Discover our Goal Objective Strategy Tactic Template, a comprehensive workflow that streamlines business strategy planning and performance review.
1
Identify the goal
2
Define key objectives related to the goal
3
Research the environment
4
Perform SWOT analysis
5
Identify key stakeholders
6
Draft initial strategies
7
Approval: Initial Strategies
8
Identify resources needed
9
Draft tactics
10
Assess feasibility of tactics
11
Approval: Tactics Assessment
12
Create a timeline
13
Allocate resources
14
Implement tactics
15
Monitor progress
16
Conduct performance review
17
Approval: Performance Review
18
Adjust strategies and tactics based on feedback
19
Prepare final report
20
Approval: Final Report
Identify the goal
In this task, you will identify the overarching objective of the project. Define the purpose and desired outcome to provide clarity and direction for the rest of the process. Consider the ultimate goal of the project and why it is important to achieve it. Think about the impact it will have on the organization or stakeholders.
Define key objectives related to the goal
This task involves breaking down the main goal into specific objectives. Determine the key milestones or targets that will contribute to the achievement of the overall goal. Consider what needs to be accomplished and any specific metrics or criteria that will be used to measure success.
Research the environment
In this task, you will conduct research to gather information about the external environment that may impact the project. Identify any trends, competitors, regulations, or market conditions that may influence the success of the project. Consider conducting industry analysis, market research, or competitor analysis to gather relevant data.
Perform SWOT analysis
A SWOT analysis is a useful tool for identifying the strengths, weaknesses, opportunities, and threats related to the project. Evaluate the internal and external factors that may impact the project's success. Consider the organization's strengths, weaknesses, potential opportunities, and possible threats.
Identify key stakeholders
Stakeholders are individuals or groups who have an interest or influence in the project. Identify the key stakeholders who may be impacted by or have an impact on the project. Consider internal and external stakeholders, such as employees, customers, suppliers, or regulatory bodies.
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Customers
2
Employees
3
Suppliers
4
Regulatory bodies
5
Competitors
Draft initial strategies
Based on the goals and objectives, brainstorm and draft initial strategies to achieve them. Consider different approaches, tactics, or initiatives that align with the overall goal. Think about the resources, skills, or capabilities needed to execute each strategy.
Approval: Initial Strategies
Will be submitted for approval:
Draft initial strategies
Will be submitted
Identify resources needed
This task involves identifying the resources required to implement the strategies. Consider the human resources, equipment, technology, or funding needed to execute the project. Think about the availability and allocation of resources.
Draft tactics
Translate the strategies into specific tactics or action steps. Break down each strategy into actionable tasks or initiatives. Consider the sequence, dependencies, and feasibility of the tactics.
Assess feasibility of tactics
In this task, you will assess the feasibility of the tactics identified in the previous step. Consider the resources, timelines, and constraints that may impact the successful implementation of the tactics. Evaluate the potential risks or challenges and identify possible solutions or alternatives.
Approval: Tactics Assessment
Will be submitted for approval:
Draft tactics
Will be submitted
Create a timeline
Develop a timeline or project schedule for the implementation of the tactics. Consider the sequence, duration, and dependencies of the tasks. Identify key milestones or deadlines to track progress and ensure timely completion of the project.
Allocate resources
Allocate the necessary resources to each tactic based on their requirements. Consider the availability and capacity of resources in order to ensure that each tactic has the necessary support to be implemented successfully.
Implement tactics
This task involves executing the tactics as planned. Deploy the necessary resources, communicate with relevant stakeholders, and monitor the progress of the tactics. Ensure that each tactic is implemented effectively and efficiently.
Monitor progress
Monitor and track the progress of the tactics. Regularly assess the status of each tactic, identify any deviations or issues, and take corrective actions as necessary. Keep stakeholders informed about the progress and address any concerns or challenges that arise.
Conduct performance review
Evaluate the performance and effectiveness of the tactics. Assess whether the tactics are achieving the desired results and meeting the objectives. Identify any areas for improvement or adjustments that may be necessary.
1
Highly effective
2
Effective
3
Moderately effective
4
Less effective
5
Ineffective
Approval: Performance Review
Will be submitted for approval:
Monitor progress
Will be submitted
Adjust strategies and tactics based on feedback
Based on the performance review and feedback received, make any necessary adjustments or improvements to the strategies and tactics. Consider the insights or lessons learned from the implementation to refine the approach for better results.
Prepare final report
In this task, you will prepare a final report summarizing the project's objectives, strategies, tactics, implementation process, and outcomes. Include key findings, lessons learned, and recommendations for future projects. Present the report in a clear and concise format for stakeholders and decision-makers.