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Strategic Plan Template

Use this free Strategic Plan Template for Word to manage your projects better.

a sample strategic plan document

When a company wants to map out its long-term business objectives and how it’ll get there, they use a strategic plan. Our free strategic plan template captures all topics that any company needs to define, so everything is aligned with the overall mission and vision of the company. More than that, the free strategic plan template guides you through the actions, resources and costs that will help you get there.

What Is a Strategic Plan?

A strategic plan is a document that company leaders use to capture the company’s future vision, goals and objectives. Unlike a business plan that focuses on short-term goals of serval months to several years, a strategic plan looks at the mid-to-long-term goals such as 3-5 years but is often longer than that.

The strategic plan should be easily shared as it provides a map for the whole company to follow in order to meet its goals. The strategic plan isn’t only shared, but it’s thoroughly understood by company employees, customers, business partners and investors.

ProjectManager's free strategic plan template

Strategic planning and the strategic plan that comes from this process isn’t a one-time occurrence. Teams should conduct strategic planning regularly to quickly respond to changes in the business, industry, legal and regulatory conditions. As conditions shift, so should the response plans.

Why You Need a Strategic Plan Template

A strategic plan template is a great tool in that it’s already laid out for you. Everything you need to define is outlined and saves you the time and effort of creating a new document. Templates are great for creating an archive of consistent documentation, especially as historical data can influence your current strategic plan.

In more general terms, all businesses need a target or direction to work towards. Strategic plans are like the roadmap that gets you there and defines the landscape. If you don’t know where you’re going, you’ll never know when you get there. That’s true from the highest executive to the newest employee as well as customers, investors and so on.

Strategic plans also help you track your goals across departments. Each department can then set its own goals to help the business achieve its larger goals. These various initiatives can be monitored and tracked with key performance indicators (KPIs). This can be extended to business units, teams and even individuals so everyone is working towards the same goals.

A strategic plan template is only a static document. To implement that plan you need project management software. ProjectManager has online roadmaps that allow you to manage all the projects that feed into your company’s overall mission. You can track your tasks, budgets, resources, processes and more, so you know you’re always progressing. Of course, you can build a strategic plan with milestones in the software, too. Try ProjectManager today for free.

Roadmap with a strategic plan

Who Should Use This Strategic Plan Template?

The free strategic plan template can be filled in by any number of people depending on the business. Usually, though, this responsibility falls on the shoulders of the owner or top business managers.

However, sometimes specialists are employed or the whole company becomes involved in the strategic planning process. In fact, more voices provide a wider perspective. One person should oversee refining those different perspectives in order to rein in the possible chaos of too many chefs in the kitchen.

Once the strategic plan is finalized, it should be shared among the company. The strategic plan template acts as a guide to keep the long-term goal in sight and how to get there. For some businesses, the customer should also be aware of the strategic plan. Other companies will want to share the strategic plan with investors.

How to Use This Strategic Plan Template

When you download our free strategic plan template for Word, you’ll find it’s broken up into sections. The free template is completely customizable so you can add or subtract as many sections as you need to flesh out your strategic plan. What we provide you with is the backbone of any thorough strategic plan, which is as follows.

1. Executive Summary

To start, you want to summarize what will follow. That’s all the executive summary is; a short introduction to the important information that’ll be fleshed out in the strategic plan. It gives an overview to investors and stakeholders.

2. Vision Statement

A vision statement is a statement that declares the mid-to-long-term goals of the company. Think of it as the target you want to hit with your strategic plan. What this statement should do is project your company into the future and in so doing help to define the plan and execution of getting you there.

3. Mission Statement

The mission statement is a short description of the purpose of the company. It should be no longer than one to three sentences at most and explain what the company does, who it serves and how it’s different from its competitors. But more than a dry definition, it should be inspirational, offering direction and focus for employees and giving customers a clear picture of what they can expect from the company.

4. SWOT Analysis

SWOT stands for strengths, weaknesses, opportunities and threats. A SWOT analysis is used to assess those four aspects of the company. This is how a company can capture its current performance and build a strategy to achieve its future goals. But beyond internal factors or charting the company, make sure to explore external factors as well. This provides a fuller picture of how a company can carve a route to reach its objectives.

5. Business Goals

Business goals should define the target that a company is aiming for in the future. By doing this, a company has a way to measure its success, communicate these goals to its employees and ensure the company is going in the right direction.

6. Marketing Plan

The marketing plan outlines a company’s advertising strategy. It can be used to generate leads and reach a target audience, outreach and PR campaigns. Also included is how the company will measure the effectiveness of the initiatives.

  • Market research:  Uses competitive analysis, testing, surveys, etc., to determine the target audience and what needs the company is fulfilling or pain point it’s resolving.
  • Marketing campaigns: These include promotions, value propositions, differentiation factors, pricing, distribution channels, etc., to see the product or service.
  • Marketing KPIs: Using various metrics will help the company measure the success of its campaigns.

7. Operations Plan

The operation plan is an outline of the strategic plan’s goals and how the company plans to meet them. It’s an action plan that shows team members what they’re responsible for in achieving the goals of the strategic plan.

8. Financial Projections

When making financial projections for a company’s strategic plans they should include a forecast of the income statement, the balance sheet and the cash flow statement. These financial projects like the strategic plan are mid-to-long term.

Identify the team members with the skills and experience who will be responsible for executing the operational plan set forth in the company’s strategic plan.

Other Templates to Help with Your Strategic Plan

The free strategic plan document template for Word is a helpful tool to outline a company’s mid-to-long-term objectives. We have dozens of other free templates for Word and Excel that can help you manage every phase of a project, from planning to closure. Here are just a few of the free templates that we offer for download that are related to strategic planning.

Executive Summary Template

If you need help with the executive summary portion of the free strategic plan template, this free executive summary template is a great asset. It breaks down the points you’ll want to capture for an effective executive summary and is a valuable tool to complete that section of the strategic plan.

Marketing Campaign Template

The marketing plan is another section of the strategic plan that can be fully fleshed out with the free marketing campaign template. It outlines all the steps you need to introduce your product or service to market. It has fields to collect the goals of the campaign, identify the target audience and much more.

SWOT Analysis Template 

We’ve included a small SWOT analysis table in the free strategic plan template, but you might want more space to capture this important data. If so, use our free SWOT analysis template for Word, which you can then attach to the strategic plan template. This colorful template helps you see where you are and offer guidance to get you where you want to be.

ProjectManager Is a Robust Planning Tool

Free templates are a great way to gather information and develop a strategic plan, but they’re not as good at managing that plan once you implement it. You need more robust tools, not static documents or spreadsheets. ProjectManager is online project management software that connects teams and helps them plan, manage and track their progress in real time.

Track Progress with Real-Time Dashboards

You’ve put the strategic plan in the Gantt chart and can now see the roadmap in a visual timeline. But to make sure you keep to that schedule you need to have a way to monitor progress and performance. Our real-time dashboards track metrics such as time, cost and more all in real time so you can respond quickly to changes that threaten your goals. Unlike other lightweight tools, there’s no configuration or set. It’s ready when you are.

ProjectManager’s dashboard view, which shows six key metrics on a project

Work How You Want with Multiple Project Views

Gantt charts are great for managers, but they’re not the ones who are will execute the strategic plan. It’s a group effort that involves every department in the company from marketing and sales to IT and manufacturing, and they all use different tools. That’s why we offer multiple project views that share the same real-time data whether you’re using a list view, the visual workflow of a kanban or a calendar to capture important dates. Everyone is working from a single source of truth.

Calendar for tracking strategic plans

Related Content

Strategic planning is a big subject and we’ve only scratched the surface. If you want to learn more, you’re in luck. ProjectManager isn’t only a great tool to create and manage your strategic plan, it’s also the online hub for all things project management. We have free blogs each week, tutorial videos, eBooks, white pages and, of course, free templates. Here are a few links to follow and read more about strategic plans.

  • 15 Free Word and Excel Templates for Business
  • Strategic Planning in Business
  • Strategic Planning Models: An Introduction to 5 Popular Models
  • A Quick Guide to Strategic Initiatives 

ProjectManager Helps You Reach Your Strategic Goals

ProjectManager is award-winning software that helps you plan, manage and track your strategic plans. Our collaborative platform connects everyone across departments and time zones. With features that help you manage risk, tasks and resources you’re more likely to adjust to changes in the market and hit your target. See why teams in organizations as varied as NASA, Siemens and Nestle use our tool to deliver success. Get started with ProjectManager today for free.

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Deliver faster, collaborate better, innovate more effectively — without the high prices and months-long implementation and extensive training required by other products.


How To Write A Strategic Plan That Gets Results + Examples

Download our free Strategic Planning Template Download this template

Are you feeling overwhelmed with the thought of writing a strategic plan for your business? Do you want to create a plan that will help you move your team forward with inspired alignment and disciplined execution? You're not alone.

Gone are the days of rigid, 5- or 10-year planning cycles that do not leave room for flexibility and innovation. To stay ahead of the curve, you need a dynamic and execution-ready strategic plan that can guide your business through the ever-evolving landscape.

At Cascade, we understand that writing a strategic plan can be dreadful, especially in today's unpredictable environment. That's why we've developed a simple model that can help you create a clear, actionable plan to achieve your organization's goals. With our tested and proven strategic planning template , you can write a strategic plan that is both adaptable and effective .

Whether you're a seasoned strategy professional or a fresh strategy planner, this guide will walk you through the process step-by-step on how to write a strategic plan. By the end, you'll have a comprehensive, easy-to-follow strategic plan that will help you align your organization on the path to success.

Free Template Download our free Strategic Planning Template Download this template

Follow this guide step-by-step or skip to the part you’re most interested in: 

  • Pre-Planning Phase: Build The Foundation

Cascade Model For Strategic Planning: What You Need To Know

  • Key Elements of a Strategic Plan

How To Write A Strategic Plan In 6 Simple Steps

3 strategic plan examples to get you started, how to achieve organizational alignment with your strategic plan.

  • Quick Overview of Key Steps In Writing A Strategic Plan

Create An Execution-Ready Strategic Plan With Cascade 🚀

*Editor’s note: This article is part of our ‘How to create a Strategy’ collection. At the end of this article, you’ll find a link to each piece within this collection so you can dig deeper into each element of an effective strategic plan and more related resources to master strategy execution.

Pre-Planning Phase: Build The Foundation 

Before we dive into writing a strategic plan, it's essential to know the basics you should cover before the planning phase. The pre-planning phase is where you'll begin to gather the data and strategic insights necessary to create an effective strategic plan.

1. Run a strategic planning workshop

The first step is to run a strategic planning workshop with your team. Get your team in the room, get their data, and gather their insights. By running this workshop, you'll foster collaboration and bring fresh perspectives to the table. And that’s not all. 

The process of co-creating and collaborating to put that plan together with stakeholders is one of the most critical factors in strategy execution . According to McKinsey’s research , initiatives in which employees contribute to development are 3.4 times more likely to be successful. They feel like the plan is a result of their efforts, and they feel ownership of it, so they're more likely to execute it. 

💡 Tip: Use strategy frameworks to structure your strategy development sessions, such as GAP analysis , SWOT analysis , Porter’s Five Forces , Ansoff matrix , McKinsey 7S model , or GE matrix . You can even apply the risk matrix that will help you align and decide on key strategic priorities.

2. Choose your strategic planning model

Before creating your strategic plan, you need to decide which structure you will use. There are hundreds of ways to structure a strategic plan. You’ve likely heard of famous strategic models such as OKRs and the Balanced Scorecard .

But beyond the well-known ones, there's also a myriad of other strategic planning models ranging from the extremely simple to the absurdly complex.

Many strategic models work reasonably well on paper, but in reality, they don't show you how to write a strategic plan that fits your organization's needs.

Here are some common weaknesses most popular strategic models have:

  • They're too complicated. People get lost in terminology rather than focus on execution.
  • They don’t scale. They work well for small organizations but fail when you try to extend them across multiple teams.
  • They're too rigid. They force people to add layers for the sake of adding layers.
  • They're neither tangible nor measurable. They’re great at stating outcomes but lousy at helping you measure success.
  • They're not adaptable. As we saw in the last years, the business environment can change quickly. Your model needs to be able to work in your current situation and adapt to changing economic landscapes.

Our goal in this article is to give you a simpler, more effective way to write a strategic plan. This is a tested and proven strategic planning model that has been refined over years of working with +20,000 teams around the world. We call it the Cascade Strategy Model.

This approach has proven to be more effective than any other model we have tried when it comes to executing and implementing the strategy .

It’s easy to use and it works for small businesses, fast-growing startups, as well as multinationals trying to figure out how to write a fail-proof strategic plan.

We’ve created a simple diagram below to illustrate what a strategic plan following the Cascade Model will look like when it's completed:

The Cascade Model for strategic planning and execution

Rather than a traditional roadmap , imagine your strategy as a flowchart. Each row is a mandatory step before moving on to the next.

We call our platform  Cascade for a reason: strategy must cascade throughout an organization along with values, focus areas, and objectives.

Above all, the Cascade Model is intended to be execution-ready —in other words, it has been proven to deliver success far beyond strategic planning. It adds to a successful strategic management process.Key elements of a Strategic Plan

Key Elements Of A Strategic Plan

The key elements of a strategic plan include: 

  • Vision : Where do you want to get to? 
  • Values : How will you behave on the journey? 
  • Focus Areas : What are going to be your strategic priorities? 
  • Strategic objectives : What do you want to achieve? 
  • Actions and projects : How are you going to achieve the objectives? 
  • KPIs : How will you measure success?

In this part of the article, we will give you an overview of each element within the Cascade Model. You can follow this step-by-step process in a spreadsheet , or sign up to get instant access to a free Cascade strategic planning template and follow along as we cover the key elements of an effective strategic plan.

Your vision statement is your organization's anchor - it defines where you want to get to and is the executive summary of your organization's purpose. Without it, your strategic plan is like a boat without a rudder, at the mercy of strong winds and currents like Covid and global supply chain disruptions.

A good vision statement can help funnel your strategy towards long-term goals that matter the most to your organization, and everything you write in your plan from this point on will help you get closer to achieving your vision.

Trying to do too much at once is a surefire way to sink your strategic plan. By creating a clear and inspiring vision statement , you can avoid this trap and provide guidance and inspiration for your team. A great vision statement might even help attract talent and investment into your organization.

For example, a bike manufacturing company might have a vision statement like, “To be the premier bike manufacturer in the Pacific Northwest.” This statement clearly articulates the organization's goals and is a powerful motivator for the team.

In short, don't start your strategic plan without a clear vision statement. It will keep your organization focused and help you navigate toward success.

📚 Recommended read: How to Write a Vision Statement (With Examples, Tips, and Formulas)

Values are the enablers of your vision statement —they represent how your organization will behave as you work towards your strategic goals. Unfortunately, many companies throw around meaningless words just for the purpose of PR, leading to a loss of credibility.

To avoid this, make sure to integrate your organization’s core values into everyday operations and interactions. In today's highly-competitive world, it's crucial to remain steadfast in your values and cultivate an organizational culture that's transparent and trustworthy.

Companies with the best company cultures consistently outperform competitors and their average market by up to 115.6%, as reported by Glassdoor . 

For example, a bike manufacturing company might have core values like:

  • Accountability

These values reflect the organization's desire to become the leading bike manufacturer, while still being accountable to employees, customers, and shareholders.

👉 Here’s how to add vision and values to your strategic plan in Cascade: 

After you sign up and invite your team members to collaborate on the plan, navigate to Plans and Teams > Teams page, and add the vision, mission and values. This will help you to ensure that the company’s vision, mission statement, and values are always at top of mind for everyone.

