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A Comprehensive Guide to Strategic Planning for Success

Every organization has grand goals on their business agenda. However, there’s a long way between formulating those goals and seeing the results of their successful accomplishment. A lot of things can happen in-between – the project can get side-tracked, the timeline may change and new threats may emerge. To get a better sense of what needs to be accomplished and how? most managers regularly engage in strategic planning (short and long term).

Table of Content

What is Strategic Planning?

Why is strategic planning important, benefits of strategic planning, business plan vs. strategic plan: what’s the difference, when strategic planning should occur, strategic planning models, strategic planning frameworks.

• A Vision Statement
• The Mission Statement
• Core Values
• SWOT Analysis
• Long-Term Goals
• Shorter-Term Goals
• Action Plans

How to Create a One-Page Strategic Plan (OPSP)

Conclusions.

A strategic plan is a document that reflects how a company plans to function and grow over a significant period of time, usually three-to-five years. It is based on a mission/vision statement, stated core values, and goals.

A strategic plan also includes all the steps an organization needs to take in order to get where it needs to be. Why is strategic planning important? Because it focuses on an entire organization on long-term goals and allows managers and supervisors to develop plans that will work toward meeting them.

Strategic planning serves as the foundation for an organization’s success by providing a clear roadmap for achieving its goals and objectives. It offers several essential benefits that contribute to its significance:

• Proactive Approach: Strategic planning allows organizations to be proactive rather than reactive. By anticipating future challenges and opportunities, organizations can position themselves to capitalize on favorable circumstances and mitigate potential risks.
• Alignment of Efforts: A well-developed strategic plan aligns all departments and functions of an organization toward a common purpose. This alignment fosters unity, reduces silos, and promotes collaboration among teams.
• Resource Allocation: Strategic planning enables organizations to allocate resources effectively by directing investments toward initiatives that align with the overall strategy. This prevents the wastage of resources on unrelated or redundant projects.
• Informed Decision-Making: With a strategic plan in place, decision-makers have a clear framework to guide their choices. This ensures that decisions are consistent with the organization’s long-term goals and vision.
• Performance Measurement: Strategic plans provide measurable goals and objectives, allowing organizations to track their progress and measure success. This measurement provides valuable insights into the effectiveness of strategies and the need for adjustments.
• Engagement and Buy-In: Involving stakeholders in the strategic planning process fosters engagement and ownership. When employees understand the organization’s goals and how their roles contribute, they are more motivated to work toward its success.
• Adaptability: A strategic plan equips organizations with a structured approach to adapt to changing environments. Whether facing disruptions or opportunities, organizations with strategic plans can adjust quickly and effectively.
• Clear Direction: Strategic planning provides a clear direction for the organization, ensuring that everyone is working towards the same goals.
• Improved Decision-Making: Strategic plans guide decision-making by aligning choices with long-term objectives, reducing uncertainty, and fostering better choices.
• Enhanced Resource Allocation: By identifying priorities and allocating resources strategically, organizations make the most of their available resources.
• Increased Accountability: Clearly defined goals and action plans make it easier to hold individuals and teams accountable for their contributions.
• Better Communication: A strategic plan serves as a communication tool, conveying the organization’s mission, vision, and objectives to stakeholders.
• Cohesive Teamwork: When everyone understands the big picture, collaboration and teamwork improve, leading to more effective outcomes.
• Effective Performance Measurement: Strategic plans provide measurable benchmarks for tracking performance and success over time.
• Flexibility and Adaptability: Strategic plans are designed to be adaptable, allowing organizations to respond to changing circumstances effectively.
• Stakeholder Alignment: Engaging stakeholders in the planning process fosters alignment and commitment to the organization’s goals.
• Competitive Advantage: A well-executed strategic plan positions an organization ahead of competitors by capitalizing on strengths and seizing opportunities.

Strategic plans should not be confused with business plans. A business plan is a document that is developed when launching a business describing the business model and its components, explaining the business potential and attempting to raise capital (loans or investment). Once a company is established (up and running), it is time for a detailed strategic plan that would outline growth and perhaps digital transformations .

There is no single time that is right for all businesses, but, rather, it depends on the company’s unique situation and its industry. But there are certain times when it’s worth to think about it:

• If the industry is evolving quickly and competition is becoming brisk.
• At the time of product launch, if the products/services are fully developed, as part of the go-to-market strategy.
• At the beginning of a new fiscal year.
• If government regulations are causing a change in process, production, etc.
• If the company itself is contemplating a new initiative.
• If a previous strategic plan is old and in need of re-evaluation.

So, how does a manager go about designing a strategic plan? The first step would be to choose the right model or framework.

The Basics of Strategic Planning: Models and Frameworks

All strategic plans sit atop of a model and a framework. A model is a structure that you design for your plan, while the strategic planning frameworks are the details that you place within that model to achieve and evaluate progress toward the goals of your plan – for example, specific objectives, action plans, resources, and evaluative process.

Over the years, a number of models and related frameworks have been developed. So, let’s take a look at some of the most popular ones, along with several strategic planning templates.

The Basic Plan : Open up with a mission statement, formulate the mid-range goals, and specify strategies for achieving these. Sometimes, loftier goals may be divided into smaller strategic objectives. In any case, however, there should be action plans for each objective, spelling out what is to be done, when it will be done, and who will be responsible for each task.

The Cascade Strategy Planning Model : The model begins with a vision statement, much like the mission statement in the model above. It states why the organization is in existence. Beyond this, the structure includes value statements/core beliefs, areas for focus (goals), and then specific objectives that are translated to action plans or projects. The model includes lists of KPI’s and how those will be measured.

The Scenario Model : The idea behind this model is to construct a variety of scenarios that could occur due to external events or changes – regulations, demographics, etc. – and make plans for addressing those issues. The business identifies its vulnerabilities or threats, including the best and worst-case outcomes, and then develops a series of action plans for each one. Usually, the scenario model attempts to anticipate issues that might be faced over a long period of time, generally three-to-five years.

