strategic plan implementation matrix

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• What is strategy implementation? 6 key ...

What is strategy implementation? 6 key steps to success

Strategy implementation is the process of turning your strategic plan into action. Whether you’re executing a new marketing plan to increase sales or introducing a new work management software to increase efficiency—your plan is only as valuable as the implementation. In this article, we cover the pitfalls of strategy implementation and how you can avoid them. Plus check out different frameworks associated with this process to set you up for success.

Having a strategic plan is great, but unless you have the bandwidth, resources, and support to implement your plan it’s not going to drive actual change in your organization.

We’re going to cover the key steps of strategy implementation, including potential pitfalls and how you can avoid them, and introduce you to a few frameworks to help you successfully implement any strategy you’re currently working on.

The 6 key strategy implementation steps

Before you can implement your strategy you need to create a strategic plan .

Your strategic or implementation plan outlines the steps your team or organization needs to take in order to achieve a goal or objective. Your implementation plan is the roadmap to a successful strategy execution and should include the following steps:

Define your goals

Conduct proper research

Map out any risks

Schedule all milestones

Assign tasks

Allocate helpful resources

Once your strategic plan is set, it’s time to get it on the road! There are six steps to follow on your way to a successful implementation.

Step 1: Set and communicate clear, strategic goals

The first step is where your strategic plan and your strategy implementation overlap.  

To implement a new strategy, you first must identify clear and attainable goals. As with all things, communication is key. Your goals should include your vision and mission statements , long-term goals , and KPIs . 

The clearer the picture, the easier the rest of your strategy implementation will be for your team and organization—simply because everyone will be working towards the same goals. 

Step 2: Engage your team

To implement your strategy both effectively and efficiently , you need to create focus and drive accountability. There are a few ways in which you can keep your team engaged throughout the implementation process:

Determine roles and responsibilities early on. Use a RACI matrix to clarify your teammate’s roles and ensure that there are no responsibility gaps.

Delegate work effectively . While it can be tempting to have your eyes on everything, micromanagement will only hold you back. Once you’ve defined everyone’s roles and responsibilities, trust that your team will execute their tasks according to the implementation plan.

Communicate with your team and ensure that everyone knows how their individual work contributes to the project. This will keep everyone motivated and on track.

Step 3: Execute the strategic plan

Allocate necessary resources —like funding for strategic or operational budgets—so your team can put the strategic plan into action. If you don’t have the right resources you won’t be able to achieve your strategic plan, so this should be a top priority. Here’s how you can ensure that your team has the resources they need:

Start with the end in mind to effectively align your project’s objectives, key deliverables, milestones, and timeline.

Identify available resources like your team’s capacity, your available budget, required tools or skills, and any other unconventional resources

Define a clear project scope so you know exactly what your project needs when.

Share your project plan with everyone involved in the implementation process using a work management tool.

The better built out your strategic plan is, the easier it will be to implement it.

Step 4: Stay agile

You’ll inevitably run into issues as you begin implementing your strategy. When this happens, shift your goals or your approach to work around them. 

Create a schedule so you can frequently update the status of your goals or implementation strategy changes. Depending on the strategy you’re implementing, you can create weekly, monthly, or quarterly project status reports . Share these updates with your external stakeholders, as well as your internal team, to keep everyone in the loop.

Having a central source of truth where you can update your team in real time will help you streamline this process. Asana’s work management software allows your team to coordinate projects, tasks, and processes in real time but also gives you the freedom to get work done asynchronously —providing everyone with the visibility they need to understand who’s doing what.

Step 5: Get closure

Once you implement the strategy, connect with everyone involved to confirm that their work feels complete. Implementing a strategy isn’t like a puzzle that’s finished when the last piece is set. It’s like planting a garden that continues to grow and change even when you think you’re done with your work.

Getting closure from your team will be the second to last milestone of your strategy implementation and is a crucial step toward completion.

Step 6: Reflect

Conduct a post-mortem or retrospective to reflect on the implemented strategy, as well as evaluate the success of the implementation process and the strategy itself. This step is a chance to uncover lessons learned for upcoming projects and strategies which will allow you to avoid potential pitfalls and embrace new opportunities in the future.

What you need to implement a strategy

No matter how well thought out your strategy is, you’ll need these five key components to successfully implement any strategy.

You’ll need a team that not only understands the strategy you want to implement but also has the skills and bandwidth to support you. Appoint, hire, and train the right people for the job and ensure that the competencies needed to succeed are present in your project team.

Asana’s Customer Success team was invaluable to our implementation process. They took the time to understand our business and showed us how to create practical workflows and processes to get the most out of Asana. We couldn’t have done it without them.”

Effective resource allocation is one of the most important parts in strategy implementation. Resources can be both financial (e.g., cost of labor) and non-financial (e.g., time to implement strategy).

Organization

Everyone in your organization needs to know what their responsibilities are so they can be accountable for their part in implementing the strategy. This also means that the chain of command has to be defined and communicated so everyone knows who to communicate with during the implementation process.

The tools, capabilities, and systems you’ve put in place are another key component. You have to know what the functions of each of these systems are and how they will support your strategic management process during and after the implementation. 

The final key component is the organizational culture within your company. Rolling out new strategies can be confusing and stressful for teams. Ensuring that everyone knows what they need to know and feels valued and included is crucial for a successful and effective implementation.

McKinsey’s 7S framework

McKinsey & Company is a world-renowned management consulting firm that, among other things, created a framework of seven factors needed to implement a strategy successfully.

The factors can be split into hard elements (strategy, structure, and systems) and soft elements (shared values, skills, style, and staff). While the hard elements are easy to identify and influence directly, the soft elements are less tangible and typically influenced by the company culture versus a manager or other direct contact.

Let’s take a quick look at the McKinsey 7S Model, beginning with the hard elements:

Strategy: Your organization’s plan to establish or maintain a competitive advantage over others in the field

Structure: Your company’s organizational structure

Systems: The day-to-day procedures and activities performed by your teams

These are the soft elements of the framework:

Style: The leadership style in your organization

Staff: Your team and their general capabilities

Skills: Your team’s competencies and skills

Shared values: Your organization's core values

You can apply this framework to your strategy implementation process by looking at your organization’s shared values first and ensuring that they align with your hard elements. Next, identify how well your hard elements support one another and where changes could improve their interaction. After you’ve established that, do the same for your soft elements.

This analysis helps you identify elements that are working well and elements that need improvement. Applying this framework to your strategic plan and strategy implementation process helps you get a better feel for how well your organization can implement change.

The three Cs of implementing strategy

Business consultant and author Scott Edinger coined the three Cs of implementing strategy —clarity, communication, and cascade. They’re the three steps you should keep in mind if you want to implement your strategy successfully.

Let’s take a closer look at what they represent.

Clarify your strategy. Ideally, strategy was well received in the boardroom and your stakeholders and executives are on board. However, if it’s not clearly defined, you may lose your mid-level and frontline team members along the way. Your team can only implement a strategy they understand, so be clear with what your goals and strategic objectives are.

Communicate your strategy. A poster, announcement, or newsletter won’t be enough to communicate a new strategy to your organization. Diversify your communication strategy to ensure that teams know what’s going on and create opportunities to ask questions so everyone feels like they’re part of the process.

Cascade your strategy. A well implemented strategy cascades through your entire organization. Involve your organization’s managers and ensure that they understand the strategy so they can forward relevant information, tactics, and processes to their teams. While you may have informed your organization during the communication stage, this step is crucial in aligning every last teammate with your new strategy.

Next, let’s have a look at some of the challenges you’ll encounter during strategy implementation.

Strategy implementation pitfalls and solutions

A big undertaking like the implementation of a new strategy comes with its fair share of obstacles. Below are four of the most common pitfalls you’ll encounter when implementing a strategy plus a few tips on how you can create solutions for your team. 

1.  Overwhelming or meaningless strategic plan

Problem: If the strategic implementation lacks meaning and potential or if there is an overwhelming number of puzzle pieces to consider, it can really put a wrench in your implementation. 

Solution: Use SMART goals to ensure that your strategic plan is specific, measurable, achievable, realistic, and time-bound. This framework will ensure that your strategic plan is both meaningful and possible to implement.

2. No implementation in sight

Problem: It’s great to have a strategic plan but without the resources and support from upper management, the implementation may never happen.