📚When you're ready to start creating some company values, check out our guide, How To Create Company Values .

3. Focus Areas

Your focus areas are the strategic priorities that will keep your team on track and working toward the company’s mission and vision. They represent the high-level areas that you need to focus on to achieve desired business outcomes.

In fact, companies with clearly defined priorities are more likely to achieve their objectives. According to a case study by the Harvard Business Review , teams that focus on a small number of key initiatives are more likely to succeed than those that try to do too much. 

That’s also something that we usually recommend to our customers when they set up their strategic plan in Cascade. Rather than spreading your resources too thin over multiple focus areas, prioritize three to five. 

Following our manufacturing example above, some good focus areas include:

  • Aggressive growth
  • Producing the nation's best bikes
  • Becoming a modern manufacturer
  • Becoming a top place to work

Your focus areas should be tighter in scope than your vision statement, but broader than specific goals, time frames, or metrics. 

By defining your focus areas, you'll give your teams a guardrail to work within, which can help inspire innovation and creative problem-solving. 

With a clear set of focus areas, your team will be better able to prioritize their work and stay focused on the most important things, which will ultimately lead to better business results.

👉Here’s how you can set focus areas in Cascade: 

In Cascade, you can add focus areas while creating or importing an existing strategic plan from a spreadsheet. With Cascade’s Focus Area deep-dive functionality , you will be able to: 

  • Review the health of your focus areas in one place.
  • Get a breakdown by plans, budgets, resources, and people behind each strategic priority. 
  • See something at-risk? Drill down into each piece of work regardless of how many plans it's a part of.

add focus areas in cascade strategy execution platform

📚 Recommended read: Strategic Focus Areas: How to create them + Examples

4. Strategic Objectives

The importance of setting clear and specific objectives for your strategic plan cannot be overstated. 

Strategic objectives are the specific and measurable outcomes you want to achieve . While they should align with your focus areas, they should be more detailed and have a clear deadline. 

According to the 2022 State of High Performing Teams report , there is a strong correlation between goals and success not only at the individual and team level but also at the organizational level. Here’s what they found: 

  • Employees who are unaware of their company's goals are over three times more likely to work at a company that is experiencing a decline in revenue than employees who are aware of the goals. 
  • Companies with shrinking revenues are almost twice as likely to have employees with unclear work expectations. 

Jumping straight into actions without defining clear objectives is a common mistake that can lead to missed opportunities or misalignment between strategy and execution.

To avoid this pitfall, we recommend you add between three and six objectives to each focus area .

It's here that we need to start being a bit more specific for the first time in your strategic planning process . Let's take a look at an example of a well-written strategic objective:

  • Continue top-line growth that outpaces the industry by 31st Dec 2023.

This is too specific to be a focus area. While it's still very high level, it indicates what the company wants to accomplish and includes a clear deadline. Both these aspects are critical to a good strategic objective.

Your strategic objectives are the heart and soul of your plan, and you need to ensure they are well-crafted. So, take the time to create well-planned objectives that will help you achieve your vision and lead your organization to success. 

👉Here’s how you can set objectives in Cascade: 

Adding objectives in Cascade is intuitive, straightforward, and accessible from almost anywhere in the workspace. With one click, you’ll open the objective sidebar and fill out the details. These can include a timeline, the objective’s owner, collaborators, and how your objective will be measured (success criteria).

📚 Recommended read: What are Strategic Objectives? How to write them + Examples

5. Actions and projects

Once you’ve defined your strategic objectives, the next step is to identify the specific strategic initiatives or projects that will help you achieve those objectives . They are short-term goals or actionable steps you or your team members will take to accomplish objectives. They should leverage the company’s resources and core competencies. 

Effective projects and actions in your strategic plan should: 

  • Be extremely specific. 
  • Contain a deadline.
  • Have an owner.
  • Align with at least one of your strategic objectives.
  • Provide clarity on how you or your team will achieve the strategic objective.

Let's take a look at an example of a well-written project continuing with our bike manufacturing company using the strategic objective from above:

Strategic objective: Continue top-line growth that outpaces the industry by 31st Dec 2023.

Project: Expand into the fixed gear market by 31st December 2023.

This is more specific than the objective it links to, and it details what you will do to achieve the objective.

Another common problem area for strategic plans is that they never quite get down to the detail of what you're going to do.

It's easier to state "we need to grow our business," but without concrete projects and initiatives, those plans will sit forever within their PowerPoint templates, never to see the light of day after their initial creation.

Actions and projects are where the rubber meets the road. They connect the organizational strategic goals with the actual capabilities of your people and the resources at their disposal. Defining projects is a vital reality check every strategic plan needs.

👉Here’s how you create actions and projects in Cascade: 

From the Objective sidebar, you can choose to add a project or action under your chosen objective. In the following steps, you can assign an owner and timeline to each action or project.

Plus, in Cascade, you can track the progress of each project or action in four different ways. You can do it manually, via milestones, checklists, or automatically by integrating with Jira and 1000+ other available integrations .  

📚 Recommended read: How to create effective projects

Measuring progress towards strategic objectives is essential to effective strategic control and business success. That's where Key Performance Indicators (KPIs) come in. KPIs are measurable values that track progress toward achieving key business objectives . They keep you on track and help you stay focused on the goals you set for your organization.

To get the most out of your KPIs, make sure you link them to a specific goal or objective. In this way, you'll avoid creating KPIs that don't contribute to your objectives and distract you from focusing on what matters. 

Ideally, you will add both leading and lagging KPIs to each objective so you can get a more balanced view of how well you're progressing. Leading KPIs can indicate future performance while lagging KPIs show how well you’ve done in the past. Both types of KPIs are critical for operational planning and keeping your business on track.

Think of KPIs as a form of signpost in your organization. They provide critical insights that inform business leaders of their organization’s progress toward key business objectives. Plus, they can help you identify opportunities faster and capitalize on flexibility. 

👉Here’s how you can set and track KPIs in Cascade: 

In Cascade , you can add measures while creating your objectives or add them afterward. Open the Objective sidebar and add your chosen measure. 

When you create your Measure, you can choose how to track it. Using Cascade, you can track it manually or automatically. You can automate tracking via 1000+ integrations , including Excel spreadsheets and Google Sheets. In this way, you can save time and ensure that your team has up-to-date information for faster and more confident decision-making.

📚 Recommended reads:

  • 10 Popular KPI Software Tools To Connect & Visualize Your Data (2023 Guide)
  • ‍ How To Track KPIs To Hit Your Business Goals

Corporate Strategic Plan 

Following the steps outlined above, you should end up with a strategic plan that looks something like this:

corporate strategy plan template in cascade

This is a preview of a corporate strategic plan template that is pre-filled with examples. Here you can use the template for free and begin filling it out to align with your organization's needs. Plus, it’s suitable for organizations of all sizes and any industry. 

Once you fill in the template, you can also switch to the timeline view. You’ll get a complete overview of how the different parts of your plan are distributed across the roadmap in a Gantt chart view.

timeline view strategic planning corporate strategy

This template will help you create a structured approach to the strategic planning process, focus on key strategic priorities, and drive accountability to achieve necessary business outcomes. 

👉 Get your free corporate strategic plan template here.

Coca-Cola Strategic Plan 

Need a bit of extra inspiration to start writing your organization’s strategic plan? Check out this strategic plan example, inspired by Coca-Cola’s business plan: 

coca-cola strategy plan template in cascade

This template is pre-filled with Coca-Cola’s examples so you can inspire your strategic success on one of the most iconic brands on the planet. 

👉 Grab your free example of a Coca-Cola strategic plan here.

The Ramsay Health Care expansion strategy

Ramsay Health Care is a multinational healthcare provider with a strong presence in Australia, Europe, and Asia.

Almost all of its growth was organic and strategic. The company founded its headquarters in Sydney, Australia, but in the 21st century, it decided to expand globally through a primary strategy of making brownfield investments and acquisitions in key locations.

Ramsay's strategy was simple yet clever. By becoming a majority shareholder of the biggest local players, the company expanded organically in each region by leveraging and expanding their expertise.

Over the last two decades, Ramsay's global network has grown to 460 locations across 10 countries with over $13 billion in annual revenue.

📚 Recommended read: Strategy study: The Ramsay Health Care Growth Study

✨ Bonus resource: We've created a list of the most popular and free strategic plan templates in our library that will help you build a strategic plan based on the Cascade model explained in this article. You can use these templates to create a plan on a corporate, business unit, or team level.

We highlighted before that other strategic models often fail to scale strategic plans and goals scales across multiple teams and organizational levels. 

In an ideal world, you want to have a maximum of two layers of detail underneath each of your focus areas. This means you'll have a focus area, followed by a layer of objectives. Underneath the objectives, you'll have a layer of actions, projects, and KPIs.

Diagram of the Cascade Model framework showing the structure for focus areas, objectives, KPIs, actions and projects

If you have a single team that’s responsible for the strategy execution, this works well. However, how do you implement a strategy across multiple and cross-functional teams? And why is it important? 

According to LSA research of 410 companies across 8 industries, highly aligned companies grow revenue 58% faster and are 72% more profitable. And this is what Cascade can help you achieve. 

To achieve achieve organization-wide alignment with your strategic plan and impact the bottom line, there are two ways to approach it in Casade: through contributing objectives or shared objectives .

1. Contributing objectives

This approach involves adding contributing objectives that link to your main strategic objectives, like this:

diagram showing contributing objectives in the cascade model

For each contributing objective, you simply repeat the Objective → Action/Project → KPI structure as follows:

contributing objectives with kpis and actions cascade model

Here's how you can create contributing objectives in Cascade: 

Option A: Create contributing objectives within the same plan 

This means creating multiple contributing objectives within the same strategic plan that contribute to the main objective. 

However, be aware that if you have a lot of layers, your strategic plan can become cluttered, and people might have difficulty understanding how their daily efforts contribute to the strategic plan at the top level. 

For example, the people responsible for managing contributing objectives at the bottom of the plan ( functional / operational level ) will lose visibility on how are their objectives linked to the main focus areas and objectives (at a corporate / business level ). 

This approach is best suited to smaller organizations that only need to add a few layers of objectives to their plan.

Option B: Create contributing objectives from multiple plans linking to the main objective

This approach creates a network of aligned strategic plans within your organization. Each plan contains a set of focus areas and one single layer of objectives, each with its own set of projects, actions, and KPIs. This concept looks like this:

Diagram showing contributing objectives from multiple plans linking to the main objective in Cascade

This example illustrates an objective that is a main objective in the IT strategic plan , but also contributes to the main strategic plan's objective.

For example, let’s say that your main business objective is to improve customer satisfaction by reducing product delivery time by 25% in the next quarter. This objective requires multiple operational teams within your organization to work together to achieve a shared objective. 

Each team will create its own objective in its plan to contribute to the main objective: 

  • Logistics team: Reduce the shipment preparation time by 30%
  • IT team: Implement new technology to reduce manual handling in the warehouse
  • Production team: Increase production output by hour for 5%   

Here’s how this example would look like within Cascade platform:

example of contributing objectives in cascade

Although each contributing objective was originally created in its own plan, you can see how each contributing objective relates to the main strategic objective and its status in real-time.

2. Shared objectives

In Cascade, shared objectives are the same objectives shared across different strategic plans.

For example, you can have an objective that is “Achieve sustainable operations”. This objective can be part of the Corporate Strategy Plan, but also part of the Operations Plan , Supply Chain Plan , Production Plan, etc. In short, this objective becomes a shared objective between multiple teams and strategic plan. 

This approach helps you to:

  • Cascade your business strategy as deep as you want across a near-infinite number of people while maintaining strategic alignment throughout your organization .
  • Create transparency and a much higher level of engagement in the strategy throughout your organization since objective owners are able to identify how their shared efforts contribute to the success of the main business objectives.

The more shared objectives you have across your organization, the more your teams will be aligned with the overarching business strategy. This is what we call " alignment health ”. 

Here’s how you can see the shared objectives in the alignment map and analyze alignment health within Cascade:

Alignment Map and Objective Sidebar in cascade for shared objectives

You get a snapshot of how is your corporate strategic plan aligned with sub-plans from different business units or departments and the status of shared objectives. This helps you quickly identify misaligned initiatives and act before it’s too late.  Plus, cross-functional teams have better visibility of how their efforts contribute to shared objectives. 

So whether you choose contributing objectives or shared objectives, Cascade has the tools and features to help you achieve organization-wide alignment and boost your bottom line.

Quick Overview Of Key Steps In Writing A Strategic Plan

Here’s a quick infographic to help you remember how everything connects and why each element is critical to creating an effective strategic plan:

The Cascade Model Overview cheatsheet

This simple answer to how to write a strategic plan avoids confusing jargon and has elements that the whole organization can both get behind and understand. 

💡Tip: Save this image or bookmark this article for your next strategic planning session.

If you're struggling to write an execution-ready strategic plan, the Cascade model is the solution you've been looking for. With its clear, easy-to-understand terminology, and simple linkages between objectives, projects, and KPIs, you can create a plan that's both scalable and flexible.

But why is a flexible and execution-ready strategic plan so important? It's simple: without a clear and actionable plan, you'll never be able to achieve your business objectives. By using the Cascade Strategic Planning Model, you'll be able to create a plan that's both tangible and measurable, with KPIs that help you track progress towards your goals.

However, the real value of the Cascade framework lies in its flexibility . By creating links between main business objectives and your teams’ objectives, you can easily scale your plan without losing focus. Plus, the model's structure of linked layers means that you can always adjust your strategy in response to new challenges or opportunities and keep everyone on the same page. 

So if you want to achieve results with your strategic plan, start using Cascade today. With its unique combination of flexibility and focus, it's the perfect tool for any organization looking to master strategy execution and succeed in today's fast-paced business world. 

Want to see Cascade in action? Get started for free or book a 1:1 demo with Cascade’s in-house strategy expert.

This article is part one of our mini-series "How to Write a Strategic Plan". This first article will give you a solid strategy model for your plan and get the strategic thinking going.

Think of it as the foundation for your new strategy. Subsequent parts of the series will show you how to create the content for your strategic plan.

Articles in our How to Write a Strategic Plan series

  • How To Write A Strategic Plan: The Cascade Model (This article)
  • How to Write a Good Vision Statement
  • How To Create Company Values
  • Creating Strategic Focus Areas
  • How To Write Strategic Objective
  • How To Create Effective Projects
  • How To Write KPIs + Ultimate Guide To Strategic Planning

More resources on strategic planning and strategy execution: 

  • 6 Steps to Successful Strategy Execution
  • 4-Step Strategy Reporting Process (With Template)
  • Annual Planning: Plan Like a Pro In 5 Steps (+ Template) 
  • 18 Free Strategic Plan Templates (Excel & Cascade) 2023
  • The Right Way To Set Team Goals
  • 23 Best Strategy Tools For Your Organization in 2023

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How to write a strategic plan.

How do you know if you have a complete strategic plan? A complete strategic plan has several components, but the various parts fall into three categories. Following our step-by-step guide, you’ll learn how to write a strategic plan quickly.

Not to oversimplify how to write a strategic plan, but by placing all the parts of a strategic plan into three areas or categories of focus, you can see how the pieces fit together.

The three pieces of the puzzle are:

Where are we now?

Where are we going, how will we get there, get the free guide to build your strategic objectives (with examples).

Each part has certain elements to show you how and where things fit. Our 4-Phase Guide to Strategic Planning lays out each step of the planning process. You can also watch our video, The Complete Strategic Planning Checklist” for a brief overview.

Get the Free Guide for Setting OKRs that Work (with 100 examples!)

Overview of the Strategic Planning Process

Video Transcript – The Complete Strategic Plan

Hi everyone, its Erica Olsen from OnStrategy. Welcome to today’s whiteboard video on “How do you know if you have a complete strategic plan?”

