This worksheet provides a framework for developing a business strategy. It outlines key elements to consider including target customers and markets, the customer value proposition, mission and goals, go-to-market approach, and organizational structure. The user is encouraged to define their strategic vision across these various elements to guide strategic planning and decision making.

1. Rethink the Future
Business Model Strategy
Worksheet
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2. (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

3. (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?)
Value Chain
Functions
Sales
Service
Operations
IT
HR
Finance & Legal
Other
Marketing
Core Competencies
Goals Transformation Initiatives Headcount/ Budget
Values
ds
Support Functions
ORGANIZATION
(HOW?)
What are the goals for
the functions during this
time frame?
What are the major initiatives to transform the efficiency and
effectiveness of the functions and enable them to hit their target KPIs?
What is the target
headcount and budget for
each function?
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
Abc Abc
Abc Abc
Abc Abc
Abc Abc
Abc
Abc
Abc
Abc
Abc
Abc
Abc
Abc