This is a generic business planning template that I use for each organization I have worked in. I modify it for each place, but this is core backbone. The article that acts as a guide to this can be found here https://www.linkedin.com/pulse/failing-plan-planning-fail-matthew-hardman?trk=pulse_spock-articles

1. <Your Team’s Name>
FYXX Planning Template
Name
Role

2. Background on FYXX (Last Year)
Details to cover:
• Historical Financial Results
• SWOT Analysis
• Market Trends
Recommendation to limit to 2-3
slides

3. Analysis on FYXX
HELPFUL HARMFUL
INTERNAL
Strengths
• Strengths can be about offering, support, team etc.
Weaknesses
• What are the internal things inhibiting success?
EXTERNAL
Opportunities
• What are the opportunities we could address to improve?
Threats
• What are the external factors that may impact your success?

4. FYXX Plans

5. Goals for FY16
• Goal 1
• Goal 2
• Goal 3
Details to cover:
• What are your goals?
• Goals are indications of direction you want to
take your business, they don’t need to be specific
with measurements, this will be covered later
• It should be a mixture of things that not only meet
specific business goals, but things that take your
business forward for the future
Recommendation to limit to 3 goals

6. Goal 1:
Objective 1:
Tactics Owner By When
Objective 2:
Tactics Owner By When
Objective 3:
Tactics Owner By When
Details to cover:
• What are the objectives that help to deliver on
your goals?
• Tactics are the steps you take to achieve your
objectives
• Objectives and Tactics should have some
measure to indicate progress
• Objectives and Tactics should be time bound

7. Measuring Success
Goal: <What is your goal from the previous slide?>
Measure Goal Current Status
= Needs Immediate Attention
= Monitor
= On Track
Details to cover:
• What are the key performance indicators you
want to monitor to help you achieve your goals.
• Some maybe directly related to your tactics and
objectives, some will be measurements that
verify correct behavior or action
Recommendation: Use as many measures that make
sense, but don’t over measure, focus on what's
important

8. Goal 2:
Objective 1:
Tactics Owner By When
Objective 2:
Tactics Owner By When
Objective 3:
Tactics Owner By When
Details to cover:
• What are the objectives that help to deliver on
your goals?
• Tactics are the steps you take to achieve your
objectives
• Objectives and Tactics should have some
measure to indicate progress
• Objectives and Tactics should be time bound

9. Measuring Success
Goal: <What is your goal from the previous slide?>
Measure Goal Current Status
= Needs Immediate Attention
= Monitor
= On Track
Details to cover:
• What are the key performance indicators you
want to monitor to help you achieve your goals.
• Some maybe directly related to your tactics and
objectives, some will be measurements that
verify correct behavior or action
Recommendation: Use as many measures that make
sense, but don’t over measure, focus on what's
important

10. Goal 3:
Objective 1:
Tactics Owner By When
Objective 2:
Tactics Owner By When
Objective 3:
Tactics Owner By When
Details to cover:
• What are the objectives that help to deliver on
your goals?
• Tactics are the steps you take to achieve your
objectives
• Objectives and Tactics should have some
measure to indicate progress
• Objectives and Tactics should be time bound

11. Measuring Success
Goal: <What is your goal from the previous slide?>
Measure Goal Current Status
= Needs Immediate Attention
= Monitor
= On Track
Details to cover:
• What are the key performance indicators you
want to monitor to help you achieve your goals.
• Some maybe directly related to your tactics and
objectives, some will be measurements that
verify correct behavior or action
Recommendation: Use as many measures that make
sense, but don’t over measure, focus on what's
important