StrategyPunk

Introducing Our One-Page Strategic Plan Template (Free PPT)

Streamline your strategic planning with our free One-Page Plan Template. Easy to understand and share, it drives clarity, focus, and accountability. Click to download now!

StrategyPunk

StrategyPunk

Introducing Our One-Page Strategic Plan Template (Free PPT)

Introduction

Do you want to avoid lengthy, complicated strategic plans that take weeks or even months to create?

Do you want a more streamlined approach to planning that can be completed in just a few hours?

Look only as far as the One-Page Strategic Plan Template.

This simple yet powerful template condenses all the essential components of a strategic plan onto a single page. It includes sections for identifying your company's values, strengths, weaknesses, goals, and actions. With this template, you can create a concise plan to guide your organization towards success.

The One-Page Strategic Plan Template is perfect for small businesses, start-ups, and non-profits, summarizing a longer planning process.

It allows you to communicate your company's strategic direction and long-term focus in a way that is easy to understand and share with others.

Its straightforward layout and included information can be edited to better suit your needs.

So why waste time on lengthy and complicated plans when you can create a simple and effective one-page plan with this template?

Benefits of Using a One-Page Strategic Plan Template

Using a One-Page Strategic Plan Template can provide you with various benefits.

Here are some of the key benefits that you can enjoy when using this type of template:

One of the most significant benefits of using a One-Page Strategic Plan Template is its clarity. You can see your goals, objectives, and strategies in one place using a One-Page Strategic Plan Template. This makes it easier to understand what you need to do to achieve your goals and how you need to do them.

Another benefit of using a One-Page Strategic Plan Template is that it helps you to focus. Having all your crucial information in one place lets you focus on what matters, and you can prioritize your goals and objectives and ensure you are working on the most critical tasks.

Using a One-Page Strategic Plan Template can also help you to ensure alignment across your organization. A clear and concise plan ensures everyone is working towards the same objectives, which can help improve communication and collaboration and ensure everyone achieves the same goals.

Accountability

Another benefit of using a One-Page Strategic Plan Template is that it helps to promote accountability. By having a clear plan in place, everyone knows what they need to do and when they need to do it. This helps ensure that tasks are completed on time and to a high standard.

Flexibility

Finally, using a One-Page Strategic Plan Template can provide you with flexibility. Having a clear plan, you can be more flexible in your approach. You can adapt your plan as circumstances change and ensure you always work towards your goals.

Overall, using a One-Page Strategic Plan Template can provide various benefits. It can help to improve clarity, focus, alignment, accountability, and flexibility. Using a One-Page Strategic Plan Template ensures you work towards your goals most effectively and efficiently.

Key Elements of a One-Page Strategic Plan Template

When creating a One-Page Strategic Plan Template, there are a few key elements that you need to consider. These elements will help ensure your plan is clear, concise, and actionable.

Here are the key features you should include in your One-Page Strategic Plan Template:

Mission Statement

Your mission statement should be a clear and concise statement that defines the purpose of your organization. It should answer the question, "What do we do?" Your mission statement should be written in a way that is easy to understand and memorable.

Vision Statement

Your vision statement should be a statement that describes where you want your organization to be in the future. It should answer the question, "Where do we want to go?" Your vision statement should be written in an inspiring and aspirational way.

Strategic Goals

Your strategic goals should be specific, measurable, achievable, relevant, and time-bound. They should answer, "What do we want to achieve?" Your strategic goals should be aligned with your mission and vision statements.

Key Initiatives

Your key initiatives should be the specific actions that you will take to achieve your strategic goals. They should answer, "How will we achieve our strategic goals?" Your key initiatives should be specific, actionable, and measurable.

You can create a clear, concise, and actionable plan by including these key elements in your One-Page Strategic Plan Template. This will help you stay focused on your goals and succeed in your organization.

How to Create a One-Page Strategic Plan Template

Creating a One-Page Strategic Plan Template can seem daunting, but it doesn't have to be.

Here are some simple steps to help you make your own One-Page Strategic Plan Template:

  • Start with your company's mission statement : This should be a clear and concise statement outlining your organization's purpose and be easy to understand and communicate with others.
  • Identify your company's core values and vision : These principles guide your organization and help you make decisions, and they should be specific and unique to your company.
  • Determine your strategic goals : These are the big-picture objectives you want to achieve over the next several years, and they should be measurable and realistic.
  • Break down your strategic goals into key initiatives : You must achieve these milestones to reach your long-term goals. They should be achievable within a shorter timeframe, such as one year.
  • Determine the metrics you will use to track your progress : These are the specific measures to determine whether you are progressing towards your goals. They should be relevant and easy to follow.
  • Create a visual representation in our One-Page Strategic Plan Template: This makes it easy to understand and communicate your plan to others.

Following these simple steps, you can create a One-Page Strategic Plan Template to help your organization succeed.

Remember to keep it simple, specific, and measurable and to communicate it clearly to others in your organization.

Download the Free One-Page Strategic Plan Template

If you're looking for a simple and effective way to create a strategic plan for your business, our one-page strategic plan template is the perfect solution.

💡Dive into strategic planning with our comprehensive yet concise One-Page Strategic Plan Template.

This fully editable ✍️ tool is designed to streamline your strategy, presenting your mission 🚀, vision 🌈, goals 🎯, and key initiatives 🔑 all in one neat, easy-to-navigate package.

Mold it to fit your unique needs and let it guide your business towards success 🏆.

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Why wait? This powerful tool is just a click away 🖱️ and free 💸!

One-Page Strategic Plan PDF Template

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The Ultimate Guide To Complete A One-Page Strategic Plan – Your Fast-Track To Alignment

Daniel Marcos

The faster my company grows and the more team members we add, the more problems I see pop up around communication and alignment. If you’re running a fast-growing company, I’m positive that you can relate. And at this point you’re probably asking yourself what I used to ask all the time early on in my career: how do I get everyone on the same page and execute smoothly?

Scale your impact and reduce the drama

At Growth Institute, we help mid-market companies do two things: scale their impact and reduce the drama. And we practice what we preach. Being an Inc. 5000 company over the past two years, we understand the challenges fast-growers face and we use the tools that we suggest ourselves too. We know the impact they have – not just in theory but also from our own experience. I got together with Scaling Up coaches Ann Ralston, Jonathon Herps, and Mark Miller to walk through how the OPSP works – and how you can build one to scale up in the next year.  These expert practitioners of the Scaling Up methodology gave a peek into how much thought and attention it takes to fill out the OPSP. Here’s a summary of all the useful knowledge we covered. If you’d like to follow along and take notes, you can download your own OPSP template here .  Important note before you start: don’t beat yourself up if you don’t get it all done in one go. You can iterate. The OPSP is meant to be a living document, not something set in stone.

opsp_horizontalbannerv3

The OPSP in short 

Who’s gonna do what, by when, and how do we measure that.

The One-Page Strategic Plan contains three main elements in regards to your business: the cards you’re dealt, how you’re gonna play them, and the outcome you expect from your game.  It’s based on the 4 Key Decisions model of Verne Harnish’s Scaling Up methodology, which when done right, helps you laser-focus and scale up. The 4 key decisions are around strategy, people, execution, and cash:

4 key decisions scaling up

The effectiveness of your strategy is reflected in your growth and revenue. If your strategy is working well, that’s where you can tell. In order to be on track here, you have to be growing at least twice as much as the rest of the industry is doing.

The success you’re having on the people front is reflected in the happiness and freedom found in your team. You need to have fun, help, and respect each other. Are you having a good time with your people? And can you take your annual holiday leave without constantly being interrupted? If so, you’re doing well in this area.

The potency of your execution is reflected in your profitability and the amount of time you spend working. Is your profit less than industry average or do you work 18 hours a day? If yes, you’re having an execution problem.

The problems you may experience is the area of cash are merely symptoms of an underlying “disease” or dysfunction. If you have a problem in any of the other areas, it’s reflected in your cash flow. The One-Page Strategic Plan brings all of these areas together.

How is the OPSP built?

OPSP_template_full (1) (1)

The OPSP consists of three sections:

  • At the bottom you find your starting point or foundation, 
  • In the middle is what you’re going to build, 
  • And on top are results you’re headed towards.
  • Your “why” - the starting point or foundation at the bottom plus the values and purpose you’ve got with your company on the left; 
  •  Your targets and goals or your “what” on the top and in the middle;
  •  Your execution or your “how” on the right.

As we go through the strategic plan section by section, I will summarize the breakdown from the perspective of the three Scaling Up coaches who I ran the workshop with. The core was explained by Jonathan Herps, the “what” was explained by Mark Miller, and Ann Ralston finished us off with her teachings of the “how”. Let's dive in.

The core of the OPSP: your “why”

Explained by jonathan herps.

opsp core values beliefs

Defining your core values When you’re defining your company’s core values, a great way to look at it is as if you were a parent: what would be the main things you’d want to impose on your “children?” What are the things they should and shouldn’t do?

Knowing and clearly communicating your values is vital because they will help individual team members make better decisions. Especially when they’re faced with ethical or moral dilemmas. Below you can see a great example of core values by Atlassian:

opsp atlassian

As Scaling Up coach Jonathan Herps explained during the workshop, it’s essential not to set any of these in stone but to try them on first. Then you can assess which work best and are most critical to your organization and which may need some fine-tuning. 

OPSP purpose

Your purpose or mission provides the critical why behind everything that you do. It’s the one definitive statement that drives the business. And having a clearly defined purpose matters. A list of the world’s 50 fastest growing brands revealed the effect. Brands that serve a clear purpose experience 400% more profitability than those who don’t. 

Jonathan shared, “For millennials we found it’s particularly important to know what they’re investing their creative energy in. It keeps them sticking around a lot longer.” To articulate your purpose, start by answering these questions: 

  • What makes us matter and what would happen if we weren’t there? 
  • What difference is our company making in the world?

What are your company’s strengths and weaknesses and the (global) trends?

Although this part of the OPSP seems similar to the traditional SWOT, we invite you to look further than you would with that model. When looking at trends, we’re not just talking about industry or region specific trends. We’re also looking out for global ones. The emergence of certain technologies and various social or political trends are the kinds of global events that might affect your business - so it’s important to keep your eye on them.

Zrzut ekranu 2019-12-13 o 16.03.37 (1) (1)

To come up with your inherent strengths and weaknesses, focus on what has and what hasn’t been working well in the past and what you’re experiencing right now. When defining your weaknesses, think about the parts that are unlikely to change.

Strategy section part 1 – your “what” 

Explained by mark miller.

Now that you’ve defined your “why” it’s time to define your “what” – the specific long-term, mid-term, and short-term goals you want to hit in order to fulfill your purpose. Here, I will summarize the teachings from Mark Miller.

OPSP BHAG

Your BHAG is your envisioned future. This is where you answer the question of what you want to achieve in the next 10 to 30 years. Your BHAG is your “Mount Everest” or “Northern star” and should be about 70% realistic and 30% unnerving. It needs to be bold enough to stretch the limits of your capabilities.

