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Strategy Meeting: What It Is and How To Hold One
March 2, 2026 2026-03-02 10:12Strategy Meeting: What It Is and How To Hold One
Strategy Meeting: What It Is and How To Hold One
Meetings are one of the most common workplace activities for employees. Depending on what your role in the company is, you might attend a range of meetings from planning for the company’s future to assessing progress on a task to reviewing the effectiveness of a new process. Strategy meetings are an important type of meeting that employees should familiarize themselves with.
What is a strategy meeting?
A strategy meeting is a group conversation about how to most effectively use a company’s resources to meet specific goals and objectives. You can use strategy in a variety of ways, depending on what you want to accomplish. For businesses, common strategic approaches include:
Increasing sales
Improving product design
Providing better customer service
Maximizing marketing and advertising
Establishing a new market
Optimizing pricing
Using technology effectively
Sustaining company practices
You can apply strategy—or the process of choosing where to invest to meet a certain goal—to most areas of the business. As you develop in your career, it’s likely you’ll be invited to a strategy meeting or even to facilitate a strategy meeting, so understanding how strategy works can be a valuable asset for your job trajectory.
Advantages of holding strategy meetings
Strategy meetings are often high-level, long-term brainstorming and planning sessions. Some companies devote a full day or more to strategizing for the future. While it may feel like a strategy meeting takes time away from pressing, time-bound tasks, these meetings do provide a number of benefits, both short- and long-term:
Clear vision: When you hold a strategy meeting, you and your colleagues can establish a clear and collaborative vision for the company’s future.
Definitive priorities: Knowing what the company’s goals are helps you and your team set effective priorities.
Departmental alignment: For large-scale strategy meetings involving employees from all departments, you’ll gain full organizational alignment.
Challenging awareness: Strategy meetings help you become aware of any challenges within the organization keeping the company from reaching its goals.
Specific direction: You’ll establish a clear direction for yourself and your colleagues with a specific strategy in place.
Open communication: Often, the strategy meeting becomes a space of open communication, allowing everyone participating to share their ideas and concerns.
Empowered employees: When employees have clear goals and guidance for their work, they feel empowered to work autonomously.
Refined culture: Knowing where the company is headed and how the employees will get there helps to cement the organization’s values, mission and culture.
How to hold a strategy meeting
If you’re in charge of holding a team, department or organizational strategy meeting, use these steps to help you do so:
1. Choose attendees
Consider the goal of the strategy meeting. If it’s for your team or department, you might invite every employee to the meeting. If it’s for the entire company, you’ll likely want to keep the meeting to team or department leaders rather than every single person in the organization. Establish a list of attendees that makes the most sense for your strategy objectives.
2. Set a date
Consult any organizational calendars to choose the most effective meeting date. Since strategy meetings often rely on data like sales numbers, competitor’s earning’s reports and other valuable information, ensure you’re holding your strategy meeting at a time you have the most recent information relevant to your discussion.