As you would expect from us, we’re going to make that as easy as possible and give you a checklist — and a checklist not only for a complete plan — but for an awesome plan. So, let’s jump in.

First things first, you need a couple of things that set your strategic direction: your mission statement, which tells us why you exist, your reason for being, and your vision statement of where you’re going. You’ve heard me say it a million times, strategic plans are all about going to a place that you are not today. And your vision statement answers that. We often lump values in this area: mission, vision, and values, because it sounds good.

But I would say that a strategic plan does not have to have values if you don’t have them already articulated. And the only reason for that is because I would highly recommend that you take a values process and run that separately from a strategic planning process, because there’s a lot of work there. And it deserves its own time and attention. And if you have your values, they should go in here if you don’t put a placeholder.

So then we move to strategy. In order to articulate your strategy, you’ve got to understand where you are today. And we use a trusty tool that is a SWOT–Strengths, Weaknesses, Opportunities, and Threats. So once you have a clear understanding of where you are today, and where the opportunities are for growth, you can build out the strategy areas of your plan, which look like this: your strategic goals.

Those are the four, or five, or six big areas of focus that make up the framework of your plan that are super important. Everything rises and falls here–your vision connects to your goals and your goals connect your objectives.

Also, in your strategy is your org-wide strategies or your organizational-wide strategies. Those are the differentiation statements, or how you’re different. Strategy is about being unique. And that’s what that statement does for you.

And then of course, clarifying where are we going to play? How are we going to win? That’s your growth strategy. Strategic plans have got to have a growth section. That’s your competitive advantages and your customer segments. So, once you have all that articulated, we can move to your annual plan, which looks like organization-wide objectives.

Those are your SMART objectives. They should be measurable, time bound, accountable, all that good stuff. And each initiative should have at least one or two quarterly action items to make sure that you can really move them in to execution. And of course, no good plan is done unless you’re clear about how you’re going to measure your success–key performance indicators or KPIs. So with that, there’s your checklist for a complete and awesome strategic plan.

Hit the like button if you like our content, and please subscribe to our channel. We’re dropping videos every Friday. Happy strategizing.

Establishing Your Strategic Direction

Establishing your strategic direction is imperative to the strategic planning process. It serves as the foundation of your strategic plan as it tells yourself and the rest of your organization what your starting point is and why you generally exist (your core purpose or mission). This portion of the plan is all about setting the foundation of your organization. After setting up the foundation of your strategic plan, you can begin to determine where you’re going, or hope to go in the future, and exactly how you’re going to get there.

As you think about where your organization is now, you want to look at the foundational elements of your organization’s purpose and culture (mission + values) and assess your organization’s current state (SWOT and competitive advantages).

This portion of strategic planning is designed to outline the core foundation of your organization, like why you exist and how you behave, while looking at the internal and external factors that will influence your planning elements. Below is a quick overview of those elements, which include a breakdown of your mission statement, core values, and SWOT analysis.

Who are we, and how do we behave?

Mission statement.

The mission describes your organization’s purpose — the purpose for which you were founded and why you exist.

Some mission statements include the business of the organization. Others explain what products or services they produce or the customers they serve. Does your mission statement say what you do? Why does your organization exist?

Core Values:

This clarifies what you believe and how you expect your team to behave. Three questions to ask to clarify your core values include:

  • What are the core values and beliefs of your organization?
  • What values and beliefs guide your daily interactions?
  • What are you and your people committed to?

While a values statement is foundational to your overall strategy, the values process can be run separately from the strategic planning process as it needs its own time and attention. Your value statements are the barometer to determine whether you are conducting your business in a way that stays true to your organization’s purpose.

Overview of the Strategic Planning Process

Video Transcript – Overview of the Strategic Planning Process

Hi, my name is Erica Olsen. Today’s whiteboard video is an overview of the strategic planning process. Instead of going through a bullet pointed list, we’ll do it in the form of an illustration.

To orient ourselves, I want to outline the four phases of the process over here: assess, design, build, and manage. The phases of planning include assessing, designing, and building, and we spend a couple of months per year doing that.

We spend the rest of the year managing the performance and the execution of our plan. Oftentimes, we get into execution, and we’re not exactly realizing the results that we want. In which case, we go back into some parts of the planning process, and sort of rinse and repeat. Today’s video is going through the whole process, but sometimes you just make big pieces of it. So, let’s jump in.

Great strategic plans start with understanding where we are today–assessing the current state– point A. We do that by gathering an external perspective, opportunities and threats, and an internal perspective, strengths, and weaknesses. And we summarize all that information and do a SWOT analysis. And as a little Asterix, we have detailed whiteboard videos on each point today. So, if you need to dig deeper, check those out.

So, once we’re clear about where we are today, we can move into the second part of our process, which is designing the strategy, starting with our mission statement. Our mission statement is a square here because great mission statements tell us what’s in and what’s out. Why do we exist as an organization, what’s our core purpose, and then by default, what’s not. With clarity on our mission, we can move to casting our vision or our future state.

Strategic plans are all about moving organizations from where we are today to where we want to be in the future. And that’s what our vision statement does for us. It tells us where we want to go.

The rest of our plan builds a roadmap from today to tomorrow. Starting with a couple of things that help us answer, “How will we succeed?” our competitive advantages, and our long-term, organization-wide strategies. These come in different names, but let’s just use the analogy and the visual to keep us grounded.

These help as guides. They act as an umbrella over our entire plan to make sure that we’re building a plan that we can succeed and be successful and be competitive with. So, with that guideline in place, we can move to building our framework–our long-term strategic objectives. Again, there are different names for this, but let’s just use that for today. I like to see them in four categories because we want a holistic framework. We want to make sure that our plan covers our financial perspective, our customer perspective, our operational and internal perspective, and our people perspective.

Less than six strategic objectives is a pretty good idea when you’re looking at your framework because we’re going to cascade the rest of the plan from these. From there, we’re ready to move into the next phase, which is building our plan.

That looks like starting with our goals, or our corporate goals. And we’re using the word ‘goals’ to articulate quantifiable, outcome-based statements. Where do you want to be in year one, and year two, and year three? And most of the time, we use key performance indicators to help guide us along the way.

So, we like our corporate goals. And again, we’re going to cascade from our strategic objectives. We like our corporate goals to be SMART. SMART is a great acronym to make sure that you have good, quantifiable, outcome-based goals: Specific, Measurable, Attainable, Realistic, and Time-bound.

Once we have our corporate goals in place, a couple per each long-term, strategic objective, we’re ready to move into annual operating plans. And that looks like building goals and cascading into each level of the organization. So that looks like corporate goals being cascaded into department goals, and department goals being cascaded into individual, contributor goals.

Once we’ve cascaded it down that far, we have a plan, and we’re done with the third phase. So now we have a plan. Now what? We want to move into managing execution because nobody wants to build a plan that sits on a shelf. So, there are three things you need to have in place to effectively execute.

Number one: people. You need to make sure that every person in your organization has an individual action plan that expresses ownership and accountability for what they need to get done by when. And with that, that matters because all the rest of this is just on paper if we’re not clear about that very specific piece.

The second thing is we need to make sure that we have a system in place to track and manage performance. A software system, spreadsheets, whatever it looks like, you’re going to gather a lot of data on a monthly, or quarterly and annual basis, you need a place to put that, and everybody needs to be working on the same system.

The third thing is process. You need to schedule at least monthly, or quarterly reviews of your performance because without that review, all the rest of this is just again, good ideas on paper.

So, with that, that’s an overview of the strategic planning process. Subscribe to our channel. Happy strategizing.

Assessing Your Current Position

When assessing your current position, you must conduct a thorough internal and external analysis of your organization. This includes assessing two major things:

  • How well you are meeting your customer and market needs.
  • How well do your internal processes and employees rate in terms of efficiency and satisfaction?

It may be tempting to skip this step or feel like you know where your organization stands and can make do with a less formal process, but this is not the case. Conducting a formal internal/external analysis via a SWOT, PESTLE , market analysis, or even employee surveys will help you lay the groundwork for your strategic plan.

Successful attributes of an internal and external analysis:

  • Your organization’s strengths
  • Weaknesses for your organization to improve upon
  • A clearly defined competitive advantage
  • Market opportunities to pursue
  • An understanding of your competitor’s competitive advantages
  • Strategic themes that serve as the framework of your plan

SWOT is an acronym that stands for strengths, weaknesses, opportunities, and threats. These elements are crucial in assessing your strategic position within your organization. You want to build on your organization’s strengths, shore up the weaknesses, capitalize on the opportunities, and recognize the threats.

The SWOT can also be used as a forward-looking tool to determine where you want to go, as it allows you to see where your opportunities or threats may be in the future. These can help you pinpoint what some of your growth opportunities are.

Formulating your Strategic Planning Process

The elements of the question “Where are we going?” help you answer other questions such as “What will my organization look like in the future?”, “Where are we headed?”, and “What is my vision of the future I want to create for my company?” Because the future is hard to predict, you can have fun imagining what it may look like. The following elements help you define the future for your business:

Vision Statement

Your vision is formulating a picture of what your organization’s future makeup will be and where the organization is headed. What will your organization look like in 5 to 10 years from now?

It’s important that your vision always remains relevant and adaptable. You can either make your vision big, bold, and audacious — like “All children achieve their full potential” from Big Brothers Big Sisters of America.

A vision statement like this would probably be true and relevant to the organization for its entirety. A vision statement may only need to change if the organization is making big moves or pivoting to address major shifts in the market or industry.

Sustainable Competitive Advantage

A sustainable competitive advantage explains what you are best at compared to your competitors. Each company strives to create an advantage that continues to be competitive over time. What can you be best at? What is your uniqueness? What can your organization potentially do better than any other organization?

Growth Strategy

Strategy is ultimately about being unique. It is about playing to the strengths that make your organization different from the others in your market. It establishes a way to match your organization’s strengths with market opportunities so that your organization comes to mind when your customer has a need.

This section explains how you travel to your final destination. Does your strategy match your strengths in a way that provides value to your customers? Does it build an organizational reputation and recognizable industry position?

Your growth strategy should clarify:

  • Where are we going to play?
  • How are we going to win?

Growth strategies are where your competitive advantages and your customer segments come into play. Once you have all that articulated, you can move to your annual plan, which looks like organization-wide objectives.

a sample strategic plan document

Strategic objectives are the steps that bridge the gap between where you are and where you want to be. They also connect your big, bold vision to the annual goals you need to achieve it and establish the boundaries for your organization’s focus.

Setting your Strategic Objectives

Knowing how you’ll reach your vision is the meat of your strategic plan, and it’s also the most time consuming. The reason it takes so much time to develop your strategic objectives is because there are a number of routes from your current position to your vision. Picking the right one determines how quickly or slowly you’ll get to your final destination.

The parts of your plan that lay out your roadmap are listed below:

Strategic Objectives

Strategic objectives are long-term, continuous strategic areas that help you connect your growth strategy and annual actions to your long-term vision of success. Strategic planning with holistic objectives encompasses four areas:

  • Operational

Ask yourself what the key activities within these four areas are that you need to perform in order to achieve your vision.

It’s also important to separate your strategic objectives from your day-to-day operational objectives. They almost act like ‘mini vision statements’ as they support the overall vision of success by focusing on manageable focus areas.

Ultimately, your strategic objectives are not a mishmash of department goals. Instead, they embody the company-wide direction. They are what drive the direction and growth.

It is recommended to have at least four to six strategic objectives. They are your areas of focus that create the framework for your plan, and this should stem from your vision. Your vision connects your goals, and your goals connect your objectives. Your objectives should be SMART–specific, measurable, achievable, relevant, and time-bound.

Short-term Goals/Priorities/Initiatives

Short-term goals convert your strategic objectives into specific performance targets. You can use goals, priorities, or initiatives interchangeably. Here, the term ‘goals’ defines short-term action. Effective goals clearly state:

  • What you want to accomplish.
  • When you want to accomplish it.
  • How you’re going to accomplish it.
  • Who is going to be responsible.

Each goal should be specific and measurable:

  • What are the 1- to 3-year goals you’re trying to achieve to reach your vision?
  • What are your specific, measurable, and realistic targets of accomplishment?

Within your strategic plan, you should set milestones to measure achievement and motivate your team. Setting milestones also sets clear expectations of who is in charge of specific tasks and results.

Additionally, milestones help teams determine whether resource allocations serve to assess risks or upcoming obstacles. Strategic plans are iterative rather than sequential, so setting milestones can allow your plan to be more adaptive to address changes in the market rather than changing the overall strategic goals.

Action Items

Action items are plans that set specific actions that lead to implementing your goals. They include start and end dates and appoint a person responsible Are your action items comprehensive enough to achieve your goals?

KPIs and Scorecards

A scorecard measures and manages your strategic plan. Each goal should have some form of measurement, whether that is through key performance indicators or some other method of measurement. What are the key performance indicators you need to track to monitor whether you’re achieving your mission? Pick 5 to 10 goal-related measures you can use to track the progress of your plan and plug them into your scorecard.

In executing the plan, identify issues that surround the management and monitoring of the plan and how the plan is communicated and supported. How committed are you to implementing the plan to move your organization forward? Will you commit money, resources, and time to support the plan? As you’ve been going through the planning and assessment phase of your strategic plan, you’ve hopefully thought of the resources needed to achieve this.

Before you begin executing your plan, it is essential to ensure that you have your resource allocation fully ironed out. This will prevent the possibility of ‘scope creep’ and keep you and your team aligned on your needs.

Another consideration for successful strategic plan implementation is ensuring stakeholder and employee buy-in. Stakeholder buy-in is crucial for any strategic plan. Some key steps to getting buy-in:

  • Identify your key stakeholders.
  • Make sure you and your team understand everyone’s role in the process.
  • Establish communication channels.
  • Offer active listening and transparency.
  • Celebrate the milestones.

However, buy-in really begins before the execution of your plan. If you’re waiting until it’s time for them to act on the plan before you consider whether they are bought in, then it’s a little late in the game. If you aren’t giving your team a voice in the planning and analysis stage and getting their input on the issues your organization faces, it will be harder to get them to buy-in to the implementation stage.

Revisiting and Refining your Strategic Plan

As stated before, the strategic planning process is iterative. It won’t always be a linear process with linear progress and achievements. This is why regularly revisiting your plan and making adjustments as needed is essential. Monitoring the pulse of your strategic plan is something that can be done by implementing a regular review cycle quarterly and revisiting your annual goals at the beginning of each fiscal year to determine what is working and what isn’t.

PS – Strategic planning is best supported by an agile review process.

We’ve covered this extensively, but the most successful strategic planning processes are supported by a consistent, rigorous review process where teams review performance monthly, review and refresh the plan quarterly, and then do a bigger plan refresh annually.

Check out our agile strategy guide here.

Challenges in Strategic Planning

The strategic planning process can be very involved and complex. It is definitely not a quick fix and it is not a one person job. Some common issues that many organizations come across in the planning and execution stages of their plans can be your team’s resistance to change, misalignment of resources, setting unrealistic goals, or a failure to adapt to external market shifts.

These challenges can be overcome by a consistent and open method of communication, a regular review process where you’re discussing your success and the things that may hinder it, and fostering a culture of adaptability and ownership of your organization’s goals and accomplishments.

10 Principles to maintain your momentum during challenging times

  • Re-iterate your vision often.
  • Foster a culture of continuous learning.
  • Empower your decision makers.
  • Celebrate the small successes.
  • Encourage feedback.
  • Seek internal and external feedback.
  • Don’t be afraid to adapt.
  • Practice open communication.
  • Don’t get tangled up in the business-as-usual tasks.
  • Keep your eye on the big picture.