Solution: Your strategic plan should include clear goals, consequences, and requirements to inspire the actual implementation of your strategy. The clearer the document, the easier it will be to get the resources needed to turn it into action.

3. Lack of communication and ownership

Problem: A team that’s not 100% sure what the strategy actually is and doesn’t feel confident about their respective tasks can make your implementation process come to a halt before it’s even begun.

Solution: Clearly define each team member's responsibilities and delegate any relevant work. This gives team members a sense of ownership over the outcome of the strategy implementation. Ensure that your teammates have the authority and resources to execute their tasks.

4. Lack of accountability and empowerment

Problem: Low visibility and a lack of accountability can make your team feel helpless. 

Solution: Schedule regular strategy review and team meetings to discuss each team member’s progress, issues that are arising, and strategy shifts that can contribute to the success of your implementation. Track the progress to give your team a sense of accomplishment whenever they check off another goal they’ve met.

As long as you’re aware of the challenges, you can tackle them head on and avoid unnecessary setbacks.

Plan, implement, celebrate

Change isn’t easy but in order for your team to grow, it’s crucial that your organization does too.

Whether you’re in the midst of developing your strategic plan with a small project team or you’re already communicating your strategy to the entire organization, reliable project management software is critical in ensuring that everyone has access to the resources they need.

And once the strategy is successfully implemented, don’t forget to give yourself and your team a pat on the back. After all, celebrating milestones like these is important too!

Sources: Harvard Business School | MindTools | OnStrategy

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What is stakeholder analysis and why is it important?

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A Manager’s Guide to Successful Strategy Implementation

• 16 Jan 2024

To address business challenges and concerns, organizations must constantly monitor, evaluate, and adjust their strategic initiatives . When it’s time to implement a new strategy, it’s typically up to managers to do so.

Access your free e-book today.

What Is Strategy Implementation?

According to the online course Strategy Execution , strategy implementation is the process of turning plans into action to reach business goals and objectives . In other words, it’s the art of getting stuff done.

Your organization’s success rests on your ability to implement decisions and execute processes efficiently, effectively, and consistently. Yet, that’s often easier said than done.

“If you've looked at the news lately, you've probably seen stories of businesses with great strategies that have failed,” says Harvard Business School Professor Robert Simons, who teaches Strategy Execution . “In each, we find a business strategy that was well formulated but poorly executed.”

You can learn a lot from failed strategies , and understanding how to implement a successful one is vital to leading change. Here are steps you can take to effectively roll out your business strategy .

4 Steps in the Strategy Implementation Process

1. handle tension.

Making tough choices isn’t easy, and you need to manage any tension that arises with change.

In strategy implementation, tension often exists between innovating to grow your business and controlling internal processes and procedures.

For example, leaders at ride-hailing company Uber have faced challenges in balancing growth and control. While Uber has transformed the transportation industry, its need to expand has led to several instances of misconduct due to insufficient internal controls .

You can manage tension and find balance by designing and implementing levers of control , which comprise:

• Belief systems : Organizational definitions you communicate and reinforce to provide direction to employees
• Boundary systems : Negatively phrased statements that tell employees what behaviors are forbidden
• Diagnostic control systems : Formal information systems that help monitor organizational outcomes
• Interactive control systems : Formal systems managers use to involve themselves in subordinates' decisions that impact strategic uncertainties

These levers help create opposing forces throughout strategy implementation that continuously balance each other. While half of them (belief systems and interactive control systems) promote innovation and inspiration, the others (boundary systems and diagnostic control systems) establish boundaries and threats of punishment when employees cross the line.

To ensure your strategy execution succeeds , use the power of tension when designing management control systems.

2. Align Job Design to Strategy

No matter how well-formulated your business strategy is, it can’t succeed without your team. To prime employees for success, it’s essential to design jobs with strategy in mind.

Job design is structuring jobs’ components to enhance organizational efficiency. Its common elements include task allocation, job development, and feedback and communication.

“Job design is a critical part of strategy execution,” Simons says in Strategy Execution . “If individuals don't have the resources they need and aren’t accountable in the right way, they won’t be able to work to their potential.”

According to Simons, you can use the Job Design Optimization Tool (JDOT) to design or test jobs by analyzing their balance of demands and resources.

The tool prompts you to consider:

• What resources do employees have to get the job done?
• What measure will we use to evaluate their performance?
• Who must they influence to achieve their goals?
• How much support can they expect when reaching out for help?

By answering these questions and ensuring they align with your strategy, employees can directly support your initiatives.

3. Inspire Employee Buy-In

Even if you position employees for success through effective job design, you must still gain their buy-in for strategic goals . According to a Gallup survey , organizations with strong employee engagement experience 10 percent greater customer loyalty and 23 percent higher profitability.

You can garner their support by communicating your organization’s core values —its purpose that impacts what employees should do and how they should act.

According to Strategy Execution , effective core values possess two attributes:

• Inspiration: They make employees proud of where they work.
• Guidance: They ensure employees know whose interests to prioritize when making difficult decisions.

Communicating your organization’s core values doesn’t just help bolster support for strategic initiatives; it also provides employees with a purpose to improve performance and workplace accountability .

Another useful tool is ranking systems.

“Ranking systems—which are quite common in practice—have really good features that managers can use to stimulate performance,” says HBS Professor Susan Gallani in Strategy Execution .

Ranking systems provide clear measures—like leadership capabilities—for employees to determine their ownership in your business strategy. Gallani says establishing such measures helps eliminate unknowns that create anxiety.

“What the ranking system does—it takes that shock away,” Gallani says in Strategy Execution . “Everybody's compared at the same level, and that's good because it really highlights the individual contribution of different workers and points out who did better and who did worse.”

By implementing ranking systems, achievement-driven employees can be more likely to invest in your business strategy.

Related: How to Get Employee Buy-In to Execute Your Strategic Initiatives

4. Manage Risk

Even if you take these steps when implementing your business strategy, your initiatives can still fail.

“Competing successfully in any industry involves some level of risk,” Simons says in Strategy Execution . “But high-performing businesses with high-pressure cultures are especially vulnerable. As a manager, you need to know how and why these risks arise and how to avoid them.”

Engaging in risk management —the systematic process of identifying, assessing, and mitigating threats or uncertainties that can affect your organization—is crucial to long-term success.

Three types of pressures that make you vulnerable to risk are:

• Information management

Business risks aren’t always obvious, making it critical to identify unexpected events or conditions that could impede your organization’s business strategy .

“I think one of the challenges firms face is the ability to properly identify their risks,” says HBS Professor Eugene Soltes in Strategy Execution .

For example, the automotive industry heavily relies on semiconductors. However, due to an unexpected disruption in manufacturing priorities during the COVID-19 pandemic, companies had to navigate production during a semiconductor shortage .

By understanding your strategy’s vulnerabilities, you can prevent failures because of unanticipated events and protect your organization from challenges like increased market competition, evolving technologies, and shifting customer needs .

Learn How to Oversee Strategy Implementation

Implementing strategy successfully is challenging.

By taking an online strategy course , such as Strategy Execution , you can draw insights from real-world business examples and build the strategy execution skills and knowledge to achieve your organization’s objectives.

Do you want to improve your strategy implementation? Explore Strategy Execution —one of our online strategy courses —and download our free strategy e-book to take the first step toward doing so.

This post was updated and republished on January 16, 2024. It was originally published on February 25, 2020.

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What is strategic implementation and the role of process and matrices?

Strategic implementation is somewhat of a forgotten son in the strategic management family. understandably too, formulation and execution are where people get to shine, but implementation, the middle part of the process, is a step that cannot be ignored. here’s what you need to remember about planting the seeds for your strategy....

Strategy is exciting. It has the power to unify and give purpose to teams, units, divisions and entire organizations. It is where businesses can rise and others fall to their peril.

For every Google and Viacom it has brought us, it has equally produced the Blockbusters and Pan American World Airways of the world.

The dance with success and failure is indeed alluring. But what is it that brings these giants to newer heights or to their knees?

In some instances, it can be lack of funding (or perhaps too much), and in others it is lack of leadership. But these are the exceptions to the rules.

There is something more fundamental missing in most cases – that is the joining of strategy’s formulation, implementation and execution.

The conveyor belt of success begins with formulating a stellar strategy, and is brought to life with project portfolios and dashboards in strategy realization or enterprise portfolio management offices – but the meat and potatoes of strategy is its implementation.

