Strategy in Practice Guide

Four 15-Minute Conversations to Help Shape Your 2027 Plan

Good planning does not have to begin with a retreat. When your organization’s overall strategy remains fairly consistent, annual planning can begin in the normal course of business—with a few focused conversations that help your team reflect, prioritize and prepare for what comes next.

At Loom Strategy Group, we believe planning is strongest when it becomes part of how an organization works rather than a one-time event. A plan can be drafted quickly but the thinking and preparation behind it need time to develop.

Begin with Four Focused Conversations

We created this two-page guide to help leaders and communicators begin shaping their organization’s 2027 plan before the process becomes rushed.

Use one question in four consecutive team meetings to surface the lessons, outcomes, people and changes that deserve more attention during your full planning process.

Communicators may not own the annual plan, but they often help leaders articulate it and translate it into a communications plan people can understand and act on. Involving communicators earlier creates a stronger connection between organizational priorities and the communications needed to bring them to life.

How It Works

Before each meeting, ask participants to consider that week’s question. Then use 15 minutes of your scheduled meeting time for an open discussion.

Four team meetings. Fifteen minutes each. One hour of focused thinking.

Spacing the conversations across four meetings gives ideas time to surface, settle and be challenged. Together, they can help your team identify the ideas and decisions that deserve deeper attention as planning continues.

Put the First 15-Minutes into Practice

Would it be helpful to talk through how you could use the guide with your team?

Book a complimentary 15-minute planning check-in with Loom. We’ll help you consider:

• Which question may be the best place for your team to begin.

• What you want the conversation to surface.

• Who should participate.

• What an appropriate next step could be.

Come with a current planning question, challenge or opportunity.
We’ll use the 15 minutes to help you think it through.

Planning works best when it becomes part of how your organization works.

Loom Strategy Group helps leaders weave strategy and communications together so priorities become clearer, teams become more aligned and ideas can move into action.