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Very useful to me and for my organization as formulation of strategic plans is my job

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A good introduction

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Very good , your direction make an easy for me to di this things.thanks

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I am going to write a strategic plan, but not before I read this!

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Very resourceful not only for my exams but for my work as well. Thanks.

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Good information, but you might want to check the typos.

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Thanx,i can now rearrange and plan my life and carrier.

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Excellent and simple answer to plan, and deliver a strategy to my business

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The information is so ressourcefull. Am now a real strategic planner. Thanks.

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Critical tool for advancing the management of my enterprises towards attaining sustainable ,growth projections.

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Eeh! Its Gud information. I will use it for my LIFE strategic PLAN.

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Though it was my first time to visit this site, it was very good and opened up mind more especially on what I didn’t know and thus will give it a closure look to build my confident and more knowledge

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Thank you Kristin,

This has helped me to design my strategic plan well for my on coming NGO after a struggle with the old version which was not giving me a lead of how to fit in information in their right places.

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I agree other than I’m missing the question “What might prevent us from coming there?”

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hi fine can yaou help me about nutrition roadmap models

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Hi, thank you for the helps. I am not familiar of strategic planning and this article is a good help.

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now i know, i will write my strategic plan now. am grateful to the organizers this article.

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Very informative. This is a good reference. Thank you.

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thank you for sharing.. very clear explanation

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Thanks Erica because of strong and brief text about strategy.i am strategic planner in petroleum industries health organization in Iran.

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Thanks for three points for stategy .

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Fantastic information, just in line with my outline. Thank you

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Good information. However, I think this strategic plan process was designed for private sector more than any other sector!

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I need to write a strat for the Africa expansion for a cinema group . Any ideas .

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it’s really good and good introduction, thanks

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a sample strategic plan document

Free Strategic Planning Templates

By Joe Weller | May 16, 2018

Link copied

The success of your organization — no matter what size or industry — depends on the thoroughness of your planning and vision. A strategic plan can provide a roadmap for accomplishing specific goals, and will increase your chances of reaching objectives on time and budget. In this article, we’ve rounded up the top strategic planning templates in Microsoft Word and Excel, all of which are free to download and fully customizable.

Additionally, we've provided customizable strategic planning templates in Smartsheet, a collaborative, real-time work execution platform that empowers you to better plan, manage, and report on strategic initiatives.

Strategic Business Plan Template

Strategic Business Plan Template

Download Strategic Business Plan Template

Excel | Smartsheet

A comprehensive, strategic business plan may include company information, SWOT analysis, research, goals, resources, risks and more. A template provides structure for your business planning process as well as a communication tool that’s simple to update or modify. Use the template as a guide for evaluating your business, identifying opportunities for growth and development, and creating a strategic plan.

See how Smartsheet can help you be more effective

a sample strategic plan document

Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Watch a free demo

Nonprofit Strategic Plan Template

Nonprofit Strategic Plan Template

Download Nonprofit Strategic Plan Template

A nonprofit strategic plan often emphasizes vision, values, and mission as the foundation for future objectives. A template can be used to clearly define who is being served and what issues need to be addressed. As with a business plan, nonprofit planning may include sections for evaluating risks and opportunities, measuring financial resources, developing a marketing plan, and creating objectives for organizational change.

HR Strategic Plan Template

HR Strategic Plan template

‌ Download HR Strategic Plan Template

Create a detailed human resources strategic plan for your organization, or modify the template to focus on one specific area, such as recruitment or employee relations. Use the template to translate strategies into measurable action plans. This simple layout makes it easy for readers to quickly view key information.

IT Strategic Planning Template

IT Strategic Plan Template

‌ Download IT Strategic Planning Template

IT is an essential part of any business, nonprofit, school, or government agency. While information technology is just one part of an overall business strategy, creating a separate strategic plan for IT will help ensure that you have a comprehensive roadmap to follow for managing and purchasing new assets, understanding your current and potential technology usage, and aligning your IT goals with business objectives.

Strategic Marketing Plan Template

Strategic Marketing Plan Template

‌ Download Strategic Marketing Plan Template

Use this free template to help shape your marketing strategy. It combines information on your target market and business with marketing tactics to help you think strategically and create a plan of action. The template can guide your research process or be used as a simple brainstorming tool.

Social Media Strategy Plan Template

Social Media Strategic Plan

‌ Download Social Media Strategy Plan Template

Social media is an integral part of online marketing, and creating a strategic plan can help ensure that you are using your time and resources effectively. Consider your branding, mission, target audience, competition and other factors to determine which social networks and types of content will perform best for your company. Keep track of KPIs and adjust your social media plan accordingly.

SWOT Analysis Strategy Template

SWOT Analysis Strategic Template

‌ Download SWOT Analysis Strategy Template

This matrix template combines SWOT analysis with strategic planning. Examine the relationships between your strengths, weaknesses, opportunities, and threats, and then list related strategies to tackle your goals. The layout of this template allows you to view the SWOT categories and strategies side-by-side, which may be useful for a presentation or summary.

One-Page Strategic Planning Template

One Page Strategic Planning Template

Download One-Page Strategic Planning Template

Excel | Word | Smartsheet

A one-page strategic plan is perfect for small businesses or for summarizing a longer planning process. Use this template as is, or edit the layout or included information to better suit your needs. This template includes all the essentials on one page, including values, strengths and weaknesses, goals, and actions.

Strategic Vision Template

Strategic Vision Summary Template

Download Strategic Vision Template

Excel | Word

Summarize your strategic vision and plan, highlighting key information for stakeholders, management, investors, or for your own reference. Combining a vision statement with a brief summary of goals, actions and KPIs makes it easy to see how your business values and purpose relate to your objectives. It also provides a succinct summary for use in a presentation or meeting.

University Strategic Plan Outline

University Strategic Plan Outline Word Template

‌ Download University Strategic Plan Outline

This template provides an outline for university strategy planning. The actual strategic plan may cover multiple pages and provide an in-depth analysis and detailed mission and vision statements. Strategic planning is an opportunity for universities to look closely at campus needs, institutional values, infrastructure, long-term goals, important obstacles, and more. The strategic plan will be a guiding document that is reviewed and updated regularly.

What Is Strategic Planning?

Strategic planning is an organization’s process for defining their strategy so that they can accomplish specific goals and objectives. Strategic planning may be utilized on a large scale, such as planning for business growth over several years or to help a nonprofit or governmental organization reach its stated mission. A strategic plan can also be used on a smaller scale, such as crafting a marketing plan or developing strategy for the goals of one department within a business or organization. It is important to note that strategy is distinct from planning: While strategy looks at why certain steps should be taken, a plan outlines how to enact those steps. strategic planning marries these two concepts in order to determine the best possible course of action. The purpose of strategic planning is to provide a thoughtful, deliberate approach to reaching objectives based on an in-depth analysis of both internal and external factors affecting an organization.

A strategic plan often covers multiple years, addressing both short- and long-term goals. It also provides a way of tracking progress and measuring success. However, it’s not a document that is fixed in stone — instead, it’s wise to revisit and adjust a strategic plan periodically based on the evolving vision, objectives, needs, and resources of a business or institution.

Depending on the scope of your plan, you may be working with a team of multiple stakeholders during the strategic planning process. To keep the process running smoothly, make roles and responsibilities clear. Different parties may be responsible for providing data, reviewing the plan, or authorizing strategic decisions. As you prepare for planning, make sure all participants understand what’s involved in the process and have received any relevant information prior to meeting.

Benefits of Strategic Planning

There are benefits of strategic planning, including the following:

  • Align the goals of a department or project with larger business goals
  • Provide clear communication to team members, stakeholders, or clients
  • Clearly define the vision and mission of an organization
  • Provide clarity on how to deal with internal or environmental changes

Parts of a Strategic Plan

One way to think about strategic planning is that it identifies any gaps between a current state and desired future state, and then dictates how to close those gaps — how you get from where you are to where you want to be. To that end, various factors are taken into consideration in order to formulate an effective plan. Here are some of the elements often included in a strategic plan.

  • Introductory Statement: The introductory statement should briefly describe why the strategic plan was developed and for what time period, and list the authors of the plan.  
  • Background Statement: This section may provide information about the organization, such as history, management structure, and supporting partners or agencies. Alternatively, you could use this section as a brief business statement — more of an elevator pitch — to concisely describe your business.  
  • Organizational Structure: Include this information if it’s relevant to evaluate how your business or organization operates and is structured, from governing board to staffing.  
  • Vision: A vision statement should briefly describe what a company wants to achieve or become. This is one of the primary organizational tenets to consider, along with values and mission.  
  • Values: These are the principles that an organization stands for and abides by. Many businesses create core value statements to guide company culture.  
  • Mission Statement: A mission statement describes the purpose of a business or organization. This is distinct from a vision statement because it is not a projected goal for the future.  
  • Problem Statement: Some plans include a problem statement, which can outline key or discrete issues that need to be addressed.  
  • SWOT Analysis: A SWOT analysis provides a foundation and context for developing strategy by examining the strengths and weaknesses within and organization as well as external opportunities and threats.  
  • Goals: As stated earlier, a strategic plan may include long-term as well as short-term (i.e, monthly or quarterly) goals. Objectives should be measurable and broken down into actionable steps, and the action plan for each goal should specify who is responsible for implementing the strategy, a timeline for starting and ending the action, and how the outcome will be evaluated.  
  • Evaluation: Methods for evaluation should be spelled out in the strategic plan. This could include tracking key performance indicators (KPIs) and documenting the progress of action steps on an ongoing basis.  
  • Executive Summary : This final summary helps employees, investors, or other readers quickly understand your plan.

No matter what type of strategic plan you are working on, using a template provides a simple and quick outline to organize your process. In the following sections, you’ll find free, downloadable planning templates for business, nonprofit, human resources, marketing, IT strategic planning, and more.

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How to write a strategic plan and what it should include

a sample strategic plan document

As Abraham Lincoln once said, “Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

Whether you’re a lumberjack or not, there’s a powerful truth to Lincoln’s wise words. And that’s the importance of planning.

Coming up with a solid strategic plan is a crucial aspect of any business. How can you expect to achieve your objectives if you don’t know what you’re aiming for? And how can you efficiently reach your goals without deciding on the appropriate method first?

You need a plan. More specifically, you need a strategic plan.

Sharpen your axes and get comfortable because we’re going to give you a step-by-step guide on how to write a strategic plan like a total boss.

  • What is a strategic plan?

A strategic plan is a document that lays out how an organization plans to realize its long-term ambitions. Think of it as your roadmap. It establishes the direction a company is going to take by considering its goals and objectives. But it also includes the specific actions you are going to take to achieve your goal.

A strategic plan should essentially answer three questions:

  • Where are we now?
  • Where do we want to go?
  • How will we get there?

a sample strategic plan document

There are a lot of terms around strategic plans that sound similar. But it’s important for your team to understand what each of them means and how they are different. Let’s clarify some common terms:

  • Strategic plan is your roadmap document.
  • Strategic planning is the process of developing your strategic plan.
  • Strategic planning meeting is the session or event during which strategic planning takes place.
  • Strategic planning frameworks are the tools and methodologies to help your team develop different elements of your strategic plan.
  • Strategic planning model is the overarching approach for how you are going to structure your strategic ideas. You should decide on which model you are going to use before you begin the strategic planning process.
  • Why is a strategic plan important?

Now you know what a strategic plan is. But why do you need one? Here are just some of the reasons developing a strategic plan is so important to your organization

Helps you come up with goals that direct your actions

How can you expect to get anywhere if you don’t know where you’re going? A key aspect of the strategic planning process is establishing goals and objectives. These goals will help build momentum within your team and keep them focused on the overarching goal of the business.

Keeps you on track toward achieving your goals

A well-written strategic business plan gives your organization direction. As well as what you want to achieve, strategic plans require you to get specific about how you are going to achieve your goals. Having this plan of action in one consolidated document helps your team stay on track and achieve their goals faster and with more efficiency.

Why creating a strategic plan is important

Focus your resources better

Taking the time to write a well-thought-out strategic plan means carefully considering what actions are going to best serve your company. This prevents wasting time, money, and effort on projects that are not going to take your business to where it wants to go.

The clarity that comes from a strategic plan sets you up for successful resource allocation, which is essential for growing your business.

Aligns team members

A robust strategic plan becomes a source of truth for your team. It keeps all team members on the same page regarding the company’s mission and strategy. When confused about why they are doing something or how they fit into the bigger picture, they can refer to the team’s strategic plan.

As well as team members, a strategic plan keeps stakeholders in the know. They should be involved in the development of the strategic plan so that the goals and strategies are aligned with their expectations.

  • What is included in a strategic plan?

These are the key elements that make up a strategic plan.

Vision statement

The vision statement gives a clear picture of what your organization wants to achieve in the long run. It is an aspirational statement that describes the ideal future state of your business.

Many great vision statements use emotional language to paint a picture of what impact the group hopes to make on the world. For example, IKEA’s vision statement is “To create a better everyday life for the many people.”

Mission statement

While a vision statement looks toward the future, a mission statement considers the present. It should describe the core purpose of the company and why it exists. Your mission statement should provide context for all other goals and actions.

IKEA’s mission statement is “to offer a wide range of well-designed, functional home furnishing products at prices so low that as many people as possible will be able to afford them.”

Your objectives are what you plan to achieve. They are the specific results that your organization wants to accomplish within a certain time frame. Strategic objectives aim to bridge the gap between your overall vision and the goals needed to achieve it.

Strategic objectives can be financial, growth-related, or customer-related. An example of a strategic objective is “Enter three new foreign markets in the next five years.”

This section of your strategic plan is where you turn the focus from your vision to execution. Your strategy is the blueprint for how to achieve your goals and objectives.

If your objective is to “Enter three new foreign markets in the next five years,” you need to develop a strategy for how you are going to do this. Which markets are you going to target? What products or services are you going to introduce? What are the current market trends? Asking and answering these questions will help you design a specific market entry strategy.

This is where strategic planning frameworks become so useful. For example, the Ansoff Matrix helps you evaluate opportunities for growth. Also known as the product-market expansion grid, the Ansoff Matrix helps you review the potential risks and opportunities of each growth plan option.

Ansoff Matrix on Miro

By using frameworks like the Ansoff Matrix, you can analyze each strategic option. All the data gathered and your team’s insights on this data will help determine your strategic approach.

After writing a strategic plan and implementing it, you need to track its progress. Metrics are a way for you to measure the success of your actions. If you find that your strategic plan isn’t giving you the results you expected, you can make changes to your strategic approach.

Metrics can be milestones, such as launching a product or completing a certain project. Or your metrics can be quantifiable performance measures, like KPIs.

  • How to write a strategic plan

Now that you know what a strategic plan should include, here’s a step-by-step guide on how to write a strategic plan for your business.

1. Hold a strategic planning meeting

No man is an island, especially in the realm of strategic planning. You want to get your entire team involved in the strategic planning process. To ensure everyone is part of the process, you need to hold a strategic planning meeting . This meeting is about collaboration and openly sharing ideas around your strategic plan.

Start by making an invite list and sending out calendar invites to the people you want to attend the session. This should include people from different departments, executives, and stakeholders.

2. Use a template

To save you time and hassle, use a customizable Strategic Planning Template . Businesses have been writing strategic plans for years and years, so there’s no need to reinvent the wheel. Using a template will also help ensure that you don’t miss out on any important aspects of the strategic planning process.

Strategic Planning Template on Miro

3. Determine your position

Before you look towards the future about where you want to be, you need to understand where you currently stand. This means looking internally at who you are as a company and conducting market and competitor analysis to fully understand your external environment.