When setting long term goals, one of the biggest mistakes that I see business leaders make is that they focus only on what they expect is going to change due to their existence. But it’s important to take into consideration what is not going to change as well. To give you an example: a client selling shoes once asked if we could help them increase the amount of stores they  were selling from.  To the client, this seemed like a reasonable goal, however, we strongly advised against pursuing it, unless they’d like to go bankrupt faster.  If your goal is to build more stores, you’re focusing on the process, and not on the underlying never-changing need – in this case: people that want to buy shoes. How people will buy the shoes might change in the future but they will still want shoes. It’s important to consider the consistent need for your BHAG. There are 4 types of BHAGs you can use:  

  • the target type, focused around a certain numeric goal, 
  • the role model type, e.g. becoming the “Nike” in a different industry than sports clothing, 
  • the competitive type, e.g. surpassing your biggest competitor by X, 
  • or the transformational BHAG, where you focus on transforming your industry.

Whichever type you choose, it should be aligned with your core purpose. Your BHAG simply wants more of what your purpose states.

OPSP Targets

In the 3 to 5-year target you will create a quantitative goal, reverse-engineered based on your BHAG. Narrow in and establish what your basecamp looks like if you want to reach your BHAG. 

This is simply defined as the market are in which you are choosing to compete in. Here you are going to briefly describe the core customer ( who and where) and what it is you plan to sell them over your 3 to 5-year target.  In which areas do you want to be #1 in the world in? The sandbox describes exactly what you’re going to serve your customers and helps you get more clear on what you’re going to say “no” to.

OPSP Brand Promise

Your brand promise is what you want to be known for by your customers. It’s what is going to drive your core customer to you and focuses on their needs, not per se their wants.

OPSP Brand Promise KPI

Brand promises and brand promise KPIs form the linkage between strategy and execution.

How are you going to differentiate? 

Like Mark suggested in the webinar, it’s a good idea to create one primary and two supporting brand promises. E.g. “speed of installation,” “easy to do business with,” and “results in a week.” 

OPSP Key Thrusts Capabilities

Key thrusts/capabilities 

Your key thrusts and capabilities affirm and support your market positioning so you can achieve your brand promise KPIs. They are measurable subgoals that help you stay on the right track.

You can also look at them as your medium-term priorities.

Strategy section part 2 – the “how” 

Explained by ann ralston.

Zrzut ekranu 2019-12-13 o 15.19.20 (1) (1)

In the third section you’re getting even more specific and move from the “what” of your strategy to the “how.” Here, we create the metrics that help us know if we’re on track. In the workshop Ann Ralston helped us understand how we turn our vision into action.

In your 1 year target goal you can set profit goals, impact goals, customer NPS goals or even employee NPS goals, depending on your business. You should define measurable numbers here so you can move easily from strategy to execution.

Key initiatives

In the key initiatives box you fill in the most important 3-5 key initiatives for this year to ensure you reach your 1 year goals. It’s important not to come up with more than 5 initiatives – otherwise you and your team will lose focus. Or as Ann put it: “if you try and do everything, you do 6 or 7 or 8, you probably won’t do a really good job at any one – and you’ll confuse the heck out of your employees.”

Critical numbers

In the critical numbers section you define the leading indicators that show whether you’re on or off-track. Leading indicators are defined in ways that are input and/or action oriented. If you’re reporting on sales numbers for instance, a lagging indicator is the actual amount of sales or revenue. A leading indicator then, could be the number of sales calls per representative or the number of sales emails sent. 

When reporting on critical numbers, use two numbers that balance each other out, otherwise you might get a skewed picture of how your business is doing. 

For example , if you’re reporting on the number of sales calls but neglect the customer satisfaction indicator, you may jump to false conclusions. Although your number of sales might be strongly increasing, your company could still be in danger of going out of business if the new sales approach leads to a strong decrease in customer satisfaction. 

Annual/quarterly theme

The themes are the fun part of the OPSP. This is where you can get creative and select which annual or quarterly themes are considered cause for celebration once you hit them.  And once you hit the goal for your theme, how are you gonna celebrate it with them? Make sure that you visualize the progress along the way and create a scoreboard design sketch.  Coach Ann Ralston gave a great example during the webinar. If the goal for your theme is to hit 1200 customer visits, you can draw a mountain with a flag on top with the number on it. The sketch should give you some ideas on how to create a physical presentation of your progress that will be visible for everyone in the company at all times. Another incredible example of what this can lead to, comes from our client Proof . They used a theme to hit their company’s 50K MRR goal and surpassed it faster than they anticipated. The celebration? A company Tesla. As their founder, Dave Rogenmoser, shared in an interview about their experience with the OPSP :

“We printed this poster of 50K with cars on it and had this big monitor underneath it. And every time we would hit another thousand dollars MRR, we'd add a new line and do a little dance and celebration. It laser focused everyone on this one specific goal.”

The rocks make your goals concrete. If you don’t accomplish them this quarter, you might never hit your annual goals. Need to accomplish a certain big task next quarter that requires a new hire, for instance? Then hiring that one employee could be one of your rocks. As your rocks can not be missed, they’re the most important things to focus on! So get clear on them and make them numerical. 

Accountability

In the accountability section you add names to your KPIs. Who is responsible for which KPI?

This makes it very clear for both individuals and teams what their main focus should be.

Recommendations for optimal implementation of your OPSP

  • In large organizations each business unit could have their own OPSP based on the overall company plan. In that case, we recommend that you use software to have it digitized and not have to rely on paper versions alone.
  • Once you’ve completed your OPSP, remember to keep it as a living document . The key purpose is better alignment and communication. So look at it frequently. 
  • We encourage teams to review their OPSP on a weekly basis to see where they are currently on or off track with their rocks and KPIs. Don’t spend time on the ones that are on track or “in the green.” You can just use this review to talk about the “reds” and “yellows;” the ones that need attention.  
  • When you use the OPSP like this, you’re constantly iterating on the processes that make your company really good at what it does. As a result, you and your company are learning faster . This will bring you a huge strategic advantage for 2020.  

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3 ways to get guidance with implementing your OPSP

It’s not completed until it’s implemented. Ready to get your entire organization on board? Here are 3 ways to implement your plan in the best way possible:

Buy the book

Buy Verne Harnish’ Scaling Up book for you and your team members and work with the tools and techniques described in detail there.

Get coaching

Get in-house coaching to help you implement the OPSP. You can work with certified coaches like Ann Ralston , Jonathan Herps , Mark Miller or any of our other 150+ partners from around the world that can help you one-on-one or on team-level.

Go for online implementation

If you want to get the most value out of the OPSP and the entire Scaling Up methodology, we encourage to join the Scaling Up Master Business Course .  You will get guidance from Verne Harnish himself and one-on-one coaching with Chuck Kocher to review every single box of your OPSP once you’ve completed it. It also entails interactive masterminds with a small group of business leaders to help each other implement the plan and bounce off ideas. The time investment? In about 3 hours per week for 10-12 weeks you’ll be all set. We’re keeping the groups small to ensure the highest value, so if you’re interested to join the next cohort, learn more today .

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20 Free Strategic Plan Templates (Excel & Cascade) 2024

one page strategic plan download

There are no shortcuts to success when it comes to driving profitable business growth. It’s hard. It’s challenging. It’s a grind. But you know what makes it even harder? Lack of guidance. No direction. No accountability.

That’s why we compiled our best-of-the-best, most popular, crème de la crème strategic plan templates to help you achieve business goals faster. And they are yours—for free.   You can use these templates to make strategic plans for your business strategy, different business functions, or teams. Or you can use them as an aid in your analysis as part of the planning process.

101,347 strategy pros have already used them and added them to their strategy playbook. What are you still waiting for?

In this article, you will get:

  • 20 free strategic plan templates that will help you to build a roadmap and execute it
  • A quick rundown of 7 steps you shouldn't miss in strategic planning

#1 Strategy Execution Platform Don't plan to fail.  Break down the complexity of your plans from high-level initiative to  executable outcome.   Learn how. Book a demo!

What Is A Strategic Plan Template?

A strategic plan template is a tool that helps leaders translate business strategies into actionable steps with a clear roadmap , projects, deliverables, budgets, and owners. It provides a decision-making framework and ensures that all initiatives and resources within an organization align with the overall business strategy.

Think of it like a map that helps you navigate from point A to point B. It lays out roads and milestones to help you get to your destination, all while keeping you focused on your company goals.

In other words, a strategic business plan helps you create alignment and focus across all levels of your organization to maintain momentum and successfully execute your strategies .

And the best part is that it allows you to monitor performance in one place without having to switch between spreadsheets and disconnected systems. This simplifies identifying areas for improvement and measuring progress in real-time. With a well-integrated system, data errors are reduced, and performance analysis and strategy reporting become easier.

With the right template, you’ll be able to keep your team (or teams) on track and identify red flags before it's too late.

20 Strategic Plan Templates To Turn Your Goals Into Action

Success doesn't follow a set path—that's why this article gives you multiple strategic planning templates. Each is for a specific use case or team within your organization. Plus, you can pick between Cascade or Excel version—whichever works best for you.

1. Strategic Planning Template

one page strategic plan download

If you're tired of using complicated spreadsheets for strategic planning, you’ll love the Strategic Planning Template —Cascade version!

This Cascade template offers you a better way than Excel and other static tools. It’s packed with pre-filled examples and features that will help you create a clear roadmap with timelines, KPIs, goals, and owners. You’ll be able to bring in your team and collaborate to transform goals into results faster than ever.

And there’s more! 👀

You’ll also get access to additional features like Dashboards , Timeline View, and Strategy Maps . This will help you pinpoint performance at any given moment and track progress so you can take corrective action before it’s too late.

You’ll be able to plan, execute , measure, and adapt your strategic plan in one place. You can even create multiple strategic plans and link them together so you have full visibility into performance.

Looking for a way to save time and automate your reports?

Cascade makes it easy for you with powerful Reports . With this template, you’ll get access to integrations that will help you automatically track key performance metrics and pull data into reports that can be easily customized to fit your target audience's needs.

How to use this template? Check out this quick video:

one page strategic plan download

Start by tweaking the objectives, goals, and KPIs to meet your needs, and start executing your plan right away!

💡Best for: This is a general, pre-filled strategic planning template, so you can use it as inspiration and set your own strategic goals. It’s suitable for outcome-oriented teams at any level of organization, regardless of industry or company size.

👉 Click here to get your FREE Strategic Planning Template (Cascade version).

2. Strategic Plan Template (Excel)

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Not feeling ready to elevate your strategic planning and execution to the next level?

Our simple Strategic Plan Template in an Excel spreadsheet will help you fill out key elements of a strategic plan, including the vision statement, strategic objectives, and key performance indicators (KPIs). With this template, you can also add an executive summary and create a one-page strategic plan that you can quickly share with your team or leadership.

Download your Excel template here.

However, Excel isn’t the best way to create a strategic plan . Here’s why:

  • You usually end up with multiple strategic planning documents that are difficult to align and track in real-time.
  • When you are using manual methods, using spreadsheets to track performance, you run the risk of errors.
  • You spend too much time collecting data and pinging your team members to collect the latest information on progress.

Excel is a great starting point for strategic planning, but you should consider the Excel alternative to streamline strategic planning and execution— Cascade , the strategy execution platform designed for teams of all sizes.

