Strategic Planning Template
Provide an action-oriented improvement framework for your team to continuously improve.
About the Strategic Planning template
What is strategic planning?
Strategic planning is the process of defining your goals and the steps you’ll take to accomplish them. This can occur on an individual, team, department, or company-wide scale. Generally, strategy considers the goals or reasons for doing something while planning refers to the specific actions you’ll take in order to achieve a specific goal. But with strategic planning, you’re considering both at the same time, so the end result will be both your overarching goals as well as the steps you’ll take to achieve them. Many companies use a strategic plan as a guideline, but revisit it from time to time in order to make changes and adjustments. You may decide to reconsider your strategic plan every year, every quarter, or any time your company undergoes a significant change.
How to do strategic planning
Your strategic template may vary depending on whether it’s for a team, company, non-profit, etc. or whether you’re using it to guide short-term initiatives or long-term projects, but many elements are consistent across all types of strategic plans. You can follow all of the steps listed below or choose the ones that are most useful to your specific project. One useful way to think about strategic planning templates is that they will help guide you from where you are now to where you would like to be in the future.
Step 1: Begin with the introductory statement. In this section, you can explain why you’re developing the plan, what time frame it applies to, and who is participating in the process.
Step 2: Write your background statement. This can include any information about your business that you feel is relevant.
Step 3: Share your vision, values, and mission statement. This gives you an opportunity to reflect on what matters most to your company to ensure that your strategic planning is aligned with company priorities.
Step 4: Write your problem statement. What is the exact problem, pain point, or issue that needs to be addressed?
Step 5: Include a SWOT analysis. This examines your strengths, weaknesses, opportunities, and threats, and can be helpful when formulating your strategy.
Step 6: Define your goals and methods for evaluation. What are you hoping to achieve? How will you know when you’ve achieved it?
Step 7: Write your executive summary. This will be a quick overview for your strategic plan that will provide all the most important information at a glance.
Why use a strategic template?
A strategic planning template can help guide your strategic planning to make sure you cover the most important topics and don’t leave anything out. It also makes it easy to assign different sections to different people based on their role or subject matter expertise. If you’re using the template to guide a planning session, you can also timebox the event by assigning specific amounts of time to work on each section. With Miro, you can share the template and ask participants to add their thoughts either in real-time in a live meeting or asynchronously whenever it’s convenient for them. You can review the board together once everyone has had a chance to add their thoughts.
When to use the strategic planning template
You can use the strategic plan template whenever you’d like to align the goals of a team or department with the company at large. A strategic plan also promotes communication between team members, stakeholders, and clients. If you know your company is facing significant internal or external changes, you can use the strategic planning template to help team members and employees deal with these changes. You may choose to set a regular cadence for revisiting your template, such as once a quarter or once a year, or you may just choose to rework it in response to major events such as mergers, acquisitions, IPOs, funding rounds, etc.
Get started with this template right now.
REAN Template
Works best for:
Marketing, Strategic Planning, Meetings
First introduced in Cult of Analytics, the REAN model is used to measure and understand the efficacy of marketing efforts. REAN stands for Reach, Engage, Activate, and Nurture, the main stages a marketer’s audiences experience during a typical journey. The REAN model helps marketing teams develop useful KPIs that can help capture how well their marketing or ad campaigns are working. Many teams rely on the REAN model because it is adaptable to a variety of marketing efforts, including planning measurement frameworks, setting goals, deciding on objectives, and mapping digital marketing channels.
Communication Matrix Template
Works best for:
Project Management, Project Planning, Meetings
The Communication Matrix Template serves as a structured framework for businesses and projects to streamline their communication strategies. By mapping out types of communication, their purposes, mediums, frequencies, and intended audiences, the template ensures that every stakeholder remains informed and aligned. One of its key benefits is the enhanced clarity it brings. By laying out the specifics of each communication touchpoint, the matrix eliminates ambiguity, ensuring that all involved parties know exactly what to expect and when leading to more efficient collaboration and fewer misunderstandings.
Value Proposition Template
Works best for:
Strategy & Planning, Product Strategy
The Value Proposition Template is a framework that empowers businesses to articulate their offerings' core advantages. By breaking down an offering into its essential elements, this template ensures that stakeholders grasp the unique value a product or service brings to the market.
Business Plan Template
Works best for:
Strategy & Planning
The Business Plan Template not only streamlines the complex task of crafting a business plan but also enhances collaboration and creativity. Whether you're a seasoned entrepreneur or just starting, Miro's Business Plan Template offers a practical, comprehensive solution to turn your business ideas into actionable strategies.
Insightful Venn
Works best for:
Venn Diagram
Discover insights and visualize data relationships with the Insightful Venn template. This tool helps you compare multiple datasets, identify intersections, and understand unique and common elements. Use it for data analysis, research, and presentations to communicate complex information effectively. Perfect for analysts, educators, and researchers aiming to convey data-driven insights visually.
Venn Diagram for Learning and Education
Works best for:
Venn Diagram
Enhance learning and teaching with the Venn Diagram for Learning and Education template. Use it to compare concepts, illustrate relationships, and facilitate discussions. This template helps students and educators organize information visually, making complex ideas easier to understand and retain. It's an excellent tool for classrooms, study groups, and professional training sessions, promoting deeper understanding and active learning.