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#AgileStrategyPlan 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
THE AGILE 
STRATEGY 
PLANNER 
This year Year 1 Year 2 Year 3 
Agile Collaborative Simple
Strategic planning is dynamic
Often, strategic plans are not! 
{ “Where does strategy live in your organization? If the 
answer is on a shelf, you have a problem. Strategies don’t 
} 
live in thick binders—that’s where they go to die.” Donald Sull & Kathleen Eisenhardt, Harvard Business Review 
hbr.org/2012/09/simple-rules-for-a-complex-world/ar/1
So we designed an agile alternative...
The Agile Strategy Planner 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
This year Year 1 Year 2 Year 3 
#AgileStrategyPlan
Template version: 09/14 A bridge between... 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Strategic 
intent 
Detailed 
implementation
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
This year Year 1 Year 2 Year 3 
All you need is... 
An Agile Strategy 
Planner printed at A0 size 
A wall 
Small sticky notes 
Either 51mm x 38mm or 38mm 
x 25mm to fit even more on 
1 
2 
3 
4 Your strategic planning team
The tool is... Using it... 
Agile 
Flexible 
Collaborative 
Transparent 
Easy to use 
Visual 
Creates focus 
Clarifies direction 
Aids leadership 
Improves communication 
Increases engagement 
Ensures action
The Agile Strategy Planner allows 
for complex dynamic situations 
All organisations have multiple strategic 
dimensions 
Strategies are formed by many 
interdependent—sometimes 
competing—elements 
Some of these elements are within 
a company’s control; others are not Not everything 
The direction of all businesses 
shifts and changes over time 
Individuals, teams and departments all need 
to work together to execute 
goes to plan
How to use the Agile Strategy Planner: 
a short guide 
(It really is very simple)
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
This year Year 1 Year 2 Year 3 
3 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
The planner has 4 key elements 
1 
4 
Time 2 
Strategic dimensions 
This 
year’s 
activity 
Future 
strategic 
activity
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
Year 1 Year 3 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
And requires 4 basic steps 
Using individual sticky notes, add in your key milestones, projects 
and activities for each strategic dimension and each year. 
Ensure that your resulting plan is cohesive, realistic and 
integrated to give your organisation the best chance of 
achieving your goals. 
Communicate the strategy to the rest of your organisation. 
Delegate projects. Manage performance. Review regularly. 
* This can be your senior leadership team or a cross-functional strategic planning team 
1 
2 
3 
4 
With your team*, fill in your strategic 
dimensions down the left hand side of the 
planner and add the years along the top. 
This year Year 2
Visualising our past, present and future activities helped us recognise our 
company successes, tighten our future development strategies and 
cross-reference all departments within the company to ensure a strong and 
coherent company plan. 
The Agile Strategy Planner has also allowed us to demonstrate to the 
whole company that our development plan is a working document. Working 
with Matt and Debbie, our Planning Group first outlined intentions and 
proposed activities for coming years. The planner was then introduced to all 
staff and is now permanently displayed in a communal area of the building. All 
staff have the opportunity to contribute to the company plan, highlight new 
ideas and input into any planned changes. 
Cate Rae 
Director & Chief Operating Officer 
“ 
“ 
“ 
“ 
used the Agile Strategy Planner 
to create a company development plan
Download your blank 
Agile Strategy Planners (pdf) 
This year Year 1 Year 2 Year 3 This year Year 1 Year 2 Year 3 Year 4 Year 5 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
Template version: 09/14 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
3-year plan 5-year plan 
Free downloads
A more detailed how-to... 
(For those of you who actually read instructions!)
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
1. Strategic dimensions 
This year Year 1 Year 2 Year 3 
1 
Strategic dimensions
Strategic dimensions: what are they? 
‣ Strategic dimensions are the levers that are pulled within 
your company to achieve your vision, strategic priorities 
and core objectives. 
‣ These dimensions might be based on targets, key 
performance indicators, areas of work, functions, business 
units, departments, teams, strategic priorities or other 
activities. 
‣ All dimensions need to be within your company’s control. If 
you cannot control the outcome through your own 
actions, you are setting yourself up to fail. 
‣ Every organisation has a different set of strategic 
dimensions and you’ll need to carefully decide your own.
Strategic dimensions: examples 
You might find some of the following strategic dimensions are 
relevant for you or there may be others uniquely your own... 
‣ Financial targets 
Such as turnover, sales, profit margin, etc. 