While formulation and execution deserve their attention, we would be remiss to not remind business leaders and practitioners alike of the importance of strategic implementation.

From a recap on what strategic implementation means and the role of the policy implementation matrix, to who should be responsible for implementation in your business and factors to consider, this blog sets out to showcase the forgotten son of strategy – strategic implementation – and inspire renewed focus on the area.

What is strategic implementation?

Strategy is a never-ending integrated process that is fed by continual reassessment, re-formulation, re-implementation and re-execution.

An organic element of every business, it is strategic implementation where leaders look to take their vision and strategy beyond the boardroom or shopfloor and into a structured process to begin shaping project portfolios, control systems and the like.

“In preparing for battle I have always found that plans are useless, but planning is indispensable.” President Dwight D. Eisenhower

The 34th President of the United States of America was a master strategist.

He realized the importance of having a plan, but the process of planning is where the value is held or lost. The planning phase of your strategy sits between formulation and implementation.

Strategic implementation concerns itself with taking the strategic objectives, and directions set out in a business strategy, cognizant of its external and internal resources, pressures, and other factors, and shifts to look at:

• Decisions on project portfolios and what should exist within to support objectives
• The activities must be completed to allocate resources (financial and human), control systems introduced (e.g., reporting cadence, project calendars, tracking systems, etc.), and how to communicate the change that is naturally involved in the strategy.

Source: https://businessjargons.com/  

At the project, procedural and resource stages we have the preliminary considerations.

What projects will we need, what procedures must be established or used to inform and direct the teams responsible for the project portfolio, and what resources must we allocate?

At the structural and leadership implementation stage, your attention will turn to whether your existing organizational structure fits your strategy.

Do you need to restructure, add new staff, or upskill existing team members?

Leadership implementation is where you will have to engage and inspire team leaders that the strategy will be effective and achieve the results the business needs.

Functional and operation implementation are the final hurdles.

Here is where the project portfolio is introduced into the workstreams of the teams supporting your strategy’s execution.

Understandably, communicating, engaging, and rewarding your team for success is paramount.

Why does It matter?

With the concept of implementation clarified, there is still something to be said about the tendency for it to be forgotten.

That tendency is typically due to the difficulty of implementation – it is a psychological challenge because, after all, it is in our ancestral DNA to resist change, and strategic implementation means change and up-front work for results in the future – not the present.

Nevertheless, strategic implementation matters. Why? Consider this:

• 60% of executives fail in their first 18 months
• 67% of strategies fail
• 60% of executives do not link their strategy to their budgets

Harvard Business Review, 2017 The Harvard Business Review report shone a light firmly on CEOs and senior leaders.

The results illustrate an alarming disconnect between their vision and strategy with the actual implementation of this.

Case in point, by not linking strategy to budget there is a high likelihood that insufficient resources will be allocated for execution.

This lack of budget sows the seeds of strategic doubt and disillusion.

A careful, measured implementation process would require an alignment between strategic objectives and resources.

Indeed, perhaps there is a role here for project portfolio management software to support this alignment, but it is an acknowledgment of this glaring gap that must first be made.

With these statistics in mind, is there little wonder to be had as to why strategies can fail? Indeed, it is an improper implementation that is the crux of the issue.

What is a strategic implementation matrix?

The strategic implementation matrix can be created on multiple levels. At a unit / team level it can look similar to the below:

However, the implementation matrix can, and should, go much further than that.

That is why systems such as the Hoshin Kanri X-Matrix have been adopted given its ability to layout, quite clearly, the different objectives and resources required for the implementation and execution of the strategy.

Better yet, when the matrix is created within software, such as i-nexus’ Hoshin platform , your CEO, divisional leaders, and entire teams can see the matrix of different business layers, their plans, and how it contributes to the strategy’s success.

To see how your implementation matrix could appear in the i-nexus platform, watch our short demo video:

What is the strategic implementation process?

The process itself can take several forms and incorporates multiple tools.

These tools include the following (but please note it is not exhaustive):

• Administrative tools (plans, budgets, policies, responsibilities)
• Balanced Scorecard
• Control systems
• Strategic leadership
• Communication and information supply
• Resource allocation
• Remuneration solutions

An example strategic implementation process

•   Lead and direct – Leaders communicate the strategic plan and task senior management with formulating ideas on how to implement the plan.
• Administrate – With plans suggested, such as the above policy matrix, budgets and responsibilities can be assigned and timelines put into place.
• System – Teams identify and put forward the systems (be that software, calendars, reports etc.) that will help the controlled implementation and therefore execution and review of the strategy.
• Remunerate – Incentives for successful implementation and execution should be put forward, be that monetary, organizational recognition, or career progression to instill the importance of implementation and execution.
• Culture – Communication, information, and openness are vital to successful implementation, therefore incorporating a refreshed culture or fortifying existing positive behaviors is vital.

Who is responsible for implementing your strategy?

The implementation of strategy isn’t down to any one person or office.

While you may have a strategy realization office or enterprise project portfolio management office, Chief Strategy Officer, or something similar, it comes back to the entire business being motivated and engaged in the process.

Indeed, it is a collaborative effort across the entire organization to unify and secure the right controls, systems, and culture for successful strategy execution.

Regardless of the people involved, there are some tasks that are inescapable:

• Leadership from the top down and bottom-up – leadership is a mentality, not a job function – all staff should take ownership to implement the strategy
• Capabilities must be found and aligned to the correct objectives and projects
• Budget and strategy need to be linked
• Continuous improvement mechanisms are introduced to drive greater results and learning
• A culture of learning and openness is embraced – not a tick box exercise
• Incentive systems are formed and operated
• Control systems are put into place to keep the pace of implementation

More thought has to be placed on strategic implementation

While strategy formulation and execution are often the focus of news and academic work, it is apparent that too little has been said about strategic implementation.

However, the conveyor belt of commercial success cannot run smoothly without a sound implementation of the strategy. After all, a strategy on paper is nothing more than a piece of paper.

It is through the following process, applying implementation matrices, and realizing that we are all responsible for implementation that we can buck the trend of failed strategic initiatives.

The choice to be different begins here.

Continue learning about Strategy Execution Management

Click here to visit our strategy execution knowledge hub , filled with content to support you in embracing the 'no normal' of strategy in the 2020s and beyond, or explore these recommendations:

• How To Accelerate Strategy Delivery : Flexibility is the new normal for your organization, that’s why we’re sharing 5 actions Heads of Strategy and Transformation can take to accelerate strategy delivery, all via an Agile mindset.
• Strategic Planning Template Pack : Download a copy of this strategic plan template pack and go step-by-step through the process of building your Hoshin Kanri, with guidance and examples of setting your True North, Breakthrough Objectives, and more, from within Excel.
• The Key To Strategy Execution : Read this eBook to discover the steps you can take to drive the successful delivery of your strategic plan.

About the author

James Milsom is Head of Marketing at i-nexus. James has wide-ranging experience in markets such as telecommunications, energy, education, and software.

As Head of Marketing, he aims to raise awareness and understanding of enterprises' challenges in delivering strategic objectives and transformation amidst changing markets and the obstacles traditional tools and methods present leaders. If you’d like to talk more about strategy execution, reach out to James at [email protected] or   connect with him on LinkedIn   for the latest insights.

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Policy Implementation Matrix Template

A policy implementation matrix (also called an action plan matrix) shows how each item in a policy will be implemented in practice. This type of matrix can be used for the implementation of national or organisational policies.

This template is appropriate when:

• You want to show how a policy will be implemented.
• You want to track the implementation of a policy.

This template is NOT appropriate when:

• Your organisation or donor has their own policy implementation matrix that you should use.
• You want to measure the results or impact of the policy. In this case you should use an M&E Framework Template .

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What Is an Implementation Plan? (Template & Example Included)

What Is Project Implementation?

Project implementation, or project execution, is the process of completing tasks to deliver a project successfully. These tasks are initially described in the project plan, a comprehensive document that covers all areas of project management. However, a secondary action plan, known as an implementation plan, should be created to help team members and project managers better execute and track the project .

What Is an Implementation Plan?

An implementation plan is a document that describes the necessary steps for the execution of a project. Implementation plans break down the project implementation process by defining the timeline, the teams and the resources that’ll be needed.

