Templates
Management System
Strategic Planning Template

Strategic Planning Template

Run this checklist to plan, define, and document your business strategy. Adopt a flexible and inclusive approach by implementing the Cascade Strategic Planning Model.
1
Introduction:
2
Record checklist details
3
Discussion phase:
4
Document the executive summary
5
Document mission, vision, and values
6
Conduct important business-wide research
7
Provide a documented description of your products and services
8
Schedule regulary meetings
9
Send a reminder for your scheduled meeting
10
Reach out to vendors, investors, analysts and other people outside of your company
11
Conduct industry analysis
12
Development phase:
13
Detail your focus area
14
Detail your objectives
15
Review and updating phase:
16
Determine who is responsible for reviewing, updating and sharing your strategic plan
17
Set up alerts for strategic plan review
18
Develop a system to share your strategic plan
19
Develop a system to respond appropriately to missed objectives
20
Strategic plan document:
21
View your strategic plan summary
22
Approval: Strategic plan summary approval
23
Transcribe strategic plan summary into the format of your choice
24
Resources:
25
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