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Strategic Planning Templates

4P's Marketing

4P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial performance.

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666 Roadmap

666 Roadmap focuses you and your team on thinking across three timelines for projects and goals; the next six years, the next six months, and the next six weeks.

7P's Marketing

7P's Marketing

7P’s are powerful because they concisely account for the seller’s most important objectives and the target audience’s most critical requirements, both of which are pivotal to commercial performance.

A3 Problem Solving

A3 Problem Solving

A3 Problem Solving is a problem-solving and continuous-improvement approach. Effectively communicates project status and provides structure to the strategic decision-making process.

Ansoff Matrix

Ansoff Matrix

Ansoff Matrix is a great framework that helps firms devise strategies for product and market growth.
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Balanced Scorecard

Balanced Scorecard

Balanced Scorecards are a tool used to establish metrics and targets that measure and manage the organization’s performance against its strategic objectives.

BCG Matrix

BCG Matrix

BCG Matrix is a planning tool designed to help with long-term strategic planning that helps businesses consider growth opportunities by reviewing their portfolio.

Brand Equity Pyramid

Brand Equity Pyramid

Brand Equity Pyramid is an excellent tool that helps create a great brand that truly resonates with customers to deliver the right messages to your audience.

Bull's Eye Diagram

Bull's Eye Diagram

The Bullseye template helps with decision-making, assisting the teams to see what’s critical, essential, and merely peripheral.

Concept Brief

Business Model Canvas

Business Model Canvas is a strategic planning tool to determine your business’s priorities and help develop new business models.

Business Model Canvas

Concept Brief

Concept Briefs are a short outline of concepts or requirements, such as a project’s marketing or advertising requirements.

Concept Poster

Concept Poster

Concept Poster is a powerful way to concisely and visually convey the essence of a concept or idea.

Customer Journey Map

Customer Journey Map

Customer Journey Map represents your customer’s pain points, wants, needs, and overall experience; this is vital for success. Use CJMs to solve problems and fill gaps.

Customer Persona

Customer persona

Customer personas are a simple way to gather data on a target audience, therefore helping you design your products or services to cater to their needs.

Customer Problem Statement

Customer Problem Statement

Customer Problem Statements are detailed descriptions of customer issues and needs for your team to address.

Customer Value Matrix

Customer value template helps you understand customer perceived value of your product or service versus the time it takes to hit the market.

Cynefin Framework

Cynefin Framework

Cynefin Framework assists in thinking through a situation resulting in better decisions through critical assessment.

Daily Standup

Daily Standup

Daily Standup is a brief 5-15-minute meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

Feature Audit

Feature Audit

Feature Audit is a powerful product management tool that provides a quick snapshot of your product’s feature usage by customers. This knowledge can help guide your team’s efforts and inform sound decisions to facilitate business growth.

Feature Canvas

Feature Canvas

Features canvas is a powerful tool that helps you plan a new product or feature.

Gap Analysis

Gap Analysis

Gap Analysis compares actual performance or results with what was expected or wanted. Teams can learn from the difference and produce better outcomes in the future.

Go Product Roadmap

GO Product Roadmap

GO Product Roadmap is an excellent tool that helps you plan, share everyone’s ideas, target issues, and prioritize tasks.

Impact Effort Matrix

Impact Effort Matrix

Impact Effort Matrix is a decision-making tool that defines the impact and effort of activities so that your team better prioritizes tasks.

KPT (Keep, Problem & Try)

KPT (Keep, Problem & Try)

KPT (i.e., Keep, Problem & Try) are retrospectives for meetings that teams use to reflect on their project, assess what your team wants to keep doing, what problems they are facing, and what they want to try out.

Lean Canvas

Lean Canvas

Lean Canvas is a short business plan that helps your team deconstruct an idea into its key assumptions, allowing you to set out the critical information you need to determine profitability and get everyone on the same page.

Lean Pitch Canvas

Lean Pitch Canvas

Lean Pitch Canvas is a short but focused brainstorming tool that helps you structure and visualize your pitch on one page.

Lean Startup Canvas

Lean Startup Canvas

Lean Startup Canvas helps you outline initial ideas for a product or service and evaluate its strengths and weaknesses by focusing on problems, solutions, key metrics, and competitive advantages.

lean UX Canvas

Lean UX Canvas

Lean UX is a tool that helps your team dissect and solve your business problems and determines success by measuring results against a benefit hypothesis.

