strategic planning process presentation

Strategic planning presentation: A comprehensive guide

Learn everything from defining your mission to creating an action plan.

Raja Bothra

Building presentations

In this comprehensive guide, we'll delve deep into the world of strategic planning presentations, uncovering the strategies, models, and key performance indicators (KPIs) that drive businesses forward.

So, let's embark on this journey to demystify the art of strategic planning presentations.

What is strategic planning, and why is it important?

Before we dive into the nitty-gritty of strategic planning presentations, let's establish a clear understanding of what strategic planning entails. At its core, strategic planning is the process through which an organization defines its objectives, evaluates its resources, and charts a course of action to achieve its long-term goals. It's like the roadmap that guides a business toward its desired future.

Strategic planning is crucial for several reasons. First and foremost, it provides a sense of direction. In the ever-evolving business landscape, having a well-defined strategic plan is akin to having a North Star to navigate by. It ensures that all stakeholders are aligned with the organization's vision and mission, fostering unity and a shared purpose.

Moreover, strategic planning allows businesses to anticipate and adapt to changes in the market. It's not enough to have a great product or service; you must also have a strategy to stay ahead of the competition. In this dynamic environment, being proactive rather than reactive is key to survival.

Strategic planning models

Now that we've established the importance of strategic planning, let's explore some strategic planning models that can serve as valuable frameworks for your presentations. These models are like tools in your strategic toolkit, each offering a unique approach to the planning process.

• SWOT analysis : This classic model helps businesses assess their strengths , weaknesses , opportunities , and threats . It's a powerful tool for identifying internal and external factors that can impact your strategic decisions.
• The strategic planning process : This model provides a step-by-step guide to the entire strategic planning process , from setting objectives to implementation and evaluation. It's like a well-structured action plan for your business's future.
• Strategy development : Developing a sound business strategy is at the heart of strategic planning. This model offers insights into crafting a winning strategy that aligns with your organization's goals and resources.
• Gap analysis : Want to bridge the divide between your current state and your desired future state? Gap analysis is the model for you. It helps you pinpoint the disparities and devise strategies to close the gap effectively.
• The strategy map : This model helps you visualize your strategy by creating a graphical representation of your goals, objectives, and the causal relationships between them. It's a fantastic way to convey complex ideas in a simple, visually appealing manner.

KPIs and metrics to add in strategic plan presentation

As the saying goes, " What gets measured gets managed. " In strategic planning presentations, KPIs (Key Performance Indicators) and metrics are your guiding lights. These quantifiable measures provide insights into the health and progress of your strategic initiatives. Here are some essential KPIs and metrics to consider including in your presentation:

• Revenue growth : One of the fundamental KPIs, revenue growth , indicates the financial health of your organization. It reflects the effectiveness of your strategies in generating income.
• Customer acquisition cost (CAC) : Understanding how much it costs to acquire a new customer is vital. A high CAC can eat into your profits, so presenting strategies to reduce it can be a game-changer.
• Customer lifetime value (CLV) : This metric gauges the long-term value of a customer to your business. A higher CLV often signifies effective customer retention strategies.
• Market share : For many businesses, market share is a critical KPI. It measures your share of the market compared to competitors, showing your industry presence.
• Return on investment (ROI) : ROI quantifies the profitability of your investments. A positive ROI indicates that your strategies are generating more revenue than they cost.
• Employee satisfaction : Don't forget about your internal stakeholders. Employee satisfaction can impact productivity and customer service, making it a valuable metric to track.

How to structure an effective strategic planning presentation

Now that you have a grasp of the models and metrics, let's focus on the structure of your strategic planning presentation. Remember, a well-structured presentation not only conveys your ideas effectively but also keeps your audience engaged. Here's a tried-and-true structure to consider:

1. Title slide

• Begin your presentation with a compelling title that piques interest.
• Introduce yourself and your role in the organization.

2. Agenda slide

• Provide a clear outline of what your presentation will cover.

3. Executive summary

• Summarize the key points of your strategic plan.
• Highlight the most critical objectives and strategies.

4. Business overview

• Give an overview of your organization, its mission, and its current position in the market.
• Use visuals like charts and graphs to make data more digestible.

5. Strategic objectives

• Present your strategic objectives clearly and concisely.
• Use the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria to define your objectives.

6. Strategies and tactics

• Dive into the heart of your plan by detailing your strategies and tactics .
• Use visuals and real-world examples to illustrate your points.

7. KPIs and metrics

• Show how you'll measure success using the KPIs and metrics we discussed earlier.
• Use charts and graphs to make data visually appealing.

8. Implementation plan

• Explain how you'll put your strategies into action.
• Include a timeline to show the sequence of events.

9. Risk assessment

• Address potential threats and constraints that could impact your plan.
• Highlight contingency plans to mitigate these risks.

10. Conclusion

• Summarize the key takeaways from your presentation.
• End with a strong call to action or next steps.

11. Q&A

• Open the floor to questions and engage with your audience.
• Be prepared to provide detailed answers to ensure buy-in from stakeholders.

Do's and don'ts of a strategic planning presentation

• Clear and concise : Avoid jargon and keep your language simple and understandable.
• Visuals : Visual aids like charts, graphs, and diagrams can clarify complex ideas.
• Practice : Rehearse your presentation to ensure a smooth delivery.
• Engage your audience : Encourage questions and discussions to foster understanding and buy-in .
• Adaptable : Be prepared to adjust your presentation based on your audience's level of expertise and interest.

Don'ts:

• Overwhelm with data : While data is essential, don't drown your audience in it. Select the most relevant information.
• Rush : Take your time to explain key points and concepts.
• Overconfident : Be open to feedback and willing to adjust your plan if necessary.
• Neglect the human element : Remember that your presentation is not just about data; it's also about convincing your audience to support your plan.

Summarizing key takeaways

• Strategic planning : It's your roadmap for long-term success, providing direction and adaptability.
• Models matter : Use models like SWOT analysis, strategic planning processes, and more to structure your presentations effectively.
• Metrics count : Include KPIs like revenue growth, CAC, CLV, market share, and ROI for measuring success.
• Structure matters : Create presentations with a clear agenda, engaging content, and a strong conclusion.
• Presentation do's and don'ts : Be clear, use visuals, practice, engage your audience, and stay adaptable. Avoid data overload, rushing, overconfidence, and neglecting your audience.

1. What is a strategic planning presentation, and how can I create one efficiently?

A strategic planning presentation is a vital tool for conveying your organization's long-term vision and goals. It's a roadmap that outlines your business plan, competitive advantage, and strategy for success. To create one efficiently, consider using Prezent, PowerPoint or Google Slides, as they offer editable templates designed for strategic management presentations. These customizable templates help streamline the process, allowing you to focus on developing a strategic plan rather than formatting slides from scratch.

2. What should I include in a strategic planning presentation?

In your strategy presentation, cover essential components such as your mission statement, vision statement, and a detailed strategic plan with clear, actionable goals and action plans. Use slide templates to organize your content effectively within a planning framework. Be sure to highlight your organization's unique competitive advantage and address the potential imitability of your strategy. Additionally, incorporate business diagrams and analysis to support your points and make your presentation high-quality and informative.

3. Can I use PowerPoint and Google Slides for my strategic planning presentation?

Yes, you can leverage both PowerPoint and Google Slides for your strategy presentation. They offer professionally designed templates that are fully customizable, making it easier to allocate your content and create an efficient strategy slideshow. Whether you prefer one page, PPT or Google Slides, you have the flexibility to develop and edit your presentation collaboratively online and save it in various formats, including PDF.

4. How often should I update my strategic planning presentation?

Your strategic planning presentation may change over time as your business evolves. It's advisable to review and update it regularly, especially when significant developments occur or during pivotal moments like a product launch or changes in strategic direction. Ensure that your presentation reflects your organization's current goals, strategies, and execution plans to maintain its relevance and effectiveness.

5. What role do professionally designed templates play in a strategic planning presentation?

Professionally designed templates are instrumental in creating an efficient and visually appealing strategy planning powerpoint presentation. These pre-designed templates offer a scheme that organizes your content logically, making it easier to brainstorm and communicate your organization's process effectively. With high-quality, customizable templates, you can convey your strategy clearly, emphasizing your competitive advantage and ensuring your audience understands your business plan.

Create your strategic planning presentation with prezent

Prezent revolutionizes the creation of strategic planning presentations with its comprehensive suite of features. It starts by saving you a remarkable 70% of the time typically spent on crafting presentations. With access to a vast library of over 35,000 slides and brand-approved designs, Prezent ensures that your presentation is not only visually appealing but also 100% on brand, aligning perfectly with your company's image.

Additionally, it crushes 60% of communication costs, making it a cost-effective solution. Prezent allows you to consider audience preferences, personalize content, and collaborate in real-time, enabling your team to work seamlessly together. Its overnight presentation service ensures you meet tight deadlines with ease, further enhancing your strategic planning process.

So, go ahead, create your strategic planning presentation, and steer your organization toward a future filled with success and sustainability.

Are you ready to power up your strategic planning presentations? Try our free trial or book a demo today with Prezent!

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Free PowerPoint Strategic Planning Templates

By Courtney Patterson | May 30, 2024

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We've collected the top dynamic, editable strategic planning templates in PowerPoint for business strategists, project managers, and executives. 

Included in this article, you’ll find the following:  

• Basic strategic plan template
• 3-year strategic plan template  
• 5-year strategic plan template
• Annual strategic plan template
• Strategic plan progress review template
• Growth strategic plan template

PowerPoint Basic Strategic Plan Template

Download the Basic Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when you need to communicate a clear strategic plan on a single slide. It's perfect for startup pitches, team meetings, or any scenario that requires a straightforward, impactful presentation of your strategy. 

Notable Template Features:  This template helps small business owners and startup founders distill complex strategic concepts into a digestible, one-page format. Its streamlined design ensures that essential information is conveyed clearly and succinctly, making strategic planning accessible and actionable. 

Dive into this collection of  free strategic planning templates , where you'll find helpful frameworks to implement your strategic vision.

PowerPoint 3-Year Strategic Plan Template

Download the 3-Year Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template when your business is ready to map out the next three years with specific goals and plans. It's great for use when you step into a new phase of growth and need a clear path forward. 

Notable Template Features:  This template’s straightforward layout makes it easy for midsize businesses to track their progress and adjust plans over a three-year period. Each section is designed for clarity, helping you break down goals into yearly milestones and actions. 

Explore these  free nonprofit strategic plan templates , featuring resources for crafting and executing strategic plans in the nonprofit sector.