“ Cascade provides a readily accessible platform for hosting our strategy and enables us to generate live updates at the push of a button. It has increased transparency and accountability for our Strategic Priorities and has allowed us to remove silo working and improve alignment . The real game changer from my perspective is the reporting function. Cascade has turned a labor-intensive manual process into something which can be completed in minutes . ” - Enterprise user, Source: G2 review .

3. Business Strategy Template

one page strategic plan download

Like the general strategic planning template above, the Business Strategy Template is loaded with features that will help you achieve business goals faster.

You’ll be able to set your organization’s strategic direction, long-term goals, business objectives, and KPIs to measure progress.

This business plan template will help you communicate business priorities, break down siloed teams, and gain real-time visibility into what’s happening across the business.

💡Best for: This is a pre-filled business strategy template, so you can use it as inspiration and streamline your business planning process. It can be used by leadership teams in organizations of any size, including enterprises and startups.

👉 Click here to get your Business Strategy Template.

4. Operations Plan Template

one page strategic plan download

Operations are the core engine of an organization’s performance. With this Operational Plan Template , you'll be able to plan your company's operational strategy in a way that helps your employees maximize the resources you have and gain a competitive edge.

You can build a high-level strategic plan for your operations or set goals for each of your departments. This will help you keep your teams accountable for progress and have visibility into what’s happening in your key areas.

By using Reports , you can build tailored progress reports and provide up-to-date information to your executive team at any time. This will help you save time, ensure accuracy, and build trust with your board by giving them insights into the company’s performance.

On top of that, you can link your operational plan template with the overarching business strategy. This will help you stay aligned with business goals, and your teams will have the needed context to make aligned decisions on a daily basis.

💡Best for: Chief operating officers (COOs) and operations teams that need to align day-to-day operations with strategic business goals and ensure they deliver on performance.

👉 Click here to get your free Operational Plan Template.

5. Human Resources Plan Template

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A strong HR Strategic Plan Template is very helpful not only in the hiring process but also in defining the workplace culture and the types of people your organization wants to work with. With this template, you can set KPIs and track progress toward set targets in real time.

💡Best for: Business leaders, HR managers, and HR teams that need to support business goals with a clear HR roadmap.

👉 Click here to get your free HR Strategy Template.

6. Balanced Scorecard Template

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A balanced scorecard (BSC) is a strategic planning tool that helps organizations track, monitor, and execute their business strategy.

This template will help you set goals, KPIs, and projects for each of the four perspectives within the balanced scorecard framework.

You’ll also get access to Dashboards where you can set up real-time dashboards to monitor progress within each perspective. Using the Cascade template, you will have a complete view of your balanced scorecard in one place.

💡Best for: Strategy teams, business leaders, and managers that are using a balanced scorecard methodology in their organizations.

👉 Click here to get your Balanced Scorecard Template.

7. OKR Template (Excel)

one page strategic plan download

In recent years, OKRs have become one of the most popular performance management frameworks. Some are raving fans, and others cringe at their mention. If you fall into the first category, here's the OKR template that'll help you set and meet your OKRs.

You can use it to set OKRs at a company, team, or individual level.

💡Best for: Business and team leaders who are already familiar with the OKR framework and want to track performance.

👉 Read more and grab your OKR Template here.

8. Digital Transformation Plan Template

one page strategic plan download

A digital transformation goes beyond implementing digital tools in your processes. It requires an organization-wide shift. This Digital Transformation Strategic Planning Template will help you build a digital transformation plan that takes into account all areas of your organization that need to change.

You'll be able to define focus areas, set clear goals, KPIs, and projects, which are all needed for a successful transformation.

Digital transformation is the responsibility of the whole organization. Using this template, you’ll make sure your team has the context and the right information so they can help you implement digital transformation initiatives across the organization.

Another key benefit of this template is that you’ll have all the data centralized in one place. This will help you make informed decisions and keep your digital transformation strategy from failing.

And yes, you can connect it with your favorite business tools , including Power BI, Tableau, Microsoft Teams, Slack, and Microsoft Outlook.

💡Best for: Leadership, CIOs, transformation managers , and teams responsible for developing a digital transformation roadmap and implementing initiatives across the organization.

👉 Click here to get your Digital Transformation Strategic Planning Template.

9. IT Strategy Template

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This Cascade IT Strategic Plan Template will help you outline your bold initiatives to transform, modernize, and optimize your IT landscape. Bring in your IT team and collaborate on shared goals.

Also, you'll be able to link your IT strategic plan to your business strategy and ensure the executive team understands how IT projects help achieve business goals. You’ll be able to demonstrate the interdependencies across IT initiatives that impact financial performance.

This template will help you prioritize key IT initiatives to support business outcomes and keep track of progress.  

💡Best for: CTOs, CIOs, IT directors, and IT teams that are responsible for IT strategic planning and implementation.

👉 Click here to get your free IT Strategic Plan Template.

10. Change Management Plan Template

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Need a template to build a change management plan that will support your business strategy? Look no further.

This Change Management Plan Template will help you define a clear timeline, action steps, and clear expectations for those who will be involved in change implementation.

💡Best for: Leaders who own the change strategy and need to make a plan and monitor key metrics associated with change initiatives.

👉 Click here to get your Change Management Template.

11. Digital Marketing Strategy Template

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Build your digital marketing plan with this free template. You’ll be able to set goals, assign owners, and track the performance of key marketing metrics. This Digital Marketing Plan Template can be your living document as you scale marketing activities and serve as a North Star for your marketing team.

💡Best for: This template is designed for marketing teams aiming to expand their presence virtually and businesses aiming to go global or gain an international customer base. Digital content creators, project management teams, social media managers, digital CRM analysts, e-commerce executives, public relations specialists, and user experience specialists might also find this template useful.

👉   Click here to get your FREE Digital Marketing Strategy Template.

12. McKinsey's 3 Horizons Strategy Template

one page strategic plan download

This strategic planning template is based on McKinsey’s Three Horizons Framework . It helps you organize the organization’s goals into three timeframes:

  • Horizon 1: Short-term initiatives and projects that will help you achieve business goals within a few months or a year. The focus of this horizon is to maintain and defend your core business.
  • Horizon 2: This horizon focuses on extending your current business models that will pay off in 2 or 3 years.
  • Horizon 3: Long-term strategic initiatives and investments that will create new business models or products in 3-5 years. Or later - depending on your strategic planning cycles.

The key benefit of the Three Horizons template is that it gives you a complete picture of your three horizons. On top of that, you'll be able to update key goals and initiatives with just a few clicks. A new update will be reflected in all subgoals or project plans that are linked. If you want to outperform your rivals or merely survive in uncertain times, you must be able to quickly adapt your strategy and plans.

💡Best for: Leadership and strategy teams who are responsible for strategic planning at a company level.

👉 Click here to get your Three Horizons Strategic Plan Template.

13. Retail Strategic Plan Template

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This Retail Strategic Plan Template provides an example of a corporate strategic plan for companies in the retail industry. You can use it as inspiration to develop a strategic plan for your retail business .

💡Best for: Strategy teams and business leaders within the retail industry.

👉 Click here to get your FREE Retail Strategic Plan Template.

14. SWOT Analysis Template (Excel)

one page strategic plan download

A SWOT analysis is a strategic planning tool that helps you identify the internal strengths, weaknesses, and external opportunities and threats that can impact the organization’s growth initiatives and pursuit of its goals.

You can also use it to perform a competitive analysis but you need to look at it through different lenses—from the competitor’s perspective.

💡Best for: Leadership, strategy teams, and other functional teams that are responsible for formulating strategies and strategic plans.

👉 Click here to download your SWOT Analysis Template.

15-17. Internal Analysis Toolkit

In this collection, you will find 5 different templates to help you with internal analysis, including:

  • Gap Analysis Template
  • McKinsey 7S Framework Template
  • Core Competencies Analysis

An internal analysis is an important step before drafting a strategic plan. It will help you carry out your competitive analysis, identify your current situation, and set action plans and relevant strategic goals.

💡Best for: Leadership, strategy teams, and other stakeholders that are involved in the strategic planning process.

👉 Get your internal analysis toolkit here.

18. VRIO Strategy Template

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What’s the point of analysis if you don't use those insights to solve your business problem?

VRIO analysis helps you look at your resources and skills to see where your business is lacking. This is important if you want your business to build a sustainable competitive advantage.

Once you’ve found your gaps, you need to make a plan and set goals that will help you develop the missing resources and capabilities.

This VRIO Strategy Template will help you set clear strategic objectives, assign KPIs, and monitor performance so you can gain a competitive advantage and a market leadership position.

💡 Best for: Strategy teams, COOs, and portfolio managers who are in charge of business development and business strategic planning.

👉 Click here to get your free VRIO Strategy Template.

19. Nonprofit Business Plan Template

nonprofit business plan template cascade

Our Nonprofit Business Plan Template provides you with a comprehensive framework to develop a strategic plan specifically tailored to the unique needs and challenges of nonprofit endeavors. It serves as a roadmap, guiding you through the strategic planning process and ensuring that your nonprofit's initiatives are aligned with your core mission and objectives.

💡 Best for: Nonprofit leaders, board members, and teams dedicated to advancing nonprofit missions.

👉 Get your Nonprofit Business Plan Template here

20. Operating & Financial Model Template (Excel)

financial and operating model template excel

This template is your go-to for turning numbers into smart moves. You can establish your financial projections, automate your P&L statements, key financial and operational metrics, and even gain access to real-time automated dashboards.

With our Operating & Financial Model Template in Excel format, you'll grasp what your financial and operational metrics are really saying and act on these insights. Keeping a close eye on these key indicators will allow you to approach your planning process with clear data rooted in reality.

👉 Get your Operating & Financial Model Template here!

📚 Read our article to learn more about this template : The Ultimate Operating & Financial Model Template (Free Spreadsheet)

👀 Did you find what you were looking for? If not, you can explore our template library with 100+ strategy templates that will assist you in planning and executing your strategy. You can select between various strategic planning templates tailored for business leaders, specific departments, or industries.

5 Steps You Shouldn't Miss In The Strategic Planning Process

Here’s a short recap of each step so you know what to keep in mind before diving deep into the strategic planning process.

Step 1: Decide on your key metrics

How can you make a plan if you don’t know where you want the plan to take you?

This is the moment where you define your desired future state and align on the key metrics the whole company will need to work on to get there.

These should be no more than 4-5 and present in every strategic discussion.

💡 Pro Tip : To be able to set realistic key metrics for the future, you need to understand where you are today. Maybe you have a clear diagnosis of your current state, but if you don’t, we suggest you assess it before setting these metrics. But beware of analysis paralysis! Make a quick analysis and move.

Step 2: Choose your focus areas

Now that you know where you need to go, you can give your plan a little structure by setting focus areas. These are the areas that you’ll want to focus on to achieve those key metrics you defined in the previous step.

📚Recommended reading : Strategic Focus Areas: How To Create Them + Examples

Step 3: Define your strategic objectives

Strategic objectives are high-level statements that outline exactly what you want to accomplish by a specific deadline.

In other words, it is something that can be tangibly achieved and should contribute to achieving at least one of your strategic focus areas.

📚Recommended reading : How to Write Strategic Objectives .  

Step 4: Assign projects & set KPIs

Projects and KPIs will ensure you move forward toward achieving your strategic objectives.

Projects will determine the actions that you’ll carry out to achieve the objectives, and your KPIs will help you understand and measure the progress toward them.

Having projects and KPIs in place will provide a clear roadmap with important milestones you need to hit to get closer to achieving your key metrics.

💡 Pro Tip : KPIs are necessary for any business, whether public, private, or non-profit, so think about the KPIs that are more relevant to your organization. To make them realistic and achievable, we suggest you use the SMART methodology.

📚Recommended reading:

  • How To Create Effective Projects
  • How to write KPIs

Step 5: Constantly monitor and iterate

Things don’t always work out the way we plan.

Part of building your strategic plan is to monitor its progress toward the goals you set. With real-time tracking, you can quickly pinpoint those things that aren’t working and adapt fast to get back on track. That’s why strategic planning must be an iterative process .

🎁 Bonus Tip: Don’t forget your core elements—Vision Statement & Core Values

This is not a step in your strategic planning process, but it’s an important consideration.

Always remember to align your plans with the overarching core elements of your organization:

  • Vision statement— your company’s North Star that guides the direction
  • Mission statement —the “why” behind your company’s existence
  • Core values— the behaviors you celebrate and preach as a company
  • How To Write A Good Vision Statement
  • How to Create Company Values

Now that you know the steps you need to effectively plan your strategy, get your FREE strategic planning template to streamline the process!

Use Cascade To Plan And Execute Your Strategy 🚀

Too often, strategies live in the minds of intellectuals, spread through the organization via a fancy PowerPoint once a quarter. In truth, this approach will never work.

Organizations today are operating on razor-thin margins, and leaders need to be able to guarantee organizational-wide alignment, real-time visibility of the progress, and accelerated decision-making to maximize efficiency.

This is where Cascade becomes your favorite business tool. Cascade is the #1 strategy execution platform that helps organizations embrace a strategy rooted in reality.

With Cascade, you get less chaos, more visibility, and faster results. By connecting your metrics, initiatives, and investments to your business performance, you’ll be able to make better decisions, faster.

Here’s what you get with Cascade:

  • Streamline strategy development by simplifying complexity.
  • Directly link your business data to core initiatives.
  • Gain insight into the synergy of various organizational plans.
  • Monitor activity interactions, log dependencies, blockers, and risks.
  • Utilize dashboards and reports to assess strategic performance and share with stakeholders.
  • Enjoy over 1,000 integrations with popular business tools like Teams, Jira, Airtable, Microsoft Outlook, Power BI, and more.

Streamline your strategic planning process with our tested and proven strategic plan templates .

What is the purpose of a strategic plan?

A strategic plan helps you build a roadmap to get your business or team from where it is today to where it wants to be in the future. It provides strategic clarity to all involved stakeholders, so they can make informed decisions on a daily basis.

How do you write a strategic plan?

One of the most effective ways to write your strategic plan is to choose one of the strategic planning models and follow step-by-step instructions. Read more in this in-depth overview of the 5 best strategic planning models.

What are the 7 elements of a strategic plan?

The seven elements of a corporate strategic plan are vision, values, focus areas, objectives, KPIs, projects, and initiatives . You can write a strategic plan for a team or department focusing only on five key elements—without vision and values.

Who should use a strategic planning template?

Anyone in a leadership role who needs to align their team (or teams) on specific goals, objectives, and initiatives, should use a strategic planning template. It's also helpful for anyone who needs to create a visual representation of their strategies, so they can be communicated and implemented across the organization.

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Künstliche Intelligenz in Unternehmen: Innovative Anwendungen in 50 erfolgreichen Firmen

Der Bestsellerautor und Geschäfts renommierter KI-Experte Bernard zeigt, wie sterben Technologie des maschinellen Lernens das von Unternehmen verändert. Das Buch bietet einen Überblick über einzelne Unternehmen, beschreibt das spezifische Problem und erklärt, wie KI die Lösung erleichtert. Jede Fallstudie bietet einen umfassenden Einblick, der einige technische Details wichtige Lernzusammenfassungen enthält. Marrs Buch ist eine aufschlussreiche und informative Untersuchung der transformativen Kraft der Technologie in der Wirtschaft des 21. Jahrhunderts.

one page strategic plan download

Bernard Marr

Bernard Marr is a world-renowned futurist, influencer and thought leader in the fields of business and technology, with a passion for using technology for the good of humanity. He is a best-selling author of over 20 books, writes a regular column for Forbes and advises and coaches many of the world’s best-known organisations. He has a combined following of 4 million people across his social media channels and newsletters and was ranked by LinkedIn as one of the top 5 business influencers in the world.

Bernard’s latest books are ‘Future Skills’, ‘The Future Internet’, ‘Business Trends in Practice’ and ‘ Generative AI in Practice ’.

Generative AI Book Launch

Bernard Marr ist ein weltbekannter Futurist, Influencer und Vordenker in den Bereichen Wirtschaft und Technologie mit einer Leidenschaft für den Einsatz von Technologie zum Wohle der Menschheit. Er ist Bestsellerautor von 20 Büchern, schreibt eine regelmäßige Kolumne für Forbes und berät und coacht viele der weltweit bekanntesten Organisationen. Er hat über 2 Millionen Social-Media-Follower, 1 Million Newsletter-Abonnenten und wurde von LinkedIn als einer der Top-5-Business-Influencer der Welt und von Xing als Top Mind 2021 ausgezeichnet.

Bernards neueste Bücher sind ‘Künstliche Intelligenz im Unternehmen: Innovative Anwendungen in 50 Erfolgreichen Unternehmen’

How to Create a One-Page Strategy

2 July 2021

You can’t deliver on your strategic plans if you aren’t crystal clear on what exactly you want to achieve and, in turn, what areas of your business you need to focus on to achieve those aims. Having spent many years working with companies and governments big and small to develop successful strategies, I believe the most valuable strategy tool is a clear and concise one – preferably a single-page document that absolutely anyone in the company can easily understand.

one page strategic plan download

To help businesses create their one-page strategy, I’ve developed the SMART Strategy Board. It’s divided into six simple sections, which form the six critical areas that every business strategy should cover.

one page strategic plan download

Let’s look at each section in turn:

1. Your purpose

In this section, you need to set the scene and provide an overarching context for your strategy by laying out, in simple terms, exactly what your business is aiming to achieve. A good way to do this is by including your purpose and ambition statements. These are two different statements, fulfilling different jobs.

Your purpose (or mission) statement should be a brief, simple statement that neatly encapsulates why your business exists. As the name suggests, it answers the question, “What is our purpose?” A mission statement is usually intended for internal use. It communicates your company’s intentions, motivates internal stakeholders, and defines what success looks like for your company. It should include your target audience, what services or products you deliver, and what makes your offering unique.

An ambition (or vision) statement defines what the organisation wants to achieve in the future, it spells out the destination of where the company is heading. Available to both internal and external stakeholders, a vision statement sets out your ambitions in an inspiring way. A good vision statement should inspire employees to perform at their best, inspire customers to choose you over your competitors, and inspire shareholders to invest in the business.

2. Your customers

This section is about understanding your customers, specifically: what you already know about them, what you don’t yet know, and what you need to find out if you’re going to successfully deliver your strategy.

This falls into two key strands: your target market and your value proposition.

First you need to set out who your target market is. For example, are you targeting a particular segment, geographic region, or demographic? Define exactly what you need to know about the target market in order to improve your chance of success.

Next you need to clarify your value proposition, which means what you offer your target market. Essentially, you need to define why customers will choose you. Is it because of quality, innovation, customer service, price, or something else?

3. Your finances

In this section, you need to clearly set out the company’s financial goals and ambitions. What is your business model? How will your strategy generate revenue? What are your specific revenue goals? What about profit, cash flow and growth goals? Also, you should consider how you are going to finance your strategy. It’s vital you have the funds to properly see your strategy through.

This section naturally follows the “customer” panel, since pinning down your market and value proposition will help you define exactly how you’ll drive revenue growth and profit.

4. Your operations

Here you need to carefully consider your operations or the things you need to focus on internally and be really good at if you’re to be able to deliver your strategy. This section is divided into two: partners and core competencies.

Start by defining which partners, distributors, suppliers or other parties are vital to delivering your strategy. Do you already work with these partners or do you have to create the relationship from scratch? If you already work with them, is the relationship healthy? If you don’t already work with them, how will you go about forming that relationship?

Then look at your internal competencies in terms of the competencies your organisation needs to execute the strategy successfully. Define whether there are any gaps in your competencies and, if so, how you intend to fill them. Also look at which systems and processes need to change or be improved if you’re to achieve your goals.

5. Your resources

The aim of this section is to define exactly what resources you need if you’re to execute your strategy properly. This covers IT systems and data, infrastructure, people, talent and cultures; and value and leadership.

This means you need to carefully consider a number of questions. For example, what IT systems and data are you going to need? What infrastructure – property, machinery or plant – are you going to need? What are your requirements in terms of talent and people? Do you have the right people and, if not, how will you go about finding them? Do you plan to train your current staff or recruit new people? And finally, what are the key culture and leadership deliverables that will allow this strategy to succeed?

6. Your competition and risks

This section is frequently missing from strategy documents, yet it’s a key threat most organisations face when implementing their strategies. Therefore, in this panel, you should consider what competition you’ll be facing as you work to deliver your strategy and what risks you may face along the way.

Ask yourself, who is your main competition and why? What external factors may threaten your success, be it specific market, regulatory, customer or competition risks? What are the internal financial, operational or talent risks you face? Being aware of these threats before you begin to implement your strategy is the best way to mitigate against them.

Remember, strategy doesn’t have to be complicated to be effective. In fact, the easier it is to understand, the more likely it is to be successful. I therefore urge all companies to give the one-page approach a try and create their own SMART Strategy Board.

Business Trends In Practice | Bernard Marr

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Bernard Marr is a world-renowned futurist, influencer and thought leader in the fields of business and technology, with a passion for using technology for the good of humanity.

He is a best-selling author of over 20 books, writes a regular column for Forbes and advises and coaches many of the world’s best-known organisations.

He has a combined following of 4 million people across his social media channels and newsletters and was ranked by LinkedIn as one of the top 5 business influencers in the world.

Bernard’s latest book is ‘ Generative AI in Practice ’.

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Execute better with the 1-page strategic plan.

The One-Page Strategic Plan will walk you step-by-step through the basic elements of a strategic plan. With the One-Page Strategic Plan you will create a living, breathing strategic plan that is dynamic. The plan you create is alive, adaptable and administratively easy to manage.

Why do I need it?

Every organization needs a good, solid strategic plan. A well-structured strategic plan shows where you are now, what you intend to accomplish and how you plan to do it. A One-Page Strategic Plan provides that clear road-map to get you there.

What does it do?

A One-Page Strategic Plan guides you through the development of your strategic plan. It is a flexible plan where you can edit, revise and track the objectives, goals and tasks that you want to accomplish. It helps you work more efficiently and effectively.

What are the benefits of the One-Page Strategic Plan?