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Implementation Plan Template

Use this free Implementation Plan Template for Excel to manage your projects better.

Implementation Plan vs. Project Plan

A project plan is a comprehensive project management document that should describe everything about your project including the project schedule, project budget, scope management plan, risk management plan, stakeholder management plan and other important components. An implementation plan, on the other hand, is a simplified version of your project plan that includes only the information that’s needed by the team members who will actually participate in the project execution phase, such as their roles, responsibilities, daily tasks and deadlines.

Project management software like ProjectManager greatly simplifies the implementation planning process. Schedule and execute your implementation plan with our robust online Gantt charts. Assign work, link dependencies and track progress in real time with one chart. Plus, if your team wants to work with something other than a Gantt chart, our software offers four other project views for managing work: task lists, kanban boards, calendars and sheets. Try it for free today.

Key Steps In Project Implementation

Here are some of the key steps that you must oversee as a project manager during the project execution phase . Your project implementation plan should have the necessary components to help you achieve these steps.

1. Communicate Goals and Objectives

Once you’ve outlined the project goals and objectives, the next step is to ensure that the team understands them. For the project to succeed, there must be buy-in from the project team. A meeting is a good way to communicate this, though having project documents that they can refer to is also viable.

2. Define Team Roles and Responsibilities

The project manager will define the roles and responsibilities and communicate them to the project team . They should understand what they’re expected to do and who they can reach out to with questions about their work, all of which leads to a smooth-running project.

3. Establish the Success Criteria for Deliverables

The project deliverables need to meet quality standards, and to do this there must be a success criteria for handing off these deliverables. You want to have something in place to determine if the deliverable is what it’s supposed to be. The measurement is called a success criteria and it applies to any deliverable, whether it’s tangible or intangible.

4. Schedule Work on a Project Timeline

All projects require a schedule , which at its most basic is a start date and an end date for your project. In between those two points, you’ll have phases and tasks, which also have start and finish dates. To manage these deadlines, use a project timeline to visually map everything in one place.

5. Monitor Cost, Time and Performance

To make sure that you’re keeping to your schedule and budget, you need to keep a close eye on the project during the execution phase. Some of the things you should monitor are your costs, time and performance. Costs refer to your budget , time refers to your schedule and performance impacts both as well as quality. By keeping track of these metrics, you can make adjustments to stay on schedule and on budget.

6. Report to Project Stakeholders

While the project manager is monitoring the project, the stakeholders, who have a vested interest in the project, are also going to want to stay informed. To manage their expectations and show them that the project is hitting all its milestones, you’ll want to have project reports , such as project status reports. These can then be presented to the stakeholders regularly to keep them updated.

Free Implementation Plan Template

Many of the key components listed above are included in our implementation plan template . Use this Excel file to define your strategy, scope, resource plan, timeline and more. It’s the ideal way to begin your implementation process. Download your template today.

What Are the Key Components of an Implementation Plan?

There’s no standard one-size-fits-all solution when it comes to creating your implementation plan. However, we’ve created an implementation plan outline for your projects. Here are its components.

• Project goals & objectives: The project goal is the ultimate goal of your project, while the objectives are the key milestones or achievements that must be completed to reach it.
• Success criteria: The project manager must reach an agreement with stakeholders to define the project success criteria.
• Project deliverables: Project deliverables are tangible or intangible outputs from project tasks.
• Scope statement: The scope statement briefly describes your project scope, which can be simply defined as the project work to be performed.
• Resource plan: Create a simple resource plan that outlines the human resources, equipment and materials needed for your project.
• Risk analysis: Use a risk assessment tool like a SWOT analysis or risk register. There are different tools with different levels of detail for your risk analysis.
• Implementation timeline: Any implementation plan needs a clear project timeline to be executed properly. You should use an advanced tool such as a Gantt chart to create one.
• Implementation plan milestones: You need to identify key milestones of your implementation plan so that you can easily keep track of its progress.
• Team roles & responsibilities: The implementation plan won’t execute itself. You’ll need to assign roles and responsibilities to your team members.
• Implementation plan metrics: You’ll need KPIs, OKRs or any other performance metrics you can use to control the progress of your implementation plan.

How to Write an Implementation Plan

Follow these steps to create an implementation plan for your project or business. You can also consider using project management software like ProjectManager to help you with the implementation process.

1. Review Your Project Plan

Start by identifying what you’ll need for the execution of your implementation plan:

• What teams need to be involved to achieve the strategic goals?
• How long will it take to make the strategic goals happen?
• What resources should be allocated ?

By interviewing stakeholders, key partners, customers and team members, you can determine the most crucial assignments needed and prioritize them accordingly. It’s also at this stage that you should list out all the goals you’re looking to achieve to cross-embed the strategic plan with the implementation plan. Everything must tie back to that strategic plan in order for your implementation plan to work.

2. Map Out Assumptions and Risks

This acts as an extension to the research and discovery phase, but it’s also important to point out assumptions and risks in your implementation plan. This can include anything that might affect the execution of the implementation plan, such as paid time off or holidays you didn’t factor into your timeline , budget constraints, losing personnel, market instability or even tools that require repair before your implementation can commence.

3. Identify Task Owners

Each activity in your implementation plan must include a primary task owner or champion to be the owner of it. For tasks to be properly assigned, this champion will need to do the delegating. This means that they ensure that all systems are working as per usual, keep track of their teams’ productivity and more. Project planning software is practically essential for this aspect.

4. Define Project Tasks

Next, you need to finalize all the little activities to round out your plan. Start by asking yourself the following questions:

• What are the steps or milestones that make up the plan?
• What are the activities needed to complete each step?
• Who needs to be involved in the plan?
• What are the stakeholder requirements?
• What resources should be allocated?
• Are there any milestones we need to list?
• What are the risks involved based on the assumptions we notated?
• Are there any dependencies for any of the tasks?

Once all activities are outlined, all resources are listed and all stakeholders have approved (but no actions have been taken just yet), you can consider your implementation plan complete and ready for execution.

Implementation Plan Example

Implementation plans are used by companies across industries on a daily basis. Here’s a simple project implementation plan example we’ve created using ProjectManager to help you better understand how implementation plans work. Let’s imagine a software development team is creating a new app.

• Project goal: Create a new app
• Project objectives: All the project deliverables that must be achieved to reach that ultimate goal.
• Success criteria: The development team needs to communicate with the project stakeholders and agree upon success criteria.
• Scope statement: Here’s where the development team will document all the work needed to develop the app. That work is broken down into tasks, which are known as user stories in product and software development. Here, the team must also note all the exceptions, which means everything that won’t be done.
• Resource plan: In this case, the resources are all the professionals involved in the software development process, as well as any equipment needed by the team.
• Risk analysis: Using a risk register, the product manager can list all the potential risks that might affect the app development process.
• Timeline, milestones and metrics: Here’s an image of an implementation plan timeline we created using ProjectManager’s Gantt chart view. The diamond symbols represent the implementation plan milestones.
• Team roles & responsibilities: Similarly, we used a kanban board to assign implementation plan tasks to team members according to their roles and responsibilities.

Benefits of an Implementation Plan for the Project Implementation Process

The implementation plan plays a large role in the success of your overall strategic plan. But more than that, communicating both your strategic plan and the implementation of it therein to your team members helps them feel as if they have a sense of ownership within the company’s long-term direction.

Increased Cooperation

An implementation plan that’s well communicated also helps to increase cooperation across all teams through all the steps of the implementation process. It’s easy to work in a silo—you know exactly what your daily process is and how to execute it. But reaching across the aisle and making sure your team is aligned on the project goals that you’re also trying to meet? That’s another story entirely. With an implementation plan in place, it helps to bridge the divide just a little easier.

Additionally, with an implementation plan that’s thoroughly researched and well-defined, you can ensure buy-in from stakeholders and key partners involved in the project. And no matter which milestone you’re at, you can continue to get that buy-in time and time again with proper documentation.

At the end of the day, the biggest benefit of an implementation plan is that it makes it that much easier for the company to meet its long-term goals. When everyone across all teams knows exactly what you want to accomplish and how to do it, it’s easy to make it happen.

Implementation Plan FAQ

There’s more to know about implementation plans. It’s a big subject and we’ve tried to be thorough as possible, but if you have any further questions, hopefully we’ve answered them below.

