strategic-planning-webstrategic-planning-web

Strategic Planning Template

Provide an action-oriented improvement framework for your team to continuously improve.

About the Strategic Planning template

What is strategic planning?

Strategic planning is the process of defining your goals and the steps you’ll take to accomplish them. This can occur on an individual, team, department, or company-wide scale. Generally, strategy considers the goals or reasons for doing something while planning refers to the specific actions you’ll take in order to achieve a specific goal. But with strategic planning, you’re considering both at the same time, so the end result will be both your overarching goals as well as the steps you’ll take to achieve them. Many companies use a strategic plan as a guideline, but revisit it from time to time in order to make changes and adjustments. You may decide to reconsider your strategic plan every year, every quarter, or any time your company undergoes a significant change.

How to do strategic planning

Your strategic template may vary depending on whether it’s for a team, company, non-profit, etc. or whether you’re using it to guide short-term initiatives or long-term projects, but many elements are consistent across all types of strategic plans. You can follow all of the steps listed below or choose the ones that are most useful to your specific project. One useful way to think about strategic planning templates is that they will help guide you from where you are now to where you would like to be in the future. 

Step 1: Begin with the introductory statement. In this section, you can explain why you’re developing the plan, what time frame it applies to, and who is participating in the process.

Step 2: Write your background statement. This can include any information about your business that you feel is relevant.

Step 3: Share your vision, values, and mission statement. This gives you an opportunity to reflect on what matters most to your company to ensure that your strategic planning is aligned with company priorities.

Step 4: Write your problem statement. What is the exact problem, pain point, or issue that needs to be addressed?

Step 5: 

. This examines your strengths, weaknesses, opportunities, and threats, and can be helpful when formulating your strategy.

Step 6: Define your goals and methods for evaluation. What are you hoping to achieve? How will you know when you’ve achieved it?

Step 7: Write your executive summary. This will be a quick overview for your strategic plan that will provide all the most important information at a glance.

Why use a strategic template?

A strategic planning template can help guide your strategic planning to make sure you cover the most important topics and don’t leave anything out. It also makes it easy to assign different sections to different people based on their role or subject matter expertise. If you’re using the template to guide a planning session, you can also timebox the event by assigning specific amounts of time to work on each section. With Miro, you can share the template and ask participants to add their thoughts either in real-time in a live meeting or asynchronously whenever it’s convenient for them. You can review the board together once everyone has had a chance to add their thoughts.

When to use the strategic planning template

You can use the strategic plan template whenever you’d like to align the goals of a team or department with the company at large. A strategic plan also promotes communication between team members, stakeholders, and clients. If you know your company is facing significant internal or external changes, you can use the strategic planning template to help team members and employees deal with these changes. You may choose to set a regular cadence for revisiting your template, such as once a quarter or once a year, or you may just choose to rework it in response to major events such as mergers, acquisitions, IPOs, funding rounds, etc.

Strategic Planning Template

Get started with this template right now. It’s free

Related Templates
timeline-thumb-webtimeline-thumb-web
Preview

Timeline

A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.

Timeline
Brand Sprint ThumbnailBrand Sprint Thumbnail
Preview

Three-Hour Brand Sprint

Before customers will believe in your brand, your team has to believe. That’s where brand sprints work wonders. Popularized by the team at Google Ventures, a brand sprint will help your team sort through all different ideas about your brand and align on your brand’s fundamental building blocks—your values, audience, personality, mission statement, roadmap, and more. Whether you’re building a new brand or revamping an existing one, brand sprints are ideal for trigger events such as naming your company, designing a logo, hiring an agency, or writing a manifesto.

Three-Hour Brand Sprint
soar-analysis-thumb-websoar-analysis-thumb-web
Preview

SOAR Analysis

The SOAR Analysis template prompts you to consider your organization’s strengths and potential to create a shared vision of the future. The SOAR Analysis is unique in that it encourages you to focus on the positive rather than solely identifying areas for growth. SOAR stands for Strengths, Opportunities, Aspirations, and Results. To use the template, examine each category through a positive lens. Perform a SOAR Analysis whenever you want to bring people together and encourage action.

SOAR Analysis
Presentation ThumbnailPresentation Thumbnail
Preview

Presentation

At some point during your career, you’ll probably have to give a presentation. Presentations typically involve speaking alongside an accompanying slide deck that contains visuals, texts, and graphics to illustrate your topic. Take the stress out of presentation planning by using this presentation template to easily create effective, visually appealing slides. The presentation template can take the pressure off by helping your audience stay focused and engaged. Using simple tools, customize a slide deck, share slides with your team, get feedback, and collaborate.

Presentation
Fishbone Diagram ThumbnailFishbone Diagram Thumbnail
Preview

Fishbone Diagram

What’s the best way to solve any problem your team faces? Root it out. That means identify the problem’s causes, and fishbone diagrams are designed to help you do it. Also known as Ishikawa Diagram (named after Japanese quality control expert Kaoru Ishikawa), fishbone diagrams empower teams to visualize all possible causes of a problem, to explore and understand how they fit together holistically. Teams can also use fishbone diagrams as a jumping-off point to brainstorm what the root cause could be.

Fishbone Diagram
dmaic-analysis-thumb-webdmaic-analysis-thumb-web
Preview

DMAIC Analysis

Processes might not seem like the funnest thing to dive into and examine, but wow can it pay off—a more efficient process can lead to serious cost savings and a better product. That’s what DMAIC analysis does. Developed as part of the Six Sigma initiative, DMAIC is a data-driven quality strategy for streamlining processes and resolving issues. The technique is broken into five fundamental steps that are followed in order: Define, Measure, Analyze, Improve, and Control.

DMAIC Analysis