  • Easily create, manage and update your strategy.
  • Transform the strategic plan from a time consuming effort into a quick and easy system that is holistic and integrative.
  • Generate, manage, and modify a complete strategic plan for your organization without needing training in strategic planning.
  • Create a strategic plan in two days or less.
  • Assist your organization in developing and communicating the elements of a strategic plan: mission, values, vision, competitive advantage, strategy, long-term strategic priorities, and short-term goals.
  • Provide boundaries to ensure purpose-driven action.
  • Create a plan that is focused on serving your customers.
  • Provide a holistic plan based on the balanced scorecard.

What do you get?

Here is what you will receive:

  • Step-by-step process and planning template to guide you,
  • Instruction manual to guide you in each step of the strategic plan,
  • Dynamic plan on one page, and
  • Professional One-Page Strategic Plan report to communicate your plan.

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Thank you for sharing such helpful tool & I hope that it’ll be the real guide for my organization.

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Discover the free step-by-step guide on developing a high-level strategic plan for your company and keep everyone on the same page, literally and figuratively.

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[Updated 2023] Top 10 One Page Strategic Plan Templates For Business Management

[Updated 2023] Top 10 One Page Strategic Plan Templates For Business Management

Malvika Varma

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If we work in the right direction, the probability of attaining success increases exponentially. In business, the strategic plan gives a direction for the execution of activities and serves as a roadmap. A strategic plan is the documentation process that helps in navigating the corporate journey. A well-crafted strategic plan outlines the organizational goals and gives a layout of the execution process. 

The benefits of a strategic plan are numerous. It helps in SWOT analysis of the organization, provides a direction to the team, increases productivity, and keeps the employees driven to achieve the targets. 

Strategic plans are usually the elaborated ones overwhelming with the details. In today’s fast-paced lives, time is money, so a concise strategic plan is what investors are looking forward to. One page strategic plan is an excellent tool for providing the nitty-gritty of business interestingly and acquiring funds from venture capitalists and investors. Stating the crux of the strategic business plan at a glance instills faith and confidence in the organization.

SlideTeam professionals understand the importance of strategic planning in business for better performance and minimizing the risk factor. We have curated these Top 10 One Page Strategic Plan Templates for Business Management . Download these pre-designed one-pagers for your business meetings.

Let’s dive in!

Top 10 One Page Strategic Plan Templates to Download

One page business plan for buying residential real estate document ppt pdf doc printable Slide01

Download One page business plan for buying residential real estate

Prior to purchasing any real estate, make a plan. We can help you with this one-page business plan for purchasing commercial real estate. This one-pager can be of great help to real estate managers who are looking to buy a property and need to devise an accurate plan. It gives shareholders a brief overview of the company and its business opportunities. This real estate one pager PPT Slide can also be used to present the target market, industry analysis, and marketing plans. Download now!

1 3 5 cafe business plan one pager presentation report infographic ppt pdf document Slide01

Download 1 3 5 cafe business plan one pager

Before you can open a cafe, you must first create a cafe business plan . Consider your plan to be a road map for your entrepreneurial journey—one that is easier to create than you might think! Our one-page PowerPoint presentation can assist you. Every business has goals and targets that must be met, and this design accomplishes just that for you. Easily create an accurate business plan, which is required for achieving your company's end goals and targets. This one-pager also allows you to jot down the strategies you've devised to meet those goals. It summarises all of the necessary information that any shop owner would need to present on a single page. Download now!

One Page Communication Plan For Crisis Management

Download One Page Communication Plan For Crisis Management Template

Give information to your colleagues regarding the communication plan by employing this content-ready one-page strategy plan template. As this template is editable, you can modify it as per business requirements. You can also state the issues faced and the proposed solutions by downloading this striking one-pager template.

One Page Communication Plan For Effective Project Handling

Download One Page Communication Plan For Effective Project Handling Template

Illustrate the project objectives along with other relevant details by downloading this professionally designed one-page strategic plan template. The communication plan and the tools can be discussed efficiently by employing this attention-grabbing one-page strategic plan.

1 Page Business Plan For Opening A Cafe

Download One Page Business Plan For Opening A Cafe Template

Elucidate the business review and discuss the industry research by downloading this ready-made one-page strategic plan template. You can highlight the significant financial and marketing plan features by incorporating this stunning one-page strategy plan template. SWOT analysis can be discussed using this eye-catching one-page template. 

Single Pager Of Coffee Shop Business Plan

Download Single Pager Of Coffee Shop Business Plan Template

Present this impressive one-page strategy plan to your investor bag the deal by downloading this one-page strategy plan template. You can introduce your talented workforce and mention the potential partners with this ready-made strategic plan template.

One Page Executive Summary For Start Up

Download One Page Executive Summary For Start Up Template

State the highlights of your business and the various relevant information to the client with this visually appealing one-page strategic plan template. You can elaborate on the expertise area and build confidence by utilizing this pre-designed one-page strategic plan template.

Financial Consulting Start Up One Page Executive Summary

Download Financial Consulting Start Up One Page Executive Summary Template

Showcase your services and products convincingly using this comprehensively researched one-page strategic plan template . You can also highlight your company’s achievements and capabilities by downloading this content-ready one-page strategic plan template. By presenting this contemporary one-page strategic plan template, you can influence your customers and investors.

One Page Communication Plan For Project Collaboration

Download one Page Communication Plan For Project Collaboration Template 

Download this content-ready one-page strategy plan template for explaining the communication plan to the concerned project members. Give the key details of the business meeting schedule effectively by introducing this visually appealing one-pager template. As this template is editable, you can modify the template as per requirement.

Template 10

IT Software Start Up Company One Page Executive Summary

Download IT Software Start Up Company One Page Executive Summary Template

Illustrate the company summary and the services your organization offers to its clients by downloading this editable one-page strategic plan template. Discuss the business process and introduce your team impressively with the help of this professionally designed one-page strategic plan template. 

Align your business goals and emerge as a leader in the industry by downloading these comprehensively researched Top 10 One Page Strategic Plan Templates For Business Management. 

Embark on the corporate venture like a pro by introducing these contemporary one-page templates. Download now!

FAQs On One Page Strategic Plan

How to write a one page business plan.

Describe the problem your product will solve or the opportunity you will fill, the industry, your target market, key facts about your business, your launch plan, how you will market your product, the financial model, and how much funding you will require.

What is a strategic business plan?

A strategic business plan is a written document that aligns a company's goals with market demands. Although a strategic business plan contains elements similar to a traditional plan, a strategic plan goes beyond planning by not only defining company goals but also utilizing those goals to capitalize on available business opportunities. This is accomplished by carefully analyzing a specific business industry and being open about your company's strengths and weaknesses in meeting the industry's needs. A strategic business plan is followed by tactical plans to aid in the achievement of strategic goals.

What should a strategic business plan include?

The following are the basic sections of a strategic plan, in roughly this order:

1- Executive summary. 2- Provide an elevator pitch or company description. 3. The mission statement. 4- Make a vision statement. 5- Goals. 6- Industry research. 7- Marketing strategy. 8- Capacity. 9- The operational plan. 10- Financial forecasts. 11- Methods of evaluation. 12- Signature page.

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Free MS Word Strategic Planning Templates

By Courtney Patterson | May 11, 2024

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Below is a collection of the best strategic planning templates in Microsoft Word to help you create a comprehensive roadmap for future growth and success.

Included in this article, you'll find: 

  • A one-page business strategy template
  • A Microsoft Word IT Strategic Plan Template
  • A 5-year strategic business plan template
  • A nonprofit strategic plan template
  • A list of related strategic planning templates

Microsoft Word Basic Strategic Plan Template

Basic Strategic Plan Template for Microsoft Word Example

Download the Sample Basic Strategic Plan Template for Microsoft Word   Download the Blank Basic Strategic Plan Template for Microsoft Word  

When to Use This Template : Use this template with or without sample data when you are starting your business and need to outline a clear direction and foundational strategies. This tool is crucial for transitioning from an informal approach to a more structured strategic planning process. 

Notable Template Features : This basic strategic plan template simplifies the planning process with a clear, easy-to-follow structure that covers essential strategic elements. It includes sections for mission and vision statements, a SWOT analysis, goals, and action plans, making it accessible for first-time strategists.

Check out these  free strategic planning templates that offer robust resources, including ready-to-use frameworks and expert advice, so you can meticulously craft and execute your strategic vision.

Microsoft Word One-Page Business Strategic Plan Template

One Page Business Strategic Plan Template for Microsoft Word Example

Download Sample One-Page Business Strategic Plan Template for Microsoft Word Download Blank One-Page Business Strategic Plan Template for Microsoft Word

When to Use This Template : Consider this template when you’re on a deadline and need a swift, comprehensive snapshot of your strategy. Available with or without sample data, the template is ideal for pre-meeting preparations, allowing you to quickly and thoroughly review your strategic position.

Notable Template Features : This one-page business strategic plan template boils down intricate strategies to a single, accessible page. Featuring streamlined sections for goals, actions, and metrics, it delivers a clear and concise strategic outline that's easy to share and discuss. Download the sample version for a pre-filled template, or try the blank version to fill in the sections with your own data.

Check out this  strategic planning guide , complete with free templates that offer you all the tools and insights you need to expertly develop and implement your strategic plans.

Microsoft Word IT Strategic Plan Template

Information Technology Strategic Plan Template for Microsoft Word Example

Download Microsoft Word IT Strategic Plan Template Download Sample IT Strategic Plan Template  

When to Use This Template : Dive into this template when your IT department is gearing up for a major overhaul or aligning with new business strategies. Available with or without example text, the template is a must-have for plotting out the technological roadmap that supports your organization's long-term vision.

Notable Template Features : This IT strategic plan template features IT-specific sections, such as technology assessments and future roadmaps, making it a powerhouse for managing and planning IT investments. The template includes detailed prompts, so you can thoroughly address and align each aspect of your IT strategy, from cybersecurity to cloud computing, with overarching business objectives.

Explore this  article on crafting strategic plans . It offers a treasure trove of free templates to guide your team through the strategic planning process, ensuring a seamless and effective strategy formulation.

Microsoft Word Advanced Strategic Planning Template

Advanced Strategic Planning Template for Microsoft Word Example

Download the Sample Advanced Strategic Planning Template for Microsoft Word Download the Blank Advanced Strategic Planning Template for Microsoft Word

When to Use This Template : Turn to this dynamic template with or without sample data when you’re ready to plan an all-inclusive strategy. Perfect for times of significant growth or change, it's especially useful for teams looking to blend comprehensive market insights with long-term planning.

Notable Template Features : This advanced strategic planning template is designed to guide you through every facet of strategic development, from SWOT analysis to detailed financial planning. Offering structured sections for an all-encompassing view of your business landscape, it ensures that you have a robust foundation for decision-making and future growth. Download the sample version for a pre-filled template, or try the blank version to fill in your own data.

Dive into this comprehensive  guide on strategic planning model templates to access a diverse array of free resources and streamline the path to your strategic goals.

Microsoft Word One-Year Strategic Business Plan Template

One Year Strategic Business Plan Template for Microsoft Word Example

Download Sample One-Year Strategic Business Plan Template for Microsoft Word Download Blank One-Year Strategic Business Plan Template for Microsoft Word

When to Use This Template : Use this one-year template with or without sample data to reach your key goals within the next year. It's a must for companies looking to translate annual objectives into clear, actionable steps.