A popular method for taking stock of your company’s current position is a SWOT analysis . This framework helps you map out the strengths, weaknesses, opportunities, and threats of your business.

SWOT Analysis on Miro

4. Decide where you want to go

Now it’s time to look toward the future and decide on what you are aiming for. This is where you articulate what you want to achieve. Some examples of thought-provoking questions to ask your team include:

  • What do we want to accomplish?
  • Where do we want to be?
  • How many products would we sell?
  • How many countries will we be based in?
  • Who would our customers be?

This part of writing a strategic plan is where you develop the strategic objectives, goals, and action items. We’re big fans of setting OKRs: Objectives and their related Key Results. This OKR Template will ensure your business goals are structured and clearly defined.

OKR Template on Miro

5. Decide how you are going to get there

Now that you know where you’re going, you need to decide how to get there. This phase involves deciding how you’re going to make your goals a reality. And that means coming up with an action plan.

An action plan is a detailed set of lists outlining the steps you are going to take to complete your objectives. Our Action Plan Template promotes clarity and transparency around assigned tasks. As a team, you need to decide who needs to do what and by when. Everyone should be aware of their role in executing the overall strategic plan.

Action Plan Template on Miro

  • Tips for writing a strategic plan

Keep these tips in mind when writing your strategic plan to make the process more efficient.

Use the right tools

Developing a strategic plan has a lot of moving parts. From running a strategic planning session to capturing your team’s ideas, there’s a lot to stay on top of. But an online collaborative tool like Miro can make the process a whole lot easier.

With Miro, you collaborate with your team from anywhere, at any time. Not to mention safely store all your mindmaps , boards, and diagrams in one consolidated place. To get a real sense of what’s possible, have a look at our list of features .

Be SMART with your goals

Whenever you create goals or objectives, ensure that they are SMART . This means they should be specific, measurable, attainable, relevant, and time-bound. It’s no use coming up with a long list of impressive goals that aren’t realistic or focused.

SMART Goals Framework on Miro

Don’t be afraid to change your plan

Strategic plans aren’t set in stone. They should be used more as a guideline that is adjusted as needed. Your company will no doubt face new challenges or identify new opportunities as time goes on. So it’s important to revisit your strategic plan and make necessary adjustments based on changes in your organization’s environment and situation.

Strategic plans are usually developed for the next two to five-year period. Some companies reconsider their strategic plan every year, while others hold strategic planning sessions every quarter.

It’s up to you and your team how often you revisit your strategic plan, but the key takeaway is that you should be open to changing your plan.

  • Get starting writing your strategic plan

We’re not going to lie to you — creating a strategic plan isn’t the easiest process to execute. From capturing your company’s vision to measuring your strategy’s success, there’s a lot to do. But that shouldn’t deter you.

Knowing how to write a strategic plan is a valuable skill to have, no matter what industry you’re in. And tools like Miro are there to make the process a whole lot easier and more efficient.

Miro is your team's visual platform to connect, collaborate, and create — together.

Join millions of users that collaborate from all over the planet using Miro.

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Learn What Makes a Good Example of a Strategic Plan

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blog , Strategic Planning , Strategic Planning Tools , Structure

What Makes a Good Example of a Strategic Plan?

Many companies are looking for help, searching for an example of a strategic plan as a yardstick they can use to compare their own plans. But strategic plans can come in many forms, shapes, and sizes; they are not a “one size fits all” document.  There are simple strategic plans that include goals, objectives, strategies, and tactics, as well as complex plan structures that include multiple levels and layers. How developed your plan needs to be depends on several factors, including the level of accountability you are trying to create, the time frame for implementing the plan, and the culture of your organization. In this post, you’ll see an example of a strategic plan that is most common among businesses today.

Strategic Plan Example: Basic Structure

At a minimum, strategic and operational plans contain three levels that serve specific functions. These are listed in inverse order as they appear in a plan, to demonstrate the linkage from bottom up:

  • Tactics: These are task assignments that must be carried out on an individual basis. These action items comprise the strategies. For instance, if you have a client satisfaction strategy that focuses on an annual client event, there are a number of things that must be completed in order for the event to happen. These are the tactics, which include due dates, deliverables, and are assigned to specific people for execution.
  • Strategies: The collection of tactics need a name, and this name is the strategy. The name of the strategy provides the focus for something specific, and the strategy itself contains individual tactics. As such, strategies are the broad action-oriented items that we implement to achieve the objectives. In this example, the client event strategy is designed to improve overall client satisfaction. We may have additional strategies aimed at improving client satisfaction, and each of these other strategies will have a collection of tactics, too.
  • Objectives: These are quantifiable and measurable targets, that answer the questions of how much, by when. There is an old adage that you can’t improve what you don’t measure. As such, plans without measurable objectives are no plans at all; they are merely task lists. Objectives include baseline performance, targeted performance, and an established date for achieving the objective. Any example of a strategic plan must include objectives, as they are the foundation for planning. In this example, our objective is to increase client satisfaction from 82% to 90% by December 31st. How we accomplish that is the business of strategies and tactics.

Strategic Plan Example: Objectives, Strategies, and Tactics

Objective 1: Increase client satisfaction from 82.0% to 90.0% by December 31st.

  • Strategy 1.1: Implement an annual client conference • Tactic 1.1.1: Identify date and venue • Tactic 1.1.2: Develop agenda • Tactic 1.1.3: Identify and invite speakers • Tactic 1.1.4: Develop social events • Tactic 1.1.5: Develop menus • Tactic 1.1.6: Develop invitations

Strategic Plan Example: Strategic Themes and Goals

Although objectives, strategies, and tactics are core elements in any example of a strategic plan, they are not the only elements. Many plans are more robust and include additional levels in the hierarchy. These levels are usually referred to as strategic themes and goals, and they come before objectives. As such, a fully developed plan would look like the example of a strategic plan below:

  • Strategic Themes: These are one- to three-word affinity group headings used to compartmentalize strategic and operational plans, such as Quality, Safety, People, Customers, Service, Finance, and Growth. For companies that use strategic themes, four to six such categories appear to be the most common.
  • Goals: These are broad statements that translate the organization’s vision statement into something more meaningful and time-bound. If strategic themes are also used, goal statements are used to translate the vision to specific strategic themes.
  • Objectives: Similar to above, Objectives are the quantifiable items that measure the success of your Goals, and ultimately your strategic plan. They should measure how you plan to increase, decrease, or maintain some key performance indicators critical to the success of the goal.
  • Strategies:  With an understanding of success measures, Strategies determine  how your strategic plan will be executed and ultimately move the needle on Objectives. In some organizations, strategies are called initiatives or projects or programs. Regardless of the term used, Strategies set the foundation for the actual work that will make up the plan itself.
  • Tactics:  To best execute a strategic plan, a strategy needs to be broken down properly. In many cases, these are your tactics. Tactics are the core components of your strategies that will help measure success towards completion. Tactics are NOT quick tasks that can be completed by checking a box and instead are milestones or key deliverables of the strategies.


Strategic Plan Template

This five level strategic plan template will help you create a plan that’s built around best practices for optimized execution.

Free Strategic Plan Template

Strategic Plan Example: A Complete Plan

Strategic Theme : Satisfaction

Goal : To be considered a trusted partner by our clients

Objective 1:  Increase client satisfaction from 82.0% to 90.0% by December 31st.

Keep in mind that there are many acceptable formats for strategic plans and you should use the approach that is right for you. Some companies prefer the one-page approach and others don’t adhere to specific approaches other than perhaps implementing a basic structure like the ones above. Either way, remember that creating a strategic plan is only the beginning; the hard part is executing it .

The best way to ensure your plan gets executed is to get everything in view, get everyone engaged, and work with a team that will give you every possible advantage. When you’ve got your plan crafted and ready to execute, take these next steps .

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  • Get everything in view – so you can see what’s happening with every initiative, at every level, from the enterprise to the individual, in real-time.
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  • Get every possible advantage – not only because you have the premier platform in this space, but because you can draw on the experience and best practices of our execution experts.

That’s why everyone from global corporations , to regional healthcare systems , to federal agencies have turned to AchieveIt for their Integrated Plan Management. Let’s actually do this.

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  • How to build a strategic plan for your ...

How to build a strategic plan for your nonprofit (with template)

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Every organization needs a strategic plan—even if you’re a nonprofit. A strategic plan helps you define who you are, what you want to achieve, and how you’ll get there. Use our template to walk through the three steps of creating a strategic plan: Assessing your situation, developing your strategy and building your plan.

If you’re not quite sure where to start and how a strategic plan will help your nonprofit grow, this article is for you. Learn what a strategic plan for nonprofit organizations should entail, how to write one, and check out our template for further inspiration.

What is a nonprofit strategic plan?

A nonprofit strategic plan is a tool that helps you define where your nonprofit organization wants to go and what actions you will take to achieve your goals.

At its core, the process for nonprofits doesn’t differ too much from the strategic planning process other organizations and industries embark on. Regardless of your form of work, you need a strategic plan to define where your organization wants to go and what actions you need to take in order to get there.

This plan should be updated every three to five years to ensure your organization continues challenging itself and growing.

[inline illustration] what is a strategic plan (infographic)

Before you can create an action plan or a roadmap for your nonprofit that drives results, you need to walk through the following three steps of strategic planning:

Step 1: Assess your current situation

Step 2: Develop your strategy

Step 3: build your strategic plan.

Once you’ve built your strategic plan, you can set KPIs and schedule the milestones your organization needs to hit in order to be successful.

Whether you’re creating a strategic plan for the first time or updating your existing one, it’s important that you consult and involve the right people in this process. Create a strategic planning team that consists of senior executives, board members, and key team members who can contribute to the long-term success of your nonprofit.

We’ll walk you through the steps your strategic planning team will take on this journey and provide a template that you can use to assist your team during this process. Let’s get started.

Step 1: Assess your situation

Before you can figure out where you want to go, you need to assess where you are right now. Gather all the information you can about your nonprofit so your strategic planning team has a clear understanding of who you are and where you’re at.

Demographics: While some of these questions may seem trivial, it’s a good idea to start with questions that are easy to answer and align your strategic planning team.

How big is your organization?

Where are you located?

What is your annual net asset?

How many people do you employ?

What is your target demographic?

Success and goals: Before you dive into the details, it’s good practice to give yourself credit for the things you’ve accomplished in the past. First of all, this will give you better clarity on your strengths and opportunities (which you’ll analyze in more depth later). But this also puts your strategic planning team in a positive and optimistic mood which will make the process much easier and more enjoyable.

What were your biggest accomplishments so far?

Do you have any goals set for the future?

How thought-out are these goals, and do they meet SMART goal criteria ?

Capital: As a nonprofit, money may not be your main driver. However, in order to make an impact, you need capital. So ask yourself where you’re currently getting your revenue.

Does the government fund you?

How successful has fundraising been in the past?

Who are your donors or sponsors?

What other revenue streams do you have?

Are there any revenue sources you haven’t considered yet?

What does your grant management process typically look like?

Stakeholders: A stakeholder analysis is key in strategic planning. Your internal and external stakeholders are the people who can impact the success of your organization, so you need to know who they are and what their roles are. 

Internal stakeholders are team members who are directly impacted by the strategic plan and likely the ones who are already on your strategic planning team. External stakeholders are usually agencies, clients, or other parties who are involved financially or contribute otherwise to the performance of your organization.

Who are our top stakeholders (internal and external)?

Why do they believe in our nonprofit?

What do we need from them (e.g., labor, capital, marketing, etc.)?

Why do we believe and trust in these stakeholders?

Strengths, weaknesses, opportunities, and threats: Finally, you’ll want to conduct a SWOT analysis to find out  your internal strengths and weaknesses and how external threats and opportunities can influence your nonprofit’s success. 

What makes us stand out from other nonprofits in the industry?

What past events have impacted our success and why?

Are there any weaknesses that have prevented us from reaching our full potential in the past?

Once you’ve completed your SWOT analysis, you’re ready for the next step: developing your nonprofit’s strategy.

In this phase of the strategic planning process, you’ll take the information you’ve gathered in step one and put your heads together to define who you want to be as an organization—more precisely, you’ll define your values, mission, and vision statements .

[inline illustration] Mission, vision, and values definition (infographic)

Mission and vision statement

You’ll want to start out with your mission and vision statements. If you already have these statements in place, review and consider updating them to match your new strategy.

It’s not always easy to come up with vision and mission statements for your nonprofit organization. That’s why it can be helpful to check out how others have put their dreams into writing. Take a look at three examples of how nonprofit organizations define their vision and mission:

Bill & Melinda Gates Foundation

The Bill & Melinda Gates Foundation’s mission and vision statements are very closely intertwined. The organization’s mission is to “Create a world where every person has the opportunity to live a healthy, productive life.” Their vision is to help all people lead a healthy and productive life.

The American Red Cross

The mission statement of the American Red Cross is to prevent and alleviate “Human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.​”

Their vision statement reads as follows: “The American Red Cross, through its strong network of volunteers, donors and partners, is always there in times of need. We aspire to turn compassion into action.”

The Research Foundation for The State University of New York

The Research Foundation of SUNY’s mission is to provide “Talent, services, and technology that empower SUNY to research, innovate, and transfer discoveries that transform the world’s knowledge economy.”

Their vision is to “Make it the best place for faculty, students and staff to research, innovate, and solve the world’s most pressing problems.”

Company values

Next, you’ll want to define your nonprofit’s core values . Try to define anywhere between five to 10 values that describe your organization and align with your mission and vision.

Here are some examples of values that could describe your nonprofit:





Assessing where you’re at and defining who you are are two crucial steps in the strategic planning process. They build the foundation for your strategic plan that you’re ready to create now that you’ve put in the groundwork.

The heart of your strategic plan consists of your strategic priorities and goals for the future. They will inspire your implementation plan and ultimately define how effective and successful your new strategy will be. 

You should pick at least three main strategic priorities based on what you’ve learned from your SWOT analysis. For example, if your SWOT analysis showed that you only have a couple of revenue sources, you could make “diversifying revenue streams” a strategic priority. 

Your strategic priorities don’t have to be super built out—that’s what happens in the next and final step of your strategic plan.

Step 4: Create SMART goals

Creating SMART objectives is crucial so you can successfully put your new strategy into action.

Your SMART goals should be specific, measurable, achievable, realistic, and time-bound. For example, to diversify your revenue streams, your SMART goal could be:

“Over the next three years, we plan to add at least seven new revenue streams to our repertoire by applying to one new government fund per quarter, hosting monthly fundraisers on social media (Instagram, Facebook, and Twitter), and bi-annual in-person charity events.”

Nonprofit strategic plan template and example

Use our template to build a strategic plan for your nonprofit that drives results. Don’t forget to include stakeholders, your board of directors, and key staff members in your strategic planning process—their insight and ideas will shape the future of your company.

Here is what your nonprofit strategic plan can look like once you start working on it:

[inline illustration] nonprofit strategic plan template (example)

You can download the template using the button below and modify it to your organization’s needs.

Put your plan into action

After you’ve built your strategic plan, there’s just one step left: put it into action. Implementing your strategic plan is both rewarding and scary. All the hard work you put into building a strategy for your nonprofit is about to come to fruition.

With the support of Asana’s goal-setting software, you can turn your strategic plan into actionable steps so you can easily track, manage, and share your strategic initiatives with shareholders and teammates.

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Strategic Plan Template

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Strategic Plan Template

Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.

You don’t need a degree in design to build a professional strategic plan. Change fonts, update colors, and add your company’s logo in an instant — with Jotform’s drag-and-drop PDF Editor, customization is a breeze! Establish goals, set your priorities, and draw up solid action plans as polished PDFs with our Strategic Plan Template. By clearly defining your goals and the steps you’ll take to achieve them, you can keep your company on track and grow your business faster.