PowerPoint 5-Year Strategic Plan Template

Download the 5-Year Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template when deciding where you want your business to be in five years. It's perfect for use when you're setting big goals, such as expanding your company or launching new products.

Notable Template Features:  This five-year strategic plan template is packed with features to help you lay out every step of your journey to success, including an easy-to-follow implementation roadmap. It also features sections for an executive summary and key objectives and initiatives, as well as detailed instructions to help users outline annual goals, actionable steps, and key performance indicators (KPIs). 

See these  free workforce planning templates for help navigating the workforce planning process.

PowerPoint Annual Strategic Plan Template

Download the Annual Strategic Plan Template for PowerPoint

When to Use This Template:  Use this template at the start of the year or any time your team needs to reset and focus on what's coming up in the next 12 months. This template can also be useful at the end of a fiscal year to evaluate progress and set new goals. 

Notable Template Features:  This template simplifies yearly planning, featuring sections for establishing distinct goals, actions, and deadlines. The visually engaging slides include space to write a detailed introduction, vision and mission statements, market analysis, SWOT analysis, year-over-year strategic focus, and more. 

Explore our detailed  guide to using strategic planning frameworks and models for a wide range of complimentary resources and advice from experts.

PowerPoint Strategic Plan Progress Review Template

Download the Strategic Plan Progress Review Template for PowerPoint    

When to Use This Template:  This template is perfect for strategy updates or project milestone assessments. It’s specifically suited for strategy officers, project managers, or team leaders aiming to provide a snapshot of progress and plan for the future. 

Notable Template Features:  This template includes easy-to-understand visual aids, such as charts and progress indicators. It enables quick identification of successes and challenges, streamlining the decision-making process so that you can keep all teams strategically aligned.

PowerPoint Growth Strategic Plan Template

Download the Growth Strategic Plan Template for PowerPoint  

When to Use This Template:  Use this template for strategic planning sessions focused on scaling your business, especially when you're eyeing new markets or aiming to boost your company's footprint. Growth strategists and business development managers will find this template particularly useful when plotting the course for expansion and revenue growth. 

Notable Template Features:  This template includes dedicated sections for mapping out market opportunities, defining growth strategies, and setting clear, measurable targets. Designed for clarity and impact, it includes visual aids such as growth trajectory charts and action plan timelines, making it a powerful tool for teams driving business expansion.

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• Section 1. An Overview of Strategic Planning or "VMOSA" (Vision, Mission, Objectives, Strategies, and Action Plans)

Chapter 8 Sections

• Section 2. Proclaiming Your Dream: Developing Vision and Mission Statements
• Section 3. Creating Objectives
• Section 4. Developing Successful Strategies
• Section 5. Developing an Action Plan
• Section 6. Obtaining Feedback from Constituents: What Changes are Important and Feasible?
• Section 7. Identifying Action Steps in Bringing About Community and System Change
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Strategic Plan Presentation Template

Number of slides: 10

In a competitive market, businesses that aim to succeed must have a strategic plan. Business strategic planning is vital for setting priorities and making everyone in the company work toward the same objectives. This action plan should include the business goals, an analysis of the situation, activities needed to reach the goals, and indicators to evaluate the progress. After a successful strategic planning session, it is time to communicate the new direction of the company using the Strategic Goals PPT Slide, Business Strategy Slides, and Strategy Implementation Slide.

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Free Strategic Plan Presentation Template

Strategic goals ppt slide.

Your strategic plan should state a clear direction for the company. Establish where your business is going and translate your vision into realistic long-term goals. Use this white-and-teal corporate slide to share up to four strategic goals and set the expected results for the next period. 

Business Strategy Slides

It is time to present your business strategy. Use the circular diagram to arrange the actions that will lead you to the achievement of your strategic goals. You will also find individual slides to explain these activities one by one. 

Strategy Implementation Slide

Things are easier said than done, that’s why it is important that your plan includes a section with resources for the implementation of the strategy. You will find a horizontal roadmap to break the activities into four steps or periods. A strategy is only useful when applied. Make it easy for your team.

Aim for growth!

Small and large companies alike can benefit from strategic planning

A clear direction for the business

Strategic plans are a core document for any business as it states where the organization is heading toward and how to manage its resources.

Communication

It is important to share the strategic plan with everyone in the company. In this way, employees can understand where the company is going and work towards common goals.

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Home Blog Business Strategic Planning Process Templates for PowerPoint Presentations

Strategic Planning Process Templates for PowerPoint Presentations

Strategic Planning templates for PowerPoint are essential for making professional presentations that appear both classy and detailed, without overwhelming the audience with cluttered data. Below is a list of some very fine Strategic Planning Process Templates for PowerPoint that can be used for making business and academic presentations, as well as presentations for defining a strategy for any type of venture.

Data And Curve Templates

Every now and then you may require working with data and curves to create presentations about business strategies, product life-cycles, flow charts, etc. Here are some excellent data and curve templates for PowerPoint that you can use for making strategic presentations.

Go to Download Data And Curve Templates For PowerPoint

3D Funnel Analysis PowerPoint Template

Funnel analysis can be quite useful for showing a process and its different steps in detail without confusing your audience with too much detail. This template makes it easy to accommodate complex data within an easy to grasp layout, with the help of a 3D funnel diagram.

Go to Download 3D Funnel Analysis PowerPoint Template

Blue Data-Driven Chart PowerPoint Template

This is an amazing dashboard template for PowerPoint which can be used for showing strategic planning with the help of diagrams and charts. You can make use of the dashboard layouts to present the most complex data in an easy to grasp format, with little effort.

Go to Download Data Driven Chart PowerPoint Template

SWOT Analysis PowerPoint Template

Need to make a SWOT Analysis for defining the strengths, weaknesses, opportunities and threats for a business? Here is a SWOT Analysis template that can help you create an analysis showing each step in detail and also to display a summary of each aspect of your SWOT Analysis.

Go to Download SWOT Analysis PowerPoint Template

Fishbowl PowerPoint Template

This is an excellent template for showcasing business strategies with the help of timelines and interesting graphics. This template provides visually appealing sample slides that can be easily edited for showing a strategy with the help of interesting graphics about a fish bowl that can be used in a symbolic way to define a strategy and to outline its major points.

Go to Download Fishbowl PowerPoint Template

3D Dice PowerPoint Template

This is an awesome template for showing off your strategies with a touch of class. The 3D Dice PowerPoint Template shows different angles of a dice to help you create strategic planning related presentations in style.

Go to Download 3D Dice PowerPoint Template

Strategy PowerPoint Template

Running a business is not much different from a game of Chess. This is why showcasing your business strategy on a chess board can appear more classy and authoritative than using an ordinary presentation template. You can therefore use this Strategy PowerPoint Template to show your business strategy in style.

Go to Download Strategy PowerPoint Template

Business Target Shapes PowerPoint Template

Hitting the bull’s-eye is all about getting things right. Making and executing a strategy requires the same amount of concentration and planning. The Business Target Shapes PowerPoint Template can be used for making presentations for showing a business strategy with in-depth analysis, with the help of various useful layouts.

Go to Download Business Target Shapes PowerPoint Template

To Conclude

In conclusion, the strategic planning process templates for PowerPoint presented in this article offer a diverse range of options to suit various presentation needs, whether for business, academic, or other ventures. These templates enable presenters to communicate complex strategies and data clearly and effectively, without sacrificing visual appeal. From the dynamic 3D Funnel Analysis template to the visually engaging Fishbowl template, each option is designed to enhance the clarity and impact of strategic presentations. As strategic planning remains a critical element of success in any endeavor, these PowerPoint templates stand as invaluable tools for professionals aiming to convey their plans with precision and flair.

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Analysis Templates, Big Data, Business PowerPoint Templates, Diagram Templates, PowerPoint Shapes, SWOT Analysis, Templates, Timelines Filed under Business

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4-phase guide to the strategic planning process, the strategic planning process in 4 steps, to guide you through the strategic planning process, we created this 4 step process you can use with your team. we’ll cover the basic definition of strategic planning, what core elements you should include, and actionable steps to build your strategic plan..

Free Strategic Planning Guide

What is Strategic Planning?

Strategic Planning is when a process where organizations define a bold vision and create a plan with objectives and goals to reach that future. A great strategic plan defines where your organization is going, how you’ll win, who must do what, and how you’ll review and adapt your strategy development.

A strategic plan or a business strategic plan should include the following:

• Your organization’s vision organization’s vision of the future.
• A clearly Articulated mission and values statement.
• A current state assessment that evaluates your competitive environment, new opportunities, and new threats.
• What strategic challenges you face.
• A growth strategy and outlined market share.
• Long-term strategic goals.
• An annual plan with SMART goals or OKRs to support your strategic goals.
• Clear measures, key performance indicators, and data analytics to measure progress.
• A clear strategic planning cycle, including how you’ll review, refresh, and recast your plan every quarter.

Overview of the Strategic Planning Process:

The strategic management process involves taking your organization on a journey from point A (where you are today) to point B (your vision of the future).

Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process. A good strategic plan dictates “how” you travel the selected road.

Effective execution ensures you are reviewing, refreshing, and recalibrating your strategy to reach your destination. The planning process should take no longer than 90 days. But, move at a pace that works best for you and your team and leverage this as a resource.

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.)

Questions to Ask:

• Who is on your Planning Team? What senior leadership members and key stakeholders are included? Checkout these links you need help finding a strategic planning consultant , someone to facilitate strategic planning , or expert AI strategy consulting .
• Who will be the business process owner (Strategy Director) of planning in your organization?
• Fast forward 12 months from now, what do you want to see differently in your organization as a result of your strategic plan and implementation?
• Planning team members are informed of their roles and responsibilities.
• A strategic planning schedule is established.
• Existing planning information and secondary data collected.

Action Grid:

Step 1: Determine Organizational Readiness

Set up your plan for success – questions to ask:

• Are the conditions and criteria for successful planning in place at the current time? Can certain pitfalls be avoided?
• Is this the appropriate time for your organization to initiate a planning process? Yes or no? If no, where do you go from here?

Step 2: Develop Your Team & Schedule

Who is going to be on your planning team? You need to choose someone to oversee the strategy implementation (Chief Strategy Officer or Strategy Director) and strategic management of your plan? You need some of the key individuals and decision makers for this team. It should be a small group of approximately 12-15 people.

OnStrategy is the leader in strategic planning and performance management. Our cloud-based software and hands-on services closes the gap between strategy and execution. Learn more about OnStrategy here .

Step 3: Collect Current Data

All strategic plans are developed using the following information:

• The last strategic plan, even if it is not current
• Mission statement, vision statement, values statement
• Past or current Business plan
• Financial records for the last few years
• Marketing plan
• Other information, such as last year’s SWOT, sales figures and projections

Step 4: Review Collected Data

Review the data collected in the last action with your strategy director and facilitator.

• What trends do you see?
• Are there areas of obvious weakness or strengths?
• Have you been following a plan or have you just been going along with the market?

Conclusion: A successful strategic plan must be adaptable to changing conditions. Organizations benefit from having a flexible plan that can evolve, as assumptions and goals may need adjustments. Preparing to adapt or restart the planning process is crucial, so we recommend updating actions quarterly and refreshing your plan annually.

Strategic Planning Phase 1: Determine Your Strategic Position

Want more? Dive into the “ Evaluate Your Strategic Position ” How-To Guide.

Action Grid

Step 1: Identify Strategic Issues

Strategic issues are critical unknowns driving you to embark on a robust strategic planning process. These issues can be problems, opportunities, market shifts, or anything else that keeps you awake at night and begging for a solution or decision. The best strategic plans address your strategic issues head-on.

• How will we grow, stabilize, or retrench in order to sustain our organization into the future?
• How will we diversify our revenue to reduce our dependence on a major customer?
• What must we do to improve our cost structure and stay competitive?
• How and where must we innovate our products and services?

Step 2: Conduct an Environmental Scan

Conducting an environmental scan will help you understand your operating environment. An environmental scan is called a PEST analysis, an acronym for Political, Economic, Social, and Technological trends. Sometimes, it is helpful to include Ecological and Legal trends as well. All of these trends play a part in determining the overall business environment.

Step 3: Conduct a Competitive Analysis

The reason to do a competitive analysis is to assess the opportunities and threats that may occur from those organizations competing for the same business you are. You need to understand what your competitors are or aren’t offering your potential customers. Here are a few other key ways a competitive analysis fits into strategic planning:

• To help you assess whether your competitive advantage is really an advantage.
• To understand what your competitors’ current and future strategies are so you can plan accordingly.
• To provide information that will help you evaluate your strategic decisions against what your competitors may or may not be doing.

Learn more on how to conduct a competitive analysis here .

Step 4: Identify Opportunities and Threats

Opportunities are situations that exist but must be acted on if the business is to benefit from them.

What do you want to capitalize on?

• What new needs of customers could you meet?
• What are the economic trends that benefit you?
• What are the emerging political and social opportunities?
• What niches have your competitors missed?

Threats refer to external conditions or barriers preventing a company from reaching its objectives.

What do you need to mitigate? What external driving force do you need to anticipate?

Questions to Answer:

• What are the negative economic trends?
• What are the negative political and social trends?
• Where are competitors about to bite you?
• Where are you vulnerable?

Step 5: Identify Strengths and Weaknesses

Strengths refer to what your company does well.

What do you want to build on?

• What do you do well (in sales, marketing, operations, management)?
• What are your core competencies?
• What differentiates you from your competitors?
• Why do your customers buy from you?

Weaknesses refer to any limitations a company faces in developing or implementing a strategy.

What do you need to shore up?

• Where do you lack resources?
• What can you do better?
• Where are you losing money?
• In what areas do your competitors have an edge?

Step 6: Customer Segments

Customer segmentation defines the different groups of people or organizations a company aims to reach or serve.

• What needs or wants define your ideal customer?
• What characteristics describe your typical customer?
• Can you sort your customers into different profiles using their needs, wants and characteristics?
• Can you reach this segment through clear communication channels?

Step 7: Develop Your SWOT

A SWOT analysis is a quick way of examining your organization by looking at the internal strengths and weaknesses in relation to the external opportunities and threats. Creating a SWOT analysis lets you see all the important factors affecting your organization together in one place.

It’s easy to read, easy to communicate, and easy to create. Take the Strengths, Weaknesses, Opportunities, and Threats you developed earlier, review, prioritize, and combine like terms. The SWOT analysis helps you ask and answer the following questions: “How do you….”

• Build on your strengths
• Shore up your weaknesses
• Capitalize on your opportunities
• Manage your threats

Strategic Planning Process Phase 2: Developing Strategy

Want More? Deep Dive Into the “Developing Your Strategy” How-To Guide.

Step 1: Develop Your Mission Statement

The mission statement describes an organization’s purpose or reason for existing.

What is our purpose? Why do we exist? What do we do?

• What are your organization’s goals? What does your organization intend to accomplish?
• Why do you work here? Why is it special to work here?
• What would happen if we were not here?

Outcome: A short, concise, concrete statement that clearly defines the scope of the organization.

Step 2: discover your values.

Your values statement clarifies what your organization stands for, believes in and the behaviors you expect to see as a result. Check our the post on great what are core values and examples of core values .

How will we behave?

• What are the key non-negotiables that are critical to the company’s success?
• What guiding principles are core to how we operate in this organization?
• What behaviors do you expect to see?
• If the circumstances changed and penalized us for holding this core value, would we still keep it?

Outcome: Short list of 5-7 core values.

Step 3: casting your vision statement.

A Vision Statement defines your desired future state and directs where we are going as an organization.

Where are we going?

• What will our organization look like 5–10 years from now?
• What does success look like?
• What are we aspiring to achieve?
• What mountain are you climbing and why?

Outcome: A picture of the future.

Step 4: identify your competitive advantages.

A competitive advantage is a characteristic of an organization that allows it to meet its customer’s need(s) better than its competition can. It’s important to consider your competitive advantages when creating your competitive strategy.

What are we best at?

• What are your unique strengths?
• What are you best at in your market?
• Do your customers still value what is being delivered? Ask them.
• How do your value propositions stack up in the marketplace?

Outcome: A list of 2 or 3 items that honestly express the organization’s foundation for winning.

Step 5: crafting your organization-wide strategies.

Your competitive strategy is the general methods you intend to use to reach your vision. Regardless of the level, a strategy answers the question “how.”

How will we succeed?

• Broad: market scope; a relatively wide market emphasis.
• Narrow: limited to only one or few segments in the market
• Does your competitive position focus on lowest total cost or product/service differentiation or both?

Outcome: Establish the general, umbrella methods you intend to use to reach your vision.

Phase 3: Strategic Plan Development

Want More? Deep Dive Into the “Build Your Plan” How-To Guide.

Strategic Planning Process Step 1: Use Your SWOT to Set Priorities

If your team wants to take the next step in the SWOT analysis, apply the TOWS Strategic Alternatives Matrix to your strategy map to help you think about the options you could pursue. To do this, match external opportunities and threats with your internal strengths and weaknesses, as illustrated in the matrix below:

TOWS Strategic Alternatives Matrix

Evaluate the options you’ve generated, and identify the ones that give the greatest benefit, and that best achieve the mission and vision of your organization. Add these to the other strategic options that you’re considering.

Step 2: Define Long-Term Strategic Objectives

Long-Term Strategic Objectives are long-term, broad, continuous statements that holistically address all areas of your organization. What must we focus on to achieve our vision? Check out examples of strategic objectives here. What are the “big rocks”?

Questions to ask:

• What are our shareholders or stakeholders expectations for our financial performance or social outcomes?
• To reach our outcomes, what value must we provide to our customers? What is our value proposition?
• To provide value, what process must we excel at to deliver our products and services?
• To drive our processes, what skills, capabilities and organizational structure must we have?

Outcome: Framework for your plan – no more than 6. You can use the balanced scorecard framework, OKRs, or whatever methodology works best for you. Just don’t exceed 6 long-term objectives.

Step 3: Setting Organization-Wide Goals and Measures

Once you have formulated your strategic objectives, you should translate them into goals and measures that can be communicated to your strategic planning team (team of business leaders and/or team members).

You want to set goals that convert the strategic objectives into specific performance targets. Effective strategic goals clearly state what, when, how, and who, and they are specifically measurable. They should address what you must do in the short term (think 1-3 years) to achieve your strategic objectives.

Organization-wide goals are annual statements that are SMART – specific, measurable, attainable, responsible, and time-bound. These are outcome statements expressing a result to achieve the desired outcomes expected in the organization.

What is most important right now to reach our long-term objectives?

Outcome: clear outcomes for the current year..

Step 4: Select KPIs

Key Performance Indicators (KPI) are the key measures that will have the most impact in moving your organization forward. We recommend you guide your organization with measures that matter. See examples of KPIs here.

How will we measure our success?

Outcome: 5-7 measures that help you keep the pulse on your performance. When selecting your Key Performance Indicators (KPIs), ask, “What are the key performance measures we need to track to monitor if we are achieving our goals?” These KPIs include the key goals you want to measure that will have the most impact on moving your organization forward.

Step 5: Cascade Your Strategies to Operations

To move from big ideas to action, creating action items and to-dos for short-term goals is crucial. This involves translating strategy from the organizational level to individuals. Functional area managers and contributors play a role in developing short-term goals to support the organization.

Before taking action, decide whether to create plans directly derived from the strategic plan or sync existing operational, business, or account plans with organizational goals. Avoid the pitfall of managing multiple sets of goals and actions, as this shifts from strategic planning to annual planning.

Questions to Ask

• How are we going to get there at a functional level?
• Who must do what by when to accomplish and drive the organizational goals?
• What strategic questions still remain and need to be solved?

Department/functional goals, actions, measures and targets for the next 12-24 months

Step 6: Cascading Goals to Departments and Team Members

Now in your Departments / Teams, you need to create goals to support the organization-wide goals. These goals should still be SMART and are generally (short-term) something to be done in the next 12-18 months. Finally, you should develop an action plan for each goal.

Keep the acronym SMART in mind again when setting action items, and make sure they include start and end dates and have someone assigned their responsibility. Since these action items support your previously established goals, it may be helpful to consider action items your immediate plans on the way to achieving your (short-term) goals. In other words, identify all the actions that need to occur in the next 90 days and continue this same process every 90 days until the goal is achieved.

Examples of Cascading Goals:

Phase 4: Executing Strategy and Managing Performance

Want more? Dive Into the “Managing Performance” How-To Guide.

Step 1: Strategic Plan Implementation Schedule

Implementation is the process that turns strategies and plans into actions in order to accomplish strategic objectives and goals.

How will we use the plan as a management tool?

• Communication Schedule: How and when will you roll-out your plan to your staff? How frequently will you send out updates?
• Process Leader: Who is your strategy director?
• Structure: What are the dates for your strategy reviews (we recommend at least quarterly)?
• System & Reports: What are you expecting each staff member to come prepared with to those strategy review sessions?

Outcome: Syncing your plan into the “rhythm of your business.”

Once your resources are in place, you can set your implementation schedule. Use the following steps as your base implementation plan:

• Establish your performance management and reward system.
• Set up monthly and quarterly strategy meetings with established reporting procedures.
• Set up annual strategic review dates including new assessments and a large group meeting for an annual plan review.

Now you’re ready to start plan roll-out. Below are sample implementation schedules, which double for a full strategic management process timeline.

Step 2: Tracking Goals & Actions

Monthly strategy meetings don’t need to take a lot of time – 30 to 60 minutes should suffice. But it is important that key team members report on their progress toward the goals they are responsible for – including reporting on metrics in the scorecard they have been assigned.

By using the measurements already established, it’s easy to make course corrections if necessary. You should also commit to reviewing your Key Performance Indicators (KPIs) during these regular meetings. Need help comparing strategic planning software ? Check out our guide.

Effective Strategic Planning: Your Bi-Annual Checklist

Never lose sight of the fact that strategic plans are guidelines, not rules. Every six months or so, you should evaluate your strategy execution and strategic plan implementation by asking these key questions:

• Will your goals be achieved within the time frame of the plan? If not, why?
• Should the deadlines be modified? (Before you modify deadlines, figure out why you’re behind schedule.)
• Are your goals and action items still realistic?
• Should the organization’s focus be changed to put more emphasis on achieving your goals?
• Should your goals be changed? (Be careful about making these changes – know why efforts aren’t achieving the goals before changing the goals.)
• What can be gathered from an adaptation to improve future planning activities?

Why Track Your Goals?

• Ownership: Having a stake and responsibility in the plan makes you feel part of it and leads you to drive your goals forward.
• Culture: Successful plans tie tracking and updating goals into organizational culture.
• Implementation: If you don’t review and update your strategic goals, they are just good intentions
• Accountability: Accountability and high visibility help drive change. This means that each measure, objective, data source and initiative must have an owner.
• Empowerment: Changing goals from In Progress to Complete just feels good!

Step 3: Review & Adapt

Guidelines for your strategy review.

The most important part of this meeting is a 70/30 review. 30% is about reviewing performance, and 70% should be spent on making decisions to move the company’s strategy forward in the next quarter.

The best strategic planners spend about 60-90 minutes in the sessions. Holding meetings helps focus your goals on accomplishing top priorities and accelerating the organization’s growth. Although the meeting structure is relatively simple, it does require a high degree of discipline.

Strategy Review Session Questions:

Strategic planning frequently asked questions, read our frequently asked questions about strategic planning to learn how to build a great strategic plan..

Strategic planning is when organizations define a bold vision and create a plan with objectives and goals to reach that future. A great strategic plan defines where your organization is going, how you’ll win, who must do what, and how you’ll review and adapt your strategy..

Your strategic plan needs to include an assessment of your current state, a SWOT analysis, mission, vision, values, competitive advantages, growth strategy, growth enablers, a 3-year roadmap, and annual plan with strategic goals, OKRs, and KPIs.

A strategic planning process should take no longer than 90 days to complete from start to finish! Any longer could fatigue your organization and team.

There are four overarching phases to the strategic planning process that include: determining position, developing your strategy, building your plan, and managing performance. Each phase plays a unique but distinctly crucial role in the strategic planning process.

Prior to starting your strategic plan, you must go through this pre-planning process to determine your organization’s readiness by following these steps:

Ask yourself these questions: Are the conditions and criteria for successful planning in place now? Can we foresee any pitfalls that we can avoid? Is there an appropriate time for our organization to initiate this process?

Develop your team and schedule. Who will oversee the implementation as Chief Strategy Officer or Director? Do we have at least 12-15 other key individuals on our team?

Research and Collect Current Data. Find the following resources that your organization may have used in the past to assist you with your new plan: last strategic plan, mission, vision, and values statement, business plan, financial records, marketing plan, SWOT, sales figures, or projections.

Finally, review the data with your strategy director and facilitator and ask these questions: What trends do we see? Any obvious strengths or weaknesses? Have we been following a plan or just going along with the market?

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What is strategic planning? A 5-step guide

Strategic planning is a process through which business leaders map out their vision for their organization’s growth and how they’re going to get there. In this article, we'll guide you through the strategic planning process, including why it's important, the benefits and best practices, and five steps to get you from beginning to end.

Strategic planning is a process through which business leaders map out their vision for their organization’s growth and how they’re going to get there. The strategic planning process informs your organization’s decisions, growth, and goals.

Strategic planning helps you clearly define your company’s long-term objectives—and maps how your short-term goals and work will help you achieve them. This, in turn, gives you a clear sense of where your organization is going and allows you to ensure your teams are working on projects that make the most impact. Think of it this way—if your goals and objectives are your destination on a map, your strategic plan is your navigation system.

In this article, we walk you through the 5-step strategic planning process and show you how to get started developing your own strategic plan.

How to build an organizational strategy

Get our free ebook and learn how to bridge the gap between mission, strategic goals, and work at your organization.

What is strategic planning?

Strategic planning is a business process that helps you define and share the direction your company will take in the next three to five years. During the strategic planning process, stakeholders review and define the organization’s mission and goals, conduct competitive assessments, and identify company goals and objectives. The product of the planning cycle is a strategic plan, which is shared throughout the company.

What is a strategic plan?

A strategic plan is the end result of the strategic planning process. At its most basic, it’s a tool used to define your organization’s goals and what actions you’ll take to achieve them.

Typically, your strategic plan should include: 

Your company’s mission statement

Your organizational goals, including your long-term goals and short-term, yearly objectives

Any plan of action, tactics, or approaches you plan to take to meet those goals

What are the benefits of strategic planning?

Strategic planning can help with goal setting and decision-making by allowing you to map out how your company will move toward your organization’s vision and mission statements in the next three to five years. Let’s circle back to our map metaphor. If you think of your company trajectory as a line on a map, a strategic plan can help you better quantify how you’ll get from point A (where you are now) to point B (where you want to be in a few years).

When you create and share a clear strategic plan with your team, you can:

Build a strong organizational culture by clearly defining and aligning on your organization’s mission, vision, and goals.

Align everyone around a shared purpose and ensure all departments and teams are working toward a common objective.

Proactively set objectives to help you get where you want to go and achieve desired outcomes.

Promote a long-term vision for your company rather than focusing primarily on short-term gains.

Ensure resources are allocated around the most high-impact priorities.

Define long-term goals and set shorter-term goals to support them.

Assess your current situation and identify any opportunities—or threats—allowing your organization to mitigate potential risks.

Create a proactive business culture that enables your organization to respond more swiftly to emerging market changes and opportunities.

What are the 5 steps in strategic planning?

The strategic planning process involves a structured methodology that guides the organization from vision to implementation. The strategic planning process starts with assembling a small, dedicated team of key strategic planners—typically five to 10 members—who will form the strategic planning, or management, committee. This team is responsible for gathering crucial information, guiding the development of the plan, and overseeing strategy execution.

Once you’ve established your management committee, you can get to work on the planning process. 

Step 1: Assess your current business strategy and business environment

Before you can define where you’re going, you first need to define where you are. Understanding the external environment, including market trends and competitive landscape, is crucial in the initial assessment phase of strategic planning.

To do this, your management committee should collect a variety of information from additional stakeholders, like employees and customers. In particular, plan to gather:

Relevant industry and market data to inform any market opportunities, as well as any potential upcoming threats in the near future.

Customer insights to understand what your customers want from your company—like product improvements or additional services.

Employee feedback that needs to be addressed—whether about the product, business practices, or the day-to-day company culture.

Consider different types of strategic planning tools and analytical techniques to gather this information, such as:

A balanced scorecard to help you evaluate four major elements of a business: learning and growth, business processes, customer satisfaction, and financial performance.

A SWOT analysis to help you assess both current and future potential for the business (you’ll return to this analysis periodically during the strategic planning process). 

To fill out each letter in the SWOT acronym, your management committee will answer a series of questions:

What does your organization currently do well?

What separates you from your competitors?

What are your most valuable internal resources?

What tangible assets do you have?

What is your biggest strength? 

Weaknesses:

What does your organization do poorly?

What do you currently lack (whether that’s a product, resource, or process)?

What do your competitors do better than you?

What, if any, limitations are holding your organization back?

What processes or products need improvement? 

Opportunities:

What opportunities does your organization have?

How can you leverage your unique company strengths?

Are there any trends that you can take advantage of?

How can you capitalize on marketing or press opportunities?

Is there an emerging need for your product or service? 

What emerging competitors should you keep an eye on?

Are there any weaknesses that expose your organization to risk?

Have you or could you experience negative press that could reduce market share?

Is there a chance of changing customer attitudes towards your company? 

Step 2: Identify your company’s goals and objectives

To begin strategy development, take into account your current position, which is where you are now. Then, draw inspiration from your vision, mission, and current position to identify and define your goals—these are your final destination. 

To develop your strategy, you’re essentially pulling out your compass and asking, “Where are we going next?” “What’s the ideal future state of this company?” This can help you figure out which path you need to take to get there.

During this phase of the planning process, take inspiration from important company documents, such as:

Your mission statement, to understand how you can continue moving towards your organization’s core purpose.

Your vision statement, to clarify how your strategic plan fits into your long-term vision.

Your company values, to guide you towards what matters most towards your company.

Your competitive advantages, to understand what unique benefit you offer to the market.

Your long-term goals, to track where you want to be in five or 10 years.

Your financial forecast and projection, to understand where you expect your financials to be in the next three years, what your expected cash flow is, and what new opportunities you will likely be able to invest in.

Step 3: Develop your strategic plan and determine performance metrics

Now that you understand where you are and where you want to go, it’s time to put pen to paper. Take your current business position and strategy into account, as well as your organization’s goals and objectives, and build out a strategic plan for the next three to five years. Keep in mind that even though you’re creating a long-term plan, parts of your plan should be created or revisited as the quarters and years go on.

As you build your strategic plan, you should define:

Company priorities for the next three to five years, based on your SWOT analysis and strategy.

Yearly objectives for the first year. You don’t need to define your objectives for every year of the strategic plan. As the years go on, create new yearly objectives that connect back to your overall strategic goals . 

Related key results and KPIs. Some of these should be set by the management committee, and some should be set by specific teams that are closer to the work. Make sure your key results and KPIs are measurable and actionable. These KPIs will help you track progress and ensure you’re moving in the right direction.

Budget for the next year or few years. This should be based on your financial forecast as well as your direction. Do you need to spend aggressively to develop your product? Build your team? Make a dent with marketing? Clarify your most important initiatives and how you’ll budget for those.

A high-level project roadmap . A project roadmap is a tool in project management that helps you visualize the timeline of a complex initiative, but you can also create a very high-level project roadmap for your strategic plan. Outline what you expect to be working on in certain quarters or years to make the plan more actionable and understandable.

Step 4: Implement and share your plan

Now it’s time to put your plan into action. Strategy implementation involves clear communication across your entire organization to make sure everyone knows their responsibilities and how to measure the plan’s success. 

Make sure your team (especially senior leadership) has access to the strategic plan, so they can understand how their work contributes to company priorities and the overall strategy map. We recommend sharing your plan in the same tool you use to manage and track work, so you can more easily connect high-level objectives to daily work. If you don’t already, consider using a work management platform .  

A few tips to make sure your plan will be executed without a hitch: 

Communicate clearly to your entire organization throughout the implementation process, to ensure all team members understand the strategic plan and how to implement it effectively. 

Define what “success” looks like by mapping your strategic plan to key performance indicators.

Ensure that the actions outlined in the strategic plan are integrated into the daily operations of the organization, so that every team member's daily activities are aligned with the broader strategic objectives.

Utilize tools and software—like a work management platform—that can aid in implementing and tracking the progress of your plan.

Regularly monitor and share the progress of the strategic plan with the entire organization, to keep everyone informed and reinforce the importance of the plan.

Establish regular check-ins to monitor the progress of your strategic plan and make adjustments as needed. 

Step 5: Revise and restructure as needed

Once you’ve created and implemented your new strategic framework, the final step of the planning process is to monitor and manage your plan.

Remember, your strategic plan isn’t set in stone. You’ll need to revisit and update the plan if your company changes directions or makes new investments. As new market opportunities and threats come up, you’ll likely want to tweak your strategic plan. Make sure to review your plan regularly—meaning quarterly and annually—to ensure it’s still aligned with your organization’s vision and goals.

Keep in mind that your plan won’t last forever, even if you do update it frequently. A successful strategic plan evolves with your company’s long-term goals. When you’ve achieved most of your strategic goals, or if your strategy has evolved significantly since you first made your plan, it might be time to create a new one.

Build a smarter strategic plan with a work management platform

To turn your company strategy into a plan—and ultimately, impact—make sure you’re proactively connecting company objectives to daily work. When you can clarify this connection, you’re giving your team members the context they need to get their best work done. 

A work management platform plays a pivotal role in this process. It acts as a central hub for your strategic plan, ensuring that every task and project is directly tied to your broader company goals. This alignment is crucial for visibility and coordination, allowing team members to see how their individual efforts contribute to the company’s success. 

By leveraging such a platform, you not only streamline workflow and enhance team productivity but also align every action with your strategic objectives—allowing teams to drive greater impact and helping your company move toward goals more effectively. 

Strategic planning FAQs

Still have questions about strategic planning? We have answers.

Why do I need a strategic plan?

A strategic plan is one of many tools you can use to plan and hit your goals. It helps map out strategic objectives and growth metrics that will help your company be successful.

When should I create a strategic plan?

You should aim to create a strategic plan every three to five years, depending on your organization’s growth speed.

Since the point of a strategic plan is to map out your long-term goals and how you’ll get there, you should create a strategic plan when you’ve met most or all of them. You should also create a strategic plan any time you’re going to make a large pivot in your organization’s mission or enter new markets. 

What is a strategic planning template?

A strategic planning template is a tool organizations can use to map out their strategic plan and track progress. Typically, a strategic planning template houses all the components needed to build out a strategic plan, including your company’s vision and mission statements, information from any competitive analyses or SWOT assessments, and relevant KPIs.

What’s the difference between a strategic plan vs. business plan?

A business plan can help you document your strategy as you’re getting started so every team member is on the same page about your core business priorities and goals. This tool can help you document and share your strategy with key investors or stakeholders as you get your business up and running.

You should create a business plan when you’re: 

Just starting your business

Significantly restructuring your business

If your business is already established, you should create a strategic plan instead of a business plan. Even if you’re working at a relatively young company, your strategic plan can build on your business plan to help you move in the right direction. During the strategic planning process, you’ll draw from a lot of the fundamental business elements you built early on to establish your strategy for the next three to five years.

What’s the difference between a strategic plan vs. mission and vision statements?

Your strategic plan, mission statement, and vision statements are all closely connected. In fact, during the strategic planning process, you will take inspiration from your mission and vision statements in order to build out your strategic plan.

Simply put: 

A mission statement summarizes your company’s purpose.

A vision statement broadly explains how you’ll reach your company’s purpose.

A strategic plan pulls in inspiration from your mission and vision statements and outlines what actions you’re going to take to move in the right direction. 

For example, if your company produces pet safety equipment, here’s how your mission statement, vision statement, and strategic plan might shake out:

Mission statement: “To ensure the safety of the world’s animals.” 

Vision statement: “To create pet safety and tracking products that are effortless to use.” 

Your strategic plan would outline the steps you’re going to take in the next few years to bring your company closer to your mission and vision. For example, you develop a new pet tracking smart collar or improve the microchipping experience for pet owners. 

What’s the difference between a strategic plan vs. company objectives?

Company objectives are broad goals. You should set these on a yearly or quarterly basis (if your organization moves quickly). These objectives give your team a clear sense of what you intend to accomplish for a set period of time. 

Your strategic plan is more forward-thinking than your company goals, and it should cover more than one year of work. Think of it this way: your company objectives will move the needle towards your overall strategy—but your strategic plan should be bigger than company objectives because it spans multiple years.

What’s the difference between a strategic plan vs. a business case?

A business case is a document to help you pitch a significant investment or initiative for your company. When you create a business case, you’re outlining why this investment is a good idea, and how this large-scale project will positively impact the business. 

You might end up building business cases for things on your strategic plan’s roadmap—but your strategic plan should be bigger than that. This tool should encompass multiple years of your roadmap, across your entire company—not just one initiative.

What’s the difference between a strategic plan vs. a project plan?

A strategic plan is a company-wide, multi-year plan of what you want to accomplish in the next three to five years and how you plan to accomplish that. A project plan, on the other hand, outlines how you’re going to accomplish a specific project. This project could be one of many initiatives that contribute to a specific company objective which, in turn, is one of many objectives that contribute to your strategic plan. 

What’s the difference between strategic management vs. strategic planning?

A strategic plan is a tool to define where your organization wants to go and what actions you need to take to achieve those goals. Strategic planning is the process of creating a plan in order to hit your strategic objectives.

Strategic management includes the strategic planning process, but also goes beyond it. In addition to planning how you will achieve your big-picture goals, strategic management also helps you organize your resources and figure out the best action plans for success. 

Related resources

15 creative elevator pitch examples for every scenario

How Asana streamlines strategic planning with work management

How to create a CRM strategy: 6 steps (with examples)

What is management by objectives (MBO)?

A Step-by-Step Guide to Develop and Implement Effective Strategies (FREE PPT Template)

Discover the power of effective strategy development with our step-by-step guide and FREE PPT template. This comprehensive resource will walk you through the process of developing and implementing a winning strategy.

StrategyPunk

Imagine this: you're the CEO of a thriving company, but you've hit a roadblock.

Strategies are the backbone of any successful organization. They provide a clear direction, align resources, and help you stay ahead of the curve. However, creating a strategy is easier said than done. It requires a deep understanding of your business, customers, and the ever-changing market landscape.

Our template can help you analyze your organization's effectiveness, allocate resources effectively, and ensure all elements are aligned to support your strategy.

How to Develop and Implement Effective Strategies?

Strategy development framework: 6 key steps to develop and implement effective strategies, define the problem (or opportunity).

Articulating the problem or opportunity is crucial because it sets the stage for the rest of the process. It helps you focus your efforts and ensures everyone is on the same page.

Conduct a thorough analysis.

Financial analysis: Dive deep into your financial data. Analyze your revenue streams, costs, and profitability. Identify areas for improvement and potential growth opportunities.

This step is crucial because it provides the foundation for your strategic decisions. The more information you have, the better equipped you'll be to develop effective strategies.

Identify potential solutions

At this stage, it is important to keep an open mind and avoid premature judgment. Every idea, no matter how unconventional, deserves consideration.

Develop a hypothesis-driven approach.

Impact: What is the potential impact of this option on your business? Will it drive revenue growth, increase market share, or improve operational efficiency

Use a structured evaluation process to assess each option objectively. Involve key stakeholders and subject matter experts to ensure a well-rounded perspective.

Create a roadmap

Develop a detailed implementation plan outlining the steps, timelines, resources, and responsibilities required to execute your strategy successfully.

Implement and monitor progress

With your implementation plan in place, it's time for you to go ahead and implement your strategy.

Throughout the implementation process, maintain impartiality and prioritize the needs and goals of your organization. Avoid personal biases or conflicts of interest that could compromise your decision-making.

FREE PPT Template

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7 Essential PPT Templates for Strategic Planning Presentations

• August 9, 2022
• PowerPoint templates for download , Strategy Management

It’s no secret that company strategy needs to be understood clearly by all people so all activities and projects are aligned with it. Creating a presentation deck on strategic topics can be challenging, as you need to show the big picture in a catchy way that will resonate with all involved people. Substituting huge text blocks with easy-to-follow infographics will definitely help you communicate various long-term and strategic planning topics.

We’ve put together this list of recommended PowerPoint slide decks that can be a source of graphical inspiration so you don’t have to spend endless time searching for visuals to fit the presented concepts.

Elevate your business performance presentations with our curated resources – visit our financial performance PPT reports page .

These seven templates will help you create high-quality presentations to convey strategic planning concepts:

• Strategy Management Pillars
• Roadmap Diagrams
• Vision & Mission Concepts
• Business Model Canvas
• Go To Market Strategy Plan
• Business Recovery & Transformation Plan
• Gap Analysis Types and Tools

Explore slide decks presented here in the Strategy and Long-term Planning PowerPoint Templates collection . You can get any deck or separate slide as an editable PPT file.

Strategy Management Pillars Graphics

The metaphor of ancient columns is often used to present foundation elements holding the building. As you can see in the example below, the pillars of business excellence represent the core values and form the foundation to hold up the “roof” – the company vision.

Explore the Strategy Management Pillars collection here that will help you create strategic planning slides faster.

Pillars can be used to present the following concepts:

• Foundation your company was built on and why you do what you do.
• Company vision, mission, key values, and capabilities
• Core principles of your business
• Project plan essentials

Roadmap Diagram Templates for Sharing Long-term Vision and Strategic Planning Goals

A well-designed roadmap is like a GPS for your business or project. It’s one of the best visual tools to make your vision and steps towards it clear for everyone on the team.

You can use roadmaps to show yearly or quarterly goals, steps to achieve, and phases of your project plan. Check the Roadmap Diagram Templates collection here .

The roadmap is an effective visualization tool that can remind everyone of your vision and keep all team members on the right road. Check three ways to design a roadmap slide depending on the type of planning you present.

Roadmaps should not necessarily contain the “road” image, despite its name, they can also be visualized as a table. If you’re discussing product development or release, sharing responsibilities within the team, or want to track projects across departments, such roadmap tables will help you illustrate these concepts more visually.

Vision & Mission Presentation Diagrams

Besides current goals, strategies, and action plans, every company has a mission – a reason it exists and a vision – a striking statement clarifying the business’s meaning and purpose for stakeholders.

To underline the importance of these statements and show how your company differs from others, try using more creative and fresh designs for such slides. If you’d like to save time, choose templates from our collection of slides for illustrating vision, mission, and values .

For more ideas on presenting various statements, see seven ideas for the quote slides .

Business Model Canvas Template

The Business Model Canvas framework is a strategic management template used for describing or altering existing business models and developing new ones. It allows seeing a big picture of core activities, resources, and partners.

BMC is widely used by companies and startups to analyze their strategy and apply the lean startup approach. Visualizing it without cluttering the slide will help you keep the audience’s attention and convey your ideas clearly.

Go-To-Market Strategy Plan Framework

The go-to-market strategy is the tactical action plan that drafts the necessary steps to deliver a unique value proposition to customers and achieve a competitive advantage in a new market. It can be applied to pretty much anything, from launching new products and services, to re-launching your company or brand.

Having a concisely presented go-to-market strategy can help a lot while explaining it to the management board or stakeholders because such documents usually contain lots of content and numeric data. Get inspired by Go To Market Strategy Plan graphics covering all elements of GTM.

You can use these graphics to:

• Design a framework for your go-to-market strategy including all important elements on one slide
• Illustrate total available, serviceable available & obtainable market volume
• Describe the competitive landscape by comparing the biggest market players
• Show entrance and exit barriers
• Visualize your targeted customer profile
• Present financial highlights
• Illustrate key milestones and timeline of a rollout to the new marketplace
• Describe the key success factor of your expansion strategy

Business Recovery Plan Graphics Template

If you are working on a business recovery or transformation plan, illustrating key business challenges, trends, and your crisis management strategy in a clear, informative manner will help you be heard.

You can reuse and adapt our collection of Post-Pandemic Business Recovery Plan diagrams to present your strategy on how to deal with any sudden emergency situation, causing massive business disruption, and adapt to a new business context.

Slides in this deck can be used to:

• Describe phases of business reaction
• Visualize methods how to reshape the ways of working for the future
• Illustrate your performance gap analysis
• Present a contingency plan for the response phase
• Visualize your digitalization and automatization strategies
• Cover responsibility and sustainability aspects
• Illustrate the circular economy model
• Summarize digital co-working success elements

To outline the next steps after such a strategic planning meeting, explore ideas on illustrating the concept of follow-up with one symbol .

Gap Analysis Types and Tools Presentation

A gap analysis is a business assessment methodology that compares actual performance and results with what was expected. It is useful when you need to evaluate current results and the necessary improvement efforts to close the gap and reach the desired performance,

Check our Gap Analysis Diagrams deck which includes templates to show the concept of gap analysis, its benefits and types, brand perception & customer experience gaps, efficiency gap benchmark, and more.

If you are looking for general graphics to help your audience connect the dots between concepts or ideas, check bridge graphics design ideas .

Summary of the best visual metaphors for strategic planning

One of the most common presentation design challenges is how to paint a big picture to convey a complex message. Infographics and visuals can help you a lot with this. They don’t have to be overcomplicated, simple diagrams will do. You can see from the examples that it’s enough to choose a good visual metaphor: pillars, road, a mountain, gap & a bridge, target bullseye, or DNA helix.

Pre-designed PowerPoint decks full of various diagrams and icons will help you save time on designing those infographics. Most of the slide decks in this blog also contain business-relevant content, which you can reuse for your presentations.

Designer’s tip: When designing your slides, remember consistency rules if you’re mixing slides from two or more PowerPoint files or other sources. It will help to make your presentation more professional-looking and therefore it will be easier to make an impact on the audience you’re talking to.

Explore our YouTube channel for more creative inspiration:

Resources: PowerPoint Templates for Strategic Planning Presentations

Explore the complete presentation graphics about long-term planning and business strategies topics. All templates mentioned above, and many more, are available in the infoDiagram collection:

More inspiration for strategic planning presentations

• How to choose the right diagram so it fits the content
• Illustrating strategy concept with one icon
• 10 decks to visualize projects review and plan for the future
• How to present a triple-bottom-line business model creatively
• Ideas to avoid boring company overview presentation

You can find more design ideas and examples of presenting strategic planning topics on our blog .

infoDiagram Co-founder, Visual Communication Expert

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How to improve strategic planning

In conference rooms everywhere, corporate planners are in the midst of the annual strategic-planning process. For the better part of a year, they collect financial and operational data, make forecasts, and prepare lengthy presentations with the CEO and other senior managers about the future direction of the business. But at the end of this expensive and time-consuming process, many participants say they are frustrated by its lack of impact on either their own actions or the strategic direction of the company.

This sense of disappointment was captured in a recent McKinsey Quarterly survey of nearly 800 executives: just 45 percent of the respondents said they were satisfied with the strategic-planning process. 1 1. “ Improving strategic planning: A McKinsey Survey ,” The McKinsey Quarterly , Web exclusive, September 2006. The survey, conducted in late July and early August 2006, received 796 responses from a panel of executives from around the world. All panelists have mostly financial or strategic responsibilities and work in a wide range of industries for organizations with revenues of at least $500 million. Moreover, only 23 percent indicated that major strategic decisions were made within its confines. Given these results, managers might well be tempted to jettison the planning process altogether.

But for those working in the overwhelming majority of corporations, the annual planning process plays an essential role. In addition to formulating at least some elements of a company’s strategy, the process results in a budget, which establishes the resource allocation map for the coming 12 to 18 months; sets financial and operating targets, often used to determine compensation metrics and to provide guidance for financial markets; and aligns the management team on its strategic priorities. The operative question for chief executives is how to make the planning process more effective—not whether it is the sole mechanism used to design strategy. CEOs know that strategy is often formulated through ad hoc meetings or brand reviews, or as a result of decisions about mergers and acquisitions.

Our research shows that formal strategic-planning processes play an important role in improving overall satisfaction with strategy development. That role can be seen in the responses of the 79 percent of managers who claimed that the formal planning process played a significant role in developing strategies and were satisfied with the approach of their companies, compared with only 21 percent of the respondents who felt that the process did not play a significant role. Looked at another way, 51 percent of the respondents whose companies had no formal process were dissatisfied with their approach to the development of strategy, against only 20 percent of those at companies with a formal process.

So what can managers do to improve the process? There are many ways to conduct strategic planning, but determining the ideal method goes beyond the scope of this article. Instead we offer, from our research, five emergent ideas that executives can employ immediately to make existing processes run better. The changes we discuss here (such as a focus on important strategic issues or a connection to core-management processes) are the elements most linked with the satisfaction of employees and their perceptions of the significance of the process. These steps cannot guarantee that the right strategic decisions will be made or that strategy will be better executed, but by enhancing the planning process—and thus increasing satisfaction with the development of strategy—they will improve the odds for success.

Start with the issues

Ask CEOs what they think strategic planning should involve and they will talk about anticipating big challenges and spotting important trends. At many companies, however, this noble purpose has taken a backseat to rigid, data-driven processes dominated by the production of budgets and financial forecasts. If the calendar-based process is to play a more valuable role in a company’s overall strategy efforts, it must complement budgeting with a focus on strategic issues. In our experience, the first liberating change managers can make to improve the quality of the planning process is to begin it by deliberately and thoughtfully identifying and discussing the strategic issues that will have the greatest impact on future business performance.

Granted, an approach based on issues will not necessarily yield better strategic results. The music business, for instance, has discussed the threat posed by digital-file sharing for years without finding an effective way of dealing with the problem. But as a first step, identifying the key issues will ensure that management does not waste time and energy on less important topics.

We found a variety of practical ways in which companies can impose a fresh strategic perspective. For instance, the CEO of one large health care company asks the leaders of each business unit to imagine how a set of specific economic, social, and business trends will affect their businesses, as well as ways to capture the opportunities—or counter the threats—that these trends pose. Only after such an analysis and discussion do the leaders settle into the more typical planning exercises of financial forecasting and identifying strategic initiatives.

One consumer goods organization takes a more directed approach. The CEO, supported by the corporate-strategy function, compiles a list of three to six priorities for the coming year. Distributed to the managers responsible for functions, geographies, and brands, the list then becomes the basis for an offsite strategy-alignment meeting, where managers debate the implications of the priorities for their particular organizations. The corporate-strategy function summarizes the results, adds appropriate corporate targets, and shares them with the organization in the form of a strategy memo, which serves as the basis for more detailed strategic planning at the division and business-unit levels.

A packaged-goods company offers an even more tailored example. Every December the corporate senior-management team produces a list of ten strategic questions tailored to each of the three business units. The leaders of these businesses have six months to explore and debate the questions internally and to come up with answers. In June each unit convenes with the senior-management team in a one-day meeting to discuss proposed actions and reach decisions.

Some companies prefer to use a bottom-up rather than top-down process. We recently worked with a sales company to design a strategic-planning process that begins with in-depth interviews (involving all of the senior managers and selected corporate and business executives) to generate a list of the most important strategic issues facing the company. The senior-management team prioritizes the list and assigns managers to explore each issue and report back in four to six weeks. Such an approach can be especially valuable in companies where internal consensus building is an imperative.

Bring together the right people

An issues-based approach won’t do much good unless the most relevant people are involved in the debate. We found that survey respondents who were satisfied with the strategic-planning process rated it highly on dimensions such as including the most knowledgeable and influential participants, stimulating and challenging the participants’ thinking, and having honest, open discussions about difficult issues. In contrast, 27 percent of the dissatisfied respondents reported that their company’s strategic planning had not a single one of these virtues. Such results suggest that too many companies focus on the data-gathering and packaging elements of strategic planning and neglect the crucial interactive components.

Strategic conversations will have little impact if they involve only strategic planners from both the business unit and the corporate levels. One of our core beliefs is that those who carry out strategy should also develop it. The key strategy conversation should take place among corporate decision makers, business unit leaders, and people with expertise essential to the discussion. In addition to leading the corporate review, the CEO, aided by members of the executive team, should as a rule lead the strategy review for business units as well. The head of a business unit, supported by four to six people, should direct the discussion from its side of the table (see sidebar, "Things to ask in any business unit review").

Things to ask in any business unit review

Are major trends and changes in your business unit’s environment affecting your strategic plan? Specifically, what potential developments in customer demand, technology, or the regulatory environment could have enough impact on the industry to change the entire plan?

How and why is this plan different from last year’s?

What were your forecasts for market growth, sales, and profitability last year, two years ago, and three years ago? How right or wrong were they? What did the business unit learn from those experiences?

What would it take to double your business unit’s growth rate and profits? Where will growth come from: expansion or gains in market share?

If your business unit plans to take market share from competitors, how will it do so, and how will they respond? Are you counting on a strategic advantage or superior execution?

What are your business unit’s distinctive competitive strengths, and how does the plan build on them?

How different is the strategy from those of competitors, and why? Is that a good or a bad thing?

Beyond the immediate planning cycle, what are the key issues, risks, and opportunities that we should discuss today?

What would a private-equity owner do with this business?

How will the business unit monitor the execution of this strategy?

One pharmaceutical company invites business unit leaders to take part in the strategy reviews of their peers in other units. This approach can help build a better understanding of the entire company and, especially, of the issues that span business units. The risk is that such interactions might constrain the honesty and vigor of the dialogue and put executives at the focus of the discussion on the defensive.

Corporate senior-management teams can dedicate only a few hours or at most a few days to a business unit under review. So team members should spend this time in challenging yet collaborative discussions with business unit leaders rather than trying to absorb many facts during the review itself. To provide some context for the discussion, best-practice companies disseminate important operational and financial information to the corporate review team well in advance of such sessions. This reading material should also tee up the most important issues facing the business and outline the proposed strategy, ensuring that the review team is prepared with well-thought-out questions. In our experience, the right 10 pages provide ample fuel to fire a vigorous discussion, but more than 25 pages will likely douse the level of energy or engagement in the room.

Adapt planning cycles to the needs of each business

Managers are justifiably concerned about the resources and time required to implement an issues-based strategic-planning approach. One easy—yet rarely adopted—solution is to free business units from the need to conduct this rigorous process every single year. In all but the most volatile, high-velocity industries, it is hard to imagine that a major strategic redirection will be necessary every planning cycle. In fact, forcing businesses to undertake this exercise annually is distracting and may even be detrimental. Managers need to focus on executing the last plan’s major initiatives, many of which can take 18 to 36 months to implement fully.

Some companies alternate the business units that undergo the complete strategic-planning process (as opposed to abbreviated annual updates of the existing plan). One media company, for example, requires individual business units to undertake strategic planning only every two or three years. This cadence enables the corporate senior-management team and its strategy group to devote more energy to the business units that are “at bat.” More important, it frees the corporate-strategy group to work directly with the senior team on critical issues that affect the entire company—issues such as developing an integrated digitization strategy and addressing unforeseen changes in the fast-moving digital-media landscape.

Other companies use trigger mechanisms to decide which business units will undergo a full strategic-planning exercise in a given year. One industrial company assigns each business unit a color-coded grade—green, yellow, or red—based on the unit’s success in executing the existing strategic plan. “Code red,” for example, would slate a business unit for a strategy review. Although many of the metrics that determine the grade are financial, some may be operational to provide a more complete assessment of the unit’s performance.

Freeing business units from participating in the strategic-planning process every year raises a caveat, however. When important changes in the external environment occur, senior managers must be able to engage with business units that are not under review and make major strategic decisions on an ad hoc basis. For instance, a major merger in any industry would prompt competitors in it to revisit their strategies. Indeed, one advantage of a tailored planning cycle is that it builds slack into the strategic-review system, enabling management to address unforeseen but pressing strategic issues as they arise.

Implement a strategic-performance-management system

In the end, many companies fail to execute the chosen strategy. More than a quarter of our survey respondents said that their companies had plans but no execution path. Forty-five percent reported that planning processes failed to track the execution of strategic initiatives. All this suggests that putting in place a system to measure and monitor their progress can greatly enhance the impact of the planning process.

Most companies believe that their existing control systems and performance-management processes (including budgets and operating reviews) are the sole way to monitor progress on strategy. As a result, managers attempt to translate the decisions made during the planning process into budget targets or other financial goals. Although this practice is sensible and necessary, it is not enough. We estimate that a significant portion of the strategic decisions we recommend to companies can’t be tracked solely through financial targets. A company undertaking a major strategic initiative to enhance its innovation and product-development capabilities, for example, should measure a variety of input metrics, such as the quality of available talent and the number of ideas and projects at each stage in development, in addition to pure output metrics such as revenues from new-product sales. One information technology company, for instance, carefully tracks the number and skill levels of people posted to important strategic projects.

Strategic-performance-management systems, which should assign accountability for initiatives and make their progress more transparent, can take many forms. One industrial corporation tracks major strategic initiatives that will have the greatest impact, across a portfolio of a dozen businesses, on its financial and strategic goals. Transparency is achieved through regular reviews and the use of financial as well as nonfinancial metrics. The corporate-strategy team assumes responsibility for reviews (chaired by the CEO and involving the relevant business-unit leaders) that use an array of milestones and metrics to assess the top ten initiatives. One to expand operations in China and India, for example, would entail regular reviews of interim metrics such as the quality and number of local employees recruited and the pace at which alliances are formed with channel partners or suppliers. Each business unit, in turn, is accountable for adopting the same performance-management approach for its own, lower-tier top-ten list of initiatives.

When designed well, strategic-performance-management systems can give an early warning of problems with strategic initiatives, whereas financial targets alone at best provide lagging indicators. An effective system enables management to step in and correct, redirect, or even abandon an initiative that is failing to perform as expected. The strategy of a pharmaceutical company that embarked on a major expansion of its sales force to drive revenue growth, for example, presupposed that rapid growth in the number of sales representatives would lead to a corresponding increase in revenues. The company also recognized, however, that expansion was in turn contingent on several factors, including the ability to recruit and train the right people. It therefore put in place a regular review of the key strategic metrics against its actual performance to alert managers to any emerging problems.

Integrate human-resources systems into the strategic plan

Simply monitoring the execution of strategic initiatives is not sufficient: their successful implementation also depends on how managers are evaluated and compensated. Yet only 36 percent of the executives we surveyed said that their companies’ strategic-planning processes were integrated with HR processes. One way to create a more valuable strategic-planning process would be to tie the evaluation and compensation of managers to the progress of new initiatives.

Although the development of strategy is ostensibly a long-term endeavor, companies traditionally emphasize short-term, purely financial targets—such as annual revenue growth or improved margins—as the sole metrics to gauge the performance of managers and employees. This approach is gradually changing. Deferred-compensation models for boards, CEOs, and some senior managers are now widely used. What’s more, several companies have added longer-term performance targets to complement the short-term ones. A major pharmaceutical company, for example, recently revamped its managerial-compensation structure to include a basket of short-term financial and operating targets as well as longer-term, innovation-based growth targets.

Although these changes help persuade managers to adopt both short- and long-term approaches to the development of strategy, they don’t address the need to link evaluation and compensation to specific strategic initiatives. One way of doing so is to craft a mix of performance targets that more appropriately reflect a company’s strategy. For example, one North American services business that launched strategic initiatives to improve its customer retention and increase sales also adjusted the evaluation and compensation targets for its managers. Rather than measuring senior managers only by revenue and margin targets, as it had done before, it tied 20 percent of their compensation to achieving its retention and cross-selling goals. By introducing metrics for these specific initiatives and linking their success closely to bonus packages, the company motivated managers to make the strategy succeed.

An advantage of this approach is that it motivates managers to flag any problems early in the implementation of a strategic initiative (which determines the size of bonuses) so that the company can solve them. Otherwise, managers all too often sweep the debris of a failing strategy under the operating rug until the spring-cleaning ritual of next year’s annual planning process.

Some business leaders have found ways to give strategic planning a more valuable role in the formulation as well as the execution of strategy. Companies that emulate their methods might find satisfaction instead of frustration at the end of the annual process.

Renée Dye is a consultant in McKinsey’s Atlanta office, and Olivier Sibony is a director in the Paris office.

This article was first published in the Autumn 2007 issue of McKinsey on Finance . Visit McKinsey’s corporate finance site to view the full issue.

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Strategic Planning

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Strategic planning is the art of creating specific business strategies, implementing them, and evaluating the results of executing the plan, in regard to a company’s overall long-term goals or desires. It is a concept that focuses on integrating various departments within a company to accomplish its strategic goals. The term strategic planning is essentially synonymous with strategic management. The strategic planning process requires considerable thought and planning on the part of a company’s upper-level management. Before settling on a plan of action executives may consider many possible options. Company’s management will settle on a strategy that is most likely to produce positive results. This is usually defined as improving the company’s bottom line. That can be executed in a cost-efficient manner with a high likelihood of success, while avoiding undue financial risk. The development and execution of strategic planning are typically viewed as consisting of being performed in three critical steps. There are Strategy Formulation, Strategy Implementation, Strategy Evaluation. The volatility of the business environment causes many firms to adopt reactive strategies rather than proactive ones. However, reactive strategies are typically only viable for the short-term, even though they may require spending a significant amount of resources and time to execute. Strategic planning helps firms prepare proactively and address issues with a more long-term view. They enable a company to initiate influence instead of just responding to situations. An increasing number of companies use strategic planning to formulate and implement effective decisions. While planning requires a significant amount of time, effort, and money, a well-thought-out strategic plan efficiently fosters company growth, goal achievement, and employee satisfaction.

The first slide presents you with an opportunity to present your strategies over several years. You can group strategies into such blocks as define, develop, ensure. This slide will be useful for financiers and economists when used in their daily work. The second slide is a strategic plan for one year. You can specify milestones and metrics for each category. For example, you can specify the average daily sales revenue, monthly cash flow, absenteeism rate, the number of new clients per manager. This slide can be used by sales managers when preparing a sales development plan. Also, the slide can be used to develop a motivation system based on KPIs. The next slide gives you the opportunity to present several options for strategies for each stage of the implementation of the strategic plan. The last slide can be used to represent the links between the various plans for the department, the overall goals of the company. Here you can show what indicators your strategic development plan of the company consists of.

The Strategic Planning template contains modern infographics that you can edit and use in other slides. The ability to quickly and easily edit our templates will allow you to prepare a stylish and professional presentation in a short time. Educators can use this template to create a strategic planning course. Strategic Planning template will be a worthy addition to your presentation collection.

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6 Steps to Make Your Strategic Plan Really Strategic

• Graham Kenny

You don’t need dozens of strategic goals.

Many strategic plans aren’t strategic, or even plans. To fix that, try a six step process: first, identify key stakeholders. Second, identify a specific, very important key stakeholder: your target customer. Third, figure out what these stakeholders want from you. Fourth, figure out what you want from them. Fifth, design your strategy around these requirements. Sixth, focus on continuously improving this plan.

Why is it that when a group of managers gets together for a strategic planning session they often emerge with a document that’s devoid of “strategy”, and often not even a plan ?

• Graham Kenny is the CEO of Strategic Factors and author of Strategy Discovery . He is a recognized expert in strategy and performance measurement who helps managers, executives, and boards create successful organizations in the private, public, and not-for-profit sectors. He has been a professor of management in universities in the U.S. and Canada.

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Top 10 Strategic Management PPT Templates with Samples and Examples

Neha Ranaut

In today's fast-paced business environment, effective strategic management is crucial for organizations, aiming to achieve their goals and stay ahead of the competition. A well-designed and visually appealing presentation can significantly convey strategic concepts and ideas to stakeholders, whether for board meetings, investor pitches, or internal communications.

In this blog, SlideTeam has curated a collection of the Top 10 Strategic Management PowerPoint Templates that are creative and powerful. Each template is carefully selected to provide a comprehensive range of design options and content layouts, enabling you to effectively communicate your strategic vision, goals, and action plans.

Whether you're a seasoned executive, a budding entrepreneur, or a student studying strategic management, this blog will provide you with the most impactful PowerPoint templates and teach you how to leverage them effectively. So, let's dive in to elevate your presentations to the next level. You'll have a handful of attractive templates that help you captivate your audience, communicate your strategic vision with clarity, and inspire action toward your organizational objectives.

Template 1: Strategic Management Guide for Leaders Strategy

This PPT Template is a powerful resource designed to assist leaders in managing and communicating their strategic initiatives. It is a comprehensive guide that provides you with valuable insights, tips, and real-life examples to enhance their strategic management skills. By utilizing the Strategy CD template, leaders can structure their presentations, have a table of contents, incorporate data-driven visuals, and engage their audience through storytelling techniques. You can customize it according to your wants and add multiple features to ensure your presentation aligns with your organization's unique strategy and messaging. Download it now.

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Template 2: Marketing Strategic Management PowerPoint Presentation Slides

This PPT Deck offers comprehensive tools for marketers to communicate their strategic plans and initiatives. In today's competitive business environment, marketing drives a significant portion of growth and captures market share. These presentation slides give marketers a structured framework to showcase their marketing strategies, objectives, target audience analysis, competitive analysis, and action plans. The visually appealing elements, charts, and graphics enable marketers to convey complex marketing concepts with clarity and impact. Use this PPT Presentation communicate their strategic vision, align their teams, and secure buy-in from stakeholders, ultimately leading to successful marketing campaigns and business outcomes. Download it now.

Template 3: Sustainable Competitive Advantage in Strategic Management PowerPoint Presentation Slides Strategy

This PPT Template is a valuable resource for organizations seeking a sustainable edge in the marketplace. The slides offer a complete framework to analyze and develop sustainable competitive advantages. It guides organizations through key strategic concepts such as value proposition, differentiation, cost leadership, and innovation. The visually compelling design and customizable features help convey complex ideas effectively, enabling presenters to articulate their unique value propositions and strategic initiatives with clarity and persuasion. Get it now.

Template 4: Strategic Management Advisory Company Profile Complete Deck

The PPT Deck helps firms present their capabilities, industry experience, and unique value proposition to potential clients and stakeholders. It covers all essential aspects of the company profile, including an introduction, mission and vision, team expertise, service offerings, case studies, client testimonials, and contact information. Use this presentation to effectively communicate your expertise, build credibility, and establish trust with its target audience, ultimately attracting new clients and partnerships. Download now from the link below.

Template 5: Business Strategic Management PowerPoint Presentation Slides

The planning template provides professionals with a systematic toolkit for creating impactful presentations on strategic business management. This slide offers a diverse range of visually captivating design options, content layouts, and data visualization tools that enable presenters to communicate complex strategic concepts with clarity and influence. From analyzing the external business environment to devising strategies and executing action plans, this template encompasses all essential elements of strategic business management. Use these slides to effectively articulate the strategic vision, engage stakeholders, and foster strategic alignment within their organizations. Whether for board meetings, executive briefings, or team presentations, download this template to empowers users with the necessary resources to deliver compelling and persuasive presentations on strategic management.

Template 6: Strategic Management Accounting PowerPoint Template Bundles

This template covers vital subjects such as cost analysis, budgeting, performance measurement, and financial forecasting. Use these templates to present financial data, analyze patterns, and communicate strategic initiatives' financial ramifications. Whether for financial reports, budget presentations, or strategic planning sessions, this PPT Layout helps professionals with the necessary resources to create informative and visually engaging presentations that facilitate informed decision-making and drive strategic accomplishments. Download it now.

Template 7: Strategic Management Planning Process PowerPoint Presentation Slides

This template guides users through the strategic management planning process, covering crucial steps such as environmental analysis, goal setting, strategy formulation, implementation, and evaluation. By utilizing these slides, professionals can effectively convey the strategic planning journey, engage stakeholders, and foster alignment within their organizations. Whether for executive briefings, team workshops, or strategic planning sessions, this template equips users with the necessary resources to deliver compelling and persuasive presentations that drive strategic excellence. Download now.

Template 8: Strategic Management Maturity Model Assessment PowerPoint Presentation Slides

This presentation template offers a structured framework to assess the maturity level of strategic management within an organization, covering crucial areas such as strategic planning, implementation, performance measurement, and organizational alignment. Organizations can use this template to identify strengths, weaknesses, and growth opportunities in their strategic management practices. It empowers organizations to create a roadmap for elevating their strategic capabilities, fostering a culture of ongoing improvement, and aligning their strategic initiatives with long-term success. Download now.

Templates 9: Stages of Strategic Management Maturity Model PowerPoint Presentation Slides

This presentation slides offer a structured framework outlining the stages of strategic management maturity, from initial ad-hoc processes to advanced, integrated approaches. This PPT Preset provides visually appealing design options, content layouts, and data visualization tools; presenters can effectively convey the stages of maturity and their corresponding characteristics. With the help of this template, organizations can assess their current position, identify areas for improvement, and develop a roadmap for advancing their strategic capabilities. This template empowers organizations to navigate the stages of strategic management maturity and align their strategies with long-term success. Get it now.

Template 10: Strategic Management Process PowerPoint Template Bundles

With this PPT Theme, you can seamlessly navigate the complexities of the strategic management process as you craft your narrative, seamlessly transitioning through environmental analysis, goal setting, strategy formulation, implementation, and evaluation. Each slide combines visuals and data visualizations in perfect harmony, weaving a captivating tale that sparks the imagination of your audience. Whether in the boardroom or a conference hall, your presentations will exude confidence and inspire action. Embrace the limitless possibilities of this template and witness your strategic expertise shine brightly, akin to a remarkable work of art. Download it now.

Template 11: Hoshin Kanri Strategic Management Schedule Performance Methodology Processes

The PPT Preset provides a comprehensive framework for organizations to manage and align their strategic objectives effectively. This template emphasizes a disciplined approach to strategic planning and execution. By implementing these processes, organizations can establish clear performance targets, track progress, and make data-driven adjustments to achieve strategic goals. With this template, organizations can enhance their strategic execution capabilities, drive organizational alignment, and achieve sustainable success. Get it now.

Template 12: Strategic Management PowerPoint Template Bundles

These bundles enable professionals to communicate strategic concepts with impact and clarity effectively. This template gives you suitable options whether you are creating a presentation on environmental analysis, strategy formulation, implementation, or performance evaluation; this will help you. Each slide is creatively designed to captivate and engage your audience, allowing you to convey complex ideas compellingly and persuasively. Using this Template Bundle gives you access to the necessary resources to deliver presentations that deeply resonate with stakeholders, foster strategic alignment, and inspire decisive action. Download it now.

The blog emphasizes the importance of well-designed and professionally crafted PowerPoint templates in conveying strategic messages and capturing the audience's attention. These templates cater to various strategic purposes, including business planning, project management , and marketing strategies. By utilizing these top-rated strategic PowerPoint templates, professionals can enhance the visual impact of their presentations and effectively communicate their strategic ideas. These templates offer a convenient and time-saving solution, it permits users to focus on the content rather than spending excessive time on design. It emphasizes visually consistent and cohesive strategies to create a professional and polished impression.

FAQs on Strategic Management

What do you mean by strategic management.

Strategic management is a process of planning, implementing, and evaluating an organization's long-term goals and objectives. It involves analyzing the internal and external factors that impact the organization's success, formulating strategies to achieve a competitive advantage, and making decisions that align with the overall strategic direction. Strategic management encompasses various activities, such as conducting environmental scans, setting strategic goals, formulating action plans, allocating resources, and monitoring performance.

What are five stages of strategic management?

The five stages of strategic management provide a systematic approach for organizations to plan, execute, and evaluate their strategies effectively.

The first stage is environmental analysis, where organizations assess the external and internal factors influencing their strategic decisions. Next is strategy formulation, involving the identification of goals and strategic options aligned with the organization's mission and vision. Strategy implementation follows, translating formulated strategies into action plans and allocating resources accordingly. The fourth stage is strategy execution, where organizations coordinate activities, monitor progress, and make necessary adjustments. Finally, the evaluation and control stage involves assessing outcomes, measuring performance, and learning from the results to improve future strategic decisions. These stages form a comprehensive framework for successful strategic management.

What are the 4 aspects of strategic management?

The four aspects of strategic management encompass environmental analysis, strategy formulation, strategy implementation, and evaluation/control. Organizations must assess their external and internal environment, develop a clear strategy, effectively execute it, and continuously evaluate progress to ensure strategic success in a dynamic business landscape.

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