Notable Template Features : This one-year strategic business plan template is designed with simplicity in mind, featuring sections that help break down goals into achievable actions and timelines. The template’s streamlined approach ensures that you can focus on what matters most, making it easier to track progress and adjust strategies as needed.

Microsoft Word 5-Year Strategic Business Plan Template

5 Year Strategic Business Plan Template for Microsoft Word Example

Download the Sample 5-Year Strategic Business Plan Template for Microsoft Word Download the Blank 5-Year Strategic Business Plan Template for Microsoft Word

When to Use This Template : Use this template to lay the strategic groundwork for the medium-term achievements your organization aims to reach in the next five years. Available with or without sample text, it's perfect for transitioning from startup to established entity, allowing you to focus on expansion and scalability.

Notable Template Features : This 5-year strategic business plan template empowers you to set ambitious yet attainable goals and create strategies for market expansion. It also includes tools for financial forecasting and resource allocation, making it easier to manage growth and measure success over a longer period.

Microsoft Word Long-Term Strategic Business Plan Template

Long Term Strategic Business Plan Template for Microsoft Word

Download the Long-Term Strategic Business Plan Template for Microsoft Word

When to Use This Template : Use this template when you’re aiming for a plan of 10 years or longer and envisioning your business's journey toward long-term innovation and industry leadership.

Notable Template Features : Featuring a decade-spanning outlook, this long-term strategic plan template empowers you to set visionary goals and detailed strategies for sustainable growth and innovation. It’s designed to help you align your long-range plans with actionable steps, ensuring every department is moving toward a common, ambitious future.

Microsoft Word University Strategic Plan Outline Template

University Strategic Plan Outline Template for Microsoft Word Example

Download Sample University Strategic Plan Outline Template for Microsoft Word Download Blank University Strategic Plan Outline Template for Microsoft Word

When to Use This Template : This template helps university leaders chart a future course that enriches academic excellence and campus life. Use it during periods of strategic reflection or in advance of accreditation reviews to ensure all goals align with the institution's mission and vision.

Notable Template Features : Tailored to the academic sector, this strategic plan outline includes sections for setting educational priorities, creating a strategy for program development, and planning campus enhancements. Available with or without example text, it facilitates a comprehensive approach to institutional growth, encouraging stakeholder engagement and long-term planning for academic and infrastructural improvements.

Microsoft Word Marketing Strategic Planning Template

Marketing Strategic Planning Template for Microsoft Word Example

Download the Sample Marketing Strategic Planning Template for Microsoft Word Download the Blank Marketing Strategic Planning Template for Microsoft Word

When to Use This Template : Turn to this template when you're preparing to put a new product on the market or revamping your brand's presence. It's ideal for synchronizing your marketing initiatives with your overarching business goals.

Notable Template Features : This template with or without sample data stands out with its clear sections for defining marketing objectives, pinpointing your audience, and crafting detailed campaign strategies. It supports marketers by laying out a comprehensive plan that not only attracts but also retains customers, ensuring all marketing activities are in lockstep with the business's vision and objectives. Try the pre-filled template to see sample text, or use the blank template to fill in your own data.

Microsoft Word Nonprofit Strategic Plan Template

Nonprofit Strategic Plan Template for Microsoft Word

Download the Nonprofit Strategic Plan Template for Microsoft Word

When to Use This Template : Reach for this template when your nonprofit is gearing up for a period of strategic renewal or aiming to better align its efforts with its core mission. Helping you clearly articulate your organization's direction and impact, this tool is crucial for running annual planning sessions or preparing funding and grant applications.

Notable Template Features : This template is designed specifically for nonprofit organizations, featuring sections dedicated to mission statement clarification, stakeholder engagement strategies, and impact assessment methods. It offers a comprehensive framework for nonprofits to navigate the complexities of sustainability and mission-driven planning, ensuring every activity contributes to long-term success.

Related Strategic Planning Templates

Discover this list of free templates that perfectly complement your strategic planning needs. From business model canvases to detailed market analyses and customer journeys, these tools ensure a solid value proposition and guide your business toward success.

Free Microsoft Word Action Plan Templates

Check out these  free Microsoft Word action plan templates for tools to streamline your project planning, enhance your task management, and achieve your goals more efficiently.

Simple Action Plan Template

Free Gap Analysis Templates

Explore this  collection of free gap analysis templates to help you identify the discrepancies between your business's current state and its desired future state, offering a clear pathway for strategic improvement and goal achievement.

General Gap Analysis Template

Free Scenario Analysis Templates

Use these  free scenario analysis templates to get frameworks that prepare you for various future possibilities, enabling strategic decision-making and risk management.

Simple Scenario Analysis Spreadsheet Template EXAMPLE

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One Page Business Plan for Word, PDF

Free One Page Business Plan Template

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Template Highlights

  • Eight (short) sections: Business Opportunity, Industry Analysis, Target Market, Company Description, Timeline, Marketing Plan, Financial Plan, and Funding Requirements.
  • Easy instructions for each part.
  • Zhuzh it up a bit with your company logo and branding.
  • Download it as a PDF or Word file.
  • Print it, email it, send it via Morse code.

Why all businesses should create a business plan

For startups and enterprises alike, there are many reasons to create a one-page business plan. For example, it can help you:

  • Show your progress and how you intend to grow : Your business plan lists vital information on your company, such as your goals, market research results, and success milestones.
  • Determine a realistic budget to ensure success : If you don’t create a proper plan, you might underestimate fixed and variable costs and, therefore, lack the financial capacity to succeed.
  • Provide concrete information to potential investors : By having a detailed business plan in place, you’ll be able to effectively convey your business goals to internal stakeholders, and you’ll stand a better chance of winning over investors.
  • Fulfill the requirements for securing a business loan : Many financial institutions won’t even consider giving you a loan without seeing your plan.

Should you create a business plan from scratch?

You can do this, but it’s often more hassle than it’s worth. If you’ve never made a business plan before, you’ll need to do a lot of research on what to include and ensure you create a professional and eye-catching document.  If you download our free one-page business plan template, you’ll save time and ensure you cover every relevant detail.

How to use the one-page business plan template

Here are the steps for filling out our template:

  • Enter your contact details to download the template in Microsoft Word or as a PDF.
  • Gather your relevant business documents, such as market research results and financial statements, in case you need to include details from them.  
  • Add information to all the fields, including Company Description, Target Market, Industry Analysis, Implementation Timeline, Funding Required, and Financial Summary.
  • Get feedback from business partners, employees, or other parties to ensure that all information is correct and up to date.
  • Proofread to ensure there are no errors. These look unprofessional, leaving a bad impression of your business.  
  • Save your business plan in various locations and formats. This helps you share your plan with stakeholders via email or present it at company meetings.

Template Preview

One page business plan.

One-Page Business Plan Template

This brief business plan template encourages you to stick to your core message and provide investors with just the information they need to know about your new venture.

The Business Opportunity

What is the problem your business will solve? Focus on the customer’s needs.

Give your elevator pitch. Be succinct, clear, and persuasive.

Be sure to include your value proposition -- What do you offer that no one else does?

Industry Analysis

List key factors for success in your industry.

Who is your main competition?

Company Description

Identify important facts about your business:

• Founding date

• Mission statement

• Type of organization

• Core strengths

• Main leadership

Target Market

Describe your customer segments.

Will you serve a particular geographical area?

Implementation Timeline

Provide a brief summary of how you will roll out the business. Consider depicting the different phases in a diagram. You can use the timeline below as a template.

Marketing Plan

Describe what methods you will use to acquire new customers.

Why would your target market prefer your product or service to another option?

Financial Summary

Cost Structure: What are your fixed and variable costs?

Revenue Streams: How will your business make money?

Funding Required

Present the amount of funding that you are seeking from investors and how it will be used.

HubSpot Tip: Be sure to edit and review your plan for typos before distributing it. Errors in a short document can be distracting to the reader and make you look unprofessional.

Frequently Asked Questions

When should i create a business plan, what types of companies need a business plan, how do i write a one page business plan, what should my business plan focus on, is this template free, can i edit this template, related tags:.

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Examples

One-Page Strategic Plan

one page strategic plan download

How do businesses reach their desired level of success? That’s a pretty loaded question, all things considered. Be assured though that luck alone should not be relied upon for any company’s success. For the most part, it is strategy and tactics that takes businesses from point A to point B. Plans are often made and they don’t even need to be too long. Some are perfectly capable of formulating a one page strategic plan . If you want this for yourself, then read on to learn more and discover some of the best examples of written strategic plans via one page strategic plan templates.

One Page Strategic Action Plan Template

One Page Strategic Action Plan Template

  • Google Docs
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Size: 36 KB

One Page Strategic Marketing Plan Template

One Page Strategic Marketing Plan Template

Size: 67 KB

One Page Marketing Plan Template

One Page Marketing Plan Template

Size: 58 KB

Simple Strategic Plan Template

Simple Strategic Plan Template

Size: A4, US

Blank One-Page Strategic Plan Template Example

Blank One-Page Strategic Plan Template Example

Size: 404.1 KB

Detailed One-Page Strategic Plan Example

Detailed One-Page Strategic Plan Example

Size: 2.5 MB

Family Services Agency One-Page Strategic Plan Example

Family Services Agency One-Page Strategic Plan Example

Size: 595.2 KB

Formal One-Page Strategic Plan Example

Formal One-Page Strategic Plan Example

Size: 639 KB

Gazelles One-Page Strategic Plan Example

Gazelles One-Page Strategic Plan Example

Size: 165.6 KB

Generic One-Page Strategic Plan Example

Generic One-Page Strategic Plan Example

Size: 166.3 KB

Minimalist One-Page Strategic Plan Example

Minimalist One-Page Strategic Plan Example

Size: 144.1 KB

Simple One-Page Strategic Plan Example

Simple One-Page Strategic Plan Example

Size: 97.6 KB

Software Development One-Page Strategic Plan Example

Software Development One-Page Strategic Plan Example

Size: 151.2 KB

Tourism Export Council One-Page Strategic Plan Example

Tourism Export Council One-Page Strategic Plan Example

Size: 460 KB

What Is a One-Page Strategic Plan?

Strategic plans are often multiple-page documents that detail how a business intends to meet their specific goals. A one-page strategic plan, on the other hand, is everything that those business reports and documents are, only compressed. There’s nothing more to it. The specifics, the objectives, the outcomes you want to end up with, and everything else are all confined to a single page. Direct to the point and containing usually just the most important parts of a plan, these documents are highly valued by companies for their concise yet effective natures.

How to Create a One-Page Strategic Plan

Creating a one-page strategic plan nonprofit document, among many other variations, may be preceded by some head-scratching. After all, how can you possibly fit everything into a single page? Well, now you don’t have to worry. Follow these steps and you will be just fine.

Step 1: Determine Your Goals

To make this quick, you need to first know what your purpose is. Having realized it, you have to convert that into achievable  corporate goals . Without this serving as your foundation, everything will fall apart.

