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Business strategy templates

Identify goals, assess risks, and implement business tactics with these business strategy templates.

  • Strategic plan

    Atlassian

    Strategic plan

    Capture and present your business strategy to the executive team and board of directors.

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  • Business plan one-pager

    Isos

    Business plan one-pager

    The Business plan one-pager is used to set the medium- and long-term strategy for your company.

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  • Customer journey mapping

    Atlassian

    Customer journey mapping

    Visualize your customers' experiences and find opportunities for improvement.

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  • Change management plan

    Atlassian

    Change management plan

    Change happens, so prepare your team with a well-heeled plan they can follow.

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  • SWOT analysis

    Atlassian

    SWOT analysis

    Use this template to assess how your business is performing and how it can improve.

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  • OKRs

    Atlassian

    OKRs

    Use this goal-setting template to set measurable, ambitious milestones.

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  • Business status update

    Steven Bao

    R&D Program Manager
    Atlassian

    Business status update

    Provide regular updates to leadership and the wider team on business and product performance.

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  • SMART goals

    Atlassian

    SMART goals

    Use the SMART goals framework to keep your team on track.

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  • Roles and responsibilities

    Atlassian

    Roles and responsibilities

    Define responsibilities for team members and identify opportunities for team growth.

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  • Executive business review

    Joff Redfern

    Head of All Teams
    Atlassian

    Executive business review

    Capture and present high level business performance to major stakeholders.

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  • Mvp ideation

    Atlassian

    Mvp ideation

    Work through the MVP idea with this framework.

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  • Startup pitch deck

    Atlassian

    Startup pitch deck

    Pitch interested parties on your startup ideas by telling your story.

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  • Annual plan one-pager

    Mike Cannon-Brookes

    Co-founder & CEO
    Atlassian

    Annual plan one-pager

    Share your company's annual plans and priorities across your entire organization.

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  • 5 whys analysis

    Atlassian

    5 whys analysis

    Use this template to conduct a 5 whys analysis and discover the sources of team problems.

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  • Elevator pitch

    Atlassian

    Elevator pitch

    Use this template to create an elevator pitch that communicates the value of a project.

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  • Problem framing

    Atlassian

    Problem framing

    Use this template to run a problem framing exercise and create a problem statement.

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  • Vision to values

    Atlassian

    Vision to values

    Define your company vision so you can form actionable business strategies.

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  • Risk assessment matrix

    Stiltsoft

    Risk assessment matrix

    Identify and prioritize risks, then define what further actions you need to take to control.

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  • Leadership team health monitor

    Atlassian

    Leadership team health monitor

    Understand your strengths and weaknesses as a leadership team and identify ways to improve.

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  • Vendor agreement

    Atlassian

    Vendor agreement

    Legitimize vendor relationships with a contractual agreement.

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  • All hands meeting

    Atlassian

    All hands meeting

    Share business updates, victories, employee spotlights, and more with your larger team.

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  • SAFe lean business case

    Scaled Agile, Inc.

    SAFe lean business case

    Create a lean business case for your portfolio epic based on SAFe agile practices

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  • Ritual reset

    Atlassian

    Ritual reset

    Use the ritual reset template to examine team processes, improve team meetings, and reset team rituals.

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  • ITSM change management

    Jira Service Management

    ITSM change management

    Use this template to describe and track change management plans.

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  • 4Ls retrospective

    Atlassian

    4Ls retrospective

    Use this template to conduct a 4Ls retrospective with your team.

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  • Fundraising database

    Atlassian

    Fundraising database

    Keep track of all of your investor communications for each fundraising round.

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  • Customer impact assessment

    Zendesk

    Customer impact assessment

    Define and build your process for how you handle customer-impacting changes.

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  • Marketing united

    Atlassian

    Marketing united

    A weekly blog post from your leaders and peers is just what you need to keep everyone informed.

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