The Goal-Based Model : As the title implies, organizations establish prioritized goals/objectives, and then align them with respective action plans. Some goals will be short-term, some – intermediate, and some long-term. The structure is created after goals a prioritized and followed by action plans for achievement. This model also includes monitoring and assessment of progress at stated intervals.

Remember, frameworks are the actions you will take as you develop your strategic plan and the details that will go into its structure. Here are some of the popular ones in strategic management:

SWOT stands for strengths , weaknesses , opportunities  and threats . Strengths and weaknesses are internal conditions; opportunities and threats refer to external forces. Identifying each of these elements will point out to the organization their areas for growth and improvement are and will assist them in developing the goals for their strategic planning.

SWOT Diagram for PowerPoint by SlideModel.

PEST is an acronym for Political, Economic, Socio-cultural, and Technological . These are all external factors that could impact a business, for good or bad. They are identified and plans then made to respond to each factor.

PEST Analysis Template for PowerPoint by SlideModel

Gap Planning : As the name implies, the gap planning framework allows an organization to identify where it is now and where it would like to be at some point in the future. This framework is generally used when internal, not external, conditions can be changed/improved. Check our separate post about how to perform a gap analysis for more insights.

Gap Analysis PowerPoint Template by SlideModel

Blue Ocean : Organizations often live in a red ocean – an environment in which there is lots of competition, and strategic goals must relate to competing in an existing marketplace, beating that competition, and working to gain more of an existing customer base. The goal of this framework is to determine how an organization can move into a blue ocean of new marketplaces and new customer bases.

Blue Ocean Strategy PowerPoint Template by SlideModel

VRIO stands for “value, rarity, imitability, organization.” The framework allows a company to identify opportunities for growth, how to become more competitive with products/services that cannot easily be imitated, and how an organization can be structured to take advantage of the value and rarity it has planned for.

VRIO Model PowerPoint Template by SlideModel

Now that you have some tools and editable strategic planning templates at your disposal, let’s take a closer look at the key strategic planning steps.

How to Write a Strategic Plan Using The 7 Elements Technique

Strategy development and planning are complex tasks and it’s easy to approach them from the wrong angle. The easiest way to approach this task is to base your strategic planning outline around the following 7 elements.

1. A Vision Statement

This is your “big” statement, taking into account what the ultimate goal for your business is. It’s what you want when you finally can say, this organization is a great success.

Here are several inspiring vision statements for reference:

• Teach for America: One day, all children in this nation will have the opportunity to attain an excellent education.
• WWF: We seek to save a planet, a world of life.
• Toms Shoes: The responsibility of providing for the comfort of children in impoverished regions worldwide.

2. The Mission Statement

A mission statement is one of the key elements of a strategy. It helps to formulate and formalize what your organization does, why it does what it does, and who it does it for. What value does your product or service bring to your target customers? What gap in your niche/industry are you filling? How will you improve people’s lives through your product or service? Brainstorm answers to these questions as part of your strategy development session.

3. Core Values

These relate to how you intend to do business and usually reflect a larger picture . Are you committed to product quality? How about diversity? Are environmental sustainability and social responsibility a part of your company’s actions and behaviors? Is full customer satisfaction an abiding focus? Sit down with your team and come up with values to which everyone should commit – three or four that will guide everyone’s behaviors. To complement this section, you can use one of the core values slides for presentations.

4. SWOT Analysis

Performing a SWOT analysis will help you understand how you currently stand out in your niche, what will it take to grow your business further and what vulnerabilities and risks you should address. A standard SWOT analysis accounts for both internal and external factors . To complement this section, you can reuse one of our SWOT slide templates for PowerPoint and Google Slides.

5. Long-Term Goals

Looking beyond just the next year is critical for a business that intends to grow. These may not necessarily be included in your current strategic plan, but you must have those in mind as you develop annual goals/objectives. And you may want to develop a three or five-year strategic plan and then strategic sub-plans on an annual basis.

6. Shorter-Term Goals

These should usually be annual in nature, and they may relate to various parts of an organization, depending on its needs. You might have an annual sales increase goal; you might develop a goal that relates to bringing technology up to date to streamline supply chain management or customer service.

7. Action Plans

Next, for each goal you’ll have to develop an action plan that accounts for the following:

• What activities will occur to bring about the change?
• Who is responsible for the activities that will take place?
• What is the timeline for the completion of the activities?
• What resources (money, staff, etc.) will be required?
• What stakeholders need to be kept informed of activities and progress?

Once you’ve developed a draft, ask the following questions:

• Is the plan clear, and do all participants understand exactly what their roles are?
• Have any outside participants been included (e.g., are there regulatory agencies that must be involved or communicated with)?
• Does the plan anticipate potential events that could have positive or negative progress?
• Is there an activity in place to evaluate progress and success?

These 7 elements are sufficient for creating a detailed 3- to 5-year strategic plan. However, you can also settle for a shorter, more agile version – a one-page strategic plan.

Can this even be done, given all that must-go into a strategic plan? The short answer is yes. Verne Harnish, CEO of Gazelles consultancy, originally popularized this concept. His main idea is that if you want to ensure that all people in your company are on board with the new strategy, you should be able to fit it into just one page.

There are plenty of OPSP templates that a manager can use to develop this type of plan, and here are a few tips as one is completed:

• Include mission/vision statement(s) and goals (targets) – include long-term goals and from those the focus goals for the next years.
• Answer the questions who, what, when, where, how, and why relative to goals/action plans.
• Ask and answer the challenging questions: Should We do this? Why? These identify the core values.
• List action plans and responsibilities, as well as time frames.

Note : Full action plans will obviously include much more detail than space will allow on the OPSP. These can be developed separately, including stakeholders in the process, and available for anyone to view if and when they wish.