Mad Sad Glad Retrospective

Mad Sad Glad Retrospective

Mad, Sad Glad is a quick retrospective for short meetings where your team may reflect on their recently completed work and assess what worked well and what needs to be improved.

Meeting Agenda

Meeting Agenda

Meeting Agenda provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.

Meeting Notes

Meeting Notes

Meeting Notes records what happened during a meeting geared for agile teams that helps everyone.

Meeting Planner

Meeting Planner

Meeting Planner provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.

Monthly Huddle

Monthly Huddle

Monthly Huddle is a meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

Morning Huddle

Morning Huddle

Morning Huddle is a brief 8-10-minute meeting for agile teams, giving everyone the chance to provide a quick progress update to help keep everyone informed and on track.

MoSCoW Prioritization

MoSCoW Prioritization

MoSCoW is an acronym for Must-Have, Should-Have, Could-Have, and Won’t-Have. The MoSCoW Prioritization template is a tool for building priorities before and during a project.

Now Next Later Never

Now Next Later Never

Now, Next, Later, Never is a popular four-panel matrix that asks teams to feedback on the positives and negatives of a topic or project.

OKR (Objectives & Key Results)

OKR (Objectives & Key Results)

Objectives & Key Results helps your team build goals or objectives and fast track the outcome.

Opportunity Canvas

Opportunity Canvas

Opportunity Canvas facilitates discussion about a product’s features or capabilities and helps you walk through how customers use or will use your solution, highlighting potential setbacks, strategies, challenges, and metrics.

PEST Analysis

PEST Analysis

PEST analyzes internal and external factors that may impact your company’s performance, focusing on political, economic, technological, and social influences. Valuable because they aid strategic planning, market research, and budget allocation.

PESTEL Analysis

PESTEL Analysis

PESTEL analyzes internal and external factors that may impact your company’s performance, focusing on political, economic, technological, social, environmental, and legal influences. Valuable because they aid strategic planning, market research, and budget allocation.

Planner

Planner

Planner structures you and your team’s tasks for the month ahead to better plan timelines, resources, and outcomes.

Porter's Five Forces Analysis

Planner Porter's Five Forces Analysis

Porter’s Five Forces is a framework for analyzing a company’s competitive environment, its competitive rivals, potential new market entrants, suppliers, customers, and substitute products that influence a company’s profitability.

Priority Matrix

Priority Matrix

Priority Matrices are a useful technique for identifying problems most important to solve first. The matrix helps you rank problems or issues generated through brainstorming, using weighted criteria critical to your project.

Process Map

Process Map

Process Maps document, analyze and allow you to understand your team’s processes and outcomes.

Product Development Kanban

Product Development Kanban

Product development kanban boards are a visualization tool that enables you to enhance how a team works by using notes representing work items and columns representing each stage of the process.

Product Management Canvas

Product Management Canvas

Product Management Canvas is a planning tool that aids in building products or features with a great user experience and outlining strategies to deliver.

Product-Market fit Canvas

Product-Market Fit Canvas

Product Market Fit Canvas canvas helps you understand what exactly your potential customers want and how you can fill their needs.

Product Positioning Matrix

Product Positioning Matrix

Product Positioning Matrix is an excellent tool that shows where existing products and services are positioned in the market and brings to light where you should place your product in consideration of your target audience’s needs.

Product Roadmap

Product Roadmap

Product Roadmap is a great tool to forecast a product’s development, milestones, budget, timeline, align stakeholder expectations, and plan a successful product strategy.

Product roadmap Now Next Later

Product roadmap Now Next Later

Product Roadmap Now, Next, Later, Never is a great tool to forecast a product’s development, to help plan a successful product strategy.

Product Vision Board

Product Vision Board

Product Vision Boards help your product development team describe and visualize your product, defining what you want your product to accomplish.

Project Canvas

Project Canvas

Project Canvas is an invaluable tool for planning a successful project. It helps answer questions like how it will succeed, your team’s capabilities and shortfalls, what it will cost, and what actions you need to take?

Project Planning

Project Planning

Project Planning helps you prepare for any project by defining goals, tasks, and how to achieve them.

