Strategic planning templates

Use this collection of templates to ensure every project has a clear, measurable outcome.

이 컬렉션의 정보

Strategic planning is a company-wide process to define the direction of the business. Teams will need to set priorities and decide how resources will be allocated to support the overall vision. Use this collection of strategic planning templates to build out a cohesive strategy that supports the company’s overarching goals. A free copy of “Synergy, Disrupt, and Other Business Keywords” with every order!
Use this collection of project management templates to share ideas, outline an action plan, decide and execute on key milestones, and review how your project turned out and where you can improve.

Strategic planning templates

이 컬렉션의 사용 방법

Vision to values template

Joff Redfern

전체 팀 책임자

비전으로부터 가치 전달

실행 가능한 비즈니스 전략을 만들 수 있도록 회사의 비전을 정의하세요.

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Step 1: Create a vision

Define your company objectives and define your vision and values.

This is the time to look at the big picture and answer these essential questions: what is your company’s ultimate objective, and what drives your team’s work? With the Vision to values template, from the desk of Joff Redfern, Head of All Teams at Atlassian, collaborate with leaders to define your company’s vision and understand how each project helps your team achieve its goals. This is the north star by which you’ll navigate.

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SWOT analysis template



이 템플릿을 사용하여 비즈니스의 성과 및 개선할 수 있는 방법을 평가하세요.

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Step 2: Analyze market gaps

Complete a competitive analysis to see how your business stacks up.

The big picture you just put together should include a strategy around how your team will grow the business. Take the time to analyze internal and external factors that could help or hurt your growth. Use a SWOT template to size up your company’s strengths and weaknesses so when market opportunities and threats crop up, you’re ready to play hardball.

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OKRs template



이 목표 설정 템플릿을 사용하여 측정 가능하고 야심 찬 마일스톤을 설정하세요.

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Step 3: Determine objectives

Outline your team’s objectives and key results to ensure all projects are contributing to company goals.

Whether you’re setting goals for your company, your department, or a small team, make sure you know the ins and outs of goal setting, and how OKRs specifically can help. This OKRs template will guide you through a popular and proven method of goal setting and documentation. You’ll outline 1-3 big objectives, identify the measurable results you want to see, identify owners and collaborators for each one, and track your progress.

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Business strategy template

Pratima Arora

Confluence 책임자

전략적 계획

비즈니스 전략을 캡처하여 경영진과 이사회에 제시하세요.

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Step 4: Build and execute your strategic plan

Create a strategic plan so you can wow key stakeholders.

Use the Strategic plan template to focus your thoughts before you present your vision and plan to executive leadership and your team. Once everyone understands your strategy, use this template to organize how you’ll get it done. Think of it as an architect’s blueprint for a building, or a montage of The Plan in an action movie.

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Retrospective template



어떤 부분이 잘 진행되었으며, 부족한 점은 무엇이었나요? 팀과 함께 개선 방안을 크라우드소싱하세요.

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Step 5: Review and optimize

Take time to review challenges and best practices in a retrospective.

You’ve prepared, planned, and nailed the execution. (The Plan worked!) Now, your team needs to reflect on what went well and where you can improve during the next cycle. Use the retrospective template to surface constructive criticism for a large, cross-team effort or even for a year in review. No matter the project, this template can help guide the conversation and provide a visible way for your team to take action and improve. 

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