Business Model Strategy Template

1. INSERT COMPANY LOGO OR NAME
202X
BUSINESS MODEL STRATEGY
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INSERT COMPANY LOGO OR NAME
202X
BUSINESS MODEL STRATEGY
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2. INSERT LOGO OR CO. NAME - VIEW>MASTER>SLIDE
MASTER
As thousands of people have, I hope you find this free business model template helpful in thinking
through your business model and strategy. The answers to the business model questions are always
insightful and often spur more questions. The one-pager is always challenging, but it drives strategic
clarity and focus. If you need experienced expert coaching or facilitation, consider me an option. You can
learn more at https://www.stratechi.com/business-coaching/
All the best,
Joe Newsum
Founder and Creator of Stratechi.com
P.S. Thanks for visiting Stratechi.com, where you can find hundreds of free guides on strategy and
leadership. We hope to see you again.
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MASTER
A business model is made up of the mission, targets, value proposition, go-to-market and organization
The Organization efficiently &
effectively develops & delivers…
…the Customer Value Proposition &
Go-to-Market to fulfill the needs… …the Mission
…of the Target Customers better than
competitors for the purpose of achieving…
1. ORGANIZATION 2. VALUE PROPOSITION
3. GO TO MARKET
4. TARGETS 5. MISSION
z
$
Store
Services
Products
Price
Distribution
Sales
People
Infrastructure
Partners Geography
Markets
Target
Customers
Process
Value Prop Go-to-Market
Marketing
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MASTER
Business Strategy is simply the goals the
organization focuses on across a business
model on and the actions it takes to
achieve those goals
Sometimes it takes a tweak, other times it takes a lot more
ç
MISSION
Markets Customers Geographies
Marketing
Pricing
Distribution
Products
Team
Members
Infrastructure
Partners
Processes
Services
Functions (Sales, Operations, Finance, etc.)
TARGETS
VALUE PROPOSITION GO TO MARKET
ORGANIZATION
Sales
$
A BUSINESS MODEL
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• Organizational Strategy
• Human Resource Strategy
• Talent Strategy
• Knowledge Strategy
• Cultural Strategy
• Communications Strategy
• Compensation Strategy
• Benefits Strategy
• Development Strategy
• IT Strategy
• Vendor Strategy
• Process Strategy
• Operations Strategy
• Finance Strategy
• Reporting Strategy
• Governance Strategy
• Risk Strategy
• Sustainability Strategy
• Product Strategy
• Service Strategy
• Pricing Strategy
• Innovation Strategy
• Design Strategy
• Development Strategy
• IP Strategy
• Supply Chain Strategy
• Manufacturing Strategy
• Distribution Strategy
• Sales Strategy
• Marketing Strategy
• Ecommerce Strategy
• Content Strategy
• Advertising Strategy
• Social Strategy
• Reseller Strategy
• PR Strategy
• Market Strategy
• Competitive Strategy
• Customer Strategy
• Segmentation Strategy
• Geographic Strategy
• M&A Strategy
• Expansion Strategy
• Joint Venture Strategy
• Corporate Strategy
• Business Model Strategy
• Business Unit Strategy
• Financial Strategy
• Growth Strategy
• Long-term Strategy
The challenge with strategy is there are so many different types across a business model
ç
MISSION
Markets Customers Geographies
Marketing
Pricing
Distribution
Products
Team
Members
Infrastructure
Partners
Processes
Services
Functions (Sales, Operations, Finance, etc.)
TARGETS
VALUE PROPOSITION GO TO MARKET
ORGANIZATION
Sales
$
A BUSINESS MODEL
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MASTER
Gives Purpose
“WHY”
Provides Focus
“WHO & WHERE”
Is the Core
”WHAT”
Amplifies the
Value Prop
”HOW BIG”
The Efficiency & Effectiveness
Execution Machine
”HOW”
ç
MISSION
Markets Customers Geographies
Marketing
Pricing
Distribution
Products
Team
Members
Infrastructure
Partners
Processes
Services
Functions (Sales, Operations, Finance, etc.)
TARGETS
VALUE PROPOSITION GO TO MARKET
ORGANIZATION
Sales
$
A BUSINESS MODEL
To develop a winning business model, answer the why, who, where, what, and how
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MASTER
ç
MISSION
Markets Customers Geographies
Marketing
Pricing
Distribution
Products
Team
Members
Infrastructure
Partners
Processes
Services
Functions (Sales, Operations, Finance, etc.)