‣ Sales 
‣ Marketing 
‣ Operations 
‣ Logistics 
‣ R & D 
‣ Human resources 
‣ Finance 
‣ Product development 
‣ International markets 
New or existing 
‣ Domestic markets 
New or existing 
‣ Acquisitions 
‣ Partner relationships 
‣ IT infrastructure 
‣ Raising finance 
‣ Admin
Strategic dimensions: how to define them 
1 
2 
3 
To define your strategic dimensions, first 
gather thoughts and ideas about the 
most important levers/areas of activity 
within your organisation. A whiteboard is 
a great place to do this. 
As you gather these ideas, you should 
begin to see groupings and themes 
emerge. These are your dimensions. 
For example, a grouping that included training, recruitment, leadership, 
succession planning and appraisals might be the dimension, ‘People 
Development’ or ‘HR’, while another grouping that included campaigns, 
catalogue, events, and offers might be the dimension ‘Marketing’. 
Finally, determine which dimensions are 
critical and within your control. Prioritise 
these as the focus for your planner.
Strategic dimensions: most important first 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
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Template version: 09/14 
Put the most important strategic 
dimensions at the top. These anchor the 
remaining dimensions. 
Activities in other dimensions should 
cascade from your critical dimensions. 
For example, sales and marketing might be anchored around your 
product roadmap or financial targets. Alternatively, activity within your 
organisation might be primarily driven by sales. 
Use different colour sticky notes to 
visualise these different groupings.
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
Time 2 
This year Year 1 Year 2 Year 3 
2. Time
First, decide whether to use the 3-year or 5-year planner 
based on how far you would like to look ahead. 
Note: with more columns, you do end up with less room for content. 
Next, decide whether This year should be the current 
calendar year or your financial year. 
Finally, fill in the appropriate dates for subsequent years. 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
1 
Time: explained 
2 
3 
This year Year 1 Year 2 Year 3 Year 4 Year 5
If you run out of room (either for strategic dimensions or 
subsequent years), simply add additional posters to the 
bottom and/or left of your main planner. 
4 
Time: expanding the planner 
The Agile Strategy Planner The Agile Strategy Planner 
This year Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 
The Agile Strategy Planner The Agile Strategy Planner
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
3. This year’s activity 
This year Year 1 Year 2 Year 3 3 
This 
year’s 
activity
Now it’s time to add in what you’ve achieved so far this year. 
Using sticky notes, add key milestones, projects and other 
relevant activities across each of your strategic dimensions. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
1 
This year’s activity: explained 
This year Year 1 Year 2
Once you’ve finished, take a moment to stand back and 
celebrate what you’ve achieved! 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
2 
This year’s activity: explained 
This year Year 1 Year 2 Year 3 
Wow, we’ve 
achieved more than 
I thought this year! Boom! 
There it is...
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
STOCKER 
PARTNERSHIP www.stockerpartnership.com 
This work is licensed under the Creative Commons 
Attribution-ShareAlike 4.0 International License. 
To view a copy of this license, visit: 
http://creativecommons.org/licenses/by-sa/4.0/ 
Template version: 09/14 
4. Future strategic activity 
This year Year 1 Year 2 Year 3 
4 
Future 
strategic 
activity
Based upon your vision, strategic priorities and core 
objectives,* it’s now time to fill in your ideas for the 
future. In the same way as you did for This year, discuss 
and agree as a team which key milestones, projects and 
other relevant activities should go where. 
* If you don’t already have these in place, take some time to work these out first. 
You can start from either end of the strategy planner. 
Either begin with today and work forward, or start with 
where you would like to be in 3-5 years’ time and work 
back. Or a bit of both and meet in the middle! 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions 
1 
Future strategic activity: explained 
2 
This year Year 1 Year 2 Year 3
Whatever you do, keep it realistic! Don’t try to do too 
much or you’ll set yourself up to fail before you’ve even 
started. By all means be ambitious, but don’t over do it— 
your strategy needs to focus on the things you can 
control. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
3 
Future strategic activity: explained 
This year Year 1 Year 2 Set up 
Take over 
Retire to 
business new 
world! 
the 
private 
island
Whatever you do, keep it realistic! Don’t try to do too 
much or you’ll set yourself up to fail before you’ve even 
started. By all means be ambitious, but don’t over do it— 
your strategy needs to focus on the things you can 
control. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
3 
Future strategic activity: explained 
This year Year 1 Year 2 Set up 
new 
break-Reach 
business even 
Launch 
Version 
2.0
Make sure that each sticky note only has ‘one thing’ 
written on it as you might want to move it around later. 
Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can 
always bring milestones forward or increase your targets following success. You can also delay 
milestones if things don’t quite go to plan. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
4 
Future strategic activity: explained 
This year Year 1 Year 2 
HR Hired 
marketing 
manager Hire new 
developer
Make sure that each sticky note only has ‘one thing’ 
written on it as you might want to move it around later. 
Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can 
always bring milestones forward or increase your targets following success. You can also delay 
milestones if things don’t quite go to plan. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
4 
Future strategic activity: explained 
This year Year 1 Year 2 
HR Hired 
marketing 
manager Hire new 
developer
Use the space within each column to show 
approximately when in the year you expect each activity 
to occur—by quarter or roughly beginning, middle, end. 
5 
Future strategic activity: explained 
The Agile Strategy Planner Date: Version: Company: 
Year 
Strategic 
dimensions This year Year 1 Year 2 Q1 Q2 Q3 Q4 Beg Mid End
Make sure all dimensions are balanced: if you have an 
ambitious roadmap that will require more resource, you 
need to schedule additional supporting activities (such as 
recruitment, finance, marketing, etc) at the right time. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
6 
Future strategic activity: explained 
This year Year 1 Year 2 Product 
roadmap Launch 
Major update 
with 
& integration 
Version 1.0 with new 
partner 
Customer 
targets 
Sales 
20% monthly 
growth of 
new sign-ups Finalise 
pricing before 
launch 
100 engaged 
beta testers 
Reach 1,500 
subscribers 
Reach 
break-even 
point 
HR
Make sure all dimensions are balanced: if you have an 
ambitious roadmap that will require more resource, you 
need to schedule additional supporting activities (such as 
recruitment, finance, marketing, etc) at the right time. 
The Agile Strategy Planner Date: Version: 
Year 
Strategic 
dimensions 
Hire new 
developer 
6 
Future strategic activity: explained 
This year Year 1 Year 2 Product 
roadmap Launch 
Major update 
with 
& integration 
Version 1.0 with new 
partner 
Customer 
targets 
Sales 
20% monthly 
growth of 
new sign-ups Finalise 
pricing before 
launch 
100 engaged 
beta testers 
Reach 1,500 
subscribers 
Reach 
break-even 
point 
HR Hire new 
customer 
service 
representative
Hints and tips 
Get buy-in: Involve people with responsibility for your 
different strategic dimensions from the very start to ensure 
development of a coherent plan and ownership of strategy. 
Review and learn: Plan > Do > Learn > Adapt. 
As a team, review your plan on a regular basis. Tick things 
off, add things, move things, delete things—the more 
up-to-date your plan is, the better. 
Communicate: Don’t assume that because you know 
where the organisation is headed, the rest of your staff do. 
As leadership, ensure that you take the time to share the 
plan with everyone and to actively involve all. 
Plan 
Adapt Do 
Learn
Hints and tips 
Implement brilliantly: Strategy and execution are 
inextricably related and equally important. If you never turn 
your ideas into action, you’ll never see their results. By giving 
your all to delivering the plan, you’ll get great results from 
the stuff that works and can improve anything that doesn’t. 
Empower your people: Anyone, at any level within 
an organisation, can behave strategically. By empowering 
your people to make thoughtful choices within the context 
of the strategic plan and within their own sphere of 
influence, you ensure that everyone owns and contributes 
to the strategy and they effectively turn it into action.
Hints and tips 
Project manage: Within any strategic plan, there are a 
multitude of initiatives and the overarching plan only 
scratches the surface of the actions needed. Once you’ve 
got an overall plan to guide you, each project needs to be 
mapped and turned into real, practical action. A host of 
tools are available to help you, including Asana, Basecamp 
and LiquidPlanner, to name but a few. 
Adapt and evolve: 3 to 5 years is a long time, 
especially if your business is part of a fast-moving, 
unpredictable market. Don’t see your strategy as being set 
in stone but instead use the agility of the planner to 
become more agile as an organisation. Adapt for success!
We think good ideas are worth sharing. That’s why 
we’ve released the Agile Strategy Planner under 
Creative Commons. 
This means you can adapt and repurpose the planner 
for your specific requirements as long as you attribute 
and share alike as per the license agreement below. 
The Agile Strategy Planner by 
Stocker Partnership Ltd is licensed under a 
Creative Commons Attribution-ShareAlike 4.0 
International License.
If you would like support to develop your 
strategy or would like us to facilitate discussions 
amongst your strategic planning team, contact 
the Stocker Partnership and get started today! 