Step 2: Decide on Your KPIs

Everything—for your goals to your tasks—must make sense in the context of your company’s situation. By deciding on your key performance indicators early, you can begin planning out how to measure performance , progress, and success for your teams.

Step 3: Breakdown the Responsibilities

For your strategic plan to work, the people involved need to be held accountable for their actions. First things first, they need to know what their responsibilities are. Specify those and let each team know what they have to do. With this taken care of, you are one step closer to the end of the line.

Step 4: Evaluate and Edit

The last thing left for you to do is make an evaluation of your strategic plan. Go over it before you finalize it. Go over it again once your operations are underway. Make edits or corrections whenever necessary. Don’t be afraid to make changes if it suits your goals and leads you to greater success.

What is the importance of planning in business?

Simply put, planning anticipates decision-making. Planning helps establish proper goals and objectives , along with the specific processes meant to achieve them. Without planning, businesses would not thrive for very long or at all.

What are the different types of planning for business?

Depending on the organizational scope and execution period, any given company may rely on any of the following planning types. First is strategic planning, which is quite general and can include different kinds of management areas. Second, there’s the operational planning , which is more short-term and specific towards particular operational units. Then there’s tactical planning, which serves as the link for the two aforementioned types.

What are the key elements of any strategic plan?

The first element that any strategic plan should have is the company’s vision . That should be followed up quickly by core values. Combined, those two create a strong foundation for any corporate plan. The next three key elements are the clearly defined outcomes, or the expected results, the accountability, and the KPIs.

There’s little use of denying how useful strategic plans can be for businesses. To look to a brighter future, we cannot afford to leave things to chance. Even something as compressed as a one-page strategy document can already do wonders for you. So now that we’ve come to the end of this article, the only question left unanswered is: what will you do now? Are you going to use the knowledge gained from this article and make your own one-page strategic plan instructions from scratch? Or would you rather download a free one-page strategic plan template or any other sample one page strategic plan? Make your choice carefully and act fast!

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12+ one page strategic plan templates – pdf, word.

Every business owner needs to know the direction in which their simple business should be going. Once they know where it is that they want it to go, the next thing that they have to do is to figure out what it is that they have to do in order for them to get there. you may also see strategy plan templates.

one page strategic plan download

Plan Template Bundle

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One Page Strategic Marketing Plan Template

one page strategic marketing plan template

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One Page Strategic Action Plan Template

one page strategic action plan template

Company One-Page Strategic Plan

company one page strategic plan

University One-Page Strategic Plan

university one page strategic plan

Airport One-Page Strategic Plan

airport one page strategic plan

What Is a One Page Strategic Plan?

Free one-page strategic plan example.

one page strategic plan example

Family Services One-Page Strategic Plan

family services one page strategic plan

Printable One Page Strategic Plan

printable one page strategic plan

How to Create a One-Page Strategic Plan

1. understand your business’s core values and where you want it to go, free one page strategic plan.

free one page strategic plan

Standard One Page Strategic Plan

standard one page strategic plan

Free One Page Goal Setting Strategic Plan

one page goal setting strategic plan

2. Determine the Kind of Actions You Should Take

1. strengths, 2. weaknesses, 3. opportunities, free sample one-page strategic plan.

sample one page strategic plan

One Page Strategic Plan Program

the one page strategic plan program

3. Know Who You’re Assigned Certain Actions To

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Strategic Plan Template

Use this free Strategic Plan Template for Word to manage your projects better.

one page strategic plan download

When a company wants to map out its long-term business objectives and how it’ll get there, they use a strategic plan. Our free strategic plan template captures all topics that any company needs to define, so everything is aligned with the overall mission and vision of the company. More than that, the free strategic plan template guides you through the actions, resources and costs that will help you get there.

What Is a Strategic Plan?

A strategic plan is a document that company leaders use to capture the company’s future vision, goals and objectives. Unlike a business plan that focuses on short-term goals of serval months to several years, a strategic plan looks at the mid-to-long-term goals such as 3-5 years but is often longer than that.

The strategic plan should be easily shared as it provides a map for the whole company to follow in order to meet its goals. The strategic plan isn’t only shared, but it’s thoroughly understood by company employees, customers, business partners and investors.

ProjectManager's free strategic plan template

Strategic planning and the strategic plan that comes from this process isn’t a one-time occurrence. Teams should conduct strategic planning regularly to quickly respond to changes in the business, industry, legal and regulatory conditions. As conditions shift, so should the response plans.

Why You Need a Strategic Plan Template

A strategic plan template is a great tool in that it’s already laid out for you. Everything you need to define is outlined and saves you the time and effort of creating a new document. Templates are great for creating an archive of consistent documentation, especially as historical data can influence your current strategic plan.

In more general terms, all businesses need a target or direction to work towards. Strategic plans are like the roadmap that gets you there and defines the landscape. If you don’t know where you’re going, you’ll never know when you get there. That’s true from the highest executive to the newest employee as well as customers, investors and so on.

Strategic plans also help you track your goals across departments. Each department can then set its own goals to help the business achieve its larger goals. These various initiatives can be monitored and tracked with key performance indicators (KPIs). This can be extended to business units, teams and even individuals so everyone is working towards the same goals.

A strategic plan template is only a static document. To implement that plan you need project management software. ProjectManager has online roadmaps that allow you to manage all the projects that feed into your company’s overall mission. You can track your tasks, budgets, resources, processes and more, so you know you’re always progressing. Of course, you can build a strategic plan with milestones in the software, too. Try ProjectManager today for free.

Roadmap with a strategic plan

Who Should Use This Strategic Plan Template?

The free strategic plan template can be filled in by any number of people depending on the business. Usually, though, this responsibility falls on the shoulders of the owner or top business managers.

However, sometimes specialists are employed or the whole company becomes involved in the strategic planning process. In fact, more voices provide a wider perspective. One person should oversee refining those different perspectives in order to rein in the possible chaos of too many chefs in the kitchen.

Once the strategic plan is finalized, it should be shared among the company. The strategic plan template acts as a guide to keep the long-term goal in sight and how to get there. For some businesses, the customer should also be aware of the strategic plan. Other companies will want to share the strategic plan with investors.

How to Use This Strategic Plan Template

When you download our free strategic plan template for Word, you’ll find it’s broken up into sections. The free template is completely customizable so you can add or subtract as many sections as you need to flesh out your strategic plan. What we provide you with is the backbone of any thorough strategic plan, which is as follows.

1. Executive Summary

To start, you want to summarize what will follow. That’s all the executive summary is; a short introduction to the important information that’ll be fleshed out in the strategic plan. It gives an overview to investors and stakeholders.

2. Vision Statement

A vision statement is a statement that declares the mid-to-long-term goals of the company. Think of it as the target you want to hit with your strategic plan. What this statement should do is project your company into the future and in so doing help to define the plan and execution of getting you there.

3. Mission Statement

The mission statement is a short description of the purpose of the company. It should be no longer than one to three sentences at most and explain what the company does, who it serves and how it’s different from its competitors. But more than a dry definition, it should be inspirational, offering direction and focus for employees and giving customers a clear picture of what they can expect from the company.

4. SWOT Analysis

SWOT stands for strengths, weaknesses, opportunities and threats. A SWOT analysis is used to assess those four aspects of the company. This is how a company can capture its current performance and build a strategy to achieve its future goals. But beyond internal factors or charting the company, make sure to explore external factors as well. This provides a fuller picture of how a company can carve a route to reach its objectives.

5. Business Goals

Business goals should define the target that a company is aiming for in the future. By doing this, a company has a way to measure its success, communicate these goals to its employees and ensure the company is going in the right direction.

6. Marketing Plan

The marketing plan outlines a company’s advertising strategy. It can be used to generate leads and reach a target audience, outreach and PR campaigns. Also included is how the company will measure the effectiveness of the initiatives.

  • Market research:  Uses competitive analysis, testing, surveys, etc., to determine the target audience and what needs the company is fulfilling or pain point it’s resolving.
  • Marketing campaigns: These include promotions, value propositions, differentiation factors, pricing, distribution channels, etc., to see the product or service.
  • Marketing KPIs: Using various metrics will help the company measure the success of its campaigns.

7. Operations Plan

The operation plan is an outline of the strategic plan’s goals and how the company plans to meet them. It’s an action plan that shows team members what they’re responsible for in achieving the goals of the strategic plan.

8. Financial Projections

When making financial projections for a company’s strategic plans they should include a forecast of the income statement, the balance sheet and the cash flow statement. These financial projects like the strategic plan are mid-to-long term.

Identify the team members with the skills and experience who will be responsible for executing the operational plan set forth in the company’s strategic plan.

Other Templates to Help with Your Strategic Plan

The free strategic plan document template for Word is a helpful tool to outline a company’s mid-to-long-term objectives. We have dozens of other free templates for Word and Excel that can help you manage every phase of a project, from planning to closure. Here are just a few of the free templates that we offer for download that are related to strategic planning.

Executive Summary Template

If you need help with the executive summary portion of the free strategic plan template, this free executive summary template is a great asset. It breaks down the points you’ll want to capture for an effective executive summary and is a valuable tool to complete that section of the strategic plan.

Marketing Campaign Template

The marketing plan is another section of the strategic plan that can be fully fleshed out with the free marketing campaign template. It outlines all the steps you need to introduce your product or service to market. It has fields to collect the goals of the campaign, identify the target audience and much more.

SWOT Analysis Template 

We’ve included a small SWOT analysis table in the free strategic plan template, but you might want more space to capture this important data. If so, use our free SWOT analysis template for Word, which you can then attach to the strategic plan template. This colorful template helps you see where you are and offer guidance to get you where you want to be.

ProjectManager Is a Robust Planning Tool

Free templates are a great way to gather information and develop a strategic plan, but they’re not as good at managing that plan once you implement it. You need more robust tools, not static documents or spreadsheets. ProjectManager is online project management software that connects teams and helps them plan, manage and track their progress in real time.

Track Progress with Real-Time Dashboards

You’ve put the strategic plan in the Gantt chart and can now see the roadmap in a visual timeline. But to make sure you keep to that schedule you need to have a way to monitor progress and performance. Our real-time dashboards track metrics such as time, cost and more all in real time so you can respond quickly to changes that threaten your goals. Unlike other lightweight tools, there’s no configuration or set. It’s ready when you are.

ProjectManager’s dashboard view, which shows six key metrics on a project

Work How You Want with Multiple Project Views

Gantt charts are great for managers, but they’re not the ones who are will execute the strategic plan. It’s a group effort that involves every department in the company from marketing and sales to IT and manufacturing, and they all use different tools. That’s why we offer multiple project views that share the same real-time data whether you’re using a list view, the visual workflow of a kanban or a calendar to capture important dates. Everyone is working from a single source of truth.

Calendar for tracking strategic plans

Related Content

Strategic planning is a big subject and we’ve only scratched the surface. If you want to learn more, you’re in luck. ProjectManager isn’t only a great tool to create and manage your strategic plan, it’s also the online hub for all things project management. We have free blogs each week, tutorial videos, eBooks, white pages and, of course, free templates. Here are a few links to follow and read more about strategic plans.

