All templates

Miro AI Playbooks: Planning & Strategy

Jesse Greenhouse

19 Views
1 uses
0 likes

Report

Align planning and strategy with AI-powered Miro Flows

This template is for leadership, strategy, and operations teams who need to align company objectives quickly, and clearly communicate them across the organization.

Powered by Miro Flows and Miro Sidekicks, this multi-step workflow helps your team turn strategy inputs, performance data, and leadership discussions into clear OKRs, strategy artifacts, and all-hands-ready communications, all directly on the canvas.

👉 Learn more about the Planning & Strategy AI Playbook: https://miro.com/ai-playbooks/planning-strategy/

🎥 Watch the step-by-step walkthrough video: https://youtu.be/-fciR0Uxr40

Who this template is for

  • Executive leadership teams

  • Strategy and operations teams

  • Product and business leaders

  • PMOs and transformation teams

  • Companies running OKRs at scale

Whether you’re setting quarterly OKRs or aligning teams around long-term strategy, this template gives you a structured, repeatable way to move from inputs to alignment.

Why you’ll love it

  • Faster OKR development: Generate aligned objectives in minutes

  • AI-powered, human-in-the-loop: Keep strategic judgment with leaders while AI accelerates synthesis

  • Single source of truth: Connect strategy, data, and decisions in one place

  • Built for collaboration: Work with AI and stakeholders together on the canvas

  • Easy iteration mid-flow: Refine objectives and instantly update downstream artifacts

What this template helps you create

  • A table of company-level OKRs with owners and rationale

  • A clear company strategy document

  • A visual strategy map linking pillars, objectives, and outcomes

  • An all-hands presentation to communicate strategy and progress

How to use the template

  1. Click Use template to instantly deploy the planning and strategy workflow

  2. Add your inputs — strategy docs, dashboards, leadership transcripts, and context

  3. Run the flow to generate connected strategy artifacts

  4. Collaborate with your team or AI Sidekicks to refine objectives

  5. Iterate mid-flow and re-run downstream steps to keep everything aligned

Jesse Greenhouse

Solutions Lead, Cloud & AI @ Miro

Leading Miro's Cloud & AI Solutions, empowering teams to use Miro to accelerate their cloud & AI transformation.


Categories

Similar templates