+44 (0)24 76 100 193 
hello@stockerpartnership.com
STOCKER 
PARTNERSHIP 
The Stocker Partnership 
is a strategic innovation 
consultancy 
We help organisations to 
create and exploit new 
opportunities 
024 76 100 193 
hello@stockerpartnership.com 
Matt Stocker 
Debbie Stocker 
www.stockerpartnership.com 
Follow us on LinkedIn 
Subscribe to our blog 
Sign up to our newsletter 
WE’RE NOT 
BIG 
BUT WE ARE 
CLEVER 
@mattstocker 
@debbiestocker 
Illustrations by Stina Jones (stinajones.co.uk), and Matt Stocker

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The Agile Stategy Planner by Stocker Partnership

  • 1. #AgileStrategyPlan The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 THE AGILE STRATEGY PLANNER This year Year 1 Year 2 Year 3 Agile Collaborative Simple
  • 3. Often, strategic plans are not! { “Where does strategy live in your organization? If the answer is on a shelf, you have a problem. Strategies don’t } live in thick binders—that’s where they go to die.” Donald Sull & Kathleen Eisenhardt, Harvard Business Review hbr.org/2012/09/simple-rules-for-a-complex-world/ar/1
  • 4. So we designed an agile alternative...
  • 5. The Agile Strategy Planner The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 This year Year 1 Year 2 Year 3 #AgileStrategyPlan
  • 6. Template version: 09/14 A bridge between... The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Strategic intent Detailed implementation
  • 7. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 This year Year 1 Year 2 Year 3 All you need is... An Agile Strategy Planner printed at A0 size A wall Small sticky notes Either 51mm x 38mm or 38mm x 25mm to fit even more on 1 2 3 4 Your strategic planning team
  • 8. The tool is... Using it... Agile Flexible Collaborative Transparent Easy to use Visual Creates focus Clarifies direction Aids leadership Improves communication Increases engagement Ensures action
  • 9. The Agile Strategy Planner allows for complex dynamic situations All organisations have multiple strategic dimensions Strategies are formed by many interdependent—sometimes competing—elements Some of these elements are within a company’s control; others are not Not everything The direction of all businesses shifts and changes over time Individuals, teams and departments all need to work together to execute goes to plan
  • 10. How to use the Agile Strategy Planner: a short guide (It really is very simple)
  • 11. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions This year Year 1 Year 2 Year 3 3 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 The planner has 4 key elements 1 4 Time 2 Strategic dimensions This year’s activity Future strategic activity
  • 12. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions Year 1 Year 3 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 And requires 4 basic steps Using individual sticky notes, add in your key milestones, projects and activities for each strategic dimension and each year. Ensure that your resulting plan is cohesive, realistic and integrated to give your organisation the best chance of achieving your goals. Communicate the strategy to the rest of your organisation. Delegate projects. Manage performance. Review regularly. * This can be your senior leadership team or a cross-functional strategic planning team 1 2 3 4 With your team*, fill in your strategic dimensions down the left hand side of the planner and add the years along the top. This year Year 2
  • 13. Visualising our past, present and future activities helped us recognise our company successes, tighten our future development strategies and cross-reference all departments within the company to ensure a strong and coherent company plan. The Agile Strategy Planner has also allowed us to demonstrate to the whole company that our development plan is a working document. Working with Matt and Debbie, our Planning Group first outlined intentions and proposed activities for coming years. The planner was then introduced to all staff and is now permanently displayed in a communal area of the building. All staff have the opportunity to contribute to the company plan, highlight new ideas and input into any planned changes. Cate Rae Director & Chief Operating Officer “ “ “ “ used the Agile Strategy Planner to create a company development plan
  • 14. Download your blank Agile Strategy Planners (pdf) This year Year 1 Year 2 Year 3 This year Year 1 Year 2 Year 3 Year 4 Year 5 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions Template version: 09/14 The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 3-year plan 5-year plan Free downloads
  • 15. A more detailed how-to... (For those of you who actually read instructions!)
  • 16. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 1. Strategic dimensions This year Year 1 Year 2 Year 3 1 Strategic dimensions
  • 17. Strategic dimensions: what are they? ‣ Strategic dimensions are the levers that are pulled within your company to achieve your vision, strategic priorities and core objectives. ‣ These dimensions might be based on targets, key performance indicators, areas of work, functions, business units, departments, teams, strategic priorities or other activities. ‣ All dimensions need to be within your company’s control. If you cannot control the outcome through your own actions, you are setting yourself up to fail. ‣ Every organisation has a different set of strategic dimensions and you’ll need to carefully decide your own.
