StrategicPlan Template

Strategic
Plan
Name of Company
Chapter: Error! No text of specified style in document.

Replace this picture with the logo of
your business or a picture of the
establishment or both
Names
Month and year

1
Name of Company
A Strategic Plan
Table of Contents
Acknowledgment
Introduction 2
Executive Summary 3
Background and History 3
Direction and Results 6
Goals 9
Vision
Mission
Core Operating Values / Values (depending on what is available)
Customers
Competitors
SWOT / PEST Analysis
Strategic Direction
Strategic Action Plan Focus by Year (5 years)
Appendices (copy of the letter; photos; certification)
Specify part of the strategic plan
2
Name of Company
A Strategic Plan
ACKNOWLEDGMENT
Initials of members
3
Name of Company
A Strategic Plan
INTRODUCTION
This strategic plan was developed with assistance from __(representative from company
who helped you)___. It provides the __(company)__ with a five-year roadmap for the
company’s strategic management activities.
From this point onwards, you will have to give details on what the content of this
strategic paper is.
EXECUTIVE SUMMARY
Background and History
Provide a history of the company

Present their goods and services (including photos and prices/pricelist)
Directions and Results
The strategic direction and goals included in this plan are __(example: The
Exciting Factory’s response to its understanding of what its customers value most about
the organization, and current opportunities and challenges for offering a high quality
product)___
The 5-year period of this strategic plan will be a time of assessing and deepening
___(company)___ approaches to its work. Concurrently, ___(company)___
will take more of a leadership role in working towards the achievement of their
objectives.
With a fresh perspective on its mission, understanding what it does well, and the
environment in which it operates, ___(company) is taking (or will pursue) the following
strategic direction:
1.
2.
Goals
The following goals for ___(company)___ over the next five years are the
organization’s response to the important issues identified in the environmental scan that
was completed as part of the strategic planning process. These goals provide a
roadmap for fulfilling the strategic direction.
Service Delivery - just an example, you may have as many
4
Name of Company
A Strategic Plan
Discuss what your plans are in the area of service delivery
Human Resources
Discuss what your plans are in the area of human resources
Above are just examples
VISION
State the company’s vision here (Must be in italics and must be in bold font).
Briefly discuss the company vision.
MISSION
State the company’s mission here (Must be in italics and must be in bold font).
Briefly discuss the company mission.
CORE OPERATING VALUES / VALUES

State the company’s core operating values / values here.—must be complete
CUSTOMERS
Give a brief description of the customers/clientele of the company.
The primary customer of an organization is the person or thing whose life the
organization most wants to impact/change on a regular, ongoing basis. The primary
customer is not necessarily someone you can reach or someone you can sit down with
and talk to directly. Identifying the primary customer puts priorities in order and gives
you a reference point for critical decisions. The primary customers of an organization
can change over time.
COMPETITORS
Give a brief description of the competitors of the company, both direct and indirect.
SWOT or PESTLE ANALYSIS

Choose just ONE and discuss why such was chosen.
Strengths
 Must be in bulleted form and briefly explained
Weaknesses
5
Name of Company
A Strategic Plan
Opportunities
Threats
STRATEGIC DIRECTION
The strategic direction is a succinct statement about the strategy or approach an
organization will take toward its work over a specific period of time. The statement is
based on a combination of both the current environment (the opportunities and threats
facing the organization) and the mission and competencies of the organization. It is
often a direct response to the strategic questions asked by an organization.
Example:
Based on the Board of Directors’ understanding of the Exciting Factory’s
mission, primary customer, core values, and the opportunities and threats in the current
environment, the next three to five years will be a time of assessing and deepening its
approaches to its work. Concurrently, Exciting Factory will take more of a leadership role
in working with a broader array of community resources, and it will explore the feasibility
of actively engaging volunteers.
􀂃 Exciting Factory will review and deepen its existing direct supports and
services over time to ensure that they are they are state-of-the art for working
effectively with children and adults with disabilities. The model emphasizes
consumer decision-making and community participation and integration. Exciting
Factory is committed to ensuring that all of its programs are exemplary.
􀂃 Exciting Factory will further assess consumer and community needs to identify
gaps or opportunities for shifts in service delivery. This assessment will serve as
the basis for expanding or adding new services. The emphasis on further
deepening programs would be the priority in the early years, and so growth in
numbers of people served would not be a priority, if at all, until the later years of
the plan.
6
Name of Company
A Strategic Plan
STRATEGIC ACTION PLAN

This portion may be in landscape format especially if you need more space for the table.
The following is a summary of the anticipated major focus of activities by goal (in
addition to on-going operations) for Exciting Factory’s Board of Directors and
Staff in each year of the strategic plan.
YEA SUMMARY OF RESOURCES PERSON/S EXPECTED EVALUATI

R ACTIVITY NEEDED RESPONSIBL OUTCOME ON
E
1  Seminar  Budget for:   Employees  Ho
on - Venue for will… w
bookeepi seminar will
ng - Honorarium suc
for speaker ces
- Certificate for s
(This is just a speaker and be
sample. participants me
Enumerate as - Snacks / asu
many depending meals red
on the needs of - Miscellaneous ?
the company.) expenses
(attach a proposed
budget for the
activity)
2  Migration
from
manual to
computeri
zed
systems
3
4
5
7
Name of Company
A Strategic Plan
APPENDICES
 Photos taken during the interview

 Transcription of the interview
 References (if applicable)

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Strategic

Chapter: Error! No text of specified style in document.

Month and year

Appendices (copy of the letter; photos; certification)

Specify part of the strategic plan

Background and History

Provide a history of the company

Directions and Results

Service Delivery - just an example, you may have as many

Discuss what your plans are in the area of service delivery

Above are just examples

Briefly discuss the company vision.

Briefly discuss the company mission.

CORE OPERATING VALUES / VALUES

SWOT or PESTLE ANALYSIS

Specify part of the strategic plan

STRATEGIC ACTION PLAN

YEA SUMMARY OF RESOURCES PERSON/S EXPECTED EVALUATI

 Photos taken during the interview

Specify part of the strategic plan

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