Strategic planning is a complex process. It involves many steps and many key elements of a plan, no matter what specific frameworks or templates are chosen for the design and development. To recap, the keys to successful planning are the following:

• Involve as many stakeholders as possible, especially those who will be responsible for managing the implementation and the action plans.
• Involve representatives from top to bottom of an organization, so that there is much buy-in and sense of ownership as possible.
• If a business is new to this process, it may be wise to bring in a strategic planning consultant for the initial plan development.
• Without the element of measuring progress and achievement, a strategic plan is just a document to go into a file. Focus and accountability will just not happen.

Most of all, remember this: strategic plans are not inflexible documents. Internal and external environments change; things just happen. Re-visiting, modifying, and updating will always be necessary.

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One Response to “A Comprehensive Guide to Strategic Planning for Success”

An excellent summary of how a strategic plan is done. A must have for business administration students.

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Strategic planning presentation: A comprehensive guide

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

Raja Bothra

Building presentations

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

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

What is strategic planning, and why is it important?

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

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

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

Strategic planning models

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

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

KPIs and metrics to add in strategic plan presentation

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

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

How to structure an effective strategic planning presentation

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

1. Title slide

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

2. Agenda slide

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

3. Executive summary

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

4. Business overview

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

5. Strategic objectives

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

6. Strategies and tactics

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

7. KPIs and metrics

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

8. Implementation plan

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

9. Risk assessment

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

10. Conclusion

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

11. Q&A

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

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

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

Don'ts:

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

Summarizing key takeaways

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

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

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

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

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

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

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

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

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

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

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

Create your strategic planning presentation with prezent

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

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

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

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

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Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

7 Essential PPT Templates for Strategic Planning Presentations

Last Updated on March 6, 2024 by Peter Z

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

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

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

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

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

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

Strategy Management Pillars Graphics

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

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

Pillars can be used to present the following concepts:

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

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

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

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

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

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

Vision & Mission Presentation Diagrams

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

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

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

Business Model Canvas Template

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

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

Go-To-Market Strategy Plan Framework

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

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

You can use these graphics to:

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

Business Recovery Plan Graphics Template

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

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

Slides in this deck can be used to:

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

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

Gap Analysis Types and Tools Presentation

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

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

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

Summary of the best visual metaphors for strategic planning

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

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

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

Explore our YouTube channel for more creative inspiration:

Resources: PowerPoint Templates for Strategic Planning Presentations

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

Strategic and Long-term Planning PowerPoint Templates

More inspiration for strategic planning presentations

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

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

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Chief Diagram Designer, infoDiagram co-founder View all posts by Peter Z

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Strategic planning:, eight steps to implementation.

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In a constantly evolving world, organizations need strategic planning to adapt and stay ahead of the competition. However, despite being a basic business practice, many organizations struggle to make it work, resulting in disappointing outcomes. Our research and experience show that most strategic planning processes are poorly executed and rarely impact day-to-day decisions. To be successful, a strategic planning process should provide a framework against which all decisions can be evaluated.

What sets this model apart is that it includes a pre-planning step for assessing the organization's readiness and making the necessary preparations for a successful planning process. Additionally, the model incorporates steps for values scanning and shaping the organizational culture, which can greatly impact both the process of planning and the resultant strategic plan. The framework also facilitates the envisioning of the future state and creating the strategic business model before conducting the performance assessment, enabling the planning team to be creative and innovative before becoming analytical and critical. Lastly, the framework includes both traditional and newer frameworks/tools focusing on value creation.  

The Eight Steps of Strategic Planning are presented in a sequential manner to guide organizational leaders and key stakeholders in planning and creating the organization's future.

The Eight Steps of Strategic Planning include:

Step 1: Plan the Planning Process

Step 2: Define Shared Values and Mission

Step 3: Analyze the Current Organizational Profile

Step 4: Create an Inspiring Vision

Step 5: Compare Current to Envisioned Organization

Step 6: Develop Strategies, Objectives and Plans

Step 7: Execute Action Plans

Step 8: Monitor Results and Make Improvements

Using this model for strategic planning will provide new direction and energy to the organization. The steps and sub-steps can be adapted to suit the specific needs and desires of the organization. 

This comprehensive Strategic Planning PPT training presentation is most suited for the organization's internal planning team, strategy deployment professionals, and independent consultants. It can be used during annual planning cycles or when important real-time strategy decisions need to be made.

Note: This training presentation package includes:

Strategic Planning PPT training presentation (PowerPoint format, 16:9 widescreen)

Strategic Planning poster (PDF format, in color and monochrome, printable in A3/A4 size)

Learning Objectives

Acquire knowledge on the key concepts and principles of strategic planning

Describe the eight-step strategic planning process and the key frameworks and tools

Define the key factors for successful strategic planning

Key Concepts and Principles of Strategic Planning

Strategic Planning Process: The Eight-step Strategic Planning Model

Key Strategy Frameworks and Tools

Strategic Planning Best Practices

Included are the key strategy frameworks and tools such as: Power/Interest Grid for Stakeholder Analysis; VRIO Framework; Porter's Value Chain; PESTLE Analysis; BCG Growth/Share Matrix; McKinsey-GE Matrix; Porter's Five Forces Analysis; Competitive Profile Matrix; SWOT Analysis; Porter's Generic Strategies; BCG Strategy Palette; Ansoff's Matrix; Blue Ocean Strategy; Impact-Probability Matrix; Strategyzer's Value Proposition Canvas; Strategyzer's Business Model Canvas; McKinsey 7-S Model; and Balanced Scorecard.

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

Chapter 8 Sections

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

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Presentation on theme: "Introduction to Strategic Planning"— Presentation transcript:

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Strategic Planning with The Strategy Pyramid (Free Powerpoint)

Strategic Planning with The Strategy Pyramid (Free Powerpoint). The strategy pyramid is a framework that helps organizations align their actions with their overall vision and mission.

