Boost your strategic planning with our comprehensive framework template. Streamline processes, meet objectives, and facilitate continual growth and improvement.
1
Identify the purpose and objectives of the strategic plan
2
Carry out detailed situation analysis
3
Perform external and internal environment analysis
4
Identify core competencies and capabilities
5
Develop options and alternatives for achieving strategic objectives
6
Determine the desired state of the organization
7
Design a strategic action plan
8
Approval: Strategic Action Plan
9
Realign resources to facilitate the strategic plan
10
Set key performance indicators (KPIs) for the plan
11
Communicate the strategic plan to all stakeholders
12
Develop a timeline for implementation of the plan
13
Implement the strategic action plan
14
Monitor and evaluate the progress of the plan
15
Identify necessary adjustments to the strategic plan
16
Approval: Adjustments to the Strategic Plan
17
Continual review, assessment and updates of strategic plan
18
Carry out strategy audits for continuous improvement
19
Document and archive all process outcomes
Identify the purpose and objectives of the strategic plan
This task is the starting point of the strategic planning process. It involves clearly defining the purpose and objectives of the strategic plan. By answering questions such as 'What do we want to achieve?', 'Why is this plan necessary?' and 'What are our goals?', the organization can establish a clear direction for the plan. The desired result of this task is to have a well-defined and focused strategic plan.
Carry out detailed situation analysis
In this task, a thorough analysis of the organization's current situation is performed. This includes assessing strengths, weaknesses, opportunities, and threats. The analysis helps identify factors that may impact the success of the strategic plan. By understanding the current state of the organization, better decisions can be made for future planning. The desired result of this task is a comprehensive understanding of the organization's internal and external environment.
Perform external and internal environment analysis
This task involves analyzing the external and internal environments that affect the organization's strategic planning. It helps identify market trends, competitive forces, and internal capabilities. By assessing these factors, the organization can better understand its position and make informed decisions. The desired result of this task is a comprehensive analysis of the external and internal environments.
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1. Upward trend
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2. Downward trend
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3. Stable trend
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4. Unpredictable trend
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5. N/A
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1. Direct competitors
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2. Indirect competitors
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3. New entrants
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4. Supplier power
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5. Buyer power
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1. Human resources
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2. Financial resources
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3. Technological resources
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4. Intellectual property
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5. Organizational structure
Identify core competencies and capabilities
In this task, the organization identifies its core competencies and capabilities. These are the unique strengths and skills that give the organization a competitive advantage. By identifying core competencies and capabilities, the organization can focus on leveraging them in its strategic planning. The desired result of this task is a clear understanding of the organization's core competencies and capabilities.
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1. Innovation
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2. Customer service
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3. Quality control
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4. Operational efficiency
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5. Brand reputation
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1. Marketing
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2. Sales
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3. Research and development
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4. Supply chain management
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5. Financial management
Develop options and alternatives for achieving strategic objectives
In this task, the organization explores various options and alternatives for achieving its strategic objectives. By considering different approaches, the organization can select the most effective and efficient strategies. This task encourages creative thinking and open discussion. The desired result of this task is a range of viable options and alternatives for achieving strategic objectives.
Determine the desired state of the organization
In this task, the organization defines its desired state or vision for the future. It involves envisioning what the organization wants to become and achieve. By clarifying the desired state, the organization can align its strategic planning accordingly. The desired result of this task is a clear and inspiring vision for the organization's future.
Design a strategic action plan
This task involves designing a strategic action plan to achieve the desired state of the organization. It includes setting goals, defining strategies, and determining the necessary resources and timelines. By designing a strategic action plan, the organization can ensure a structured and focused approach to implementation. The desired result of this task is a comprehensive action plan with clear goals and strategies.
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1. Financial resources
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2. Human resources
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3. Technological resources
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4. Physical resources
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5. Time
Approval: Strategic Action Plan
Will be submitted for approval:
Design a strategic action plan
Will be submitted
Realign resources to facilitate the strategic plan
In this task, the organization assesses its current resources and identifies any gaps or areas for improvement. It involves reallocating resources to align with the strategic plan's goals and requirements. By making necessary adjustments to resource allocation, the organization can optimize its ability to implement the plan. The desired result of this task is a realigned resource allocation that facilitates the strategic plan.
