Created by:
Customer Success Collective
What is a strategic planning template?
A strategic planning template is a structured framework that guides organizations through the process of setting long-term objectives, aligning internal teams, and identifying the tactics needed to achieve measurable business goals.
It’s built to support organizations in developing resilient, future-oriented strategies while maintaining agility in fast-changing markets. Whether you're a non-profit, startup, or enterprise team, this template helps distill vision into action and strategy into sustainable execution.
What’s inside the template?
This template delivers a comprehensive, visually-driven roadmap covering every phase of strategic planning:
- Strategic planning process overview
- Planning gap & futurist cone models
- Environmental scanning & SWOT tools
- Goal-Setting Grids and KPIs
- Visual Frameworks
- Execution & Performance Management
How to use the template
To effectively apply the strategic planning template, follow these core steps:
- Start with situational analysis: conduct environmental scans, gather internal insights, and synthesize findings into a SWOT.
- Define your mission, values, vision, competitive advantages, and strategic priorities using the guided action grids.
- Translate strategic priorities into organizational goals, departmental objectives, KPIs, and a one-year budget. Use the planning calendar to align stakeholders.
- Assign responsibilities, communicate plans, track execution via KPIs, and hold quarterly reviews to assess and adapt as needed.
- Schedule end-of-year assessments to evaluate impact and iterate for the next cycle using the included roadmap and planning checklists.
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