StrategyPunk

What is a Strategy Pyramid?

The strategy pyramid is a framework that helps organizations align their actions with their overall vision and mission.

The pyramid starts with the vision and mission at the top, which provide a clear and overarching direction for the organization. The next level is values , the guiding principles that shape the organization's culture and behavior.

Goals come next: specific, measurable objectives the organization aims to achieve. Strategy is the plan of action that outlines how the organization will achieve its goals.

Finally, the action plan is the specific tactics and actions the organization will take to implement the strategy. This pyramid serves as a guide for decision-making and ensures that all activities are aligned with the organization's overall direction.

Why use the Strategy Pyramid for Strategic Planning?

The Strategy Pyramid is helpful for strategic planning because it visually organizes and prioritizes different aspects of a plan.

It helps to break down the overall strategy into smaller, more manageable components, making it easier to implement and measure progress.

It can also help identify potential areas of risk and opportunities for improvement. The Strategy Pyramid provides a clear and effective strategic planning and implementation framework.

Strategy Pyramid to Visualize the Corporate Level Strategy

Corporate-level strategy is the overall plan for creating and sustaining a competitive advantage across its various business units or subsidiaries. It involves making decisions about the types of businesses the organization will operate in and how resources will be allocated among them.

The strategy pyramid can help organizations communicate their corporate-level strategy to stakeholders, including employees, investors, and customers.

The pyramid structure visualizes the plan, which can help increase understanding and buy-in. The strategy pyramid can be valuable for effectively communicating and implementing corporate-level strategy.

The Strategy Pyramid Template

A Strategy Pyramid template is a pre-designed visual aid that organizes and presents strategic planning information in a clear and easy-to-understand format.

It typically includes a pyramid shape divided into several levels, each representing a different aspect of the strategy. The top level represents the overall vision or goal, while the bottom level represents the tactics or actions needed.

The Strategy Pyramid - Vision

The vision in the strategy pyramid refers to an organization's long-term, aspirational future state. It is a clear and compelling statement of what the organization wants to become and achieve.

The vision drives the organization and provides a sense of purpose for its employees, stakeholders, and customers. It is at the top of the strategy pyramid and guides all decision-making and actions within the organization.

The Strategy Pyramid - Mission

The mission in the strategy pyramid defines the organization's purpose, what it does, and for whom. It is a clear and concise statement that describes the organization's fundamental reason for existing.

The mission is closely related to the vision but is more specific and focuses on the present. It answers the questions of what the organization does, for whom it does it, and how it does it.

It is the foundation for goal-setting and decision-making, guiding the organization's day-to-day activities. The mission statement should be clear, specific, and actionable, providing a framework for the organization to make decisions and act according to its purpose.

It is important to note that the mission statement should be reviewed and updated regularly to ensure that it stays relevant and aligned with the organization's overall direction.

The Strategy Pyramid - Values

Values in the strategy pyramid are the guiding principles that shape an organization's culture and behavior. They are the fundamental beliefs and guides the organization holds dear and govern its actions and decisions.

Values provide an organization's moral compass and help create a shared sense of purpose among employees, stakeholders, and customers. They should be the foundation of the organization's culture and reflected in its policies, practices, and decision-making. Values should be chosen carefully, as they will influence how the organization operates and the public perceives it.

In the strategy pyramid, values come after the vision and mission , providing the foundation for the organization's culture and behavior . They align the actions of the organization with its overall direction and purpose. Values also help ensure the organization's goals and strategies align with its general direction and purpose. By aligning actions with weights, the organization can create a robust and consistent culture supporting its overall direction and purpose.

The Strategy Pyramid - Goals

Goals in the strategy pyramid are specific, measurable objectives an organization aims to achieve. They are the organization's intermediate steps toward its vision and mission. Goals should be ambitious yet achievable and align with the organization's direction and purpose.

They provide the specific targets the organization aims to achieve and help translate the overall direction and purpose into concrete actions. Goals are essential in the strategy pyramid because they provide a framework for the organization to measure its progress and success. They also provide focus and direction for the organization's employees, stakeholders, and customers and help ensure everyone is working towards the same objectives.

Goals should be SMART, Specific, Measurable, Achievable, Relevant, and Time-bound. They should be reviewed and updated regularly to stay relevant and aligned with the organization's overall direction and purpose.

The Strategy Pyramid - Strategy

Strategy in the strategy pyramid refers to an organization's plan of action to achieve its goals. A system should be comprehensive, covering all aspects of the organization's operations, and should consider the organization's strengths, weaknesses, opportunities, and threats.

It provides the roadmap for the organization to achieve its goals and move towards its vision and mission. It helps the organization to focus its resources on the most critical activities and to prioritize its actions.

A good strategy should be flexible, adapting to changes in the external environment and internal factors.

The Strategy Pyramid - Action Plan

The action plan in the strategy pyramid is the specific set of actions and tactics that an organization will u se to implement its strategy. It should include timelines, resources, responsibilities, and performance metrics.

It provides the implementation roadmap for the organization to achieve its goals and move towards its vision and mission by implementing the strategy.

The progress of the action plan should be monitored and reported to the relevant parties to ensure the organization is on track to achieve its goals.

100% free and fully editable PowerPoint and Google Slides Template

The Strategy Pyramid template can be customized with the specific information relevant to the presented strategy.

One main benefit of using a Strategy Pyramid template is that it makes it easier to communicate the strategy to different stakeholders, including employees, investors, and customers.

The pyramid structure provides a clear visual representation of the plan, which can help to increase understanding and buy-in.

Additionally, the template can be used to track progress and measure success, which can help identify improvement areas and make adjustments as needed.

Please subscribe and sign in to see the download link to the PDF and accessible and fully editable template in Google Slides or PowerPoint below.

