Special Edition Webinar: Strategic Planning (2025)
In this webinar we look at the important role that strategic planning plays in achieving yours or your clients’ goals
Description
In this webinar we look at the important role that strategic planning plays in achieving yours or your clients’ goals. This webinar will explore the steps and differing considerations to creating a successful strategic plan and process for its implementation. Building on that understanding we will discuss how you can successfully facilitate and manage the strategic planning process for your clients. Included with the webinar is a Strategic planning template that you can use.
The webinar will cover:
- Why we plan
- Prework
- The five Steps
- SWOT
- Internal or External Facilitator?
- Managing a engaging Planning Session
- Implementation and Accountability
- Understanding and using the template
CPD Hours and Recordings
1.25 CPD hours
Presenters

David Young
Professional Development Manager, Polson Higgs
David is the Professional Development Manager at Polson Higgs. He has a strong background in business and credit management, having built a leading national debt collection company. David is the author of The NZ Guide to Credit Management and a Life Member of the New Zealand Credit and Financial Institute.