Project Scope Statement

Project Scope Statement

Project Scope Statements help outline all aspects of a project, including all related activities, resources, timelines, deliverables, and the project’s limits.

Pros vs Cons

Pros vs. Cons

Pros vs Cons is a quick and easy decision-making tool.

RACE Framework

RACE Framework

RACE Framework helps marketers review their team’s digital marketing opportunities, develop strategies and develop action plans. Alternatively, the RACE template can be used as a practical planning framework to improve your team’s digital marketing.

RAID Log

RAID Log

RAID log is a valuable planning tool that concentrates on four key areas: risks, assumptions, issues, and dependencies. It is often used at the beginning of a project to identify events, activities, and individuals that will impact the project’s successful completion.

REAN Model

REAN Model

REAN model is a tool for planning and analyzing marketing activities by considering four categories for developing a comprehensive strategy – Reach, Engage, Activate, and Nurture.

RICE Scoring Model

RICE Scoring Model

RICE Scoring Model assists in planning and prioritization of project ideas by scoring them according to four factors. These factors, which form the acronym RICE, are reach, impact, confidence, and effort.

Risk Matrix

Risk Matrix

Risk Matrix is a simple tool to help identify and prioritize risks based on their likelihood and severity.

Risk ROAM Board

Risk ROAM Board

Risk ROAM Board is a simple tool to help identify and prioritize risks based on their likelihood and severity.

Rose Bud Thorn

Rose Bud Thorn

Rose, Bud, Thorn helps participants analyze by visually categorizing the positive, potential, or negative aspects of the matter at hand.

S.C.A.M.P.E.R

S.C.A.M.P.E.R

S.C.A.M.P.E.R is a creative thinking and problem-solving method used during brainstorming sessions that supports innovation of products and services, planning, and development.

Service Blueprint

Service Blueprint

Service Blueprint is a valuable tool for understanding and designing a service experience. It is also helpful in diagnosing obstacles with operational efficiency.

SIPOC Diagram

SIPOC Diagram

SIPOC Diagrams help identify the potential gaps between suppliers and input specifications and between customers and output specifications. The tool illustrates the importance of customer needs and process outputs being the same.

Six Sigma

Six Sigma

Six Sigma improves processes to reduce waste, improve quality and increase efficiency and product value.

Smart Goals

Smart Goals

SMART stands for: Specific, Measurable, Attainable, Relevant, and Timely. Clarify your ideas, focus your efforts, use your time and resources productively, and increase your chances of achieving the goals you want.

SOSTAC

SOSTAC

SOSTAC is a popular tool used to model the creation of marketing or digital marketing strategies.

Sprint Planning

Sprint Planning

Sprint Planning is a collaborative effort that assigns tasks from the backlog to your team members to which they are responsible for their completion within the defined sprint period.

Strategy Map

Strategy Map

Strategy Map helps you create a plan for your business’s future and discover the best way to achieve it.

SWOT Analysis

SWOT Analysis

SWOT Analysis gives a clearer understanding of your strengths, weaknesses, opportunities, and threats and provides insight on how best to move forward.

Team Canvas

Team Canvas

Team Canvas is an excellent tool for teamwork. An effective technique for starting projects, aligning the team’s objectives, resolving conflicts, and setting team members their roles.

Team Charter

Team Charter

Team Charter structures your team’s purpose and objectives. Identifies resources needed and constraints, as well as the actions you need to take to reach your goals.

Value Chain

Value Chain

Value Chain is a set of activities you can perform to deliver a valuable product or service for your customers.

Value Proposition

Value Proposition

A Value Proposition allows you to clearly define how a product or service fills customers’ needs, how it benefits them and states why it’s better than similar products or services on the market.

Weekly Huddle

Weekly Huddle

Weekly Huddle keeps your team organized by creating weekly task schedules to help you stay on top.

Weekly Social Media Planner

Weekly Social Media Planner

Weekly Social Media Planner will assist you in planning each day’s social media posts for the week.

Weekly To Do List

Weekly Task PlanWeekly To Do List

Weekly To Do lists help you stay and your team organized by creating a weekly task schedule.

What Was Good? What Was Bad? Ideas & Actions

What Was Good? What Was Bad? Ideas & Actions

What was good? What was bad? Ideas and actions. An excellent retrospective to figure out what your team thinks is working and what is holding them back.

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