Company Name

Strategic Plan Recap

Executive Summary

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 Executive Summary 1
Celebrate 3
SWOT Scan 4
PESTLE Trend Analysis 5
3 Year Vision 6
3 Year Mission 7
Values 8
Risks 9
Priorities & Goal Setting 11
Implementation Plan 12
Communication of the Strategic Plan 18

Appendix 19
Takeaways & Reflections 19
Parking Lot 19
Survey Results 19

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Celebrate

3
SWOT Scan

Strengths Weaknesses
● ●

Opportunities Threats
● ●

4
PESTLE Trend Analysis
What is happening in the world around us that is going to shape the future environment of our organization?

Political ● ●

Economic ● ●

Social ● ●

Technological ● ●

Legal ● ●

Environmental ● ●

5
3 Year Vision
Where do we want to go?

Aligned Team Vision YEAR

Vision Points

1.

6
3 Year Mission
What is our purpose?

Aligned Team Mission YEAR

Who are we? (Adjectives used to describe ourselves)

1.

What do we do? (Benefits versus Features)

1.

Who do we do it for? (Our main customer)

1.

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Values
Important questions for value reshaping:
● What are the impacts if we reward non-ideal values?
● What are the impacts when people live our ideal values?
● What specific behaviors can be demonstrated to ensure your values move from implicit to explicit?
● What are the benefits of reshaping your values in your organization?
● How can we reshape the values throughout our organization?

Desired Values & Behaviors

Current Values & Behaviors
What do we want to replicate throughout our
Good, not-so-good, or neutral
organizations to help us reach our vision?

● ●

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Risks
Questions to consider while working through the risk register:
● What risks and uncertainties exist for your organization?
● What is the impact and likelihood of them happening, and what can you do about them?
● Risk can both be positive and negative
● Review those that multiply to 16 or higher
● Your strategic priorities will address and mitigate the critical risks based on their rating

Risk Impact Likelihood

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Priorities & Goal Setting
What are the areas of strategic focus for the next time period that can help mitigate some of the above risks
and help you reach your 3-year vision? How are you going to measure success?

Formula 1: Go from BASELINE to TARGET by DATE

Example: Increase revenue from $1mil to $4mil by Dec 31, 20XX

Formula 2: Do X ITEM to extent of TARGET by DATE

Example: Contact 60 potential funders by Aug 30, 20XX

Strategic Priority #1 Strategic Priority #2 Strategic Priority #3

Priority Priority Priority

Champion Champion Champion

Objectives & Goals Objectives & Goals Objectives & Goals

● ● ●

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Implementation Plan
What do you need to do first (urgent & important) to begin to move forward on your goals and priorities? You
can continue to build on this action plan as you move forward with implementation.

SP1:
Champion:
Target Completion
Milestone/Deliverable Responsibility
Date
Goal 1:

Goal 2:

Goal 3:

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Goal 4

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 SP2:
Champion:
Target Completion
Milestone/Deliverable Responsibility
Date
Goal 1:

Goal 2:

Goal 3:

Goal 4

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 SP3:
Champion:
Target Completion
Milestone/Deliverable Responsibility
Date
Goal 1:

Goal 2:

Goal 3:

Goal 4

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Communication of the Strategic Plan
What are you going to do to communicate and share your strategic plan throughout your organization?
● Who needs to know what, by when and to what extent?
● What communication structures do you need to put in place internally to be successful (ex: strategy
meeting cadences, strategy review cycles)
● Where can you incorporate strategy discussions into existing communications?

Target Completion
Milestone/Deliverable Responsibility
Date

Meet as a strategy team to debrief and follow up on strategic plan

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 Appendix

Takeaways & Reflections

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