Free Strategic Plan Templates Examples



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The success of your team — it doesn’t matter what dimension or business — is determined by the thoroughness of your planning and imaginative and prescient. A strategic plan can present a roadmap for conducting particular targets and can improve your possibilities of reaching targets on time and funds. In this article, we’ve rounded up the highest strategic planning templates in Microsoft Phrase and Excel, all of that is free to obtain and customizable.
Moreover, we have supplied customizable strategic planning templates in Smartsheet, a collaborative, real-time work execution platform that empowers you to a higher plan, handle, and report on strategic initiatives.

What Is Strategic Planning?
Strategic planning is a corporation’s course of outlining their technique so that they’ll accomplish particular targets and targets. Strategic planning could also be utilized on a big scale, similar to planning for business development over some years or to assist a nonprofit or governmental group to attain its acknowledged mission. A strategic plan will also be used on a smaller scale, similar to crafting an advertising plan or creating a technique for the targets of 1 division inside a business or group.


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It is a very important word that technique is distinct from planning: Whereas technique seems to be at why sure steps must be taken, a plan outlines methods to enact these steps. strategic planning marries these two ideas to decide the very best plan of action. Strategic planning aims to supply a considerate, deliberate method of reaching targets based mostly on an in-depth evaluation of each inner and exterior components affecting a corporation.

A strategic plan usually covers several years, addressing each short- and long-term targets. It additionally offers a means of monitoring progress and measuring success. Nevertheless, it’s not a doc that’s mounted in stone — as an alternative, it’s sensible to revisit and alter a strategic plan periodically based mostly on the evolving imaginative and prescient, targets, wants, and assets of a business or establishment.


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Relying on the scope of your plan, you may be working with a staff of any stakeholders throughout the strategic planning course. To maintain the method operating easily, make roles and tasks clear. Completely different events could also be accountable for offering information, reviewing the plan, or authorizing strategic selections. As you put together for planning, make certain all individuals perceive what’s concerned within the course of and have acquired any related data previous to assembly.



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Advantages of Strategic Planning

There are advantages of strategic planning, together with the next:

  • Align the targets of a division or venture with bigger business targets
  • Present clear communication to staff members, stakeholders, or shoppers
  • Clearly outline the imaginative and prescient and mission of a corporation
  • Present readability on methods to take care of inner or environmental modifications

Components of Strategic Plan Templates

A method to consider strategic planning is that it identifies any gaps between a present state and desired future state, after which dictates methods to shut these gaps — the way you get from the place you might be to the place you need to be. To that finish, numerous components are considered with the intention to formulate an efficient plan. Listed here are a few of the components usually included in a strategic plan.

Introductory Assertion: The introductory assertion ought to briefly describe why the strategic plan was developed and for what time interval, and record the authors of the plan.

Background Assertion: This part might present details about the group, similar to the historical past, administration construction, and supporting companions or businesses. Alternatively, you might use this part as a short business assertion — extra of an elevator pitch — to concisely describe your business.

Organizational Construction: Embrace this data if it’s related to judge how your business or group operates and is structured, from governing board to staffing.

Imaginative and prescient: A imaginative and prescient assertion ought to briefly describe what an organization desires to realize or turn into. This is likely one of the main organizational tenets to contemplate, together with values and mission.

Values: These are the ideas that a corporation stands for and abides by. Many companies create core worth statements to information firm tradition.

Mission Assertion: A mission assertion describes the aim of a business or group. That is distinct from an imaginative and prescient assertion as a result of it isn’t a projected purpose for the long run.

Drawback Assertion: Some plans embody an issue assertion, which may define a key or discrete points that must be addressed.

SWOT Evaluation: A SWOT evaluation offers a basis and context for creating technique by inspecting the strengths and weaknesses inside and group in addition to exterior alternatives and threats.

Objectives: As acknowledged earlier, a strategic plan might embody long-term in addition to short-term (i.e, month-to-month, or quarterly) targets. Goals must be measurable and damaged down into actionable steps.


Strategic Business Plan Template
A complete, strategic business plan might embody firm data, SWOT evaluation, analysis, targets, assets, dangers, and extra. A template offers construction to your business planning course in addition to a communication instrument that’s easy to replace or modify. Use the template as information for evaluating your business, figuring out alternatives for development and growth, and making a strategic plan.

Nonprofit Strategic Plan Template
A nonprofit strategic plan usually emphasizes imaginative and prescient, values, and mission as the inspiration for future targets. A template can be utilized to outline who’s being served and what points must be addressed. As with a business plan, nonprofit planning might embody sections for evaluating dangers and alternatives, measuring monetary assets, creating an advertising plan, and creating targets for organizational change.

HR Strategic Plan Template
Create an in-depth human assets strategic plan for your group, or modify the template to give attention to one particular space, similar to recruitment or worker relations. Use the template to translate methods into measurable motion plans. This straightforward structure makes it straightforward for readers to rapidly view key data.

IT Strategic Planning Template
IT is a vital part of any business, nonprofit, college, or authorities company. Whereas data know-how is only one a part of a total business technique, making a separate strategic plan for IT will assist guarantee that you have a complete roadmap to observe for managing and buying a new property, understanding your present and potential know-how utilization, and aligning your IT targets with business targets.


Strategic Advertising and marketing Plan Template
Use this free template to assist form your advertising technique. It combines data in your goal market and business with advertising ways that will help you suppose strategically and create a plan of motion. The template can information your analysis course or be used as an easy brainstorming instrument.

Social Media Technique Plan Template
Social media is an integral part of on-line advertising, and making a strategic plan might help guarantee that you’re utilizing your time and assets successfully. Contemplate your branding, mission, target market, competitors, and different components to find out which social networks and kinds of content material will carry out the greatest to your firm. Preserve monitor of KPIs and alter your social media plan accordingly.

One-Web page Strategic Planning Template
A one-page strategic plan is ideal for small companies or for summarizing an extended planning course. Use this template as is, or edit the structure or included data to higher fit your wants. This template consists of all of the necessities on one web page, together with values, strengths and weaknesses, targets, and actions.