Strategic Planning Template The Hartford

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Strategic planning template the hartford

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Summary

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 looking at in the
strategic plan

The Company
Vision Statement: Describe the direction your company is headed in and what your company
stands 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 your
business exists

Values: Explains your business stands for. Values typically help guide the culture within your
business

Management /Leadership: Who is/are the leaders of the business

Research
Clients/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 Services
Products: 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 are
delivered

Measurable Goals and Objectives
Goal/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 Plans
Methods and details outlining how the business will achieve each of the goals and objectives
above

Review and Updating
Explain how often the strategic plan should be reviewed and updated. List out the people in
the business responsible for reviews and updates, as well as communicating the changes with
the rest of the company

Ready to get started? Fill out your own strategic plan below:
Executive Summary
The Company
Research
Products and Services
Measurable Goals and Objectives
Action Plans
Review 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 …

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Frequently Asked Questions

What are the components of strategic planning template?

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.

What are the three steps of creating a strategic plan?

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.

How do you write a strategic vision template?

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.

Why use a pre made strategic plan template?

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.