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A strategic plantemplate
1. Name of the organization
The firstcomponentisalwaysthe name of the organization,followedbythe date the plan was
created.
2. Mission and vision statements of the company
The secondis reaffirmingthe missionandvisionstatementsof the company.Thisisimportant
because itputseveryone onthe same page.The strategicplanformalsoincludesalistof the
keyteammembers.Thisincludesthosemostinvolvedindeterminingstrategy,whichinclude
the CEO and usuallymostof the critical executives.
3. Analysis of the company
The third majorcomponentisan analysisof the company.Thisiswhere the strategyreally
comesintoplay.Some strategicplanformswill startwithstrengthanalysis.Itisusuallyagood
ideato start sucha planningmeetingonapositive note.The nextsubjectwilloftenbe
opportunityanalysis.The teamlooksatidentifyingthe biggestopportunitiesavailable andhow
the firmcan besttake advantage of them.The strategicplanformthenlooksat how
weaknessescouldpreventthe firmfromrealizinganopportunity.
4. Analysis of the corporate environment
The fourthcomponentisanalysisof the corporate environment.The strategicplanoffersa
rubric onthreat analysis.Thisiswhere the planningteamlooksatcompetitors,their
capabilities,andtheirlikelihoodtocapitalize oncommonopportunities. The nextphase isto
broadenthe perspectivetothe whole industry.A deepanalysisof the contextinwhichthe
companyplaycan offerinsightsontrendsandpromisingnew avenues.Tocontextualizethis
external analysisbacktothe firm, the last phase looksatmarketing.Moststrategicplanning
templateswillsuggestasectiononmarketing.Thisiswhere the teamcanfocuson the lesson
learnedfromindustrytrendsandnew opportunities.Inthisstage,the planningteam developsa
planto interactwithpotential customersandthe industryatlarge.
5. Goals
Most strategicplanformsconclude withgoals.Everygoodplanningmeetinghasa
comprehensive listof actionable itemsand clearobjectives .These are usually outlinedone
month,one quarter,one year,and five yearsout.Planningonashort to longtimeline helps
keepa holisticperspective of the strategy.
6. Executive summary
The documentendswithanexecutive summaryof the strategicplanningform.

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Strategic Plan Template 08.docx

  • 1. A strategic plantemplate 1. Name of the organization The firstcomponentisalwaysthe name of the organization,followedbythe date the plan was created. 2. Mission and vision statements of the company The secondis reaffirmingthe missionandvisionstatementsof the company.Thisisimportant because itputseveryone onthe same page.The strategicplanformalsoincludesalistof the keyteammembers.Thisincludesthosemostinvolvedindeterminingstrategy,whichinclude the CEO and usuallymostof the critical executives. 3. Analysis of the company The third majorcomponentisan analysisof the company.Thisiswhere the strategyreally comesintoplay.Some strategicplanformswill startwithstrengthanalysis.Itisusuallyagood ideato start sucha planningmeetingonapositive note.The nextsubjectwilloftenbe opportunityanalysis.The teamlooksatidentifyingthe biggestopportunitiesavailable andhow the firmcan besttake advantage of them.The strategicplanformthenlooksat how weaknessescouldpreventthe firmfromrealizinganopportunity. 4. Analysis of the corporate environment The fourthcomponentisanalysisof the corporate environment.The strategicplanoffersa rubric onthreat analysis.Thisiswhere the planningteamlooksatcompetitors,their capabilities,andtheirlikelihoodtocapitalize oncommonopportunities. The nextphase isto broadenthe perspectivetothe whole industry.A deepanalysisof the contextinwhichthe companyplaycan offerinsightsontrendsandpromisingnew avenues.Tocontextualizethis external analysisbacktothe firm, the last phase looksatmarketing.Moststrategicplanning templateswillsuggestasectiononmarketing.Thisiswhere the teamcanfocuson the lesson learnedfromindustrytrendsandnew opportunities.Inthisstage,the planningteam developsa planto interactwithpotential customersandthe industryatlarge. 5. Goals Most strategicplanformsconclude withgoals.Everygoodplanningmeetinghasa comprehensive listof actionable itemsand clearobjectives .These are usually outlinedone month,one quarter,one year,and five yearsout.Planningonashort to longtimeline helps keepa holisticperspective of the strategy. 6. Executive summary The documentendswithanexecutive summaryof the strategicplanningform.