  • 18. Strategic dimensions: examples You might find some of the following strategic dimensions are relevant for you or there may be others uniquely your own... ‣ Financial targets Such as turnover, sales, profit margin, etc. ‣ Sales ‣ Marketing ‣ Operations ‣ Logistics ‣ R & D ‣ Human resources ‣ Finance ‣ Product development ‣ International markets New or existing ‣ Domestic markets New or existing ‣ Acquisitions ‣ Partner relationships ‣ IT infrastructure ‣ Raising finance ‣ Admin
  • 19. Strategic dimensions: how to define them 1 2 3 To define your strategic dimensions, first gather thoughts and ideas about the most important levers/areas of activity within your organisation. A whiteboard is a great place to do this. As you gather these ideas, you should begin to see groupings and themes emerge. These are your dimensions. For example, a grouping that included training, recruitment, leadership, succession planning and appraisals might be the dimension, ‘People Development’ or ‘HR’, while another grouping that included campaigns, catalogue, events, and offers might be the dimension ‘Marketing’. Finally, determine which dimensions are critical and within your control. Prioritise these as the focus for your planner.
  • 20. Strategic dimensions: most important first The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 Put the most important strategic dimensions at the top. These anchor the remaining dimensions. Activities in other dimensions should cascade from your critical dimensions. For example, sales and marketing might be anchored around your product roadmap or financial targets. Alternatively, activity within your organisation might be primarily driven by sales. Use different colour sticky notes to visualise these different groupings.
  • 21. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 Time 2 This year Year 1 Year 2 Year 3 2. Time
  • 22. First, decide whether to use the 3-year or 5-year planner based on how far you would like to look ahead. Note: with more columns, you do end up with less room for content. Next, decide whether This year should be the current calendar year or your financial year. Finally, fill in the appropriate dates for subsequent years. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions 1 Time: explained 2 3 This year Year 1 Year 2 Year 3 Year 4 Year 5
  • 23. If you run out of room (either for strategic dimensions or subsequent years), simply add additional posters to the bottom and/or left of your main planner. 4 Time: expanding the planner The Agile Strategy Planner The Agile Strategy Planner This year Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 The Agile Strategy Planner The Agile Strategy Planner
  • 24. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 3. This year’s activity This year Year 1 Year 2 Year 3 3 This year’s activity
  • 25. Now it’s time to add in what you’ve achieved so far this year. Using sticky notes, add key milestones, projects and other relevant activities across each of your strategic dimensions. The Agile Strategy Planner Date: Version: Year Strategic dimensions 1 This year’s activity: explained This year Year 1 Year 2
  • 26. Once you’ve finished, take a moment to stand back and celebrate what you’ve achieved! The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 2 This year’s activity: explained This year Year 1 Year 2 Year 3 Wow, we’ve achieved more than I thought this year! Boom! There it is...
  • 27. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 4. Future strategic activity This year Year 1 Year 2 Year 3 4 Future strategic activity
  • 28. Based upon your vision, strategic priorities and core objectives,* it’s now time to fill in your ideas for the future. In the same way as you did for This year, discuss and agree as a team which key milestones, projects and other relevant activities should go where. * If you don’t already have these in place, take some time to work these out first. You can start from either end of the strategy planner. Either begin with today and work forward, or start with where you would like to be in 3-5 years’ time and work back. Or a bit of both and meet in the middle! The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions 1 Future strategic activity: explained 2 This year Year 1 Year 2 Year 3
  • 29. Whatever you do, keep it realistic! Don’t try to do too much or you’ll set yourself up to fail before you’ve even started. By all means be ambitious, but don’t over do it— your strategy needs to focus on the things you can control. The Agile Strategy Planner Date: Version: Year Strategic dimensions 3 Future strategic activity: explained This year Year 1 Year 2 Set up Take over Retire to business new world! the private island
  • 30. Whatever you do, keep it realistic! Don’t try to do too much or you’ll set yourself up to fail before you’ve even started. By all means be ambitious, but don’t over do it— your strategy needs to focus on the things you can control. The Agile Strategy Planner Date: Version: Year Strategic dimensions 3 Future strategic activity: explained This year Year 1 Year 2 Set up new break-Reach business even Launch Version 2.0
