Strategic Planning Templates
4L’s is a quick retrospective that helps teams find what they liked, learned, lacked, and longed for on a topic or project.
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.
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 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 is a problem-solving and continuous-improvement approach. Effectively communicates project status and provides structure to the strategic decision-making process.
Ansoff Matrix is a great framework that helps firms devise strategies for product and market growth.
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 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 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
The Bullseye template helps with decision-making, assisting the teams to see what’s critical, essential, and merely peripheral.
Business Model Canvas
Business Model Canvas is a strategic planning tool to determine your business’s priorities and help develop new business models.
Concept Briefs are a short outline of concepts or requirements, such as a project’s marketing or advertising requirements.
Concept Poster is a powerful way to concisely and visually convey the essence of a concept or idea.
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 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 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 assists in thinking through a situation resulting in better decisions through critical assessment.
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.
A decision matrix template is a tool that can help you evaluate the best options based on several essential factors able to calculate the weighted average of each option to determine which one is superior compared to others and their relative importance.
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.
Features canvas is a powerful tool that helps you plan a new product or feature.
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 is an excellent tool that helps you plan, share everyone’s ideas, target issues, and prioritize tasks.
Goal Planner helps you to depict goals and dreams that spark motivation.
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 (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 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 is a short but focused brainstorming tool that helps you structure and visualize your pitch on one page.
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 is a tool that helps your team dissect and solve your business problems and determines success by measuring results against a benefit hypothesis.
Look Mock Analyze
Look, Mock, Analyze inspires discovery, outlining the issue, mocking up solutions, and analyzing the scenario with instant feedback.
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 provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.
Meeting Notes records what happened during a meeting geared for agile teams that helps everyone.
Meeting Planner provides a guide to stay on agreed topics and empowers teammates to come prepared, stay on-task, and leave with productive takeaways.
A mission statement is a short statement of why your company exists, describing the organization, its function, and its objectives.
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 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 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.
My Vision Board
Vision Boards help you to depict goals and dreams that spark motivation.
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)
Objectives & Key Results helps your team build goals or objectives and fast track the outcome.
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.
Organizational (OPG) Chart
Organizational (OPG) Chart will generally reflect reporting structure (who manages specific teams and people). It can be beneficial for new employees to refer to as they familiarize themselves with your company.
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 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.
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 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 Maps document, analyze and allow you to understand your team’s processes and outcomes.
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 canvas helps you understand what exactly your potential customers want and how you can fill their needs.
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 is a great tool to forecast a product’s development, milestones, budget, timeline, align stakeholder expectations, and plan a successful product strategy.
Product Vision Board
Product Vision Boards help your product development team describe and visualize your product, defining what you want your product to accomplish.
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.
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 helps you prepare for any project by defining goals, tasks, and how to achieve them.
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 is a quick and easy decision-making tool.
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 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 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 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 is a simple tool to help identify and prioritize risks based on their likelihood and severity.
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 helps participants analyze by visually categorizing the positive, potential, or negative aspects of the matter at hand.
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 is a valuable tool for understanding and designing a service experience. It is also helpful in diagnosing obstacles with operational efficiency.
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 improves processes to reduce waste, improve quality and increase efficiency and product value.
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 is a popular tool used to model the creation of marketing or digital marketing strategies.
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.
A stakeholder analysis template is a project management tool used to analyze a project stakeholder to determine the necessary actions to align their goals with the project.
The Stakeholder matrix is an essential step in designing a new project to determine the necessary actions to align their goals. Stakeholders include individuals, community leaders, groups, and other organizations.
Strategy Map helps you create a plan for your business’s future and discover the best way to achieve it.
SWOT Analysis gives a clearer understanding of your strengths, weaknesses, opportunities, and threats and provides insight on how best to move forward.
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 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.
User Story Map
User Story Map is a visual exercise that helps teams build a product or service based on how your users will interact and how it will create the most value.
Value Chain is a set of activities you can perform to deliver a valuable product or service for your customers.
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 keeps your team organized by creating weekly task schedules to help you stay on top.
What How Why
What, How, Why enables your team to reflect or plan a project by accessing why something needs to be done, how it will be done, and what you want to accomplish.
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.
Yearly Calendar helps you plan for the year ahead to better plan timelines, resources, and outcomes.