Whether it is a Strategic Plan for the longer term or a Business Plan for the shorter term, this complimentary template is sure to provide you sound guidance in capturing your organisational intent.

1. Company Name
Strategic Plan
Strategy and Execution
2010 Strategic Plan
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2. Company Name
Strategic Plan
Strategy and Execution
CONTENTS Page
Executive Summary……………………………………………………………………… 3
The Company….………………………………………………………………………….. 3
Vision…………………………….…………………………………………………………. 4
Strategic Analysis…………………………………………………………………………. 7
Products and Services.…………………………………………………………………… 8
Sales and Marketing....…………………………………………………………………… 8
Financial Plan………...…………………………………………………………………… 8
Executive and Implementation…...……………………………………………………… 8
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3. Executive The Executive Summary is the introduction to the Strategic Plan. A
Summary synopsis of the company and the purpose of the Strategic Plan.
What message is being articulated? What is the intended use of the
Strategic Plan? How does the Strategic Plan integrate with the
Business Plan? Describe the difference between the two.
The Company The Company should include all relevant information about the
Company and its subsidiaries. When was it formed, has there
been strategic change recently? In what capacity does it currently
operate – B2B, B2C. What is the current state of the business?
What is the Strategic Intent of the business for the future?
Vision Describe here the Vision for the future. What is the strategic
commitment that the business is articulating? Consider what the
future will look like. What value will be delivered to Stakeholders?
What position will the business hold in the market?
Strategic The purpose of the Strategic Analysis is to demonstrate the current
Analysis
market position through both Internal Analysis and External
Analysis and a detailed SWOT Analysis. You should include
targeted customer groups, recognised and acknowledge
competitors. Include what action has been taken to date. What is
the current performance and movement within the market? How
does this currently impact your business?
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4. External Analysis (Present)
• Economic Factors
• Market landscape
• Political landscape
• Competition (Identify Tier 1,2, and 3 competitors)
• Technology
Internal Analysis (Present)
• Products and Services on offer
• Customers (Identify Tier 1,2, and 3 customers)
• Organizational Structure (Current)
• Organizational Structure (Desired) (if applicable)
• Management Team
SWOT Analysis
Strengths: An internal assessment of what your business excels,
specializes and demonstrates uniqueness to.
Weaknesses: An internal assessment of what your business lacks,
is not as effective at and does not compete with effectively (but
should)
Opportunities: An external assessment to what opportunities exist
for the business.
Threats: An external assessment to risks and threats that exist in
the market and the economic climate.
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5. Products & Describe your current Products and Services that the business
Services
provides. Demonstrate the uniqueness of your business, its
services and products.
Include brief information on your price competitiveness and how
your pricing is managed. Include guarantees and warranties that
the business provides to its customers.
Sales & Include in the Sales and Marketing section, the intended sales and
Marketing
marketing initiatives that are planned. Describe the execution to
customers/end users. What internal resourcing do you currently
provide for internal and external sales. How is your marketing
function structured? Do you use an outsourced or insourced
model?
How does the organisation manage its public relations, advertising
and media activities? What direct marketing and/or telemarketing
take place? Is the sales and marketing strategy effective?
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6. Financial Plan Include in The Financial Plan a detailed summary of past, present
and forecasted financial performance for the business. Attach
spreadsheets and other evidence that demonstrate the following:
• Cash flow projections
• P&L Statements
• Balance Sheet
• Forecasting (Sales)
• Forecasting (Marketing)
• Headcount and staffing
Execution & The Execution & Implementation is the depth of how the Strategy
Implementation
will be executed. Using a model such as the Balanced Scorecard,
use divisional plans to demonstrate how the Strategy of the
Organisation will be implemented.
Be sure to include Accountabilities and Responsibilities with
assigned dates and checklists.
Remember, the value of the Balanced Scorecard is that it has the
flexibility to be customised to your organisational needs.
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