  • 31. Make sure that each sticky note only has ‘one thing’ written on it as you might want to move it around later. Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can always bring milestones forward or increase your targets following success. You can also delay milestones if things don’t quite go to plan. The Agile Strategy Planner Date: Version: Year Strategic dimensions 4 Future strategic activity: explained This year Year 1 Year 2 HR Hired marketing manager Hire new developer
  • 32. Make sure that each sticky note only has ‘one thing’ written on it as you might want to move it around later. Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can always bring milestones forward or increase your targets following success. You can also delay milestones if things don’t quite go to plan. The Agile Strategy Planner Date: Version: Year Strategic dimensions 4 Future strategic activity: explained This year Year 1 Year 2 HR Hired marketing manager Hire new developer
  • 33. Use the space within each column to show approximately when in the year you expect each activity to occur—by quarter or roughly beginning, middle, end. 5 Future strategic activity: explained The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions This year Year 1 Year 2 Q1 Q2 Q3 Q4 Beg Mid End
  • 34. Make sure all dimensions are balanced: if you have an ambitious roadmap that will require more resource, you need to schedule additional supporting activities (such as recruitment, finance, marketing, etc) at the right time. The Agile Strategy Planner Date: Version: Year Strategic dimensions 6 Future strategic activity: explained This year Year 1 Year 2 Product roadmap Launch Major update with & integration Version 1.0 with new partner Customer targets Sales 20% monthly growth of new sign-ups Finalise pricing before launch 100 engaged beta testers Reach 1,500 subscribers Reach break-even point HR
  • 35. Make sure all dimensions are balanced: if you have an ambitious roadmap that will require more resource, you need to schedule additional supporting activities (such as recruitment, finance, marketing, etc) at the right time. The Agile Strategy Planner Date: Version: Year Strategic dimensions Hire new developer 6 Future strategic activity: explained This year Year 1 Year 2 Product roadmap Launch Major update with & integration Version 1.0 with new partner Customer targets Sales 20% monthly growth of new sign-ups Finalise pricing before launch 100 engaged beta testers Reach 1,500 subscribers Reach break-even point HR Hire new customer service representative
  • 36. Hints and tips Get buy-in: Involve people with responsibility for your different strategic dimensions from the very start to ensure development of a coherent plan and ownership of strategy. Review and learn: Plan > Do > Learn > Adapt. As a team, review your plan on a regular basis. Tick things off, add things, move things, delete things—the more up-to-date your plan is, the better. Communicate: Don’t assume that because you know where the organisation is headed, the rest of your staff do. As leadership, ensure that you take the time to share the plan with everyone and to actively involve all. Plan Adapt Do Learn
  • 37. Hints and tips Implement brilliantly: Strategy and execution are inextricably related and equally important. If you never turn your ideas into action, you’ll never see their results. By giving your all to delivering the plan, you’ll get great results from the stuff that works and can improve anything that doesn’t. Empower your people: Anyone, at any level within an organisation, can behave strategically. By empowering your people to make thoughtful choices within the context of the strategic plan and within their own sphere of influence, you ensure that everyone owns and contributes to the strategy and they effectively turn it into action.
  • 38. Hints and tips Project manage: Within any strategic plan, there are a multitude of initiatives and the overarching plan only scratches the surface of the actions needed. Once you’ve got an overall plan to guide you, each project needs to be mapped and turned into real, practical action. A host of tools are available to help you, including Asana, Basecamp and LiquidPlanner, to name but a few. Adapt and evolve: 3 to 5 years is a long time, especially if your business is part of a fast-moving, unpredictable market. Don’t see your strategy as being set in stone but instead use the agility of the planner to become more agile as an organisation. Adapt for success!
  • 39. We think good ideas are worth sharing. That’s why we’ve released the Agile Strategy Planner under Creative Commons. This means you can adapt and repurpose the planner for your specific requirements as long as you attribute and share alike as per the license agreement below. The Agile Strategy Planner by Stocker Partnership Ltd is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.
  • 40. If you would like support to develop your strategy or would like us to facilitate discussions amongst your strategic planning team, contact the Stocker Partnership and get started today! +44 (0)24 76 100 193 hello@stockerpartnership.com
  • 41. STOCKER PARTNERSHIP The Stocker Partnership is a strategic innovation consultancy We help organisations to create and exploit new opportunities 024 76 100 193 hello@stockerpartnership.com Matt Stocker Debbie Stocker www.stockerpartnership.com Follow us on LinkedIn Subscribe to our blog Sign up to our newsletter WE’RE NOT BIG BUT WE ARE CLEVER @mattstocker @debbiestocker Illustrations by Stina Jones (stinajones.co.uk), and Matt Stocker