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Strategic Planning Template Get to grips with your own strategic plan with our handy guide
Executive SummaryProvide an overview of your business and include the time period you’re looking at in thestrategic plan
The CompanyVision Statement: Describe the direction your company is headed in and what your companystands for and aims to be
Mission Statement: Similar to a vision statement, but includes more speciﬁc details on actions
Details what your company does and explains to people outside of your company why yourbusiness exists
Values: Explains your business stands for. Values typically help guide the culture within yourbusiness
Management /Leadership: Who is/are the leaders of the business
ResearchClients/Customers: Describe the customers you cater to
Competitors: Who are the main competitors within your industry?Industry: What industry is your business in?Products and ServicesProducts: Describe the products you offer (if any)
Services: Describe the types of services you offer to your customers (if any)
Suppliers: Describe or note any suppliers your business has a relationship with
Delivery System: Describe or explain how services or products from your business aredelivered
Measurable Goals and ObjectivesGoal/Objective 1: Describe a goal or objective you want the business to achieve
Goal/Objective 2: Describe a goal or objective you want the business to achieve
Action PlansMethods and details outlining how the business will achieve each of the goals and objectivesabove
Review and UpdatingExplain how often the strategic plan should be reviewed and updated. List out the people inthe business responsible for reviews and updates, as well as communicating the changes withthe rest of the company
Ready to get started? Fill out your own strategic plan below: Executive Summary The Company Research Products and ServicesMeasurable Goals and ObjectivesAction PlansReview and Updating
Strategic Planning Template Get to grips with your own strategic plan with our handy guide. Executive Summary Provide an overview of your business and include the time period you’re …
Usually, your strategic planning template includes your company mission statement, long-term goals, and short-term actionable tasks that will help you achieve those goals. Your strategic plan is the umbrella planning template from which you’ll create your action plans, marketing plans, and other business strategics.
Use our template to walk through the three steps of creating a strategic plan: Assessing your situation, developing your strategy and building your plan. A strategic plan is like a toothbrush: everyone should have one and use it daily. If you don’t, you risk losing that shiny smile on your face.
Strategic Vision Template. Summarize your strategic vision and plan, highlighting key information for stakeholders, management, investors, or for your own reference. Combining a vision statement with a brief summary of goals, actions and KPIs makes it easy to see how your business values and purpose relate to your objectives.
Simply put, trying to put together a strategic plan, strategy map, or Balanced Scorecard sans template is a whole lot harder. When you use a pre-made template, you save yourself the hassle of creating something from scratch. You can leverage other people’s experience and then focus solely on making it your own.