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Strategic Planning Strategy CD

Here is an efficiently designed Strategic Planning PowerPoint presentation that covers the strategic planning process, including company vision, goals, strategic initiatives, and corporate level performance metrics. This PPT also determines the data structure, sources supplying information for KPIs and scorecards, and action plans. The table of content for this presentation is as follows. First, it includes strategic thinking, competitive landscape, strategic thinking tools such as PEST analysis, critical success factors, and, Forecasting. Further, it includes a 5 forces analysis for the industry landscape and a 7 step strategic analysis framework. It also covers value chain and SWOT analysis and business models. Additionally, strategic planning includes corporate vision, mission, goals, strategies and tactics, uncovering future options with blue ocean concepts, strategic decision making methods, frameworks, and tools. Lastly, it includes strategic execution processes such as decision rights, information flows, aligning motivators, and structural change. It also includes KPIs and a balanced scorecard for developing appropriate criteria and metrics to measure and evaluate progress. Download our 100 percent editable and customizable template, which is also compatible with google slides.

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This complete presentation has PPT slides on wide range of topics highlighting the core areas of your business needs. It has professionally designed templates with relevant visuals and subject driven content. This presentation deck has total of fifty nine slides. Get access to the customizable templates. Our designers have created editable templates for your convenience. You can edit the color, text and font size as per your need. You can add or delete the content if required. You are just a click to away to have this ready-made presentation. Click the download button now.

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• Complete Decks , All Decks , Strategy , Strategic Management , Operational Strategy , Business Strategy
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Content of this Powerpoint Presentation

Slide 1 : This slide introduces Strategic Planning. State Your Company Name and begin. Slide 2 : This slide states Agenda of the presentation. Slide 3 : This slide presents Table of Content for the presentation. Slide 4 : This slide highlights title for topics that are to be covered next in the template. Slide 5 : This slide showcases Company’s Competitive Advantage. Slide 6 : This slide displays How Does Company’s Competitive Advantage Relate to Other Firms. Slide 7 : This slide highlights title for topics that are to be covered next in the template. Slide 8 : This slide represents PEST Analysis for Retail Business. Slide 9 : This slide showcases Key Success Factors In Global Business Transformations. Slide 10 : This slide highlights title for topics that are to be covered next in the template. Slide 11 : This slide shows Different Levels of Integration in Risk and Strategic Thinking Process. Slide 12 : This slide presents Integrated Business P&L Forecast Impact. Slide 13 : This slide highlights title for topics that are to be covered next in the template. Slide 14 : This slide displays 5 Forces Analysis for the Industry Landscape. Slide 15 : This slide represents strategy & operating analysis framework. Slide 16 : This slide highlights title for topics that are to be covered next in the template. Slide 17 : This slide showcases Company’s Value Chain Activities Analysis at The Highest Level. Slide 18 : This slide shows Company’s SWOT Analysis at the Highest Level. Slide 19 : This slide highlights title for topics that are to be covered next in the template. Slide 20 : This slide presents Tesla Motors Business Model for Sustainable Transport Development Companies. Slide 21 : This slide displays Airbnb Business Model for Online Marketplace Companies. Slide 22 : This slide represents Zara Business Model for Clothing and Accessories Retailer Companies. Slide 23 : This slide highlights title for topics that are to be covered next in the template. Slide 24 : This slide showcases Identifying and Developing the Corporate Vision/Mission/Goals/Strategies and Tactics Canvas. Slide 25 : This slide highlights title for topics that are to be covered next in the template. Slide 26 : This slide shows Strategy Canvas Example for Companies Shifting Towards Blue Ocean. Slide 27 : This slide presents Buyer Experience Cycle (BEC) and the Utility levers. Slide 28 : This slide highlights title for topics that are to be covered next in the template. Slide 29 : This slide displays Product Process and Customer Relationship Matrix. Slide 30 : This slide represents Strategic Group Example Map for Fast-food Chains. Slide 31 : This slide showcases Strategic Group Example Map for International Fashion Companies. Slide 32 : This slide highlights title for topics that are to be covered next in the template. Slide 33 : This slide shows decision matrix for selecting the best alternative from various options. Slide 34 : This template covers the options-led approach flowchart for decision-making. Slide 35 : This slide presents cascade decision making strategic framework. Slide 36 : This slide highlights title for topics that are to be covered next in the template. Slide 37 : This slide displays Frameworks for Eliciting the 3-Step Strategic Planning Process. Slide 38 : This slide highlights title for topics that are to be covered next in the template. Slide 39 : This slide represents 4 fundamental building blocks of execution. Slide 40 : This slide highlights title for topics that are to be covered next in the template. Slide 41 : This slide showcases Developing Appropriate Criteria/Metrics for Strategic Execution with Balance Scorecard. Slide 42 : This slide shows Developing Appropriate Key Performance Indicators for Strategic Execution. Slide 43 : This slide highlights title for topics that are to be covered next in the template. Slide 44 : This slide presents Evaluating and Measuring Strategic Objectives Progress. Slide 45 : This slide displays key elements of dynamic approach to strategy implementation. Slide 46 : This slide highlights title for topics that are to be covered next in the template. Slide 47 : This template covers establishment of strategic ecosystem after strategy planning. Slide 48 : This slide represents How Dynamic Approach Can Help Overcome Failure to Adapt Strategy. Slide 49 : This slide showcases strategic implementation approach to keep strategy effective for long time. Slide 50 : This slide shows Icons for Strategic Planning. Slide 51 : This slide is titled as Additional Slides for moving forward. Slide 52 : This slide presents Bar chart with two products comparison. Slide 53 : This is a Financial slide. Show your finance related stuff here. Slide 54 : This slide shows Post It Notes. Post your important notes here. Slide 55 : This is a Comparison slide to state comparison between commodities, entities etc. Slide 56 : This slide contains Puzzle with related icons and text. Slide 57 : This is a Timeline slide. Show data related to time intervals here. Slide 58 : This slide shows Roadmap for Process Flow. Slide 59 : This is a Thank You slide with address, contact numbers and email address.