What Is the Difference Between an Action Plan and an Implementation Plan?

The main difference between an action plan and an implementation plan is that an action plan focuses exclusively on describing work packages and tasks, while the implementation plan is more holistic and addresses other variables that affect the implementation process such as risks, resources and team roles & responsibilities.

What Is an Implementation Plan in Business?

A business implementation plan is the set of steps that a company follows to execute its strategic plan and achieve all the business goals that are described there.

What Is an Implementation Plan in Project Management?

Implementation plans have many uses in project management. They’re a planning tool that allows project managers to control smaller projects within their project plan. For example, they might need an implementation plan to execute risk mitigation actions, change requests or produce specific deliverables.

How to Make an Implementation Plan With ProjectManager

Creating and managing an implementation plan is a huge responsibility and one that requires diligence, patience and great organizational skills.

When it comes to a project implementation plan, there are many ways to make one that’s best suited for your team. With ProjectManager , you get access to both agile and waterfall planning so you can plan in sprints for large or small projects, track issues and collaborate easily. Try kanban boards for managing backlogs or for making workflows in departments.

Switching up the activities after a milestone meeting with stakeholders? You can easily update your implementation plan with our software features. Add new tasks, set due dates, and track how far along your team is on their current activities.

Implementation plans are the backbone of an organization’s strategic overall plan. With ProjectManager, give your organization the project management software they need to gain insight into all resources needed, view activities on their lists and collaborate with ease. Sign up for our free 30-day trial today.

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Strategy implementation plan template

What is a Strategy implementation plan?

A strategy implementation plan is a detailed plan that outlines how an organization will execute its strategic plan or business strategy. It includes specific action steps, timelines, and responsibilities that are necessary to achieve the strategic objectives of the organization. The purpose of a strategy implementation plan is to provide a clear roadmap for implementing the strategies and tactics identified in the strategic plan. It ensures that the resources, processes, and structures required to achieve the strategic objectives are in place, and that everyone in the organization understands their role in executing the plan.

What's included in this Strategy implementation plan template?

• 3 focus areas
• 6 objectives

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.

Who is the Strategy implementation plan template for?

The strategy implementation plan template is for teams and organizations of all sizes and industries. Whether you are creating a plan for a small business or a large corporation, this template will help you create a plan that can be tailored to your specific needs.

1. Define clear examples of your focus areas

Focus areas are the main goals and objectives of your strategy. These can include improving customer satisfaction, enhancing team collaboration, increasing customer base, and more. Defining these focus areas will help you determine which objectives and actions are needed to achieve success.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that need to be achieved in order to reach each focus area. These can include increasing customer loyalty, reducing customer wait time, and more. By defining clear objectives, you can ensure that you are working towards the right goals.

3. Set measurable targets (KPIs) to tackle the objective

Key Performance Indicators (KPIs) are measurable targets that are used to track progress towards the objectives. These KPIs can be anything from customer knowledge retention to average wait time to website visitors. By setting measurable targets, you can ensure that you are on track to achieve your goals. An example of a KPI for the focus area of Improve customer satisfaction could be: Increase customer knowledge retention from 30% to 75%.

4. Implement related projects to achieve the KPIs

Projects, or actions, are the specific tasks that need to be completed in order to achieve the objectives. These can include increasing customer education, streamlining customer service process, launching online advertising campaigns, and more. By implementing related projects, you can ensure that your strategy is being implemented correctly.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is a tool designed to help teams and organizations implement their strategies quickly and efficiently. It automatically tracks progress against KPIs and provides real-time insights into performance. With Cascade, teams can ensure that their strategies are implemented quickly and effectively.

Strategic Plan Implementation Template

Identify strategic objectives and goals, develop strategic initiatives to achieve goals, set timelines and benchmarks for each initiative, create implementation teams and assign responsibilities.

• 1 Team Member 1
• 2 Team Member 2
• 3 Team Member 3
• 4 Team Member 4
• 5 Team Member 5

Prepare detailed action plan for each strategic initiative

Approval: team leader for action plans.

• Prepare detailed action plan for each strategic initiative Will be submitted

Communicate the strategic plan to all stakeholders

• 1 Stakeholder 1
• 2 Stakeholder 2
• 3 Stakeholder 3
• 4 Stakeholder 4
• 5 Stakeholder 5

Train teams on the operational changes required to meet the strategic plan

Implement the strategic plan according to the action plan, monitor and report on progress against benchmarks, solicit feedback and make adjustments as necessary, approval: senior management on strategic adjustments.

• Solicit feedback and make adjustments as necessary Will be submitted

Conduct periodic reviews of the strategic plan implementation

Compare actual results with planned results, identify and correct any variances, approval: board of directors for variance adjustments.

• Identify and correct any variances Will be submitted

Document lessons learnt from the implementation

Revise the strategic plan based on lessons learnt, take control of your workflows today., more templates like this.

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10 Implementation Plan Templates in Excel & ClickUp

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Effective planning is instrumental to your organization’s success. A good plan becomes the roadmap of an idea or strategy, guiding it from conceptualization to launch and maintenance.

Mastering the art of effective project management and planning can be daunting—even for the most seasoned pro—because it requires a lot of collaboration and coordination of tasks, people, and resources.

So how do you create an effective plan and ensure you have all the crucial details? You use an implementation plan.

An implementation plan creates a detailed roadmap to take your project from start to finish and helps you brainstorm your overall strategy for success. It guides your team’s focus while mitigating risks and planning for contingencies .

It can feel overwhelming to make an implementation plan from scratch. Thankfully, fantastic implementation plan templates are available that streamline your workflow, ensuring your team is more productive.

Let’s look at 10 free templates for project implementation planning , covering a variety of scenarios and needs, which you can use to start planning your next project .

What is an Implementation Plan Template?

What makes a good implementation template, 1. clickup project implementation plan template, 2. clickup advanced implementation plan template, 3. clickup implementation plan for recruitment template, 4. clickup implementation plan for simple, complex, and enterprise teams template, 5. clickup call center implementation project plan template, 6. clickup help desk implementation project plan template, 7. clickup iso 9001 implementation project plan template, 9. clickup implementation management template, 10. excel project implementation plan template by viindoo.

An implementation plan template is a pre-built framework that guides your project. It outlines all the steps, tasks, resources, and timelines needed to make your project a success. You and your project team can use this implementation strategy in the planning stage to thoroughly investigate the process and consider the resources you’ll need.

This ready-to-use tool allows you to focus your time on your strategy execution instead of building a planning framework from scratch. When filled out, the template becomes a roadmap for your team. It records your team members’ responsibilities, task deadlines, and the project’s next steps.

Implementation plan templates vary depending on your project, organization, and project management team’s needs. Many templates will include sections such as:

• Project objectives
• Deliverables and individual tasks
• Timeline view
• Roles and responsibilities with project stakeholders
• Risk management 
• A list of all other variables, and in some cases, budget constraints, potential risks, and contingency plans

Your implementation plan should be a living document, changing with your project’s evolving needs as it moves forward. The ready-to-use templates need to be flexible and easy to update.

Do you need an effective implementation planning template for your project management team? These are some of the essential elements to look for:

• Customizable : A template should be a framework that you can customize according to your project’s needs. The more you can modify it, the more relevant and useful it becomes. You should be able to add and remove sections, such as resource allocation, objectives, and risk assessment, as needed. Customization options will make the template more scalable and reusable 
• Collaborative : If only one team member can update the framework, your project management team will accrue many admin hours. A template is more effective when it allows for easy collaboration. Your team can update their portion of the roadmap as they move through their tasks and paint a more accurate picture of the project’s progress, giving you or your project manager more time to focus on other needs
• Built-in milestone evaluations : A template’s success increases when it includes a way to evaluate project milestones. These evaluations alert you to potential issues or roadblocks and help you adjust your strategy to keep the project on track. They can also help create more realistic and achievable goals 

A great template should be user-friendly and empower your team to create a thoughtfully planned implementation strategy. With these key features, an implementation plan template helps teams deliver better results.

10 Implementation Plan Templates to Use in 2024

Want to find a great template for your next implementation planning session? Whether you are launching a product , improving an internal process , or needing help to onboard new clients, these 10 implementation planning templates will guide you toward success.

Looking for a customizable and user-friendly catch-all template for every project? The ClickUp Project Implementation Plan Template delivers. The template has all the essential features for successful implementation planning in a sleek, easy-to-use format, clear enough even for planning beginners.

