Personify: Strategic Planning Playbook Template

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Use this template to do multi-year strategic planning, roadmapping, and OKR development. The playbook includes activities, prompts, and a guide to defining CX Pillars to group the work. It also utilizes the now / next / later framework to organize the roadmap into near, medium and long term opportunities.

Note from the author: it's important when doing this that you have participants do pre-work, including customer research, market trends, and business strategy (SWOT or Four Truths).

I suggest that the person running this pre-fill the boards for each exercise with examples from pre-work so that participants can understand better what they are being asked to do.

I also suggest you do each exercise in multiple rounds and use the questions throughout to prompt discussion around each area.

Chaz Mee

Product Experience Strategist@Personify

I have made a career of leading and inspiring multi-disciplinary teams in doing transformative work for some of the biggest brands by imagining and building new digital products, experiences & services that delivers value to their customers, impact to the business and equity for the brand.