Strategic Planning for Word, PDF, Google Docs

Looking to develop a strategic plan for your business? Our simple strategic planning template can get you started.

Template Highlights

• Download the strategic planning template as a Word document or PDF.
• In the Executive Summary section, provide a brief overview of the company, your mission statement, your key objectives, and your major partners.
• Under Market Research, describe your main clients, your status in the market, and your major competitors.
• In the Development section, you should describe your product and provide details on your delivery capabilities and system, your pricing model, and any critical suppliers.
• Next, in the Marketing Plan section, describe your strategy, your client breakdown, your positioning, and your advertising plan.
• Finally, perform a SWOT (strengths, weaknesses, opportunities, threats) analysis.

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Strategic Planning

STRATEGIC BUSINESS PLAN

EXECUTIVE SUMMARY:

COMPANY OVERVIEW

MISSION STATEMENT

KEY OBJECTIVES

KEY PARTNERS

DEVELOPMENT:

PRODUCT DESCRIPTION

DELIVERY CAPABILITIES

PRICING MODEL

DELIVERY SYSTEM

CRITICAL ELEMENT SUPPLIERS

MARKET RESEARCH:

CLIENTS

MARKET STATUS

COMPETITION

MARKETING PLAN:

STRATEGY

CLIENT BREAKDOWN

POSITIONING

ADVERTISING

SWOT ANALYSIS

STRENGTHS

WEAKNESSES

OPPORTUNITIES

THREATS

Frequently Asked Questions

Why is strategic planning important?

Strategic planning helps an organization clarify its vision, define measurable goals and activities, and implement its strategy. The strategic plan of an organization is a tool that functions like a roadmap to success.

How do you lead a strategic planning session?

Create an agenda in advance of the strategic planning session. Invite all decision-makers and leaders in the firm. Aim to get alignment and agreement on your company vision early in the process. Then, spend time discussing and deciding on goals and objectives. Follow up by sharing the results of the meeting with the rest of the team.

Is this template free?

Free as a bird! Once you’ve entered your contact information, you can instantly download this template (along with all the other templates in this collection!). That’s it.

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