TARGETS
VALUE PROPOSITION GO TO MARKET
ORGANIZATION
Sales
$
A BUSINESS MODEL
To solve a business model, work your way from the top to the bottom
Solve the business model from the top down:
1. Mission
2. Targets
• Markets, Customers & Geographies
3. Value Proposition
• Products, Services, Pricing
4. Go To Market
• Distribution, Sales, Marketing
5. Functional Strategies
• HR, IT, Procurement, Finance, Ops, etc.
Visit for more information - https://www.stratechi.com/business-model/
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(NAME OF COMPANY) STRATEGIC VISION
TARGETS
(WHO & WHERE?)
Customer Segments
Markets
CUSTOMER VALUE
PROPOSITION
(WHAT?)
Geographies
MISSION & GOALS
(WHY?)
What markets are you going to win in? What are the
important market dynamics?
Who are your target customers? Why? What are their
most important needs?
Where are you going to win? Expand to?
Differentiation
What is the core differentiation of your value
prop to beat the competition?
Mission
What are the big ideas for products & services, which will drive value for
customers and the business?
The Ultimate Goals
What is the mission and purpose of the business? What are the ultimate financial, market, and customer goals?
Distribution
Products & Services
What is the distribution model? The big ideas to
improve it?
Sales
What sales strategies will drive growth in a cost-
effective manner?
Marketing
What campaigns and marketing strategies will cost-
effectively grow the customer funnel?
Time frame: What time frame does this strategy cover?
What pricing strategy will maximize long-
term growth & profitability
Pricing
$
GO-TO-MARKET
(HOW BIG?)
Core Competencies
Goals
Transformation Initiatives
ORGANIZATION
(HOW?) What organizational competencies need to be world-class to continuously drive
core differentiation and competitive advantage?
What are the values of the organization to serve as the foundation for the
culture and people strategy?
Abc Abc
Abc Abc
Abc Abc
Abc Abc
Values
Big Org Goals

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MASTER
9
Processes
Employees Infrastructure Partners
Functions
ORGANIZATION
TRUE NORTH
VALUE PROPOSITION
GO-TO-MARKET
BUSINESS MODEL
TARGETS
Marketing Distribution
Pricing
Sales
Services
Products
Customers
Markets Geos
Vision
Mission Values
Mission
Markets
Marketing
Products
Org Design
Vision
Customers
Sales
Services
Employee Journey
Values
Geos
Distribution
Pricing
Culture
To seamlessly power the experience, insights and
value of information for our fitness brands, so
they can focus on their customers, not their
technology
• Focus our energy on mid-to-large gyms
• Drive value for the gyms & members
• Expand the sales & marketing funnel
• Create a top team
• Own Your Path
• Be Real
• Think Big & Simple
• Know thy Customer
• $4 B Gym Management Platform
• Highly fragmented with no clear leader
• A lot of migration to SaaS platforms
• Our target is mid-to-large gyms
• 25% of gyms and 70% sales
• Top needs – UX, member & rev mgmt.,
reporting, and integration
• Keep scaling in US
• Currently expanding in Europe
• Focus on top 10 largest gyms in Asia and South
America
• Focus on rich ROI campaigns with tight client
focused value messaging
• A mix of SEO, content marketing, AdWords,
influencers, & conferences
• Launching 5.0 with major upgrades to UX,
member & revenue mgmt.
• Roadmap focus on AI, integration, & reporting,
optimizing cloud infras.
• Reducing implementation from 3.5 mos to 1
month
• Focused on lean and self-service
• Moving to 3-tier pricing by EOY
• Testing free trial
• Launched ”save” pricing at 25% off
• Hiring CFO for $5 M capital raise
• Combining Ops & Service teams
• 20% hiring focus on dev & test
• New onboarding training
• Rolling out performance mgmt.
• Expanding recruiting efforts
• Improved benefits & perks
• Embedding values into org
• Best Place to Work 5 years in a row
• Scaling sales team from 10 to 20
• Creating client-centric sales funnel
• Rolling out new sales content & demos
• 20XX targets – 100 new clients, $10 M
• Ramping up strategic partnerships with mid-
size outsourced IT orgs
• Targeting 20 new partnerships
• Rolling out new partner portal
Our Business Model Strategy

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MASTER
What are the mission and ultimate goals?
• X
• X
What is the mission and purpose
of the business?
What are the ultimate financial,
market, and customer goals?