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PDF Templates: Single Page Business Plan

Single Page Business Plan

A single page business plan is just as it sounds: a summary of business objectives displayed on a single page. Single page business plans are typically used to pitch ideas before writing longer, more detailed business plans for potential investors and partners. Instead of starting from scratch, use our free Single Page Business Plan PDF Template to outline company goals in a professional, accessible PDF document. Once you’ve filled out a simple form with details regarding your company’s overview, objectives, challenges, and strategies, this Single Page Business Plan Template will automatically convert that information into a professional PDF that can be read at a glance. With your single page business plan saved as a PDF, you can easily download it for your records, email the file to coworkers, or print out copies for company meetings.This Single Page Business Plan Template already has a stunning design, but you can quickly customize it to meet your business needs with our drag-and-drop PDF Editor. Easily add fields for additional information such as milestones, market or competitive analysis, and financial summary. Don’t forget to represent your business by adding your logo and changing the fonts and colors to match your branding. No matter what modifications you make, your custom Single Page Business Plan Template will create an impressive, brief breakdown of business objectives to help steer your company in the right direction.

PDF Templates: Operational Plan Template

Operational Plan Template

A Business Operational Plan PDF Template encompasses critical details of a company or an organization. To put it simply, it is what the organization or company wants to achieve, such as financials, budget planning, etc. Accountants and managers in an institution or company often take so much time to create an operational plan template that they end up procrastinating other significant organizational events. This operational plan sample is structured with important details for your organization. It comes ready to print, but since most organizational details and structures are different, you can simply edit the fields by putting your own organization information. Also, using the Jotform PDF editor template, you can quickly add and delete fields, choose your own color options, etc. Finally, you can share your draft with your team members via email.

PDF Templates: Marketing Brief Template

Marketing Brief Template

A marketing brief can make or break your campaign. But writing a brief for every new campaign eats up time you simply can’t afford to lose. With this free Marketing Brief Template, you can quickly and easily draft marketing briefs without ever having to start from scratch. Simply fill out this simple online form with client information and project details such as objectives, budget, and materials, and the template automatically creates overviews as PDFs — easy to download, print, and share with the rest of the marketing team. Since each marketing campaign is unique, why not make your marketing brief unique as well? Luckily for you, customizing your Marketing Brief Template is a breeze with our drag-and-drop PDF Editor. You’ll be able to change the text or any graphic element in just a few clicks. Feel free to get creative — change the fonts and colors, upload your own background image, or add your company logo for a professional touch. Each time you submit details about your new marketing campaign, your custom Marketing Brief Template will display those plans in easily-accessible PDFs. With PDF marketing briefs in hand, your marketing team can get right to work promoting your products and building your brand.

These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.

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Simple Business Plan Templates

Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.

Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.

These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.

Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.

PDF Templates: Strategic Plan Template

Get down to business with a customizable Single-Page Business Plan template from Jotform. Customize your plan in minutes. No coding. Drag and drop to build.

This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.

Managing a marketing campaign or promotion is a challenging task. You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used. The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors.

PDF Templates: Glamping Business Plan Template

Glamping Business Plan Template

Grab the attention of the investors by using this Glamping Business Plan Template. This business plan is simple yet effective because it contains all the necessary details when building a successful business.

PDF Templates: Lean Business Model Canvas Template

Lean Business Model Canvas Template

See your business from a new perspective with Jotform’s Lean Business Model Canvas Template. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems. Our template instantly converts the information into polished PDFs you can download or print for your next big meeting.Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business. Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.

PDF Templates: SOP Template

SOP Template

Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group.

PDF Templates: Business Model Canvas Template

Business Model Canvas Template

Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model.

PDF Templates: Creative Brief Template

Creative Brief Template

A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow. This serves as a guideline that will help in making decisions related to the campaign.This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity. This is the best Creative Brief Template you can use for your next creative marketing campaign.

PDF Templates: Blog Post Outline Template

Blog Post Outline Template

Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions. This template will definitely help your ranking in search engines.

PDF Templates: Meeting Minutes Template

Meeting Minutes Template

Set goals, plan your actions, and update your team members by tracking the team meetings by using this Meeting Minutes Template. This PDF template will surely help the team in terms of planning and productivity.

PDF Templates: Gym Business Plan Template

Gym Business Plan Template

Be successful in the gym business that you're building by securing funding or a loan with the help of this Gym Business Plan Template. This PDF can be printed and given to investors or loan applications.

PDF Templates: Memorandum of Understanding Template

Memorandum of Understanding Template

Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor.

PDF Templates: Pressure Washing Estimate Template

Pressure Washing Estimate Template

Create estimates for pressure washing services with the use of web tools. Use this Pressure Washing Estimate PDF template and create instant estimates in PDF format without the trouble of hiring programmers.

PDF Templates: Business Hours Template

Business Hours Template

Announce and let the customers know if your business is open and not by using this Business Hours Template. This PDF template can be customized and personalized by using the PDF Editor.

PDF Templates: Custom Sales Funnel Plan

Custom Sales Funnel Plan

PDF Templates: Scope of Work Template

Scope of Work Template

Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.

PDF Templates: Curriculum Vitae

Curriculum Vitae

Curriculum Vitae Template will provide you with all the necessary information that you need for your recruitment procedure and automate the job application process of your business.

PDF Templates: Preliminary Notice Template

Preliminary Notice Template

Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template. This PDF template can be customized if needed via the PDF Editor.

PDF Templates: Credit Analysis

Credit Analysis

PDF Templates: Retainer Agreement

Retainer Agreement

Create retainer agreements online. Free, easy-to-customize template. Fill out on any device. Collect e-signatures. Save time with automation tools.

PDF Templates: Business Plan Financial Template

Business Plan Financial Template

Create a business plan financial template with Jotform Sign. Drag and drop to customize. Fill out and e-sign from any smartphone, tablet, or desktop.

PDF Templates: Transaction Summary

Transaction Summary

PDF Templates: Code of Conduct Template

Code of Conduct Template

Create a professional code of conduct to send to your employees. Can be signed from any smartphone, tablet, or computer. Easy to customize and share. No coding.

What are the seven parts of a business plan?

  • Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
  • Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
  • Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
  • Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
  • Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
  • Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
  • Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

How do you write a business plan?

Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.

Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.

Can I write a business plan myself?

Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.

Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.

What are the four types of business plans?

  • One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
  • Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
  • Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
  • Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

What are the common mistakes in business plans?

  • Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
  • Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
  • Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
  • Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
  • Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.

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14+ Simple Strategic Plan Examples – PDF, Word


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High-Level Strategic Plan Template

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Event Strategic Plan Template

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E-Commerce Strategy Plan Template

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Educational Strategic Plan Template

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Standard Strategic Plan Template Example

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Strategic Planning Template Example

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Comprehensive Strategic Plan Example

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Step-by-Step Guide in Creating a Basic Strategic Plan

  • Be knowledgeable of the current state and condition of the business especially in areas of consideration where the strategic plan will be used. It is important for you to be realistic when identifying issues that are needed to be addressed as well as the strengths of the operations and the management. The proper evaluation of the standing of the business can help you look into opportunities that the business can take for its growth and development.
  • Refer to existing strategic plans and look for the strategies that are used by businesses who are in the same condition as you are. You can also research for other kinds of strategies as long as you will refer to credible and reliable sources of data and information. You may also see strategic action plan examples
  • List all the factors that you think are necessary to be looked into with regards the desired successes of the business. Have metrics and measures that can identify the way that you will evaluate the changes and their impacts to business operations. To come up with an effective strategic plan, you have to be aware of how particular business elements and factors affect one another. You may also see maintenance strategy plans .
  • Come up with a list of strategies that you think can be helpful to the business especially with regards the success factors that you have initially listed. Each strategy that you will write must directly be for a particular issue of concern. Know which strategies are important to be prioritized. You have to take the timeliness of the action plan and strategy implementation into consideration so you can set your focus and energy on appropriate and relevant activities.
  • Try to browse through the entire list again and see if your strategic plan has the potential to help the business and its operations grow. Look for things and areas that you need to change, improve, develop, or remove depending on how you would like the document and its content to be used. You may also see strategy memos .

Detailed Strategic Planning Guide Example

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Simple Strategic Plan Example

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Basic Strategic Plan Example

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Elements of an Impressive Strategic Plan

1. review the vision of the business., 2. develop a mission and an objective where the strategic plan will be anchored at., 3. know the resources that you are subjected to work on and work with., 4. of course, the strategies that you will plan and use is important to always be regarded., 5. properly define your action plans., strategic business plan example.

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5-Year Strategic Plan Example

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One Page Strategic Plan Example

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Strategic Plan Guidelines Example

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Simple Tips That You Can Follow When Making a Strategic Plan

  • Ensure that your strategic plan is a  SMART action plan . You have to come up with strategies, goals, objectives, and call-to-actions that are specific, measurable, attainable, relevant, and time-bound. Being able to do this can help you properly put together all the things that can make the vision of the business become a reality.
  • It is important for you to hear the opinions and recommendations of the stakeholders of the business. You can also refer to different sources with the help of data gathering activities. This can help you gather appropriate information that can affect how you will develop strategies for the business. You may also see recruitment strategy plans .
  • Consider the evaluation of all the factors and elements that can affect the business and the execution of your strategic plan. Aside from internal factors, you also have to look into the threats and opportunities present at the moment and those that you can expect in the future. With this, you can be more prepared when it comes to developing strategies that can lessen the effects of threat and risk impacts. More so, you can look out for opportunities that can make your strategic plan more relevant and beneficial to the business. You may also see sales strategy plans .
  • Use templates if you are having a difficult time in creating the layout of your strategic plan. Select a template that is formatted in a way that is closest to your desired layout. Moreover, do not be afraid to tweak certain areas of content formatting depending on how you would like to present the details of your business’s strategic plan.

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37+ Strategic Plan Templates – PDF, Docs

A strategic plan is essentially used to outline a firm’s goals, objectives and mission statements to set the premise’s objectives. These strategic plan templates , developed in word and excel and PDF file formats, helps all planners. Although it does not indicate how you achieve your objectives, strategic business planning samples indicate your long term and short-term objectives.

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Plan Template Bundle

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Simple Strategic Plan Template

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Printable Strategic Plan Template

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Strategic plan outline template.

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5 Steps to Create a Strategic Plan

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Step 1: Assess Your Present Position

Step 2: potential clients, step 3: strengths and weaknesses, step 4: plan your strategy, step 5: action plan, blank strategic plan template.

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Strategic Life Plan Template

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IT Strategy Plan Template

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Personal Strategic Plan Template

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Procurement Strategic Plan Template

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Quality Strategy Plan Template

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Brand Strategic Plan Template

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3 Year Strategic Plan Template

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Academic Strategic Plan Template

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Annual Strategic Plan Template

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School Strategic Plan Template

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Church Strategic Plan Template

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HR Strategic Plan Template

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Nonprofit Strategic Plan Sample

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Marketing Strategy Plan Template

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Strategic Action Plan Template

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Strategic Communication Plan Template

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Strategic Plan Template

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Simple Strategic Sales Plan Template

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Free Strategic Plan Template for Dummies

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Strategic Plan for Non-Profits Word Free Download

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Information Resource Management Strategic Plan Free Word Template

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5 Year Strategic Plan Free PDF Template Download

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IT Strategic Plan PDF Template Free Download

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Enterprise Strategic Plan Free Word Template Download

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Library Strategic Plan Free PDF Template Download

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Strategic Planning Excellence In Education

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Free Strategic Plan of Fiscal Years Template

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Free Enterprise Strategic Plan Template

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Free Strategic Planning Tip Sheet Template

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Free Strategic Planning guide Template

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Corporate Strategic Plan Template

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General FAQs

1. what is a strategic plan, 2. what are the main elements of a strategic plan.

  • Mission and Vision Statements
  • Core Values
  • SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats)
  • Strategies and Implementation
  • Financial Funding

3. What is the Purpose of a Strategic Plan?

4. what are the benefits of strategic planning.

  • It guides your business in the right direction
  • It helps your business to sustain in the long run
  • It ensures increased profitability and market share
  • It lets you make wise business decisions

5. Who is Responsible for Implementing Strategic Planning?

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Small Business Trends

How to create business plan in 2024: examples & free template.

This is the ultimate guide to creating a comprehensive and effective plan for your new venture. In today’s dynamic business landscape, having a well-crafted business plan is an important first step to securing funding, attracting partners, and navigating the challenges of entrepreneurship.

This guide has been designed to help you create a winning plan that stands out in the ever-evolving marketplace. U sing real-world examples and a free downloadable template, it will walk you through each step of the process.

Whether you’re a seasoned entrepreneur or launching your very first startup, the guide will give you the insights, tools, and confidence you need to create a solid foundation for your business.

a sample strategic plan document

Table of Contents

What is a Business Plan?

A business plan is a strategic document that outlines an organization’s goals, objectives, and the steps required to achieve them. It serves as a roadmap as you start a business , guiding the company’s direction and growth while identifying potential obstacles and opportunities.

Typically, a business plan covers areas such as market analysis, financial projections, marketing strategies, and organizational structure. It not only helps in securing funding from investors and lenders but also provides clarity and focus to the management team.

A well-crafted business plan is a very important part of your business startup checklist because it fosters informed decision-making and long-term success.

business plan

Small Business Deals

Why you should write a business plan.

Understanding the importance of a business plan in today’s competitive environment is crucial for entrepreneurs and business owners. Here are five compelling reasons to write a business plan in 2024:

  • Attract Investors and Secure Funding : A well-written business plan demonstrates your venture’s potential and profitability, making it easier to attract investors and secure the necessary funding for growth and development. It provides a detailed overview of your business model, target market, financial projections, and growth strategies, instilling confidence in potential investors and lenders that your company is a worthy investment.
  • Clarify Business Objectives and Strategies : Crafting a business plan forces you to think critically about your goals and the strategies you’ll employ to achieve them, providing a clear roadmap for success. This process helps you refine your vision and prioritize the most critical objectives, ensuring that your efforts are focused on achieving the desired results.
  • Identify Potential Risks and Opportunities : Analyzing the market, competition, and industry trends within your business plan helps identify potential risks and uncover untapped opportunities for growth and expansion. This insight enables you to develop proactive strategies to mitigate risks and capitalize on opportunities, positioning your business for long-term success.
  • Improve Decision-Making : A business plan serves as a reference point so you can make informed decisions that align with your company’s overall objectives and long-term vision. By consistently referring to your plan and adjusting it as needed, you can ensure that your business remains on track and adapts to changes in the market, industry, or internal operations.
  • Foster Team Alignment and Communication : A shared business plan helps ensure that all team members are on the same page, promoting clear communication, collaboration, and a unified approach to achieving the company’s goals. By involving your team in the planning process and regularly reviewing the plan together, you can foster a sense of ownership, commitment, and accountability that drives success.

What are the Different Types of Business Plans?

