Strategic Planning Kit

Take the complexity out of strategic planning with the Strategy Kit. Designed to get your team aligned in just 3 hours, this step-by-step framework helps you quickly turn your vision into an actionable one-page plan. The Strategy Kit is designed to help senior leaders streamline their strategic planning process, align their teams, and transform their vision into an actionable one-page plan.

Whether you are leading a growing company or navigating significant change, the Strategy Kit gives you the framework to develop a focused, clear strategy that everyone can understand and get behind. In this toolkit, you’ll find the steps needed to quickly define priorities, assess risks, and set clear outcomes for success—all while keeping the process efficient and collaborative. It’s the ultimate solution for leaders looking to balance bold ambitions with practical steps forward.

What You'll Learn

This step-by-step Strategy Kit covers everything you need to build a strategic plan with confidence. Specifically, you’ll learn how to:

• Define guiding principles that steer your team’s decisions.

• Understand the internal and external forces shaping your market, business environment, and competitive landscape.

• Identify and prioritize strategic opportunities and risks that can maximize your impact.

• Break down your vision into an actionable plan that is clear, focused, and easy to communicate.

Why Use the Strategy Kit?

For many leaders, strategic planning is synonymous with endless meetings, complex documents, and a lack of clarity about the organization's direction. It’s not uncommon for teams to leave planning sessions feeling unsure of their next steps or misaligned with the company’s true priorities. The Strategy Kit flips this script, providing a streamlined, practical approach that ensures everyone is on the same page.

This toolkit is designed to help you:

• Create a clear, structured plan in just 3 hours, rather than days or weeks.

• Focus on what truly drives success by cutting through unnecessary complexity.

• Make strategic planning more engaging, effective, and collaborative for your team.

By using this simple yet powerful framework, you’ll emerge with a one-page strategic plan that’s easy to communicate, rally your team around, and take action on. Your plan will provide clarity on your priorities, key performance indicators (KPIs), and desired outcomes—helping your team work towards a shared vision with confidence.

9 Steps to Streamline Your Strategic Planning Process

The Strategy Kit takes you through 9 crucial steps to simplify your planning process while ensuring you cover all essential aspects of a successful strategic plan. Each step is designed to make strategic planning clear, engaging, and results-driven:

1. Guiding Principles

Start by establishing the foundation of your strategy. Your guiding principles will help align leadership on the core values and behaviors that will guide decision-making throughout the planning process. By setting these principles from the start, your team will stay grounded in the company’s culture and vision as you navigate changes and growth. These principles act as a compass, helping you assess risks, set priorities, and evaluate opportunities consistently.

2. Context

Before diving into actions and goals, it’s crucial to understand the internal and external forces driving your organisation’s need for a new strategy. These might include shifts in market competition, operational changes, customer demands, or regulatory developments. This step ensures your team has a shared understanding of the landscape in which the company operates, so you can make more informed decisions moving forward.

3. Opportunities and Risks

With a clear sense of the context, the next step is to identify the opportunities your organisation can seize, as well as the risks you need to manage. Opportunities represent potential growth areas or competitive advantages, while risks highlight challenges or obstacles that could derail your plans. By balancing both, you’ll develop a strategic plan that is ambitious yet realistic—one that can adapt to both emerging possibilities and challenges.

4. Ambition

This step focuses on defining your ambitions—the impact your new strategy will have on the business, customers, and employees. Clarifying these ambitions ensures that your strategic plan isn’t just about hitting financial targets; it’s about creating lasting improvements that benefit all stakeholders. By aligning around shared ambitions, your team will be more motivated to execute the strategy and achieve meaningful outcomes.

5. Change Story

Your change story is the narrative that explains why your organisation needs a new strategy and how this strategic shift will benefit the business. A well-crafted change story helps you build momentum and inspire action within your team. By communicating the “why” behind your strategy, you ensure that everyone understands the urgency and purpose of the new direction, making it easier to rally your organization around the upcoming changes.

6. Priorities

Now that your team is aligned on guiding principles, context, and ambitions, it’s time to identify your strategic priorities. These are the key areas that will drive your organization toward its goals. Focusing on a few well-chosen priorities ensures your team doesn’t get sidetracked by less critical issues, allowing you to allocate resources and attention where they will have the greatest impact.

7. Outcomes

Every priority needs to be actionable, which is why it’s essential to define the desired outcomes for each one. Desired outcomes articulate what success looks like for each priority and explain why achieving these outcomes matters. This step helps create a clear vision of how each priority contributes to the overall strategic goals of the organisation.

8. KPIs

To measure progress and stay on track, you need clear **Key Performance Indicators (KPIs)**. KPIs are the metrics that will allow you to assess how well your team is achieving its strategic priorities. By setting specific, measurable KPIs, you’ll be able to monitor progress, make data-driven adjustments, and ensure accountability across the team.

9. Clarity Canvas

Finally, consolidate everything into a one-page Clarity Canvas—a visual summary of your strategy. This canvas serves as your roadmap, outlining your change story, priorities, outcomes, and KPIs. By keeping everything on one page, you make it easy for your team to refer back to the plan, stay aligned, and track progress over time.

How to Use the Strategy Kit

The Strategy Kit is designed for both in-person and remote facilitation. Whether you’re running a live strategy session or working with distributed teams online, the toolkit offers flexibility and ease of use. For remote teams, you can integrate the Strategy Kit with Miro, enabling seamless collaboration with digital whiteboards, sticky notes, and templates. This makes it easy to capture input from all team members, regardless of location, and drive consensus quickly.

Start Building Your Strategic Plan Today

In just 3 hours, you’ll have a clear, actionable plan that sets your team up for success. By using the Strategy Kit, you can simplify the process, focus on what truly matters, and ensure that your strategy is both ambitious and practical. Don’t let the complexity of strategic planning slow you down—take the first step today by downloading the Strategy Kit and transforming your vision into a reality.

Whether you’re rethinking your business model, navigating a market shift, or driving a new growth strategy, the Strategy Kit gives you the tools to create a plan that’s aligned, actionable, and easy to execute. 

Ready to get started? Check out the Strategic Planning Miro template now!

Access the full series

SpringBoard Micro is a best-of collection from the full 6-part SpringBoard Kit Series designed to help you launch better solutions, faster. If you want to view the full toolkit, check the Sprint Valley profile on Miroverse.