Mission
Ultimate Goals
Answers & Rationale
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MASTER
Let’s first focus on the target markets, customer segments, and geographies
Customer Segments
Markets
Geographies
What markets are you going
to win in? What are the
important market dynamics?
Who are your target
customers? Why? What are
their most important needs?
Where are you going to win?
Expand to?
• X
• X
• X
Answers & Rationale
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MASTER
Let’s define the value proposition which will beat the competition with the target customers
• X
• X
• X
Differentiation
What is the core differentiation of your
value prop to beat the competition?
What are the big ideas for products &
services, which will drive value for
customers and the business?
Products & Services
What pricing strategy will maximize long-
term growth & profitability
Pricing
$
Answers & Rationale
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MASTER
Let’s define a strong go-to-market strategy to best amplify the value prop for the target customers
Answers & Rationale
• X
• X
• X
Distribution / Partners
What sales strategies will drive
growth in a cost-effective
manner?
Sales
What campaigns and marketing
strategies will cost-effectively
grow the customer funnel?
Marketing
What is mutually lucrative
distribution / partner model for our
target customers? Why?
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MASTER
What core competencies, values and initiatives do we need to ensure our org can scale and deliver on
our value proposition and go-to-market?
• X
• X
• X
What are the values of the organization
to serve as the foundation for the
culture and people strategy?
What transformation initiatives do we
need to execute the strategy (people,
process, technology, and partners)?
Org Transformation
Initiatives
What organizational competencies need
to be world-class to continuously drive
core differentiation and competitive
advantage?
Core Competencies
Values
Answers & Rationale
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What are the core transformation initiatives for the business model strategy?
Vertical Sales Model
Overview
Initiative 2
Initiative 3
Initiative 4
Initiative 5
Initiative 6
Initiative 7
Initiative 8
Initiative Goal Resources / Timing
• 25% sales growth in top 3
markets
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• 4 months and 3 FTE
• xx
• xx
• xx
• xx
• xx
• xx
• xx
• Develop key account coverage model for top 3 markets and reorganize
sales team from regional to vertical focus with plans, training, and new
comp plan
• xx
• xx
• xx
• xx
• xx
• xx
• xx
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APPENDIX

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The prioritization matrix can help you prioritize potential business model answers and initiatives
HOW DO YOU ASSIGN VALUE?
Value can be determined from an absolute or relative
perspective. An absolute perspective is when the
appropriate analysis of value has determined an actual
value. For example, the actual market potential of
products or the cost savings of different IT solutions.
A relative value can be created, when you are
hypothetically comparing different options and there
may be hypotheses of the value, but no actual analysis.
Relative value is used when there is a good relative
sense that one option is more valuable than another
option.
HOW DO YOU ASSIGN COST / EFFORT?
The effort axis can represent cost, capital, ease of
implementation, people, timing or other effort levers.
Once again, you can assign levels of efforts on an
absolute or relative basis. If you have actual data and
analysis then use the data to plot projects. If you don’t,
you typically have a good intuition on the relative levels
of efforts of different options.
Visit for more information - https://www.stratechi.com/prioritization-matrix/
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Prioritization Matrix Template
LOW
HIGH
HIGH
LOW
BENEFIT /
VALUE
EFFORT / COST
LOW-HANGING FRUIT BIG BETS
MAYBES (WORK ON IMPROVING) NOT WORTH THE EFFORT
IDEA / INITIATIVE
IDEA / INITIATIVE
IDEA / INITIATIVE IDEA / INITIATIVE
IDEA / INITIATIVE
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External
Factors
Internal
Factors
STRENGTHS WEAKNESSES
THREATS
OPPORTUNITIES
SWOT ANALYSIS
Harmful
Helpful
Doing a SWOT analysis can help you develop insights into your business model
Visit for more information - https://www.stratechi.com/swot-analysis/
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MASTER
A Porter’s Five Forces competitive analysis can provide insight into business model strategy
Visit for more information - https://www.stratechi.com/porters-5-forces/
OVERALL ASSESSMENT OF
COMPETITIVE INTENSITY
…
Major Players
Assessment Overview of Key Dynamics & Impact to the Organization
• XX
•HIGH • XX
NEW ENTRANTS
INDUSTRY RIVALRY
SUPPLIER POWER
BUYER POWER
POTENTIAL
SUBSTITUTES
…
CURRENT 5 YEARS FROM NOW
• XX
•HIGH • XX
• XX
•HIGH • XX
• XX
•HIGH • XX
• XX
•HIGH • XX
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