Strategic plan template

Kick off your meeting the right way with an executive summary. This provides executive leadership context for your analysis and will help them understand and adopt your strategic plan. Start by reviewing your company’s recent performance. Then summarize key struggles, successes, and lessons learned that inform your strategy.

Now that you’ve set the stage, you can present the market landscape and your business analysis to executive leadership. To make sure leadership understands your strategic plan, organize your thoughts with our template. Start by presenting your competitors' strengths and weaknesses. Then focus your analysis by prioritizing target audiences.

Before you get into the details of your plan, inspire executive leadership by presenting the vision that guides your business strategy. This will help leadership understand how your strategic plan successfully navigates the competitive landscape. When you present your strategic plan, prioritize goals and make sure to include key success metrics. Finish your meeting by laying out your execution plan and following up on open questions.