants for Refresher Training on our public classes at no cost for 12-months (subject to availability)

      All made easy via our orgmenta participant app

      More ways we can help achieve lasting change include:

      1. Make it Stick Packs - 6 months of 10-15 minute activities to run at meetings

      Designed to be easy to use for Team Leaders, Managers, Trainers or other nominated Learning Champions these packs have 6 simple and quick activities to reinforce learning from the original course.

      When you choose this option, we provide your nominated Learning Champions with a 90-minute session in how to run the activities so they have the resources and confidence to integrate these into your normal team meetings or as stand alone lunch 'n' learn sessions.

      Make it Stick packs are available for all PDT Signature Series courses.

      2. Follow-Up Coaching by our Trainers

      Our Trainers can come back onsite and run coaching and reinforcment sessions for your team members. These sessions are most commonly 90-minutes long, and are designed to help people share and collaborate, helping them gain insights and confidence to apply what they learned so you see value from the investment in training with a lasting change.

      Our purpose is to deliver lasting impact, and we believe this is a powerful step in achieving lasting change, so to encourage you to give your people that extra opportunity to really see change, if you book a follow up session within 90-days of the original course date, we’ll come back onsite for 1/2 price.

      3. Physical Products - visual reminders to keep key concepts alive

      Many of the 'aha' moments in courses can come from the increased awareness of ourselves and our colleagues, these come through the REACH Profiles that is integrated into many of our courses.

      The insights lead us to better recognise our tendencies and strengths, understand how to be more mindful of adapting to the needs and preferences of our team and our customers.

      The insights are put into practice by appreciating the benefits of our diversity and either learning to adapt or implementing a strengths-based management approach.

      We have a great range of high quality products that can keep these impactful moments top of mind back in the workplace.

      REACH to my Team
      Visualizer / Reminder

      The REACH Team Visualizer/Reminder can be used in multiple ways in both training and in the office. When displayed in a high traffic area REACH will be kept top of mind. Below are guidelines for use of the REACH Team Visualizer / Reminder which is also in downloadable format.

      The REACH Team Visualizer / Reminder comes in two sizes of A0 841 x 1189 mm and A1 594 x 841 mm and is made from a sturdy 5mm corflute.

      REACH to my Team Visualizer / Reminder guidelines for use

      • For this activity the simplest way to plot all participants on the REACH Grid is by generating TEAM Insights Report from the REACH Ecosystem which will give the position of everyone participating.
      • Place the REACH Team Visualizer / Reminder on a flat surface, preferably a wall, where it is clearly visible. Ask participants to mark their REACH position on the grid with a sticky dot. Recommend that participants put their initials on the sticky dot so they can easily locate themselves later. Each person’s REACH can revealed one at a time in a group activity. This allows for everyone to identify the dynamic that they will have with each other. Are they in the same quadrant or are the polar opposites? How do they "REACH" each other?
      • When you construct this activity with participants who have not seen their REACH score, they begin to develop a sense of self-awareness and their blind spots as well as of those around them.
      • The REACH Team Visualizer / Reminder is a powerful way to keep Team Dynamics and REACH alive. It can be revisited on a regular basis, people can be added, removed or moved by simply adding, removing or moving dots.
      Download REACH Team Dynamic Visualiser guidelines

      Keep it Alive
      REACH Cubes

      REACH Cubes are designed to build empathy and grow an appreciation for thinking differently. They encourage productive and positive interactions in the workplace, workshop or personal development sessions. They can be used in any creative way to grow REACH and below we have provided two recommended activities for use. The REACH Cubes pack comes with 4 REACH Cubes one representing each REACH Quadrant. Each REACH Cube is 7.5 cm squared and are made from durable EVA Foam.

      Keep it Alive REACH Cubes Activity 1 – Thinking Outside the Square

      When people are participating in activities during REACH workshops, training or personal development sessions provide each participant with a REACH Cube and ask them to complete the activity or interaction Thinking and Behaving based on what REACH Cube was provided to them.

      Are they the Advisor focused on detail and doing?

      or a Coach focused on People and Action?

      This brings a whole new level of empathy building and appreciation for the strength of thinking differently.

      Keep it Alive REACH Cubes Activity 2 – Grow Your REACH in your space

      After REACH has been introduced using the REACH Training continue to keep REACH alive in the workplace by providing each person with a set of 4 REACH cubes to take back to their work space.

      Personal REACH and the REACH of their colleagues can be grown by using these cubes on a regular basis with these great ideas:

      The Desk Stack:

      Stack your REACH Cubes on your desk and on top of the stack place the cube that is reflecting your current REACH zone. Ensure that you have the side that says “Thanks for dropping by, right now I am in my __________ quadrant” facing outward so those approaching your work space know how you are feeling and acting at that current time. This is designed to help those around you recognise different behaviours/responses they may or may not receive from you based on the situation and REACH zone.

      Think Before I Act:

      Use your REACH Cubes to be mindful of your interactions with others. Whilst interacting use the cubes to review your behaviours and actions. Take up the cube of the quadrant you currently feel you are in and review these sides: Think before I act: Is this what I need to be right now? Flip the cube over to the side of the profile overview and think about the style in which you are Communicating, Conflict-handling, Delegating etc. Is this what you need to be to REACH the person you are interacting with? If not find the REACH Cube that best suits the situation and maximises your REACH with that person and use the profile overview to help guide your interaction.

      Download REACH Cubes Activity File

      Learn to REACH

      Learn to REACH Labels are a great low-cost substitute for the REACH Caps or REACH Cubes or the more physically interactive REACH Floor Mat. They work well in small and large team activities and can be used as a quick way to identify how others act and think through a different quadrant that is not theirs. They can learn to appreciate the different communication, conflict handling, delegating, planning and learning styles of others and through this increase their REACH.

      The REACH Labels are made of a high quality fabric sticky labels that are designed to last all day training sessions.

      These work well after training when stuck to people’s monitors or workstations.

      View all of the REACH Training and reinforcement products Here
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      Strategic Business Planning Training
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