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ALIGNMENT PLAN TEMPLATES

Mission Framework

Define your company, team, role, project mission vision statement

SWOT Analysis

Evaluate your internal strengths and weaknesses and external opportunities and threats against your objective

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Alignment Plan

Build a one page plan to define your objectives (OKRs), track your progress, and assign ownership

Template Library - Strategy

Team Mission

Map out your teams purpose, vision, plan, and core values. Inspired by Jim Collins Core Ideology from his best selling book, Built to Last. Use this collaborative template to get the most of your role. Next, what is your current situation when it comes to this mission. Perform a SWOT Analysis.

2022 Quarterly Planning Process

Our approach to strategic planning timeline for 2022. Use this template to track your strategic planning process.

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Business Model Canvas

Together with the SWOT analysis, the Business Model Canvas is one of the most used tools to help businesses look at the current state of their business in a strategic way.

Creating Your Company Values

A simple exercise to explore your company values.

Hedgehog

The fox knows many things, able to devise a myriad of complex strategies to sneak attack upon hedgehog. The hedgehog knows one big thing, rolling up into a perfect little ball thus becoming a sphere of sharp spikes in all directions. The hedgehog always wins despite the different tactics the fox uses.

Innovation Landscape Map

Create your innovation strategy by choosing how much energy and resources to spend on these four core areas - Routine, Disruptive, Radical, or Architectural innovations. Brainstorm your innovation options below.

Lafley and Martin’s Five-Step Strategy Model

P&G CEO A.G. Lafley's leveraged a strategic framework to make strategy simple. "What Roger and I tried to do was to distill a simple but powerful approach to strategy that the two of us have seen work in 75 years of experience ... We tried to demystify this whole thing called business, distill it down to five choices for winning." "In order to be sustainable, an organization must seek to win in a particular place and in a particular way, translating the abstract happy future into defined winning aspirations." from the book the Game Changer.

McKinsey 7s Framework

A popular business framework developed by Mckinsey to drive alignment of resources, strategy systems, and people across the organization.

Mission Framework: Purpose+Vision

Define your teams purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

Mission, Vision, Values w/Test

Define a powerful mission statement based on your purpose, mission, vision, values, metrics for your team. Inspired by Jim Collins best selling book, Built to Last.

PEST Analysis

Leverage a PEST Analysis to analyze your Political, Economic, Social, and Technological factors to stay ahead. A PEST Analysis is often used in conjunction with a SWOT Analysis to provide a macro look at external factors impacting a business objective. Explore how exchange rates, cultural norms, upcoming elections, population growth rates, and many more factors can impact your objective.

PESTEL Analysis

Analyze your Political, Economic, Social, Technological, Legal, and Environmental factors to stay ahead. A PESTEL Analysis is often used in conjunction with a SWOT Analysis to provide a macro look at external factors impacting a business objective. This includes looking at political, economic, social/cultural, and technological factors that could have impact on your business objectives. This includes looking at exchange rates, cultural norms, upcoming elections, population growth rates, and many more.

Porter's Five Forces

A framework for understanding the forces that shape competition within an industry. The five-forces perspective is associated with its originator, Michael E. Porter of Harvard University. This framework was first published in Harvard Business Review in 1979.

Project Mission Framework: Purpose+Vision

Role Mission Framework: Purpose+Vision

Define your personal missions including your purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

SOAR Analysis

Use this online SOAR Analysis template to help you evaluate your internal Strengths, Aspirations, Opportunities and Results.

Strategy Playbook

The most powerful strategy playbook tool. Customize sections, track completion score, status colors, add rich notes, and assign ownership.

SWOT Analysis

To perform a SWOT Analysis, look at your current strengths and weaknesses from all dimensions, such as from Sales, the Customer, Business Model, Brand, Innovation, etc. Next, look at your opportunities and threats as related to external factors such as Partnerships, New Technologies, New Laws, Economic Conditions, etc. Rank your items in order of importance and formulate a conclusion based on what you should do next as a result of your current situation.

Team Mission Framework: Purpose+Vision

Define your team purpose, vision, & key metric goal. A powerful mission statement is based on your purpose, vision, and values, summarized into a crisp 7-12 word mission statement. Inspired by Jim Collins best selling book, Built to Last.

Test Your Vision, Mission, Values

After completing your Purpose, Vision, Plan, and Values, test your statements with these series of questions below. This framework references Jim Collins approach from the book Built to Last.

The Alignment Plan | OKRs

We call this expanded OKR, the Alignment OKR Plan. A single page that brilliantly combines the full strategic process together to help everyone achieve remarkable outcomes. Type '/' to link to a sub-OKR plan.

The Alignment Plan | OKRs

The Balanced Scorecard

The Balanced Scorecard—Measures that Drive Performance by Robert S. Kaplan, David P. Norton

Three Horizons of Growth

The three horizons framework as originally featured in The Alchemy of Growth in 1999, and provides a structure for companies to assess potential opportunities for growth without neglecting their present day performance.

TOWS Analysis

Use this online TOWS Analysis template to help you develop a strategic plan around your SWOT Analysis findings. Leverage your strengths to capitalize on an external opportunity. Leverage an opportunity to overcome a weakness, etc. Hover over the title of each section for a description of TOWS.

Vision SWOT

An envisioned future SWOT can help you see the future and design a winning strategy to achieve your vision. Remember to rank your items in order of importance.

WHY Analysis

Simon Sinek's Ted Talk on "Starting with Why" has become a widely acclaimed talk on "purpose". It starts with asking yourself "Why do we do it", "How do we do it", "What do we do?". It's a wonderful way to focus on what important and what truly rallies your team and then harness with inherent purpose to drive the how and the what.