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Strategic Plan Workbook 2021 Fillable

Strategic Plan

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Ashenafi Girma
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97 views14 pages

Strategic Plan Workbook 2021 Fillable

Strategic Plan

Uploaded by

Ashenafi Girma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Business Consulting | Strategic Planning | Facilitation

How did we get to where we are now?

What are some of the most defining moments of the past


2-3 years?
What are your biggest wins?
What do you want to celebrate?
SWOT Analysis

Strengths Weaknesses

Opportunities Threats
Trends
What is happening in the world around us that is going
to shape the future environment of our organization?

Political

Economic

Social

Technological

Legal

Environmental
Your vision of success
What is the successful future you see for your organization?

If success was a place, how would you know if you got there?

Speak in the present tense (today’s date, 20xx).

Be as descriptive as possible: Think of the clients, the revenue,


processes, reputation, locations, profitability, culture, products, and
anything else that you see.

There is no more, better or different, there only IS what you see right
now.
Mission
What is the purpose of our organization?

If we are successful in accomplishing our mission, then we will


fulfill our vision.

Who are we? (How would you describe your company?)

Who are we? (How would you describe your company?)

Who do we do it for? (Main customer)


Values
Current values & behaviours Desired values & behaviours

What does it look like when people are acting in line with each
individual value?

What is the impact of people living the desired values & behaviours?

What are the positive results?

What are the negative results?


Risks
What risks and uncertainties exist in your organization?

What is the impact and likelihood of them happening? Rate


them out of 5. Then list what you can do to address them and
minimize the impact or likelihood.

Risk can both be positive or negative!

Risk Impact Likelihood Mitigation


Prioritization & Action Planning
What are the areas of strategic focus for the next time period,
and how are you going to measure success?

Priority #1 Priority #2 Priority #3

KPIs KPIs KPIs

Action Steps Action Steps Action Steps


Balanced Scorecard

Objectives Measures Targets Initiatives

Financial

Customer

Internal Process

Organizational Capacity

KPIs/Metrics

Communication Plan
What are you going to do to communicate and share your strategic
plan with your team?
Implementation Plan

Deliverable Responsibility Date Started Completed


Executive Summary

The organization has agreed to focus on (strategic priorities):

In order to (mission):

So that they can (vision):


Strategic Planning Checklist

Reviewed Good Needs Attn.

Celebrate

SWOT Analysis

PESTLE Analysis

Mission

Vision

Values

Risk Register

Strategic Priorities

Balanced Scorecard

Communication Plan

Implementation Plan

Executive Summary
Learn how a strategic planning consultant can help
you develop organization-wide alignment with your
strategic plan.

We can facilitate your sessions, handle all the pre-


work and help develop accountability. We can even
help you with implementation.

- is your team on the same page


- are you aligned
- if not, here's what will happen
- maybe link to the course

Contact us for a free consultation.

Business Consulting | Strategic Planning | Facilitation

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