Developing strategic plan template

Which team members will be instrumental in achieving your goals? If so, which positions will you need to hire for? This is one of the most critical parts of your plan. So, think about each of the individual projects your company plans to undertake and how those projects will be completed.

So, any time spent on your strategic plan can be considered time well-spent. Lastly, to make your strategic planning easier, we recommend a good mind mapping software, like MindManager. MindManager makes it easy to include key visuals in your project plan that summarize important data, like Gantt charts, timelines, project plans, and more.

MindManager also includes a wide variety of ready-to-use strategic planning templates like the one shown below to help get your started on the right foot:. Download this free eBook to learn: how visualization builds a better plan, 5 proven visualization methods, and a deep dive into the business benefits of visualization.

Developing a strategic plan? Get started with this template jillhuettich March 3, By: Jill Huettich:. Use the template as a guide for evaluating your business, identifying opportunities for growth and development, and creating a strategic plan. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Watch a free demo. A nonprofit strategic plan often emphasizes vision, values, and mission as the foundation for future objectives. A template can be used to clearly define who is being served and what issues need to be addressed. As with a business plan, nonprofit planning may include sections for evaluating risks and opportunities, measuring financial resources, developing a marketing plan, and creating objectives for organizational change.

Create a detailed human resources strategic plan for your organization, or modify the template to focus on one specific area, such as recruitment or employee relations. Use the template to translate strategies into measurable action plans. This simple layout makes it easy for readers to quickly view key information. IT is an essential part of any business, nonprofit, school, or government agency.

While information technology is just one part of an overall business strategy, creating a separate strategic plan for IT will help ensure that you have a comprehensive roadmap to follow for managing and purchasing new assets, understanding your current and potential technology usage, and aligning your IT goals with business objectives.

Use this free template to help shape your marketing strategy. It combines information on your target market and business with marketing tactics to help you think strategically and create a plan of action. The template can guide your research process or be used as a simple brainstorming tool. Social media is an integral part of online marketing, and creating a strategic plan can help ensure that you are using your time and resources effectively.

Consider your branding, mission, target audience, competition and other factors to determine which social networks and types of content will perform best for your company. Keep track of KPIs and adjust your social media plan accordingly. This matrix template combines SWOT analysis with strategic planning.

Examine the relationships between your strengths, weaknesses, opportunities, and threats, and then list related strategies to tackle your goals.

The layout of this template allows you to view the SWOT categories and strategies side-by-side, which may be useful for a presentation or summary.

Excel Word Smartsheet. A one-page strategic plan is perfect for small businesses or for summarizing a longer planning process. Use a social listening tool to pick up on trends before they gain traction.

A key facet of business development is reaching potential customers where they are. One of the easiest ways to do that is by sponsoring industry organizations, conferences, and events. The additional visibility can also help establish your business as a leader in the field. Now that you understand what business development entails, it's time to create a plan to set your strategy in motion. First, download our free growth strategy template to create a rock-solid strategic plan.

With this template, you can map a growth plan for increasing sales, revenue, and customer acquisition rates. You can also create action plans for adding new locations, creating new product lines, and expanding into new regions. Download the Template Now. Others have their favorite types of pitches , from a one-word pitch to a Twitter pitch that forces you to boil down your elevator pitch to just characters. Find the elevator pitch that works best for your reps, company, and offer, and document it in your business development strategy.

Pick the most salient points from your strategic plan and list or summarize them here. Once your executives have read your summary, they should have a pretty good idea of your direction for growing the business — without having to read the rest of your strategy. What are your goals for this strategy? Is success when reps conduct upsell outreach to 30 clients every month, or is it when they successfully upsell a customer and close the deal?

To make your goal attainable, ensure everyone on your team understands who is responsible for this goal: in this case, sales or business development reps. This goal is relevant because it will help your company grow, and likely contributes to larger company-wide goals. To make it time-based, set a timeline for success and action. Before conducting a SWOT, identify what your goal is.

Download the Templates Now. Has your product recently glitched? Have you been unable to successfully build out a customer service team that can meet the demands of your customers? Then, switch to opportunities. For example, have you made a new business partnership that will transition you into a previously untapped market segment?

What are the threats? Is your physical space getting crowded? What about your market space? Is increasing competition an issue? Common key performance indicators KPIs for business development include:. What will your budget be for achieving your goals? Who will your business development team pursue? To identify your target market:. Your target customer is the person most likely to buy your product. Do your homework and make sure your business development plan addresses the right people.

You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.

If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used.

The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors. Grab the attention of the investors by using this Glamping Business Plan Template.

This business plan is simple yet effective because it contains all the necessary details when building a successful business. Use this free Go-to-Market Strategy Template to quickly create, download, print, and share your go-to-market strategy as professional PDF documents. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems.

Our template instantly converts the information into polished PDFs you can download or print for your next big meeting. Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business.

Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.

Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model. A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow.

This serves as a guideline that will help in making decisions related to the campaign. This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity.

This is the best Creative Brief Template you can use for your next creative marketing campaign. Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions.

This template will definitely help your ranking in search engines. Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor. Announce and let the customers know if your business is open and not by using this Business Hours Template. Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template.

Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.

Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group. Hello FREE. Strategic Plan Template Use Template. Strategic Plan Template. Expand Collapse. Strategic Plan. Company Slogan here.