Define your project’s goals and objectives to start your implementation plan within the template. The template allows you to break down the goals into actionable steps and assign responsibilities and resources to those tasks.

This creates a clear outline of roles and responsibilities for team members, from the start of the project through launch and into the maintenance phase. The resource overview lets you know who is available and who may need additional help.

From there, you can create a Gantt chart with a few clicks and set more realistic deadlines for each milestone. The handy time-tracking feature helps you determine where roadblocks are and streamline your future planning.

You access additional functionality when you work within the ClickUp platform. You can use the built-in Whiteboard for brainstorming or connect your implementation planning template to other documents within your ClickUp ecosystem for more seamless collaboration. ClickUp offers impressive integration options for the other apps and platforms in your tech stack, fitting seamlessly into your workflow and guiding your project to success.

Looking for a little more from your implementation plan template? The ClickUp Advanced Implementation Plan has what you need. This template includes everything you love about the basic template and adds a new layer of timeline monitoring.

With a glance, this clear and concise implementation plan template provides instant updates on the status of each task in every phase of your project. Track progress bars so you know how each task is going, and stay alert with bright status updates about bottlenecks and roadblocks. The effort monitor also informs you when jobs fall behind and where you might need to add more resources.

The easy-to-use template gives you multiple views for total project oversight, including the project timeline, implementation progress, and a handy Gantt chart. You can easily access the template in the ClickUp platform and customize or tweak it to suit your needs.

Want to get your recruitment and onboarding process on track? There’s a template for that. The ClickUp Implementation Plan for Recruitment guides you through the recruitment process, ensuring new hires have the resources they need for success on your team.

The template acts as a to-do list so you don’t overlook anything during onboarding. It includes completing weekly check-ins and setting up employee tool access. You or your team leader can collaborate with human resources (HR) to update the status so everyone knows exactly where the new hire is in their onboarding journey.

Customize the template to include the planning phases for talent recruitment or add training opportunities for new hires. Add and remove sections with a few clicks to suit your organization’s needs. This template is a must-have template for any HR pro.

The ClickUp Implementation Plan for Simple, Complex, and Enterprise Teams Template is another excellent option for planning your next big project.

The Implementation Overview is a helpful viewing option where your team can find the priorities , progress, and roles on a single page. Due dates and status updates allow everyone to be on the same page by clarifying which parts of a project everyone is currently working on, is stuck on, and has completed.

With plenty of integration options and easy collaboration abilities, this is a template everyone can contribute to without taking hours out of their day to provide status updates. A few taps in the ClickUp platform will update your entire team and give everyone more time to focus on completing tasks.

Are you tackling the enormous task of implementing a new call center? It’s a time-consuming, complex project requiring a lot of planning and coordination. The ClickUp Call Center Implementation Project Plan Template helps you organize your team members, set realistic timelines, and track the project’s progress in real time.

With this template, you’ll manage call center implementation like a pro while informing your team of updates in a single space. Use the template to create a roadmap for the transition and step-by-step instructions for team members collaborating on the project.

This customizable, easy-to-use tool allows you to change everything with a few clicks, so you can develop an implementation plan to successfully launch a new call center.

Everything is readily available on the ClickUp platform, meaning team members can update their task status from any device and keep everyone informed—no matter where they might be working.

Implementing a help desk is a project that requires a lot of your company’s time and resources, but it’s an essential part of meeting your customers’ needs. The ClickUp Help Desk Implementation Project Plan Template streamlines the implementation process and helps you launch your new help desk successfully. You can use this template to create a strategy to reduce the burden on internal resources and complete task due dates, ensuring you reach the execution phase promptly.

Set your help desk team up for success with this template, which includes a clear timeline of daily tasks and an organized workflow to ensure efficiency. The template condenses your implementation plan into one space the entire team can access. This simple tool helps reduce communication errors and clarifies your team’s roles and responsibilities from day one.

Get ready to exceed your customers’ expectations and start planning the launch of your help desk now.

ISO 9001 is the international standard for quality management. Its inclusion within your organization ensures a quality management system that meets your customer and stakeholder needs while adhering to all rules and regulations. While incorporating ISO 9001 within an organization can be transformational, it’s also an incredibly complex process requiring a lot of planning.

The ClickUp ISO 9001 Implementation Project Plan Template Is here to rescue you. This template helps your organization consider the implementation process as you work toward your ISO 9001 certification.

The template helps you consider contingencies and risks while increasing efficiency and enhancing organizational performance. It removes the guesswork from the implementation process and gives you a detailed implementation plan for successful completion.

Is your payroll department struggling? Or are you a new organization creating a payroll department for the first time? The ClickUp Payroll Implementation Project Plan Template helps you create a successful payroll project strategy.

This template clarifies the project scope and task timeline while organizing resources for maximum efficiency. Within the template, easily track the status of each task and see who is responsible for the next steps. This sleek template offers enough space to customize your implementation plan and tick every box.

Start with the template now and explore ClickUp’s great integration options, connecting it with the rest of your tech stack.

Check out these payroll templates !

Your organization can smoothly transition new clients with the ClickUp Implementation Management Template .

This ClickUp implementation plan template follows best practices and focuses on team support and client care. Use the template to bring new clients into the organization while meeting their needs and overlooking no details in their customer journey.

ClickUp pre-populates an implementation plan example as a framework to jumpstart your implementation plan. You can customize the implementation plan example to align with your company’s workflow and needs. The user-friendly design easily adapts to the template, so you create a living document that grows with your company.

Want a project implementation plan that works with MS Office? This Excel Project Implementation Plan Template by Viindoo gives you a beautifully designed spreadsheet where you can plan your next project.

The spreadsheet turns your implementation plan into a functional Gantt chart so that you can track the progress of your project through every step. Gantt charts are excellent for visualizing project tasks and the overall implementation timeline.

Use the information to identify implementation team members’ roles and responsibilities, too.  You can use Excel’s “Edit in Browser” function to collaborate on the implementation plan template with other implementation team members. 

Improve Your Implementation Plans With ClickUp

With the right implementation plan template, you’ll quickly master the art of project planning and strategizing.

Start by choosing a template to guide you step by step when planning. Then customize it to suit your organizational workflow. Each implementation plan template will help you and your team align your organization’s goals, optimize resources, and implementation plan template create a collaborative working environment with clear communication around projects.

The right tools make implementation planning a natural part of your workflow, enhancing your team’s abilities to complete desks without adding to their admin burden. With ClickUp, you don’t need to do this all from scratch.

ClickUp is a tool that can manage all of your projects from start to finish, including your implementation plans. ClickUp implementation plan templates integrate instantly with our robust project management software for effortless collaboration across your entire organization and all your projects.

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Essential Guide to the Strategic Planning Process

By Joe Weller | April 3, 2019 (updated March 26, 2024)

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In this article, you’ll learn the basics of the strategic planning process and how a strategic plan guides you to achieving your organizational goals. Plus, find expert insight on getting the most out of your strategic planning.

Included on this page, you'll discover the importance of strategic planning , the steps of the strategic planning process , and the basic sections to include in your strategic plan .

What Is Strategic Planning?

Strategic planning is an organizational activity that aims to achieve a group’s goals. The process helps define a company’s objectives and investigates both internal and external happenings that might influence the organizational path. Strategic planning also helps identify adjustments that you might need to make to reach your goal. Strategic planning became popular in the 1960s because it helped companies set priorities and goals, strengthen operations, and establish agreement among managers about outcomes and results.

Strategic planning can occur over multiple years, and the process can vary in length, as can the final plan itself. Ideally, strategic planning should result in a document, a presentation, or a report that sets out a blueprint for the company’s progress.

By setting priorities, companies help ensure employees are working toward common and defined goals. It also aids in defining the direction an enterprise is heading, efficiently using resources to achieve the organization’s goals and objectives. Based on the plan, managers can make decisions or allocate the resources necessary to pursue the strategy and minimize risks.

Strategic planning strengthens operations by getting input from people with differing opinions and building a consensus about the company’s direction. Along with focusing energy and resources, the strategic planning process allows people to develop a sense of ownership in the product they create.