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• Business strategy |
• 7 strategic planning models, plus 8 fra ...

7 strategic planning models, plus 8 frameworks to help you get started

Strategic planning is vital in defining where your business is going in the next three to five years. With the right strategic planning models and frameworks, you can uncover opportunities, identify risks, and create a strategic plan to fuel your organization’s success. We list the most popular models and frameworks and explain how you can combine them to create a strategic plan that fits your business.

A strategic plan is a great tool to help you hit your business goals . But sometimes, this tool needs to be updated to reflect new business priorities or changing market conditions. If you decide to use a model that already exists, you can benefit from a roadmap that’s already created. The model you choose can improve your knowledge of what works best in your organization, uncover unknown strengths and weaknesses, or help you find out how you can outpace your competitors.

In this article, we cover the most common strategic planning models and frameworks and explain when to use which one. Plus, get tips on how to apply them and which models and frameworks work well together. 

Strategic planning models vs. frameworks

First off: This is not a one-or-nothing scenario. You can use as many or as few strategic planning models and frameworks as you like. 

When your organization undergoes a strategic planning phase, you should first pick a model or two that you want to apply. This will provide you with a basic outline of the steps to take during the strategic planning process.

During that process, think of strategic planning frameworks as the tools in your toolbox. Many models suggest starting with a SWOT analysis or defining your vision and mission statements first. Depending on your goals, though, you may want to apply several different frameworks throughout the strategic planning process.

For example, if you’re applying a scenario-based strategic plan, you could start with a SWOT and PEST(LE) analysis to get a better overview of your current standing. If one of the weaknesses you identify has to do with your manufacturing process, you could apply the theory of constraints to improve bottlenecks and mitigate risks. 

Now that you know the difference between the two, learn more about the seven strategic planning models, as well as the eight most commonly used frameworks that go along with them.

1. Basic model

The basic strategic planning model is ideal for establishing your company’s vision, mission, business objectives, and values. This model helps you outline the specific steps you need to take to reach your goals, monitor progress to keep everyone on target, and address issues as they arise.

If it’s your first strategic planning session, the basic model is the way to go. Later on, you can embellish it with other models to adjust or rewrite your business strategy as needed. Let’s take a look at what kinds of businesses can benefit from this strategic planning model and how to apply it.

Small businesses or organizations

Companies with little to no strategic planning experience

Organizations with few resources 

Write your mission statement. Gather your planning team and have a brainstorming session. The more ideas you can collect early in this step, the more fun and rewarding the analysis phase will feel.

Identify your organization’s goals . Setting clear business goals will increase your team’s performance and positively impact their motivation.

Outline strategies that will help you reach your goals. Ask yourself what steps you have to take in order to reach these goals and break them down into long-term, mid-term, and short-term goals .

Create action plans to implement each of the strategies above. Action plans will keep teams motivated and your organization on target.

Monitor and revise the plan as you go . As with any strategic plan, it’s important to closely monitor if your company is implementing it successfully and how you can adjust it for a better outcome.

2. Issue-based model

Also called goal-based planning model, this is essentially an extension of the basic strategic planning model. It’s a bit more dynamic and very popular for companies that want to create a more comprehensive plan.

Organizations with basic strategic planning experience

Businesses that are looking for a more comprehensive plan

Conduct a SWOT analysis . Assess your organization’s strengths, weaknesses, opportunities, and threats with a SWOT analysis to get a better overview of what your strategic plan should focus on. We’ll give into how to conduct a SWOT analysis when we get into the strategic planning frameworks below.

Identify and prioritize major issues and/or goals. Based on your SWOT analysis, identify and prioritize what your strategic plan should focus on this time around.

Develop your main strategies that address these issues and/or goals. Aim to develop one overarching strategy that addresses your highest-priority goal and/or issue to keep this process as simple as possible.

Update or create a mission and vision statement . Make sure that your business’s statements align with your new or updated strategy. If you haven’t already, this is also a chance for you to define your organization’s values.

Create action plans. These will help you address your organization’s goals, resource needs, roles, and responsibilities. 

Develop a yearly operational plan document. This model works best if your business repeats the strategic plan implementation process on an annual basis, so use a yearly operational plan to capture your goals, progress, and opportunities for next time.

Allocate resources for your year-one operational plan. Whether you need funding or dedicated team members to implement your first strategic plan, now is the time to allocate all the resources you’ll need.

Monitor and revise the strategic plan. Record your lessons learned in the operational plan so you can revisit and improve it for the next strategic planning phase.

The issue-based plan can repeat on an annual basis (or less often once you resolve the issues). It’s important to update the plan every time it’s in action to ensure it’s still doing the best it can for your organization.

You don’t have to repeat the full process every year—rather, focus on what’s a priority during this run.

3. Alignment model

This model is also called strategic alignment model (SAM) and is one of the most popular strategic planning models. It helps you align your business and IT strategies with your organization’s strategic goals. 

You’ll have to consider four equally important, yet different perspectives when applying the alignment strategic planning model:

Strategy execution: The business strategy driving the model

Technology potential: The IT strategy supporting the business strategy

Competitive potential: Emerging IT capabilities that can create new products and services

Service level: Team members dedicated to creating the best IT system in the organization

Ideally, your strategy will check off all the criteria above—however, it’s more likely you’ll have to find a compromise. 

Here’s how to create a strategic plan using the alignment model and what kinds of companies can benefit from it.

Organizations that need to fine-tune their strategies

Businesses that want to uncover issues that prevent them from aligning with their mission

Companies that want to reassess objectives or correct problem areas that prevent them from growing

Outline your organization’s mission, programs, resources, and where support is needed. Before you can improve your statements and approaches, you need to define what exactly they are.