In today’s fast-paced business world, having a well-structured roadmap is more important than ever. A traditional business plan provides a comprehensive overview of your company’s goals and strategies, helping you make informed decisions and achieve long-term success. There are various types of business plans, each designed to suit different needs and purposes. Let’s explore the main types:

  • Startup Business Plan: Tailored for new ventures, a startup business plan outlines the company’s mission, objectives, target market, competition, marketing strategies, and financial projections. It helps entrepreneurs clarify their vision, secure funding from investors, and create a roadmap for their business’s future. Additionally, this plan identifies potential challenges and opportunities, which are crucial for making informed decisions and adapting to changing market conditions.
  • Internal Business Plan: This type of plan is intended for internal use, focusing on strategies, milestones, deadlines, and resource allocation. It serves as a management tool for guiding the company’s growth, evaluating its progress, and ensuring that all departments are aligned with the overall vision. The internal business plan also helps identify areas of improvement, fosters collaboration among team members, and provides a reference point for measuring performance.
  • Strategic Business Plan: A strategic business plan outlines long-term goals and the steps to achieve them, providing a clear roadmap for the company’s direction. It typically includes a SWOT analysis, market research, and competitive analysis. This plan allows businesses to align their resources with their objectives, anticipate changes in the market, and develop contingency plans. By focusing on the big picture, a strategic business plan fosters long-term success and stability.
  • Feasibility Business Plan: This plan is designed to assess the viability of a business idea, examining factors such as market demand, competition, and financial projections. It is often used to decide whether or not to pursue a particular venture. By conducting a thorough feasibility analysis, entrepreneurs can avoid investing time and resources into an unviable business concept. This plan also helps refine the business idea, identify potential obstacles, and determine the necessary resources for success.
  • Growth Business Plan: Also known as an expansion plan, a growth business plan focuses on strategies for scaling up an existing business. It includes market analysis, new product or service offerings, and financial projections to support expansion plans. This type of plan is essential for businesses looking to enter new markets, increase their customer base, or launch new products or services. By outlining clear growth strategies, the plan helps ensure that expansion efforts are well-coordinated and sustainable.
  • Operational Business Plan: This type of plan outlines the company’s day-to-day operations, detailing the processes, procedures, and organizational structure. It is an essential tool for managing resources, streamlining workflows, and ensuring smooth operations. The operational business plan also helps identify inefficiencies, implement best practices, and establish a strong foundation for future growth. By providing a clear understanding of daily operations, this plan enables businesses to optimize their resources and enhance productivity.
  • Lean Business Plan: A lean business plan is a simplified, agile version of a traditional plan, focusing on key elements such as value proposition, customer segments, revenue streams, and cost structure. It is perfect for startups looking for a flexible, adaptable planning approach. The lean business plan allows for rapid iteration and continuous improvement, enabling businesses to pivot and adapt to changing market conditions. This streamlined approach is particularly beneficial for businesses in fast-paced or uncertain industries.
  • One-Page Business Plan: As the name suggests, a one-page business plan is a concise summary of your company’s key objectives, strategies, and milestones. It serves as a quick reference guide and is ideal for pitching to potential investors or partners. This plan helps keep teams focused on essential goals and priorities, fosters clear communication, and provides a snapshot of the company’s progress. While not as comprehensive as other plans, a one-page business plan is an effective tool for maintaining clarity and direction.
  • Nonprofit Business Plan: Specifically designed for nonprofit organizations, this plan outlines the mission, goals, target audience, fundraising strategies, and budget allocation. It helps secure grants and donations while ensuring the organization stays on track with its objectives. The nonprofit business plan also helps attract volunteers, board members, and community support. By demonstrating the organization’s impact and plans for the future, this plan is essential for maintaining transparency, accountability, and long-term sustainability within the nonprofit sector.
  • Franchise Business Plan: For entrepreneurs seeking to open a franchise, this type of plan focuses on the franchisor’s requirements, as well as the franchisee’s goals, strategies, and financial projections. It is crucial for securing a franchise agreement and ensuring the business’s success within the franchise system. This plan outlines the franchisee’s commitment to brand standards, marketing efforts, and operational procedures, while also addressing local market conditions and opportunities. By creating a solid franchise business plan, entrepreneurs can demonstrate their ability to effectively manage and grow their franchise, increasing the likelihood of a successful partnership with the franchisor.

How to Write a Business Plan

Embarking on the journey of creating a successful business requires a solid foundation, and a well-crafted business plan is the cornerstone. Here is the process of writing a comprehensive business plan and the main parts of a winning business plan . From setting objectives to conducting market research, this guide will have everything you need.

Executive Summary

business plan

The Executive Summary serves as the gateway to your business plan, offering a snapshot of your venture’s core aspects. This section should captivate and inform, succinctly summarizing the essence of your plan.

It’s crucial to include a clear mission statement, a brief description of your primary products or services, an overview of your target market, and key financial projections or achievements.

Think of it as an elevator pitch in written form: it should be compelling enough to engage potential investors or stakeholders and provide them with a clear understanding of what your business is about, its goals, and why it’s a promising investment.

Example: EcoTech is a technology company specializing in eco-friendly and sustainable products designed to reduce energy consumption and minimize waste. Our mission is to create innovative solutions that contribute to a cleaner, greener environment.

Our target market includes environmentally conscious consumers and businesses seeking to reduce their carbon footprint. We project a 200% increase in revenue within the first three years of operation.

Overview and Business Objectives

business plan

In the Overview and Business Objectives section, outline your business’s core goals and the strategic approaches you plan to use to achieve them. This section should set forth clear, specific objectives that are attainable and time-bound, providing a roadmap for your business’s growth and success.

It’s important to detail how these objectives align with your company’s overall mission and vision. Discuss the milestones you aim to achieve and the timeframe you’ve set for these accomplishments.

This part of the plan demonstrates to investors and stakeholders your vision for growth and the practical steps you’ll take to get there.

Example: EcoTech’s primary objective is to become a market leader in sustainable technology products within the next five years. Our key objectives include:

  • Introducing three new products within the first two years of operation.
  • Achieving annual revenue growth of 30%.
  • Expanding our customer base to over 10,000 clients by the end of the third year.

Company Description

business plan

The Company Description section is your opportunity to delve into the details of your business. Provide a comprehensive overview that includes your company’s history, its mission statement, and its vision for the future.

Highlight your unique selling proposition (USP) – what makes your business stand out in the market. Explain the problems your company solves and how it benefits your customers.

Include information about the company’s founders, their expertise, and why they are suited to lead the business to success. This section should paint a vivid picture of your business, its values, and its place in the industry.

Example: Founded in 2023, EcoTech is committed to developing cutting-edge sustainable technology products that benefit both the environment and our customers. Our unique combination of innovative solutions and eco-friendly design sets us apart from the competition. We envision a future where technology and sustainability go hand in hand, leading to a greener planet.

Define Your Target Market

business plan

Defining Your Target Market is critical for tailoring your business strategy effectively. This section should describe your ideal customer base in detail, including demographic information (such as age, gender, income level, and location) and psychographic data (like interests, values, and lifestyle).

Elucidate on the specific needs or pain points of your target audience and how your product or service addresses these. This information will help you know your target market and develop targeted marketing strategies.

Example: Our target market comprises environmentally conscious consumers and businesses looking for innovative solutions to reduce their carbon footprint. Our ideal customers are those who prioritize sustainability and are willing to invest in eco-friendly products.

Market Analysis

business plan

The Market Analysis section requires thorough research and a keen understanding of the industry. It involves examining the current trends within your industry, understanding the needs and preferences of your customers, and analyzing the strengths and weaknesses of your competitors.

This analysis will enable you to spot market opportunities and anticipate potential challenges. Include data and statistics to back up your claims, and use graphs or charts to illustrate market trends.

This section should demonstrate that you have a deep understanding of the market in which you operate and that your business is well-positioned to capitalize on its opportunities.

Example: The market for eco-friendly technology products has experienced significant growth in recent years, with an estimated annual growth rate of 10%. As consumers become increasingly aware of environmental issues, the demand for sustainable solutions continues to rise.

Our research indicates a gap in the market for high-quality, innovative eco-friendly technology products that cater to both individual and business clients.

SWOT Analysis

business plan

A SWOT analysis in your business plan offers a comprehensive examination of your company’s internal and external factors. By assessing Strengths, you showcase what your business does best and where your capabilities lie.

Weaknesses involve an honest introspection of areas where your business may be lacking or could improve. Opportunities can be external factors that your business could capitalize on, such as market gaps or emerging trends.

Threats include external challenges your business may face, like competition or market changes. This analysis is crucial for strategic planning, as it helps in recognizing and leveraging your strengths, addressing weaknesses, seizing opportunities, and preparing for potential threats.

Including a SWOT analysis demonstrates to stakeholders that you have a balanced and realistic understanding of your business in its operational context.

  • Innovative and eco-friendly product offerings.
  • Strong commitment to sustainability and environmental responsibility.
  • Skilled and experienced team with expertise in technology and sustainability.


  • Limited brand recognition compared to established competitors.
  • Reliance on third-party manufacturers for product development.


  • Growing consumer interest in sustainable products.
  • Partnerships with environmentally-focused organizations and influencers.
  • Expansion into international markets.
  • Intense competition from established technology companies.
  • Regulatory changes could impact the sustainable technology market.

Competitive Analysis

business plan

In this section, you’ll analyze your competitors in-depth, examining their products, services, market positioning, and pricing strategies. Understanding your competition allows you to identify gaps in the market and tailor your offerings to outperform them.

By conducting a thorough competitive analysis, you can gain insights into your competitors’ strengths and weaknesses, enabling you to develop strategies to differentiate your business and gain a competitive advantage in the marketplace.

Example: Key competitors include:

GreenTech: A well-known brand offering eco-friendly technology products, but with a narrower focus on energy-saving devices.

EarthSolutions: A direct competitor specializing in sustainable technology, but with a limited product range and higher prices.

By offering a diverse product portfolio, competitive pricing, and continuous innovation, we believe we can capture a significant share of the growing sustainable technology market.

Organization and Management Team

business plan

Provide an overview of your company’s organizational structure, including key roles and responsibilities. Introduce your management team, highlighting their expertise and experience to demonstrate that your team is capable of executing the business plan successfully.

Showcasing your team’s background, skills, and accomplishments instills confidence in investors and other stakeholders, proving that your business has the leadership and talent necessary to achieve its objectives and manage growth effectively.

Example: EcoTech’s organizational structure comprises the following key roles: CEO, CTO, CFO, Sales Director, Marketing Director, and R&D Manager. Our management team has extensive experience in technology, sustainability, and business development, ensuring that we are well-equipped to execute our business plan successfully.

Products and Services Offered

business plan

Describe the products or services your business offers, focusing on their unique features and benefits. Explain how your offerings solve customer pain points and why they will choose your products or services over the competition.

This section should emphasize the value you provide to customers, demonstrating that your business has a deep understanding of customer needs and is well-positioned to deliver innovative solutions that address those needs and set your company apart from competitors.

Example: EcoTech offers a range of eco-friendly technology products, including energy-efficient lighting solutions, solar chargers, and smart home devices that optimize energy usage. Our products are designed to help customers reduce energy consumption, minimize waste, and contribute to a cleaner environment.

Marketing and Sales Strategy

business plan

In this section, articulate your comprehensive strategy for reaching your target market and driving sales. Detail the specific marketing channels you plan to use, such as social media, email marketing, SEO, or traditional advertising.

Describe the nature of your advertising campaigns and promotional activities, explaining how they will capture the attention of your target audience and convey the value of your products or services. Outline your sales strategy, including your sales process, team structure, and sales targets.

Discuss how these marketing and sales efforts will work together to attract and retain customers, generate leads, and ultimately contribute to achieving your business’s revenue goals.

This section is critical to convey to investors and stakeholders that you have a well-thought-out approach to market your business effectively and drive sales growth.

Example: Our marketing strategy includes digital advertising, content marketing, social media promotion, and influencer partnerships. We will also attend trade shows and conferences to showcase our products and connect with potential clients. Our sales strategy involves both direct sales and partnerships with retail stores, as well as online sales through our website and e-commerce platforms.

Logistics and Operations Plan

business plan

The Logistics and Operations Plan is a critical component that outlines the inner workings of your business. It encompasses the management of your supply chain, detailing how you acquire raw materials and manage vendor relationships.

Inventory control is another crucial aspect, where you explain strategies for inventory management to ensure efficiency and reduce wastage. The section should also describe your production processes, emphasizing scalability and adaptability to meet changing market demands.

Quality control measures are essential to maintain product standards and customer satisfaction. This plan assures investors and stakeholders of your operational competency and readiness to meet business demands.

Highlighting your commitment to operational efficiency and customer satisfaction underlines your business’s capability to maintain smooth, effective operations even as it scales.

Example: EcoTech partners with reliable third-party manufacturers to produce our eco-friendly technology products. Our operations involve maintaining strong relationships with suppliers, ensuring quality control, and managing inventory.

We also prioritize efficient distribution through various channels, including online platforms and retail partners, to deliver products to our customers in a timely manner.

Financial Projections Plan

business plan

In the Financial Projections Plan, lay out a clear and realistic financial future for your business. This should include detailed projections for revenue, costs, and profitability over the next three to five years.

Ground these projections in solid assumptions based on your market analysis, industry benchmarks, and realistic growth scenarios. Break down revenue streams and include an analysis of the cost of goods sold, operating expenses, and potential investments.

This section should also discuss your break-even analysis, cash flow projections, and any assumptions about external funding requirements.

By presenting a thorough and data-backed financial forecast, you instill confidence in potential investors and lenders, showcasing your business’s potential for profitability and financial stability.

This forward-looking financial plan is crucial for demonstrating that you have a firm grasp of the financial nuances of your business and are prepared to manage its financial health effectively.

Example: Over the next three years, we expect to see significant growth in revenue, driven by new product launches and market expansion. Our financial projections include:

  • Year 1: $1.5 million in revenue, with a net profit of $200,000.
  • Year 2: $3 million in revenue, with a net profit of $500,000.
  • Year 3: $4.5 million in revenue, with a net profit of $1 million.

These projections are based on realistic market analysis, growth rates, and product pricing.

Income Statement

business plan

The income statement , also known as the profit and loss statement, provides a summary of your company’s revenues and expenses over a specified period. It helps you track your business’s financial performance and identify trends, ensuring you stay on track to achieve your financial goals.

Regularly reviewing and analyzing your income statement allows you to monitor the health of your business, evaluate the effectiveness of your strategies, and make data-driven decisions to optimize profitability and growth.

Example: The income statement for EcoTech’s first year of operation is as follows:

  • Revenue: $1,500,000
  • Cost of Goods Sold: $800,000
  • Gross Profit: $700,000
  • Operating Expenses: $450,000
  • Net Income: $250,000

This statement highlights our company’s profitability and overall financial health during the first year of operation.

Cash Flow Statement

business plan

A cash flow statement is a crucial part of a financial business plan that shows the inflows and outflows of cash within your business. It helps you monitor your company’s liquidity, ensuring you have enough cash on hand to cover operating expenses, pay debts, and invest in growth opportunities.

By including a cash flow statement in your business plan, you demonstrate your ability to manage your company’s finances effectively.

Example:  The cash flow statement for EcoTech’s first year of operation is as follows:

Operating Activities:

  • Depreciation: $10,000
  • Changes in Working Capital: -$50,000
  • Net Cash from Operating Activities: $210,000

Investing Activities:

  •  Capital Expenditures: -$100,000
  • Net Cash from Investing Activities: -$100,000

Financing Activities:

  • Proceeds from Loans: $150,000
  • Loan Repayments: -$50,000
  • Net Cash from Financing Activities: $100,000
  • Net Increase in Cash: $210,000

This statement demonstrates EcoTech’s ability to generate positive cash flow from operations, maintain sufficient liquidity, and invest in growth opportunities.

Tips on Writing a Business Plan

business plan

1. Be clear and concise: Keep your language simple and straightforward. Avoid jargon and overly technical terms. A clear and concise business plan is easier for investors and stakeholders to understand and demonstrates your ability to communicate effectively.

2. Conduct thorough research: Before writing your business plan, gather as much information as possible about your industry, competitors, and target market. Use reliable sources and industry reports to inform your analysis and make data-driven decisions.

3. Set realistic goals: Your business plan should outline achievable objectives that are specific, measurable, attainable, relevant, and time-bound (SMART). Setting realistic goals demonstrates your understanding of the market and increases the likelihood of success.