“Strategic planning is not really one thing. It is really a set of concepts, procedures, tools, techniques, and practices that have to be adapted to specific contexts and purposes,” says Professor John M. Bryson, McKnight Presidential Professor of Planning and Public Affairs at the Hubert H. Humphrey School of Public Affairs, University of Minnesota and author of Strategic Planning for Public and Nonprofit Organizations: A Guide to Strengthening and Sustaining Organizational Achievement . “Strategic planning is a prompt to foster strategic thinking, acting, and learning, and they all matter and they are all connected.”

What Strategic Planning Is Not

Strategic planning is not a to-do list for the short or long term — it is the basis of a business, its direction, and how it will get there.

“You have to think very strategically about strategic planning. It is more than just following steps,” Bryson explains. “You have to understand strategic planning is not some kind of magic solution to fixing issues. Don’t have unrealistic expectations.”

Strategic planning is also different from a business plan that focuses on a specific product, service, or program and short-term goals. Rather, strategic planning means looking at the big picture.

While they are related, it is important not to confuse strategic planning with strategic thinking, which is more about imagining and innovating in a way that helps a company. In contrast, strategic planning supports those thoughts and helps you figure out how to make them a reality.

Another part of strategic planning is tactical planning , which involves looking at short-term efforts to achieve longer-term goals.

Lastly, marketing plans are not the same as strategic plans. A marketing plan is more about introducing and delivering a service or product to the public instead of how to grow a business. For more about marketing plans and processes, read this article .

Strategic plans include information about finances, but they are different from financial planning , which involves different processes and people. Financial planning templates can help with that process.

Why Is Strategic Planning Important?

In today’s technological age, strategic plans provide businesses with a path forward. Strategic plans help companies thrive, not just survive — they provide a clear focus, which makes an organization more efficient and effective, thereby increasing productivity.

“You are not going to go very far if you don’t have a strategic plan. You need to be able to show where you are going,” says Stefan Hofmeyer, an experienced strategist and co-founder of Global PMI Partners . He lives in the startup-rich environment of northern California and says he often sees startups fail to get seed money because they do not have a strong plan for what they want to do and how they want to do it.

Getting team members on the same page (in both creating a strategic plan and executing the plan itself) can be beneficial for a company. Planners can find satisfaction in the process and unite around a common vision. In addition, you can build strong teams and bridge gaps between staff and management.

“You have to reach agreement about good ideas,” Bryson says. “A really good strategy has to meet a lot of criteria. It has to be technically workable, administratively feasible, politically acceptable, and legally, morally, and ethically defensible, and that is a pretty tough list.”

By discussing a company’s issues during the planning process, individuals can voice their opinions and provide information necessary to move the organization ahead — a form of problem solving as a group.

Strategic plans also provide a mechanism to measure success and progress toward goals, which keeps employees on the same page and helps them focus on the tasks at hand.

When Is the Time to Do Strategic Planning?

There is no perfect time to perform strategic planning. It depends entirely on the organization and the external environment that surrounds it. However, here are some suggestions about when to plan:

If your industry is changing rapidly

When an organization is launching

At the start of a new year or funding period

In preparation for a major new initiative

If regulations and laws in your industry are or will be changing

“It’s not like you do all of the thinking and planning, and then implement,” Bryson says. “A mistake people make is [believing] the thinking has to precede the acting and the learning.”

Even if you do not re-create the entire planning process often, it is important to periodically check your plan and make sure it is still working. If not, update it.

What Is the Strategic Planning Process?

Strategic planning is a process, and not an easy one. A key is to make sure you allow enough time to complete the process without rushing, but not take so much time that you lose momentum and focus. The process itself can be more important than the final document due to the information that comes out of the discussions with management, as well as lower-level workers.

“There is not one favorite or perfect planning process,” says Jim Stockmal, president of the Association for Strategic Planning (ASP). He explains that new techniques come out constantly, and consultants and experienced planners have their favorites. In an effort to standardize the practice and terms used in strategic planning, ASP has created two certification programs .

Level 1 is the Strategic Planning Professional (SPP) certification. It is designed for early- or mid-career planners who work in strategic planning. Level 2, the Strategic Management Professional (SMP) certification, is geared toward seasoned professionals or those who train others. Stockmal explains that ASP designed the certification programs to add structure to the otherwise amorphous profession.

The strategic planning process varies by the size of the organization and can be formal or informal, but there are constraints. For example, teams of all sizes and goals should build in many points along the way for feedback from key leaders — this helps the process stay on track.

Some elements of the process might have specific start and end points, while others are continuous. For example, there might not be one “aha” moment that suddenly makes things clear. Instead, a series of small moves could slowly shift the organization in the right direction.

“Don’t make it overly complex. Bring all of the stakeholders together for input and feedback,” Stockmal advises. “Always be doing a continuous environmental scan, and don’t be afraid to engage with stakeholders.”

Additionally, knowing your company culture is important. “You need to make it work for your organization,” he says.

There are many different ways to approach the strategic planning process. Below are three popular approaches:

Goals-Based Planning: This approach begins by looking at an organization’s mission and goals. From there, you work toward that mission, implement strategies necessary to achieve those goals, and assign roles and deadlines for reaching certain milestones.

Issues-Based Planning: In this approach, start by looking at issues the company is facing, then decide how to address them and what actions to take.

Organic Planning: This approach is more fluid and begins with defining mission and values, then outlining plans to achieve that vision while sticking to the values.

“The approach to strategic planning needs to be contingent upon the organization, its history, what it’s capable of doing, etc.,” Bryson explains. “There’s such a mistake to think there’s one approach.”

For more information on strategic planning, read about how to write a strategic plan and the different types of models you can use.

Who Participates in the Strategic Planning Process?

For work as crucial as strategic planning, it is necessary to get the right team together and include them from the beginning of the process. Try to include as many stakeholders as you can.

Below are suggestions on who to include:

Senior leadership

Strategic planners

Strategists

People who will be responsible for implementing the plan

People to identify gaps in the plan

Members of the board of directors

“There can be magic to strategic planning, but it’s not in any specific framework or anybody’s 10-step process,” Bryson explains. “The magic is getting key people together, getting them to focus on what’s important, and [getting] them to do something about it. That’s where the magic is.”

Hofmeyer recommends finding people within an organization who are not necessarily current leaders, but may be in the future. “Sometimes they just become obvious. Usually they show themselves to you, you don’t need to look for them. They’re motivated to participate,” he says. These future leaders are the ones who speak up at meetings or on other occasions, who put themselves out there even though it is not part of their job description.

At the beginning of the process, establish guidelines about who will be involved and what will be expected of them. Everyone involved must be willing to cooperate and collaborate. If there is a question about whether or not to include anyone, it is usually better to bring on extra people than to leave someone out, only to discover later they should have been a part of the process all along. Not everyone will be involved the entire time; people will come and go during different phases.

Often, an outside facilitator or consultant can be an asset to a strategic planning committee. It is sometimes difficult for managers and other employees to sit back and discuss what they need to accomplish as a company and how they need to do it without considering other factors. As objective observers, outside help can often offer insight that may escape insiders.

Hofmeyer says sometimes bosses have blinders on that keep them from seeing what is happening around them, which allows them to ignore potential conflicts. “People often have their own agendas of where they want to go, and if they are not aligned, it is difficult to build a strategic plan. An outsider perspective can really take you out of your bubble and tell you things you don’t necessarily want to hear [but should]. We get into a rhythm, and it’s really hard to step out of that, so bringing in outside people can help bring in new views and aspects of your business.”

An outside consultant can also help naysayers take the process more seriously because they know the company is investing money in the efforts, Hofmeyer adds.

No matter who is involved in the planning process, make sure at least one person serves as an administrator and documents all planning committee actions.

What Is in a Strategic Plan?

A strategic plan communicates goals and what it takes to achieve them. The plan sometimes begins with a high-level view, then becomes more specific. Since strategic plans are more guidebooks than rulebooks, they don’t have to be bureaucratic and rigid. There is no perfect plan; however, it needs to be realistic.

There are many sections in a strategic plan, and the length of the final document or presentation will vary. The names people use for the sections differ, but the general ideas behind them are similar: Simply make sure you and your team agree on the terms you will use and what each means.

One-Page Strategic Planning Template

“I’m a big fan of getting a strategy onto one sheet of paper. It’s a strategic plan in a nutshell, and it provides a clear line of sight,” Stockmal advises.