Identify what internal processes are working and which ones aren’t. Pinpoint which processes are causing problems, creating bottlenecks , or could otherwise use improving. Then prioritize which internal processes will have the biggest positive impact on your business.

Identify solutions. Work with the respective teams when you’re creating a new strategy to benefit from their experience and perspective on the current situation.

Update your strategic plan with the solutions. Update your strategic plan and monitor if implementing it is setting your business up for improvement or growth. If not, you may have to return to the drawing board and update your strategic plan with new solutions.

4. Scenario model

The scenario model works great if you combine it with other models like the basic or issue-based model. This model is particularly helpful if you need to consider external factors as well. These can be government regulations, technical, or demographic changes that may impact your business.

Organizations trying to identify strategic issues and goals caused by external factors

Identify external factors that influence your organization. For example, you should consider demographic, regulation, or environmental factors.

Review the worst case scenario the above factors could have on your organization. If you know what the worst case scenario for your business looks like, it’ll be much easier to prepare for it. Besides, it’ll take some of the pressure and surprise out of the mix, should a scenario similar to the one you create actually occur.

Identify and discuss two additional hypothetical organizational scenarios. On top of your worst case scenario, you’ll also want to define the best case and average case scenarios. Keep in mind that the worst case scenario from the previous step can often provoke strong motivation to change your organization for the better. However, discussing the other two will allow you to focus on the positive—the opportunities your business may have ahead.

Identify and suggest potential strategies or solutions. Everyone on the team should now brainstorm different ways your business could potentially respond to each of the three scenarios. Discuss the proposed strategies as a team afterward.

Uncover common considerations or strategies for your organization. There’s a good chance that your teammates come up with similar solutions. Decide which ones you like best as a team or create a new one together.

Identify the most likely scenario and the most reasonable strategy. Finally, examine which of the three scenarios is most likely to occur in the next three to five years and how your business should respond to potential changes.

5. Self-organizing model

Also called the organic planning model, the self-organizing model is a bit different from the linear approaches of the other models. You’ll have to be very patient with this method. 

This strategic planning model is all about focusing on the learning and growing process rather than achieving a specific goal. Since the organic model concentrates on continuous improvement , the process is never really over.

Large organizations that can afford to take their time

Businesses that prefer a more naturalistic, organic planning approach that revolves around common values, communication, and shared reflection

Companies that have a clear understanding of their vision

Define and communicate your organization’s cultural values . Your team can only think clearly and with solutions in mind when they have a clear understanding of your organization's values.

Communicate the planning group’s vision for the organization. Define and communicate the vision with everyone involved in the strategic planning process. This will align everyone’s ideas with your company’s vision.

Discuss what processes will help realize the organization’s vision on a regular basis. Meet every quarter to discuss strategies or tactics that will move your organization closer to realizing your vision.

6. Real-time model

This fluid model can help organizations that deal with rapid changes to their work environment. There are three levels of success in the real-time model: 

Organizational: At the organizational level, you’re forming strategies in response to opportunities or trends.

Programmatic: At the programmatic level, you have to decide how to respond to specific outcomes or environmental changes.

Operational: On the operational level, you will study internal systems, policies, and people to develop a strategy for your company.

Figuring out your competitive advantage can be difficult, but this is absolutely crucial to ensure success. Whether it’s a unique asset or strength your organization has or an outstanding execution of services or programs—it’s important that you can set yourself apart from others in the industry to succeed.

Companies that need to react quickly to changing environments

Businesses that are seeking new tools to help them align with their organizational strategy

Define your mission and vision statement. If you ever feel stuck formulating your company’s mission or vision statement, take a look at those of others. Maybe Asana’s vision statement sparks some inspiration.

Research, understand, and learn from competitor strategy and market trends. Pick a handful of competitors in your industry and find out how they’ve created success for themselves. How did they handle setbacks or challenges? What kinds of challenges did they even encounter? Are these common scenarios in the market? Learn from your competitors by finding out as much as you can about them.

Study external environments. At this point, you can combine the real-time model with the scenario model to find solutions to threats and opportunities outside of your control.

Conduct a SWOT analysis of your internal processes, systems, and resources. Besides the external factors your team has to consider, it’s also important to look at your company’s internal environment and how well you’re prepared for different scenarios.

Develop a strategy. Discuss the results of your SWOT analysis to develop a business strategy that builds toward organizational, programmatic, and operational success.

Rinse and repeat. Monitor how well the new strategy is working for your organization and repeat the planning process as needed to ensure you’re on top or, perhaps, ahead of the game. 

7. Inspirational model

This last strategic planning model is perfect to inspire and energize your team as they work toward your organization’s goals. It’s also a great way to introduce or reconnect your employees to your business strategy after a merger or acquisition.

Businesses with a dynamic and inspired start-up culture

Organizations looking for inspiration to reinvigorate the creative process

Companies looking for quick solutions and strategy shifts

Gather your team to discuss an inspirational vision for your organization. The more people you can gather for this process, the more input you will receive.

Brainstorm big, hairy audacious goals and ideas. Encouraging your team not to hold back with ideas that may seem ridiculous will do two things: for one, it will mitigate the fear of contributing bad ideas. But more importantly, it may lead to a genius idea or suggestion that your team wouldn’t have thought of if they felt like they had to think inside of the box.

Assess your organization’s resources. Find out if your company has the resources to implement your new ideas. If they don’t, you’ll have to either adjust your strategy or allocate more resources.

Develop a strategy balancing your resources and brainstorming ideas. Far-fetched ideas can grow into amazing opportunities but they can also bear great risk. Make sure to balance ideas with your strategic direction. 

Now, let’s dive into the most commonly used strategic frameworks.

8. SWOT analysis framework

One of the most popular strategic planning frameworks is the SWOT analysis . A SWOT analysis is a great first step in identifying areas of opportunity and risk—which can help you create a strategic plan that accounts for growth and prepares for threats.