  • 15 Free Word and Excel Templates for Business
  • Strategic Planning in Business
  • Strategic Planning Models: An Introduction to 5 Popular Models
  • A Quick Guide to Strategic Initiatives 

ProjectManager Helps You Reach Your Strategic Goals

ProjectManager is award-winning software that helps you plan, manage and track your strategic plans. Our collaborative platform connects everyone across departments and time zones. With features that help you manage risk, tasks and resources you’re more likely to adjust to changes in the market and hit your target. See why teams in organizations as varied as NASA, Siemens and Nestle use our tool to deliver success. Get started with ProjectManager today for free.

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Each week Verne’s Insights newsletter brings you the resources, articles, trends, and best practices needed to grow your business. It’s fast-paced, relevant and to the point.

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Download PDF versions of the growth tools used to implement Scaling Up. This download includes the Four Decisions ® m ethodology, One Page Personal Plan, Functional Accountability Chart, Process Accountability Chart, SWT Worksheet, 7 Strata Strategy Worksheet, One-Page Strategic Plan, Vision Summary, Who-What-When, Rockefeller Habits Checklist, Cash Acceleration Strategies and The Power of One.

Bonus Chapter and OPSP

In this bonus chapter of Scaling Up we share a dozen crucial steps to prepare the team for quarterly or annual planning sessions. You’ll find suggested agendas and recommended follow-ups for after the meetings. Also included is a sample completed One Page Strategic Plan.

Scaling Up Social

Scaling Up Social Sector, part of the Gazelles, Inc. family, is committed to empowering social sector organizations, non-profits with the best education, tools and community to scale their impact and serve more clients. We’ve modified our Scaling Up tools specifically for the non-profit and social sector.

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Gazelles Inc. provides executive education, coaching, and technology services to help mid-market companies around the world build and execute a strategic plan. Founded in 1997, Gazelles, Inc., the parent company of Scaling Up, is run by CEO Verne Harnish who has advised thousands of companies on growth-related issues. Verne is also the author of Scaling Up: How a Few Companies Make It…and Why the Rest Don’t and Mastering the Rockefeller Habits: What You Must Do to Increase the Value of Your Fast-Growth Firm. Harnish also founded Entrepreneur’s Organization (EO) with over 14,000 members worldwide and chaired the premier CEO program “Birthing of Giants” at MIT for over 15 years.

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IMAGES

  1. One Page Strategic Plan Template

    one page strategic plan download

  2. 12+ One Page Strategic Plan Templates

    one page strategic plan download

  3. Free Strategic Planning Template for Word

    one page strategic plan download

  4. 32 Great Strategic Plan Templates to Grow your Business

    one page strategic plan download

  5. One Page Strategic Plan PowerPoint Template

    one page strategic plan download

  6. Strategic Plan Template

    one page strategic plan download

VIDEO

  1. 📈 Stop Spinning: Watch My Live One-Page Strategic Plan TODAY for Business and Life Success

  2. OPSP: 7 Strata overview

  3. One-Page Strategic Plan Overview

  4. Strategy Planning Webinar with Clive Howe

  5. OnePlan Introduction

  6. OPSP: 7 Strata

COMMENTS

  1. Introducing Our One-Page Strategic Plan Template (Free PPT)

    Download the Free One-Page Strategic Plan Template. If you're looking for a simple and effective way to create a strategic plan for your business, our one-page strategic plan template is the perfect solution. 💡Dive into strategic planning with our comprehensive yet concise One-Page Strategic Plan Template.

  2. Free Strategic Planning Templates

    Download One-Page Strategic Planning Template. Excel | Word | Smartsheet. A one-page strategic plan is perfect for small businesses or for summarizing a longer planning process. Use this template as is, or edit the layout or included information to better suit your needs. This template includes all the essentials on one page, including values ...

  3. One-Page Strategic Plan: How To Align Your Team And Achieve Company's

    For a clearer view, download the OPSP here. Column 1: Core Values / Beliefs. ... One-Page Strategic Plan. The OPSP tool is designed to align both horizontally and vertically, providing a logical framework to organize your strategic vision and guarantee you have all the pieces to make it whole. The physical structure of the OPSP forces ...

  4. The Ultimate Guide To Complete A One-Page Strategic Plan

    The One-Page Strategic Plan contains three main elements in regards to your business: the cards you're dealt, how you're gonna play them, and the outcome you expect from your game. It's based on the 4 Key Decisions model of Verne Harnish's Scaling Up methodology, which when done right, helps you laser-focus and scale up.

  5. The Power of the One-Page Strategic Plan

    The Magic of the One-Page Plan. One of the best tools we use to help communicate an organization's strategic direction and long-term focus is a One-Page Plan. A One-Page Plan is just that - a single page overview of your plan, priorities, and direction. Think of it as the 30,000-foot view of your plan, one you can fold up, put in your ...

  6. 20 Free Strategic Plan Templates (Excel & Cascade) 2024

    Our simple Strategic Plan Template in an Excel spreadsheet will help you fill out key elements of a strategic plan, including the vision statement, strategic objectives, and key performance indicators (KPIs). With this template, you can also add an executive summary and create a one-page strategic plan that you can quickly share with your team ...

  7. How to Create a One-Page Strategy

    To help businesses create their one-page strategy, I've developed the SMART Strategy Board. It's divided into six simple sections, which form the six critical areas that every business strategy should cover. Creating A Better Business Strategy With A 'Plan on a Page' by Bernard Marr. Watch on. Let's look at each section in turn: 1.

  8. Crafting a One-Page Strategic Plan

    In this article, we will explore the value and benefits of developing a one-page strategic plan, breaking down its essential elements how to get started in building your own one page plan. Benefits of a One-Page Strategic Plan. The benefits of a one page strategic plan for your business can include: Agility and Adaptability:

  9. Easy One Page Strategic Plan [Free Template]

    LET'S BUILD YOUR STRATEGY. Take the next steps toward success. Fill out the form, download the plan template, and we'll respond as soon as possible with scheduling options for our first quick strategic meeting. Download your free One Page Strategic Plan template. Then schedule a quick strategic meeting with our Scaling Up Executive Coach.

  10. One-Page Strategic Plan

    May 01, 2009. Communicating Strategy. Implementation Process. The One-Page Strategic Plan will walk you step-by-step through the basic elements of a strategic plan. With the One-Page Strategic Plan you will create a living, breathing strategic plan that is dynamic. The plan you create is alive, adaptable and administratively easy to manage.

  11. Free One-Page Business Plan Templates

    Download One-Page Business Plan for a Product Business Template. Excel | Word | PDF. Use this one-page template to develop a strategic roadmap for your organization's product offerings. This template provides space for you to include a business overview, a description of your target market, your competitive advantage, a list of marketing ...

  12. Strategy on a Page for Strategy

    Don't complete your 2020 strategic plan without thisone-page template. Use this Strategy on a Page template to: Build a successful strategic plan. Put your strategy onto one page. Communicate your strategy with precision and clarity. Secure buy-in from business partners.

  13. Free Tool

    Download Now. New York Times Bestselling author and world-renown business strategist Verne Harnish developed the One-Page Strategic Plan to help companies scale and thrive during times of uncertainty. Download Now. Introducing: One-Page Strategic Plan Tool from the Global best-selling Author, Verne Harnish ...

  14. How to Create a One Page Strategic Plan

    A one page strategic plan is exactly as it sounds - it is a plan that is concise and simple enough to fit on one page of paper, forcing the author of the plan to remain to the point and not waste time or energy on fluff. I have developed what I call the "1-2-3 Strategic Planning Method", which fits perfectly onto one page, yet provides the ...

  15. [Updated 2023] Top 10 One Page Strategic Plan Templates For ...

    Template 5. Download One Page Business Plan For Opening A Cafe Template. Elucidate the business review and discuss the industry research by downloading this ready-made one-page strategic plan template. You can highlight the significant financial and marketing plan features by incorporating this stunning one-page strategy plan template.

  16. Free MS Word Strategic Planning Templates with Sample Data

    Download Sample One-Page Business Strategic Plan Template for Microsoft Word Download Blank One-Page Business Strategic Plan Template for Microsoft Word. When to Use This Template: Consider this template when you're on a deadline and need a swift, comprehensive snapshot of your strategy. Available with or without sample data, the template is ...

  17. What Is a One-Page Strategic Plan? (And How To Create One)

    A one-page strategic plan outlines what an organization wants to accomplish. This provides employees with clear shared goals and an understanding of the organization's vision. This may help employees stay focused on the company's goals and ensure each employee's work aligns with the organization's goals, mission and values.

  18. Free One Page Business Plan Template for Word

    How to use the one-page business plan template. Here are the steps for filling out our template: Enter your contact details to download the template in Microsoft Word or as a PDF. Gather your relevant business documents, such as market research results and financial statements, in case you need to include details from them.

  19. One Page Strategic Plan

    One Page Strategic Plan. Over 1.8 million professionals use CFI to learn accounting, financial analysis, modeling and more. Start with a free account to explore 20+ always-free courses and hundreds of finance templates and cheat sheets. Following is everything you need to know about building your one-page strategic plan.

  20. Free Strategic Plan Template and Best Practices

    The strategic framework template simplifies the process by allowing you to define precise objectives and track the progress of three key results associated with each objective. Using this strategic plan template, you can streamline goal management and enhance productivity. 6. General Strategic Plan Template.

  21. One-Page Strategic Plan

    Strategic plans are often multiple-page documents that detail how a business intends to meet their specific goals. A one-page strategic plan, on the other hand, ... Or would you rather download a free one-page strategic plan template or any other sample one page strategic plan? Make your choice carefully and act fast! Share : Plan Maker. Text ...

  22. 12+ One Page Strategic Plan Templates

    Now that you've learned about the purpose of the one-page strategic plan, the next step is for you to understand how you should go about in making it. Remember that this isn't going to be easy as you'll have to put time and effort if you want to make it an effective one. You may also see IT strategy plan templates.

  23. Strategic Plan Template for Word (Free Download)

    Strategic Plan Template. Use this free Strategic Plan Template for Word to manage your projects better. Download Word File. When a company wants to map out its long-term business objectives and how it'll get there, they use a strategic plan. Our free strategic plan template captures all topics that any company needs to define, so everything ...

  24. Scaling Up Resources

    Download PDF versions of the growth tools used to implement Scaling Up. This download includes the Four Decisions® methodology, One Page Personal Plan, Functional Accountability Chart, Process Accountability Chart, SWT Worksheet, 7 Strata Strategy Worksheet, One-Page Strategic Plan, Vision Summary, Who-What-When, Rockefeller Habits Checklist, Cash Acceleration Strategies and The Power of One.

  25. SWOT Analysis: 31 Editable Templates & Examples

    Template #1: Personal SWOT Analysis. Customize this presentation template and make it your own! Edit and Download. The first template we're going to explore is for a personal SWOT analysis. You can use this editable SWOT analysis template when it's time to review the state of your career, health or relationships.

  26. NCDOT Finalizes Strategic Plan for Autonomous Transportation

    NCDOT Finalizes Strategic Plan for Autonomous Transportation. RALEIGH - The N.C. Department of Transportation recently released its Advanced Transportation Mobility Strategic Plan, which is the next step forward in its initiative to improve transportation by exploring the use of innovative air and ground mobility technologies. "We are excited ...