You can use the template below to consolidate all your strategic ideas into a succinct, one-page strategic plan. Doing so provides you with a high-level overview of your strategic initiatives that you can place on your website, distribute to stakeholders, and refer to internally. More extensive details about implementation, capacity, and other concerns can go into an expanded document.

Download One-Page Strategic Planning Template Excel | Word | Smartsheet

The most important part of the strategic plan is the executive summary, which contains the highlights of the plan. Although it appears at the beginning of the plan, it should be written last, after you have done all your research.

Of writing the executive summary, Stockmal says, “I find it much easier to extract and cut and edit than to do it first.”

For help with creating executive summaries, see these templates .

Other parts of a strategic plan can include the following:

Description: A description of the company or organization.

Vision Statement: A bold or inspirational statement about where you want your company to be in the future.

Mission Statement: In this section, describe what you do today, your audience, and your approach as you work toward your vision.

Core Values: In this section, list the beliefs and behaviors that will enable you to achieve your mission and, eventually, your vision.

Goals: Provide a few statements of how you will achieve your vision over the long term.

Objectives: Each long-term goal should have a few one-year objectives that advance the plan. Make objectives SMART (specific, measurable, achievable, and time-based) to get the most out of them.

Budget and Operating Plans: Highlight resources you will need and how you will implement them.

Monitoring and Evaluation: In this section, describe how you will check your progress and determine when you achieve your goals.

One of the first steps in creating a strategic plan is to perform both an internal and external analysis of the company’s environment. Internally, look at your company’s strengths and weaknesses, as well as the personal values of those who will implement your plan (managers, executives, board members). Externally, examine threats and opportunities within the industry and any broad societal expectations that might exist.

You can perform a SWOT (strengths, weaknesses, opportunities, and threats) analysis to sum up where you are currently and what you should focus on to help you achieve your future goals. Strengths shows you what you do well, weaknesses point out obstacles that could keep you from achieving your objectives, opportunities highlight where you can grow, and threats pinpoint external factors that could be obstacles in your way.

You can find more information about performing a SWOT analysis and free templates in this article . Another analysis technique, STEEPLE (social, technological, economic, environmental, political, legal, and ethical), often accompanies a SWOT analysis.

Basics of Strategic Planning

How you navigate the strategic planning process will vary. Several tools and techniques are available, and your choice depends on your company’s leadership, culture, environment, and size, as well as the expertise of the planners.

All include similar sections in the final plan, but the ways of driving those results differ. Some tools are goals-based, while others are issues- or scenario-based. Some rely on a more organic or rigid process.

Hofmeyer summarizes what goes into strategic planning:

Understand the stakeholders and involve them from the beginning.

Agree on a vision.

Hold successful meetings and sessions.

Summarize and present the plan to stakeholders.

Identify and check metrics.

Make periodic adjustments.

Items That Go into Strategic Planning

Strategic planning contains inputs, activities, outputs, and outcomes. Inputs and activities are elements that are internal to the company, while outputs and outcomes are external.

Remember, there are many different names for the sections of strategic plans. The key is to agree what terms you will use and define them for everyone involved.

Inputs are important because it is impossible to know where you are going until you know what is around you where you are now.

Companies need to gather data from a variety of sources to get a clear look at the competitive environment and the opportunities and risks within that environment. You can think of it like a competitive intelligence program.

Data should come from the following sources:

Interviews with executives

A review of documents about the competition or market that are publicly available

Primary research by visiting or observing competitors

Studies of your industry

The values of key stakeholders

This information often goes into writing an organization’s vision and mission statements.

Activities are the meetings and other communications that need to happen during the strategic planning process to help everyone understand the competition that surrounds the organization.

It is important both to understand the competitive environment and your company’s response to it. This is where everyone looks at and responds to the data gathered from the inputs.

The strategic planning process produces outputs. Outputs can be as basic as the strategic planning document itself. The documentation and communications that describe your organization’s strategy, as well as financial statements and budgets, can also be outputs.

The implementation of the strategic plan produces outcomes (distinct from outputs). The outcomes determine the success or failure of the strategic plan by measuring how close they are to the goals and vision you outline in your plan.

It is important to understand there will be unplanned and unintended outcomes, too. How you learn from and adapt to these changes influence the success of the strategic plan.

During the planning process, decide how you will measure both the successes and failures of different parts of the strategic plan.

Sharing, Evaluating, and Monitoring the Progress of a Strategic Plan

After companies go through a lengthy strategic planning process, it is important that the plan does not sit and collect dust. Share, evaluate, and monitor the plan to assess how you are doing and make any necessary updates.

“[Some] leaders think that once they have their strategy, it’s up to someone else to execute it. That’s a mistake I see,” Stockmal says.

The process begins with distributing and communicating the plan. Decide who will get a copy of the plan and how those people will tell others about it. Will you have a meeting to kick off the implementation? How will you specify who will do what and when? Clearly communicate the roles people will have.

“Before you communicate the plan [to everyone], you need to have the commitment of stakeholders,” Hofmeyer recommends. Have the stakeholders be a part of announcing the plan to everyone — this keeps them accountable because workers will associate them with the strategy. “That applies pressure to the stakeholders to actually do the work.”

Once the team begins implementation, it’s necessary to have benchmarks to help measure your successes against the plan’s objectives. Sometimes, having smaller action plans within the larger plan can help keep the work on track.

During the planning process, you should have decided how you will measure success. Now, figure out how and when you will document progress. Keep an eye out for gaps between the vision and its implementation — a big gap could be a sign that you are deviating from the plan.

Tools are available to assist with tracking performance of strategic plans, including several types of software. “For some organizations, a spreadsheet is enough, but you are going to manually enter the data, so someone needs to be responsible for that,” Stockmal recommends.

Remember: strategic plans are not written in stone. Some deviation will be necessary, and when it happens, it’s important to understand why it occurred and how the change might impact the company's vision and goals.

Deviation from the plan does not mean failure, reminds Hofmeyer. Instead, understanding what transpired is the key. “Things happen, [and] you should always be on the lookout for that. I’m a firm believer in continuous improvement,” he says. Explain to stakeholders why a change is taking place. “There’s always a sense of re-evaluation, but do it methodically.”

Build in a schedule to review and amend the plan as necessary; this can help keep companies on track.

What Is Strategic Management?

Strategic planning is part of strategic management, and it involves the activities that make the strategic plan a reality. Essentially, strategic management is getting from the starting point to the goal effectively and efficiently using the ongoing activities and processes that a company takes on in order to keep in line with its mission, vision, and strategic plan.

“[Strategic management] closes the gap between the plan and executing the strategy,” Stockmal of ASP says. Strategic management is part of a larger planning process that includes budgeting, forecasting, capital allocation, and more.

There is no right or wrong way to do strategic management — only guidelines. The basic phases are preparing for strategic planning, creating the strategic plan, and implementing that plan.

No matter how you manage your plan, it’s key to allow the strategic plan to evolve and grow as necessary, due to both the internal and external factors.

“We get caught up in all of the day-to-day issues,” Stockmal explains, adding that people do not often leave enough time for implementing the plan and making progress. That’s what strategic management implores: doing things that are in the plan and not letting the plan sit on a shelf.

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Home » IGAD Regional Strategy: Implementation Matrix

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IGAD Regional Strategy: Implementation Matrix

The IGAD Strategy 2021-2025 will be operationalized through a five-year implementation plan, which will further be translated into annual operational work plans developed by the respective divisions and specialized institutions. This five-year implementation plan has been developed through a consultative process with the respective programs teams. The plan outlines the key milestones in form of output targets and corresponding timelines within the 5-year period, when the planned interventions will be implemented. The plan also includes output level indicators that will be monitored during implementation and for which the IGAD Secretariat will be held directly accountable. This is in line with the emphasis that IGAD has currently placed on results based management, and the need for greater transparency and accountability to stakeholders. The intervention areas planned for implementation under the programs have been appraised and selected based on the priority needs that must be addressed in order to attain the development objectives of the strategy. As part of the implementation, these priorities will be extensively communicated to the relevant stakeholders and potential points of synergies and complementarities tapped for optimal results. Internally, and from the process of developing the strategy, the respective program teams have already identified and prioritized areas that require integrated and collaborative arrangements for implementation. The teams will take this to the next level through joint planning when developing the annual work plans, and through joint performance reviews.

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