60 min 5 activities PlanningInsight

Team Planning Session

Any team — planning cycles, strategy sessions, roadmaps

Align a team on priorities, surface blockers, and generate actionable ideas for the next planning cycle.

Workshop Goal

The Problem

Align a team on priorities, surface blockers, and generate actionable ideas for the next planning cycle.

What You'll Achieve

Facilitator Value

Safe For The Office™ handles the technology, timing, and participant experience. You focus on the conversation.

A step-by-step structure for the full 60-minute session.

Icebreaker Experience 8 min

Reset the room. Shift from task mode to thinking mode.

This session is work-focused. The icebreaker is short — don't linger.
Team Polls 10 min

Gauge team sentiment on current state.

"This is where we are. Let's figure out where we want to go."
Idea Storm 15 min

Generate ideas for the planning cycle.

Idea Storm before Priority Poker is intentional — you need ideas before you can prioritize them.
Priority Poker 18 min

Align on what matters most. Reveal disagreements.

Watch for outliers. Ask: "Who voted differently? Tell us why."
Team Retrospective 6 min Optional

Quick retro on the last cycle before closing.

Retro at the end is a quick close, not a deep dive. 3 questions max.

This session is work-focused. The icebreaker is short — don't linger.
After Polls: "This is where we are. Let's figure out where we want to go."
Idea Storm before Priority Poker is intentional — you need ideas before you can prioritize them.
Priority Poker is the core of this session. Watch for outliers.
Retro at the end is a quick close, not a deep dive.

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Safe For The Office™ guides you through every step. No facilitation experience required.