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Strategic Planning Template


Strategic Planning Template Basics

This strategic planning method does not produce any prescriptions. It collects and organizes information for use in decision making but does not have any specific formulas or models of the decision process. For those who want to make their own strategic decisions, this method provides a good vehicle for utilizing time and expertise in a helpful but nonintrusive manner. Strategic planning template  also can be adapted to individual decision making, as the discipline it provides is valuable

Strategic Planning Template Chart

This strategic planning process template is a a 9-step strategic planning process. This process starts with  a mission for the company (step 1); next –  situation analysis (step 2), and so on down the pyramid, until the process is complete.

At the bottom of the pyramid, rolling six-month marketing plans (step 9) form the base of the pyramid. These six-month forecasts flow from the budget (step 8); the budget, in turn, flows from the strategic plan (step 7). The first year of the three-year strategic plan becomes the budget, and the rolling forecast confirms that the budget will be achieved.

Strategic Planning Template Pyramid

Strategic Planning Template

Other companies have different processes. An alternative approach is to develop a rolling six-quarter (18-month) forecast. A continuous forecast process can make a formal budgeting process unnecessary—one of the forecasts simply becomes the budget for the upcoming year. Other organizations forgo a continuous forecasting process altogether, relying instead on pulling together a revised outlook on an exception basis. Whatever the strategic planning process, it can be depicted in a pyramid.

Some points explained:

1. Mission. Your mission is a definition of what business you are in today. What is your single-sentence mission statement?

2. Situation Analysis. Processes, restrictions, resources, etc.

3. Future Environment. Vision, forecasts, intent, milestones.

4. Business objectives. Goals, strategies, tactics, tasks.

Fill in the strategic planning template pyramid with your own data and thoughts!

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