4. Focus on your unique selling proposition (USP): Clearly articulate what sets your business apart from the competition. Emphasize your USP throughout your business plan to showcase your company’s value and potential for success.

5. Be flexible and adaptable: A business plan is a living document that should evolve as your business grows and changes. Be prepared to update and revise your plan as you gather new information and learn from your experiences.

6. Use visuals to enhance understanding: Include charts, graphs, and other visuals to help convey complex data and ideas. Visuals can make your business plan more engaging and easier to digest, especially for those who prefer visual learning.

7. Seek feedback from trusted sources: Share your business plan with mentors, industry experts, or colleagues and ask for their feedback. Their insights can help you identify areas for improvement and strengthen your plan before presenting it to potential investors or partners.

FREE Business Plan Template

To help you get started on your business plan, we have created a template that includes all the essential components discussed in the “How to Write a Business Plan” section. This easy-to-use template will guide you through each step of the process, ensuring you don’t miss any critical details.

The template is divided into the following sections:

  • Mission statement
  • Business Overview
  • Key products or services
  • Target market
  • Financial highlights
  • Company goals
  • Strategies to achieve goals
  • Measurable, time-bound objectives
  • Company History
  • Mission and vision
  • Unique selling proposition
  • Demographics
  • Psychographics
  • Pain points
  • Industry trends
  • Customer needs
  • Competitor strengths and weaknesses
  • Opportunities
  • Competitor products and services
  • Market positioning
  • Pricing strategies
  • Organizational structure
  • Key roles and responsibilities
  • Management team backgrounds
  • Product or service features
  • Competitive advantages
  • Marketing channels
  • Advertising campaigns
  • Promotional activities
  • Sales strategies
  • Supply chain management
  • Inventory control
  • Production processes
  • Quality control measures
  • Projected revenue
  • Assumptions
  • Cash inflows
  • Cash outflows
  • Net cash flow

Using Business Plan Software

business plan

Creating a comprehensive business plan can be intimidating, but business plan software can streamline the process and help you produce a professional document. These tools offer a number of benefits, including guided step-by-step instructions, financial projections, and industry-specific templates. Here are the top 5 business plan software options available to help you craft a great business plan.

1. LivePlan

LivePlan is a popular choice for its user-friendly interface and comprehensive features. It offers over 500 sample plans, financial forecasting tools, and the ability to track your progress against key performance indicators. With LivePlan, you can create visually appealing, professional business plans that will impress investors and stakeholders.

2. Upmetrics

Upmetrics provides a simple and intuitive platform for creating a well-structured business plan. It features customizable templates, financial forecasting tools, and collaboration capabilities, allowing you to work with team members and advisors. Upmetrics also offers a library of resources to guide you through the business planning process.

Bizplan is designed to simplify the business planning process with a drag-and-drop builder and modular sections. It offers financial forecasting tools, progress tracking, and a visually appealing interface. With Bizplan, you can create a business plan that is both easy to understand and visually engaging.

Enloop is a robust business plan software that automatically generates a tailored plan based on your inputs. It provides industry-specific templates, financial forecasting, and a unique performance score that updates as you make changes to your plan. Enloop also offers a free version, making it accessible for businesses on a budget.

5. Tarkenton GoSmallBiz

Developed by NFL Hall of Famer Fran Tarkenton, GoSmallBiz is tailored for small businesses and startups. It features a guided business plan builder, customizable templates, and financial projection tools. GoSmallBiz also offers additional resources, such as CRM tools and legal document templates, to support your business beyond the planning stage.

Business Plan FAQs

What is a good business plan.

A good business plan is a well-researched, clear, and concise document that outlines a company’s goals, strategies, target market, competitive advantages, and financial projections. It should be adaptable to change and provide a roadmap for achieving success.

What are the 3 main purposes of a business plan?

The three main purposes of a business plan are to guide the company’s strategy, attract investment, and evaluate performance against objectives. Here’s a closer look at each of these:

  • It outlines the company’s purpose and core values to ensure that all activities align with its mission and vision.
  • It provides an in-depth analysis of the market, including trends, customer needs, and competition, helping the company tailor its products and services to meet market demands.
  • It defines the company’s marketing and sales strategies, guiding how the company will attract and retain customers.
  • It describes the company’s organizational structure and management team, outlining roles and responsibilities to ensure effective operation and leadership.
  • It sets measurable, time-bound objectives, allowing the company to plan its activities effectively and make strategic decisions to achieve these goals.
  • It provides a comprehensive overview of the company and its business model, demonstrating its uniqueness and potential for success.
  • It presents the company’s financial projections, showing its potential for profitability and return on investment.
  • It demonstrates the company’s understanding of the market, including its target customers and competition, convincing investors that the company is capable of gaining a significant market share.
  • It showcases the management team’s expertise and experience, instilling confidence in investors that the team is capable of executing the business plan successfully.
  • It establishes clear, measurable objectives that serve as performance benchmarks.
  • It provides a basis for regular performance reviews, allowing the company to monitor its progress and identify areas for improvement.
  • It enables the company to assess the effectiveness of its strategies and make adjustments as needed to achieve its objectives.
  • It helps the company identify potential risks and challenges, enabling it to develop contingency plans and manage risks effectively.
  • It provides a mechanism for evaluating the company’s financial performance, including revenue, expenses, profitability, and cash flow.

Can I write a business plan by myself?

Yes, you can write a business plan by yourself, but it can be helpful to consult with mentors, colleagues, or industry experts to gather feedback and insights. There are also many creative business plan templates and business plan examples available online, including those above.

We also have examples for specific industries, including a using food truck business plan , salon business plan , farm business plan , daycare business plan , and restaurant business plan .

Is it possible to create a one-page business plan?

Yes, a one-page business plan is a condensed version that highlights the most essential elements, including the company’s mission, target market, unique selling proposition, and financial goals.

How long should a business plan be?

A typical business plan ranges from 20 to 50 pages, but the length may vary depending on the complexity and needs of the business.

What is a business plan outline?

A business plan outline is a structured framework that organizes the content of a business plan into sections, such as the executive summary, company description, market analysis, and financial projections.

What are the 5 most common business plan mistakes?

The five most common business plan mistakes include inadequate research, unrealistic financial projections, lack of focus on the unique selling proposition, poor organization and structure, and failure to update the plan as circumstances change.

What questions should be asked in a business plan?

A business plan should address questions such as: What problem does the business solve? Who is the specific target market ? What is the unique selling proposition? What are the company’s objectives? How will it achieve those objectives?

What’s the difference between a business plan and a strategic plan?

A business plan focuses on the overall vision, goals, and tactics of a company, while a strategic plan outlines the specific strategies, action steps, and performance measures necessary to achieve the company’s objectives.

How is business planning for a nonprofit different?

Nonprofit business planning focuses on the organization’s mission, social impact, and resource management, rather than profit generation. The financial section typically includes funding sources, expenses, and projected budgets for programs and operations.

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Posted: December 14, 2023 | Last updated: December 15, 2023

a sample strategic plan document

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  1. 32 Great Strategic Plan Templates to Grow your Business

    a sample strategic plan document

  2. 32 Great Strategic Plan Templates to Grow your Business

    a sample strategic plan document

  3. 32 Great Strategic Plan Templates to Grow your Business

    a sample strategic plan document

  4. Strategic Plan Template

    a sample strategic plan document

  5. 9 Free Strategic Planning Templates

    a sample strategic plan document

  6. FREE 22+ Sample Strategic Plan Templates in MS Word

    a sample strategic plan document


  1. Strategic Planning Process: How to Create a Strategic Plan

  2. Strategic Plan Examples- Overview of Several Strategic Plans

  3. The steps of the strategic planning process in under 15 minutes

  4. How to create your strategic plan

  5. Strategic Planning Template Walkthrough

  6. How to Develop a Strategic Plan


  1. PDF How to write a strategic plan

    Overcoming Challenges and Pitfalls. Challenge of consensus over clarity. Challenge of who provides input versus who decides. Preparing a long, ambitious, 5 year plan that sits on a shelf. Finding a balance between process and a final product. Communicating and executing the plan. Lack of alignment between mission, action, and finances.

  2. Strategic Planning Samples

    Strategy is more than simply achieving business goals. It creates clarity, alignment and organization-wide engagement. We've assembled a handful of sample strategic plans. Some are from our clients. Others are just examples. All of them reflect good general guidelines and structure, which can be incorporated into your own strategy design.

  3. Quick Guide: How to Write a Strategic Plan

    Highlight the plan in a company newsletter. Include the plan in new employee onboarding. Post the plan on the employee intranet, along with key highlights and a way to track progress. If you hold a meeting, make sure you and other key planners are prepared to handle the feedback and discussion that will arise.

  4. How To Write a Strategic Plan (Plus Elements To Include)

    How to write a strategic plan. Creating a strategic plan involves using an appropriate layout, format and elements to specify the company strategy. Here's what you can include: 1. Consider the company mission. The mission for a business describes what the company does. Company leaders often establish a mission when creating a company and write ...

  5. Strategic Plan Template for Word (Free Download)

    A strategic plan is a document that company leaders use to capture the company's future vision, goals and objectives. Unlike a business plan that focuses on short-term goals of serval months to several years, a strategic plan looks at the mid-to-long-term goals such as 3-5 years but is often longer than that.

  6. How To Write A Strategic Plan That Gets Results + Examples

    1. Run a strategic planning workshop. The first step is to run a strategic planning workshop with your team. Get your team in the room, get their data, and gather their insights. By running this workshop, you'll foster collaboration and bring fresh perspectives to the table. And that's not all.

  7. How To Write a Strategic Plan

    They are what drive the direction and growth. It is recommended to have at least four to six strategic objectives. They are your areas of focus that create the framework for your plan, and this should stem from your vision. Your vision connects your goals, and your goals connect your objectives.

  8. Free Strategic Planning Templates

    A one-page strategic plan is perfect for small businesses or for summarizing a longer planning process. Use this template as is, or edit the layout or included information to better suit your needs. This template includes all the essentials on one page, including values, strengths and weaknesses, goals, and actions.

  9. 8 Professional Strategic Plan Templates to Help You Maximize ...

    A strategic plan is a written document outlining an organization's strategy and the tactics it will employ to achieve its goals. The primary purpose of a strategic plan is to provide guidance and keep an organization focused on its objectives. The most popular types of strategic plans include Porter's Five Forces, SWOT analysis, PEST model ...

  10. How to write a strategic plan

    Strategic planning is about finding a short list of the highest-impact projects. It's a filter.". The section is generally 10 to 15 pages long and includes these elements: Corporate directions — a broad overview of what you need to do to achieve your goals. Strategic priorities — a list of your main projects.

  11. How To Write a Strategic Plan With Your Team

    Now that you know what a strategic plan should include, here's a step-by-step guide on how to write a strategic plan for your business. 1. Hold a strategic planning meeting. No man is an island, especially in the realm of strategic planning. You want to get your entire team involved in the strategic planning process.

  12. Strategic Planning: 5 Planning Steps, Process Guide [2023] • Asana

    Step 5: Revise and restructure as needed. At this point, you should have created and implemented your new strategic framework. The final step of the planning process is to monitor and manage your plan. Share your strategic plan —this isn't a document to hide away.

  13. 18 FREE Strategic Plan Templates and Examples (Word

    A strategic plan template is a document that assists a company or an organization explains their whole plan to help them achieve their corporate goals. Essential Elements of a Strategic Plan Template Financial projections. Financial projection assists you in many ways, such as assessing the potential outcome of every chance you look forward to ...

  14. Learn What Makes a Good Example of a Strategic Plan

    Strategic Plan Example: Objectives, Strategies, and Tactics. Objective 1: Increase client satisfaction from 82.0% to 90.0% by December 31st. Strategy 1.1: Implement an annual client conference. • Tactic 1.1.1: Identify date and venue. • Tactic 1.1.2: Develop agenda. • Tactic 1.1.3: Identify and invite speakers.

  15. Free Nonprofit Strategic Plan with Examples [2023] • Asana

    Step 1: Assess your current situation. Step 2: Develop your strategy. Step 3: Build your strategic plan. Once you've built your strategic plan, you can set KPIs and schedule the milestones your organization needs to hit in order to be successful. Free strategic plan for nonprofit template.

  16. 32 Great Strategic Plan Templates to Grow your Business

    Overview to Strategic Planning. A strategic plan is a document that is used to improve communication between the ... ensure its effectiveness. If you are also a business owner, then you should ensure effective strategic planning for your firm. Sample Strategic Plan. Download 26 KB #11. Download 21 KB #12. Download 13 KB #13. Download 14 KB #14.

  17. Strategic Plan Template: What To Include In Yours

    A strategic plan is a roadmap to grow your business. To help you succeed, use this proven strategic plan template, and the information below details the 13 key sections you must include in your ...

  18. Strategic Plan Template

    Strategic Plan Template. Focus on the future and keep your company moving forward with Jotform's Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts ...

  19. Simple Strategic Plan

    Simple Tips That You Can Follow When Making a Strategic Plan. An email marketing plan, event operational plan, and other plans of and for the business require strategies that can allow the content of these documents to be executed accordingly.Through a strategic plan, the call-to-actions that are necessary to be done by particular entities can produce results that the business can maximize for ...

  20. 4 Examples of a Strategy Plan

    A city strategy is typically an expansive plan that may include economic, environmental, quality of life and infrastructure elements. It is common for plans to have a long time horizon of 5, 10, 20 or 25 years with modest steps towards the plan taken in the current budget. City strategies are often presented with glossy marketing visuals.

  21. 37+ Strategic Plan Templates

    37+ Strategic Plan Templates - PDF, Docs. A strategic plan is essentially used to outline a firm's goals, objectives and mission statements to set the premise's objectives. These strategic plan templates, developed in word and excel and PDF file formats, helps all planners.Although it does not indicate how you achieve your objectives, strategic business planning samples indicate your ...

  22. How to Create Business Plan in 2024: Examples & Free Template

    Our financial projections include: Year 1: $1.5 million in revenue, with a net profit of $200,000. Year 2: $3 million in revenue, with a net profit of $500,000. Year 3: $4.5 million in revenue, with a net profit of $1 million. These projections are based on realistic market analysis, growth rates, and product pricing.

  23. PDF Strategic Plan

    The following are the overall objectives guiding Company ABC strategic direction: Define the mission, vision and values of Company ABC in support of education and the State Plan. Identify the service areas and define the commitment to service levels Company ABC will provide to its customers.

  24. PDF NIH-Wide Strategic Plan for Diversity, Equity, Inclusion, and Accessibility

    Fiscal Years 2023-2027 NIH-Wide Strategic Plan for DEIA i Director's Message To the American People, The National Institutes of Health (NIH) invests in biomedical and behavioral research to turn scientific discoveries into better health for all. With that mission in mind, NIH has sought to foster a culture within the biomedical

  25. PDF 5-year Strategic Plan

    The NELLCO Strategic Plan, 2010 - 2014 which follows is the result of hard work and many meetings and drafts by the Strategic Planning Committee and the input and guidance of the Executive Director, Tracy Thompson. The process began in 2007 when the Strategic Planning Committee formed (Marnie Warner (Massachusetts Trials Courts), Judy Gire


    The plan document, entitled Vision 2024, has updated the Town's mission statement, focus areas, and objectives from its first Strategic Plan goals developed in 2021. On October 26, 2023, the ...

  27. PDF Tampa Police strategic plan

    Strategic þlanning is an approach to déCisi0ñ makingand action that guides and outlines what an organization is, what the organization does, and why things are done in a specific way. This strategic plan will outline programs that are necessary in order for the Tampa Police Department to remain a model law enforcement