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1. Financial resources
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2. Human resources
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3. Technological resources
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4. Physical resources
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1. Financial resources
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2. Human resources
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3. Technological resources
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4. Physical resources
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1. Training programs
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2. Hiring additional staff
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3. Upgrading technology
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4. Outsourcing
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5. Partnerships
Set key performance indicators (KPIs) for the plan
In this task, the organization determines the key performance indicators (KPIs) that will be used to measure the success of the strategic plan. KPIs are specific metrics that assess the organization's progress towards its goals. By setting KPIs, the organization can track its performance and make informed decisions for improvement. The desired result of this task is a set of relevant and measurable KPIs for the plan.
Communicate the strategic plan to all stakeholders
In this task, the organization communicates the strategic plan to all relevant stakeholders. It involves sharing the plan's purpose, objectives, and key strategies. By effectively communicating the strategic plan, the organization can gain support and alignment from stakeholders. The desired result of this task is a well-informed and engaged group of stakeholders.
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1. Board of directors
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2. Executives
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3. Employees
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4. Shareholders
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5. Customers
Develop a timeline for implementation of the plan
In this task, the organization develops a timeline for the implementation of the strategic plan. It involves setting specific deadlines and milestones for different stages of the plan. By having a clear timeline, the organization can track progress and ensure timely completion of tasks. The desired result of this task is a well-defined and realistic timeline for plan implementation.
Implement the strategic action plan
This task focuses on executing the strategic action plan. It involves carrying out the planned activities, allocating resources, and monitoring progress. By implementing the strategic action plan, the organization can begin working towards its desired state. The desired result of this task is the initiation of the planned activities.
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1. Financial resources
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2. Human resources
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3. Technological resources
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4. Physical resources
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1. Weekly
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2. Monthly
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3. Quarterly
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4. Annually
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5. Other
Monitor and evaluate the progress of the plan
In this task, the organization regularly monitors and evaluates the progress of the strategic plan. It involves tracking KPIs, reviewing milestones, and identifying any deviations or challenges. By monitoring and evaluating progress, the organization can make timely adjustments and improvements. The desired result of this task is an ongoing assessment of plan progress.
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1. Financial performance
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2. Customer satisfaction
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3. Employee engagement
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4. Market share
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5. Innovation
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1. On track
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2. Ahead of schedule
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3. Behind schedule
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4. Not applicable
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5. Other
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1. Lack of resources
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2. Competitor actions
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3. External market changes
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4. Internal resistance
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5. Other
Identify necessary adjustments to the strategic plan
In this task, the organization identifies any necessary adjustments or modifications to the strategic plan. It involves analyzing the progress, outcomes, and feedback received. By identifying necessary adjustments, the organization can adapt to changing circumstances and improve the plan's effectiveness. The desired result of this task is an improved and optimized strategic plan.
Approval: Adjustments to the Strategic Plan
Will be submitted for approval:
Identify necessary adjustments to the strategic plan
Will be submitted
Continual review, assessment and updates of strategic plan
This task emphasizes the importance of continually reviewing, assessing, and updating the strategic plan. It involves regular feedback, analysis of outcomes, and consideration of external factors. By continually reviewing and assessing the plan, the organization can stay adaptive and responsive. The desired result of this task is a dynamic and relevant strategic plan.
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1. Economic conditions
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2. Market trends
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3. Political landscape
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4. Technological advancements
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5. Social and cultural factors
Carry out strategy audits for continuous improvement
In this task, the organization conducts strategy audits to assess the overall effectiveness of the strategic plan. It involves evaluating the alignment of actions and outcomes, identifying areas of improvement, and gathering feedback. By carrying out strategy audits, the organization can ensure continuous improvement and adaptability. The desired result of this task is a well-evaluated and refined strategic plan.
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1. Alignment of actions and objectives
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2. Resource utilization
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3. Stakeholder satisfaction
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4. Competitive advantage
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5. Adaptability
Document and archive all process outcomes
In this final task, the organization documents and archives all process outcomes related to the strategic planning framework. It involves compiling reports, tracking documents, and storing relevant information. By documenting and archiving process outcomes, the organization can maintain a record of its strategic planning efforts. The desired result of this task is a well-documented and organized record of the strategic planning process.
