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Strategic Planning

One-Page Sample Plan and Template

Welcome Strategy Leader!


To help you get started off on the right foot, weve created this One-
Page Sample Plan and Template to help you see what a complete
strategic plan looks like.

This download includes:


Common Strategic Planning Definitions
Sample One-Page Plan
One-Page Plan Template
Access to 80 Sample Strategic Plans

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One-Page Sample Plan and Template for Strategic Planning

Strategic Planning Definitions


Strategic Issues
What are we trying to fix, accomplish or avoid as a result of this process & plan?

Strategic issues are critical unknowns that are driving you to embark on a strategic planning process
now. These issues can be problems, opportunities, market shifts or anything else that is keeping you
awake at night and begging for a solution or decision.

SWOT
What are our strengths, weaknesses, opportunities & threats?

A SWOT analysis is a quick way of examining your organization by looking at the internal strengths and
weaknesses in relation to the external opportunities and threats.

Mission Statement
What is our purpose? Why do we exist? What do we do?
The Mission Statement describes an organizations purpose or reason for existing.

Vision Statement
Where are we going?
A Vision Statement defines your desired future state and provides direction for where we are going as an
organization.

Vales Statement
How will we behave?
Your Values Statement clarifies what your organization stands for, believes in, and the behaviors you
expect to see as a result.

Competitive Advantages
What are we best at?
A characteristic(s) of an organization that allows it to meet their customers need(s) better than their
competition can. What are we best at in our market?

Organization-Wide Strategies
How will we succeed?
Your strategies are the general methods you intend to use to reach your vision. No matter what the level,
a strategy answers the question how.

Strategic Objectives
What must we focus on to achieve our vision? What are the big rocks?
Long-term, broad, continuous statements that holistically address all areas of your organization including
financial, customer, internal/operational, and people/learning.

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One-Page Sample Plan and Template for Strategic Planning

Corporate Goals
What is most important right now to reach our long-term strategic objectives?
Annual statements that are specific, measurable, attainable, realistic and time bound (SMART). These are
outcome statements expressing a result expected in the organization.

Department Goals and Action Items


Who must do what by when?
Functional goals/action items support the accomplishment of the annual objectives and align with
individual performance plans.

Key Performance Indicators


How will we measure success?
Key Performance Indicators (KPI) are the key goals that you want to measure that will have the most
impact in moving your organization forward. We recommend you guide your organization with measures
that matter.

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One-Page Sample Plan and Template for Strategic Planning

Sample One-Page Plan


Downtown Family Dental Care
S TR ATEGI C PLAN Strategic Plan 2015-2018

F OUND AT I ON STRA
STRATEGIC PRIORITIE S ( 3 YE AR) , COMPANY GOALS ( 1 YE AR) , ACTI ONS ( 90 DAY S ) KE Y P E RF OMANC E I ND I CATO RS

Our Mission - Why do we exist? Financial Results How we measure success?


Our mission is to deliver timely, aordable and top-notch Strategic Priorities 2015 Goals Actions Measure Target
dental services for our patients, resulting in a healthier 1 Protability Improvement: Maintain a 35% 1.1 Re-Investment: Maintain protability
Net Prot Margin each year. with a budget allocation of 20% for business Average revenue per month $70,000
local community. re-investment. Average revenue per clinician hour worked $400
1.2 Revenue: Increase average revenue
Our Core Values: How will we behave? earned per clinician hour worked to $400/hr. Average number of new patients per month 3
1. Preventative Health - our foundation is built on Average operating costs per month $45,000
passion for proactive oral care through preventative Customer Success
dental services. Strategic Priorities 2015 Goals Actions
2. Patient Focus - a razor-sharp focus on our patients 2 Patient Retention: To build long-term, 2.1 Existing Clients: Improve patient
experience, resulting in positive outcomes for all. loyal relationships with our clients. retention by 12% year-over-year to achieve
3. Integrity - to have honesty and respect for all 76% patient retention by EOY 2015.
individuals. 2.2 Patient Satisfaction: Achieve a 90% client
satisfaction score on our annual Satisfaction
4. Respect & Comradery - to maintain a positive, V IS IO N
Survey in 2015.
team-focused oce atmosphere built on mutual,
professional respect. Where are we going?
Operational Excellence
5. Learning Excellence - to continually pursue knowledge
We envision being the leading dental practice, improving
and uphold the highest caliber of dental expertise. Strategic Priorities 2015 Goals Actions
6. Community Health - to eectively impact oral health our communities health and well-being one patient at
3 Clinical Technology: Continue to simplify 3.1 Charts: Convert all patient charts to
locally and globally. . and streamline processes through the digital chart program by EOY 2015. a time.
7. Fun - to have enjoyment and fulllment in our work. usage of new technologies. 3.2 Scheduling: Implement a new scheduling
software to allows clinicians, hygienists &
oce sta remote access to an up-to-date
I MP L E ME NTAT IO N
CO MP ET I T I VE ADVANTAGE & STRAT. oce schedule. How will we hold ourselves accountable?
4 Marketing: Make our name known 4.1 Social Media Marketing: Establish an
How will we win? within the local community. online social media presence and strategy to Appoint a Strategic Plan Leader.
build an organic online following.
1. We excel at build lasting, trusting relationships with 4.2 Website: Update the look and Hold Quarterly Strategy Review Meetings.
our clients through high-touch relationships and functionality of our website, adding a direct
premium patient service. Post Strategic Plan in the oce for a continual
contact form, sta biography page, and a
variety of client testimonials. reminder.
2. We are industry leaders in leveraging & aligning
innovative technologies with oce process to more Align performance management &
eectively manage patients and our sta. compensation/bonus structure with the Strategic Plan.
3. We invest heavily in ongoing professional People Expertise
Host an annual planning retreat in January of each
development for the sta for sustained Strategic Priorities 2015 Goals Actions year.
industry-leading practices. 5 Our Team: Actively help our team to 5.1 Training: Formalize an onboarding
develop and grow professionally and process for new hires for a quick and
How will we play? personally by supporting a exible work eective integration into the oce.
S life, providing intellectually engaging work, 5.2 Professional Development: Achieve
To grow the practice one patient at a time to achieve 400 and fair compensation. timely completion of education requirements
patients by 2017 through unmatched patient service, by requiring each hygienist complete a
minimum of 8 contact hours each year to
which we will accomplish by oering trusted, aordable meet the 24 required hours per three-year
and personal dental services in order to support registration period.
preventative oral care in our local community. 5.3 Leadership Development: Have each
dentist & specialist attend at least one dental
conference each year.

