WELCOME

Welcome to our free strategic plan template, based on hundreds of successful

strategy implementations. Learn more about strategy at our blog:
https://www.executestrategy.net/blog

1. Complete each tab step-by-step

2. Refer to our free guides at the bottom of each tab

3. The final tab will automatically build your strategic

plan!

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do our best to answer your questions…

THE CLOUD BASED STRATEGY SUITE

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 VISION
A great vision statement provides the inspiration for the strategies and the
daily operations of your organization. It is the anchor-point of your organization
and should describe in an ideal-world, what you want to achieve in the mid-to-
long term.

An Apple Computer on every desk in the world

Read our full guide to creating the perfect vision statement:

https://www.executestrategy.net/blog/write-good-vision-stateme
 Tips:

Keep it short and passionate

Dare to dream

Test your vision:

Does it communicate why we exist?

Is it tangible?
Will it inspire our people?
Can it be easily memorized?

ng the perfect vision statement:

/blog/write-good-vision-statement/
 VALUES
Values answer a simple question: how do we do what we do? Leaders and
employees should be proud of them, as they define the organization's culture
and identity. Values are the core principles for all associates, and customers
should experience them through each service and product.

Agility
Customer Focused
Cooperative
[INSERT VALUE HERE]

Read our full guide to creating the perfect set of values:

https://www.executestrategy.net/blog/write-good-organisational-value
 Tips:

No more than 4
Start with a verb
Keep them short

Test your values:

Can your people translate them into actions?
Are they tangible?
Can they be easily memorized?

ting the perfect set of values:

og/write-good-organisational-values/
 FOCUS AREAS

A Focus Area is a high level objective that will help you to realize your Vision. In
the same way as your Vision should be understood by everyone in the
organization, you should create Focus Areas that everyone can identify with.
They are call to actions and point your employees in the right direction.

Happy Customers
Business Growth
Strong Financial Control
[INSERT FOCUS AREA HERE]
[INSERT FOCUS AREA HERE]

Read our full guide to creating the perfect Focus Areas:

https://www.executestrategy.net/blog/creating-focus-areas-for-your-str
 Tips:

No more than 5
Start with an adjective
Keep them short

Test your Focus Areas:

Do they make your vision happen?

Are they totally different from each other?
Are they all absolutely critical for your success?
Together, can they capture 100% of your business activities?

eating the perfect Focus Areas:

og/creating-focus-areas-for-your-strategy/
Goal types categorize the various activities in your plan. They are primarily used for reporting and for filtering y
critical for your business intelligence. To design them well, you can think of all the strategic questions you want

What are the current goals that impact my revenue?

What are the current goals that contribute to achieve this current core project/initiative?
What are the current goals that contribute to this product/service line?
Where are we in terms of their implementation?
Are we currently doing enough to develop our people?

GOAL TYPE 1
Goal type 1
Financial
Process
People
Customers

GOAL TYPE 2
Standard Operation Procedure
Horizon 1
Horizon 2
Horizon 3

GOAL TYPE 3
Assets
Organization capital
Information capital
Human capital
ious activities in your plan. They are primarily used for reporting and for filtering your data. Hence, goal types are
lligence. To design them well, you can think of all the strategic questions you want to answer, such as:

hat impact my revenue?

hat contribute to achieve this current core project/initiative?
hat contribute to this product/service line?
eir implementation?
gh to develop our people?

Primary goal type. All your goals should belong to one of these primary goal types. A popular approach
here is the balanced scorecard, which we've included below.

Description
Directly impacts income or costs.
Enhances, changes or adds to the processes in place throughout the organization.
Impacts upon the people of the organization, including managers, peers or subordinates.
Impacts customers or other key stakeholders.

Secondary goal type. If you currently use an additional strategic model such as horizons, you can enter it
here. The secondary goal type could also encapsulate your core initiatives or areas to improve.

Description
Impacts
Involves current
creatingbusiness activities
additional business- essentially businessthe
value by extended as usual
use ofactivities.
current assets - e.g. new market
launches
Blue sky thinking - wholly new products, services or initiatives.

Tertiary goal type. Use this goal type if you need to slice the goals by anything else relevant to your
organization. As an example, they could be used to encapsulate product/service lines or assets.

Description
Promotes teamwork or develops competitive advantages.
Maintains or enhances our systems, network and databases.
Promotes training, develops individual skills and knowledge.
Metric and Units are key to measure goals and track their implementation. They make objectives tangible and
have already been defined for you. It is highly recommended that you add specific units which are relevant to
will help your people to define tangible targets.

UNITS
Unit
USD$
Percentage %
People
Unit
measure goals and track their implementation. They make objectives tangible and measurable. Some default units
or you. It is highly recommended that you add specific units which are relevant to your business and processes. It
ne tangible targets.

Units define the nature of a metric. Could be financial, measuring processes or quality, scoring
organizational initiatives or people skills etc.

Example of goal using this unit

Increase revenue to: $120m by 31 Dec 2014.
Decrease cost by: 10% by 31 Dec 2014.
Hire sales staff: 10 people by 31 Dec 2014.
Sell TVs: 10k units by 31 Dec 2014
An Organizational Goal is a specific objective that will help you to actualize one or more of your Focus Areas.
Unlike Focus Areas, your Organizational Goals should be specific, and contain where possible a metric and a d
Organizational Goals will generally have a deadline of 1 year or more.

ORGANIZATIONAL Group them by Focus Areas

Start with a verb
GOALS Use metrics and units as much as you can

Focus Area Verb

Create

Happy Customers

Business Growth

Strong Financial Control

[INSERT FOCUS AREA HERE]

[INSERT FOCUS AREA HERE]

[INSERT FOCUS AREA HERE]

Read our full guide to creating the p

https://www.executestrategy.net/blog/how
ualize one or more of your Focus Areas.
contain where possible a metric and a deadline.
.

as you can

Details Metric Unit

a new platform for interacting with our customers
 Read our full guide to creating the perfect Organizational Goals:

ps://www.executestrategy.net/blog/how-to-write-good-strategic-objectives/
Start date Deadline
1/1/2018 12/31/2019
Each of your Focus Areas needs at least one KPI. KPIs will help you determine whether or not you're achieving
Check out our KPI library for KPI examples for any kind of Focus Area.

ORGANIZATIONAL Group them by Focus Areas

Start with a verb
GOALS Use metrics and units as much as you can

Focus Area Verb

Happy Customers Reduce
Business Growth
Strong Financial Control
[INSERT FOCUS AREA HERE]
[INSERT FOCUS AREA HERE]

Check out our KPI library

https://www.executestrategy.ne
etermine whether or not you're achieving that goal.

as you can

KPI Detail Metric Unit

Operating cost by 10 %

Check out our KPI library on the link below:

https://www.executestrategy.net/blog/examples-of-kpis/
Start date Deadline
1/1/2018 12/31/2019
 An Apple Computer on e

Agility Customer Focused

Focus Area Verb

Create

Happy Customers

KPI: Reduce

Business Growth

KPI:

Strong Financial Control

KPI:

[INSERT FOCUS AREA HERE]

KPI:

[INSERT FOCUS AREA HERE]

KPI:

Want to bring your plan to life in our renowned cloud based strategy
An Apple Computer on every desk in the world

Cooperative [INSERT VALUE HERE]

Details Metric Unit

a new platform for interacting with our customers

Operating cost by 10 %
e in our renowned cloud based strategy suite? Sign up for a free trial at https://www.executestrategy.net
[INSERT VALUE HERE]

Start date Deadline

1/1/2018 12/31/2019

1/1/2018 12/31/2019
.net