SWOT stands for strengths, weaknesses, opportunities, and threats. Here’s an example:

9. OKRs framework

A big part of strategic planning is setting goals for your company. That’s where OKRs come into play. 

OKRs stand for objective and key results—this goal-setting framework helps your organization set and achieve goals. It provides a somewhat holistic approach that you can use to connect your team’s work to your organization’s big-picture goals.  When team members understand how their individual work contributes to the organization’s success, they tend to be more motivated and produce better results

10. Balanced scorecard (BSC) framework

The balanced scorecard is a popular strategic framework for businesses that want to take a more holistic approach rather than just focus on their financial performance. It was designed by David Norton and Robert Kaplan in the 1990s, it’s used by companies around the globe to: 

Communicate goals

Align their team’s daily work with their company’s strategy

Prioritize products, services, and projects

Monitor their progress toward their strategic goals

Your balanced scorecard will outline four main business perspectives:

Customers or clients , meaning their value, satisfaction, and/or retention

Financial , meaning your effectiveness in using resources and your financial performance

Internal process , meaning your business’s quality and efficiency

Organizational capacity , meaning your organizational culture, infrastructure and technology, and human resources

With the help of a strategy map, you can visualize and communicate how your company is creating value. A strategy map is a simple graphic that shows cause-and-effect connections between strategic objectives. 

The balanced scorecard framework is an amazing tool to use from outlining your mission, vision, and values all the way to implementing your strategic plan .

You can use an integration like Lucidchart to create strategy maps for your business in Asana.

11. Porter’s Five Forces framework

If you’re using the real-time strategic planning model, Porter’s Five Forces are a great framework to apply. You can use it to find out what your product’s or service’s competitive advantage is before entering the market.

Developed by Michael E. Porter , the framework outlines five forces you have to be aware of and monitor:

Threat of new industry entrants: Any new entry into the market results in increased pressure on prices and costs. 

Competition in the industry: The more competitors that exist, the more difficult it will be for you to create value in the market with your product or service.

Bargaining power of suppliers: Suppliers can wield more power if there are less alternatives for buyers or it’s expensive, time consuming, or difficult to switch to a different supplier.

Bargaining power of buyers: Buyers can wield more power if the same product or service is available elsewhere with little to no difference in quality.

Threat of substitutes: If another company already covers the market’s needs, you’ll have to create a better product or service or make it available for a lower price at the same quality in order to compete.

Remember, industry structures aren’t static. The more dynamic your strategic plan is, the better you’ll be able to compete in a market.

12. VRIO framework

The VRIO framework is another strategic planning tool designed to help you evaluate your competitive advantage. VRIO stands for value, rarity, imitability, and organization.

It’s a resource-based theory developed by Jay Barney. With this framework, you can study your firmed resources and find out whether or not your company can transform them into sustained competitive advantages. 

Firmed resources can be tangible (e.g., cash, tools, inventory, etc.) or intangible (e.g., copyrights, trademarks, organizational culture, etc.). Whether these resources will actually help your business once you enter the market depends on four qualities:

Valuable : Will this resource either increase your revenue or decrease your costs and thereby create value for your business?

Rare : Are the resources you’re using rare or can others use your resources as well and therefore easily provide the same product or service?

Inimitable : Are your resources either inimitable or non-substitutable? In other words, how unique and complex are your resources?

Organizational: Are you organized enough to use your resources in a way that captures their value, rarity, and inimitability?

It’s important that your resources check all the boxes above so you can ensure that you have sustained competitive advantage over others in the industry.

13. Theory of Constraints (TOC) framework

If the reason you’re currently in a strategic planning process is because you’re trying to mitigate risks or uncover issues that could hurt your business—this framework should be in your toolkit.

The theory of constraints (TOC) is a problem-solving framework that can help you identify limiting factors or bottlenecks preventing your organization from hitting OKRs or KPIs . 

Whether it’s a policy, market, or recourse constraint—you can apply the theory of constraints to solve potential problems, respond to issues, and empower your team to improve their work with the resources they have.

14. PEST/PESTLE analysis framework

The idea of the PEST analysis is similar to that of the SWOT analysis except that you’re focusing on external factors and solutions. It’s a great framework to combine with the scenario-based strategic planning model as it helps you define external factors connected to your business’s success.

PEST stands for political, economic, sociological, and technological factors. Depending on your business model, you may want to expand this framework to include legal and environmental factors as well (PESTLE). These are the most common factors you can include in a PESTLE analysis:

Political: Taxes, trade tariffs, conflicts

Economic: Interest and inflation rate, economic growth patterns, unemployment rate

Social: Demographics, education, media, health

Technological: Communication, information technology, research and development, patents

Legal: Regulatory bodies, environmental regulations, consumer protection

Environmental: Climate, geographical location, environmental offsets

15. Hoshin Kanri framework

Hoshin Kanri is a great tool to communicate and implement strategic goals. It’s a planning system that involves the entire organization in the strategic planning process. The term is Japanese and stands for “compass management” and is also known as policy management. 

This strategic planning framework is a top-down approach that starts with your leadership team defining long-term goals which are then aligned and communicated with every team member in the company. 

You should hold regular meetings to monitor progress and update the timeline to ensure that every teammate’s contributions are aligned with the overarching company goals.

Stick to your strategic goals

Whether you’re a small business just starting out or a nonprofit organization with decades of experience, strategic planning is a crucial step in your journey to success. 

If you’re looking for a tool that can help you and your team define, organize, and implement your strategic goals, Asana is here to help. Our goal-setting software allows you to connect all of your team members in one place, visualize progress, and stay on target.

Related resources

Solve your tech overload with an intelligent transformation

9 steps to craft a successful go-to-market (GTM) strategy

Unmanaged business goals don’t work. Here’s what does.

How Asana uses work management to effectively manage goals

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