Strategic Plan Template

1. Executive Summary

This strategic plan outlines the long-term direction of [Company / Organization Name], focusing on key priorities, goals, and actions over the period [e.g., 2025–2027]. It serves as a roadmap for decision-making, resource allocation, and performance tracking.

2. Mission Statement

[Insert your organization’s core mission — why you exist and what you aim to achieve.]

3. Vision Statement

[Describe the desired long-term future of your organization.]

4. Core Values

Our strategy is guided by the following core values:

• [Value 1]

• [Value 2]

• [Value 3]

• [Value 4]

5. Situational Analysis (SWOT)

Strengths:
[List internal strengths]

Weaknesses:
[List internal weaknesses]

Opportunities:
[List external opportunities]

Threats:
[List external threats]

6. Strategic Goals

The following goals define our strategic priorities:

• Goal 1: [e.g., Expand into new markets]

• Goal 2: [e.g., Improve customer satisfaction by 20%]

• Goal 3: [e.g., Launch two new products by Q4]

• Goal 4: [e.g., Enhance team capabilities through training]

  
  

7. Strategic Initiatives

To achieve our goals, we will implement the following initiatives:

• Initiative 1: [e.g., Develop international distribution partnerships]

• Initiative 2: [e.g., Redesign website and improve UX]

• Initiative 3: [e.g., Conduct quarterly employee workshops]

  
  

8. Key Performance Indicators (KPIs)

We will track success using the following KPIs:

• Revenue growth

• Customer retention rate

• Net Promoter Score (NPS)

• Employee satisfaction

• Project delivery timelines

  
  

9. Timeline and Milestones

Year 1: [Key actions, deadlines, and milestones]

Year 2: [Key actions, deadlines, and milestones]

Year 3: [Key actions, deadlines, and milestones]

10. Resources and Budget

[Outline key resource needs and estimated budget per initiative or department.]

11. Roles and Responsibilities

[List team members or departments accountable for each initiative or strategic area.]

12. Monitoring and Review

We will review progress:

• ☐ Quarterly

• ☐ Bi-annually

• ☐ Annually

Adjustments will be made as needed based on results and market conditions.

13. Approval and Commitment

Approved by:

Name:
Title:
Date:

Name:
Title:
Date: