A strategic plan template is a tool that helps business leaders translate business strategies into actionable steps with a clear roadmap, projects, deliverables, budgets, and owners. It provides a decision-making framework and ensures that all initiatives and resources within an organization align with the overall business strategy.
Think of it like a map that helps you navigate from point A to point B. It lays out roads and landmarks to help you get to your destination, all while keeping you focused on your ultimate goal.
In other words, it helps you create alignment and focus across all levels of your organization to maintain momentum and successfully execute your strategies.
And the best part is that it allows you to monitor performance in one place without having to switch between spreadsheets and disconnected systems. This simplifies identifying areas for improvement and measuring progress in real time. With a well-integrated system, data errors are reduced, and performance analysis and strategy reporting become easier.
With the right template, you’ll be able to keep your team (or teams) on track and identity red flags before it’s too late.
Strategic Plan Templates to Turn Your Goals into Action
Success doesn’t follow a set path—that’s why this article gives you multiple strategic planning templates. Each is for a specific use case or team within your organization. Plus, you can pick between Cascade or Excel version—whichever works best for you.
1. Strategic Planning Template
If you’re tired of using complicated spreadsheets for strategic planning, you’ll love the Strategic Planning Template—Cascade version!
Cascade template offers you a better way than Excel and other static tools. This template is packed with pre-filled examples and features that will help you create a clear roadmap with timelines, KPIs, goals, and owners. You’ll be able to bring in your team and collaborate to transform goals into results faster than ever.
And there’s more! 👀
You’ll also get access to additional features like Dashboards, Timeline View, and Strategy Maps. This will help you pinpoint performance at any given moment and track progress so you can take corrective action before it’s too late.
You’ll be able to plan, execute, measure, and adapt your strategic plan in one place. You can even create multiple strategic plans and link them together so you have full visibility into performance.
Looking for a way to save time and automate your reports?
Cascade makes it easy for you with powerful Reports. With this template, you’ll get access to basic integrations that will help you automatically track key performance metrics and pull data into reports that can be easily customized to fit your audience’s needs.
2. Strategic Plan Template (Excel)