Downtown Family Dental Care


Copyright 2015, OnStrategy

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One-Page Sample Plan and Template for Strategic Planning

One-Page Plan Template

STRATEGIC PLAN
FOUND ATION STRATEGIC PRIORITIES (3 YEAR), COMPANY GOALS (1 YEAR), ACTIONS (90 DAYS) KEY PERFOMANC E INDICATORS

Our Mission - Why do we exist? Financial Results How we measure success?


Strategic Priorities 2015 Goals Actions

Our Core Values: How will we behave?

Customer Success
Strategic Priorities 2015 Goals Actions
VISION
Where are we going?

COMPETITIVE ADVANTAGE & STRAT. Internal/Operational Excellence

How will we win? Strategic Priorities 2015 Goals Actions

IMPLEMENTATION
How will we hold ourselves accountable?

People Expertise
How will we play?
S Strategic Priorities 2015 Goals Actions

Copyright 2015, OnStrategy

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One-Page Sample Plan and Template for Strategic Planning

Free Strategic Plan Examples


Simply click to download any of these publicly available strategic plans. For-profit plans arent made publicly
available for securities and confidentiality reasons.

Education Food Banks National


Washoe County School Freestore Food Banks Department of Homeland
District Manna Food Bank Security
Appalachian University Oregon Food Bank NASA
Bowling Green State Rhode Island Food Bank State Energy Program
University US Department of State
Colorado State University Tribal Plans
Duke University EPA OPPTS Tribal Plan Parks and Recreation
Iowa State University EPA Pacific Northwest Alaska Parks and Recreation
Texas Tech Infrastructure Development Seattle Parks Department
University of Illinois National Center for Health
Washington State Native Village of Afognak Police Departments
New Mexico State Tribal Plan Davis Police
Hospitals Northwest Area Foundation Division of Police
Childrens Hospital Seattle Northwest Area Foundation Hayward Police
Credit Valley Hospital Summary New Zealand Police
Hartford Hospital Nursing Plan Tulalip Reservation Philomath Police
Hospital Mission, Vision, USDA Civil Rights Plano Police
Values Examples Washington State Governors South Lake Tahoe Police
Ontario Hospital Association Office of Indian Affairs Vancouver Police
Royal Childrens Hospital, Yukon River
Melbourne State Tourism
Royal Perth Hospital Cities Hawaii Tourism
West Hawaii Region Hospitals Albany, Oregon Lewis and Clark Tourism
Bloomington, Indiana Michigan Tourism
Medical Associations Dallas, Texas
Alabama Health Exchange Gainesville, Florida Veterans Affairs
Alzheimers Association Las Vegas, Nevada Department of Veterans
American Academy of Reno, Nevada Affairs
Neurology Reno Tahoe Washington State Department
ASMA Vancouver, Washington of Veterans Affairs
Hampton Roads Multiple Victoria, Canada
Sclerosis Society
County
Churches Dallas County, Texas
Brighton Heights Reformed Maricopa County, Arizona
Church Mecklenburg County
Channing Memorial Church Miami-Dade County, Florida
Church of our Savior Pima County, Arizona
Hillcrest Covenant Church Prince Edward County,
South Congregational Church Virginia
Southern Baptist Church Prince George County,
Saint John the Forerunner Virginia
Church Prince William County,
St. Matthews Church Virginia

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With services and software for strategy design, execution and ongoing management, were helping
people around the world focus on the things that matters most.

Strategy is more than simply achieving business goals. Smarter strategy builds smarter organizations.
It inspires people to work hard, incite action and make things happen. Simply architected, thoughtfully
executed, strategy moves mountains.

Whether youre just getting started, rolling out an organizational strategy, or managing execution,
OnStrategy delivers the right tools and services to get the job done. Learn more at
www.OnStrategyHQ.com.

Give it a try! All plans come risk free with a 14-day full featured trial.

1. Start a Free Trial.


We built OnStrategy as an organizational platform and integrated tool-set for empowering people to
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Formerly MyStrategicPlan
of organizations worldwide achieve their strategic objectives. All plans include a 14-day risk free trial
with no long-term commitments.

2. Create and Execute Strategy While Empowering Your Organization.


OnStrategy is a tailored, yet structured tool for facilitating every essential element of successful strategy.
It fosters engagement, clarity, ownership, accountability and organization-wide communications at
every step of the strategic process. Self-help resources, best-practices and templates provide real-
world help when needed most.

3. Formerly
Supported M3 Planning
by People Passionate about Strategy.
We built and support OnStrategy and are passionate about helping people achieve enduring success.
Available to help throughout the strategic process, we offer practical hands-on services to facilitate
strategy creation, empowerment, and execution.

Call us at 1.775.747.7407 or visit


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3 Y:66 K:9 C:28 M: 85 Y:77 K:11


C:85 M: 86 Y:65 K:55