Strategic Templates & Examples

SWOT Analysis

Evaluate your internal Strengths and Weaknesses and external Opportunities and Threats against your objective

OKRs

Build a strategic OKR plan and define your objectives, track your progress with metrics and colors, and assign ownership of items

Custom

Create your own custom project template and customize your page layout to be a grid, plan, or board, select colors, section titles, and more

OKRs

OKRs have been the most widely adopted goal methodology in Silicon Valley. Embraced by Intel, Google, Linkedin, and thousands of other businesses. The objectives tell us what we need to do next to achieve our vision. They should be qualitative. Key results "KRs" are quantitative, outcome based, and are the definitions of success for the objective. They define what success looks like and let us know if we are making progress. 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

Step 1: MISSION

Define your teams purpose, vision, & values. 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.

Step 2: SWOT Analysis

Perform Team SWOT Analysis. Leveraging the Alignment Framework, every team member performs the following each quarter. 1. Team leader meets with each team member and reviews Purpose+Vision and overall crisp mission statement, get into alignment 2. Group leader aggregates top three items from each leaders SWOT for group discussion and voting. 3. Group leader divides team into groups of 3-4 to draft their view of the conclusion 4. Conclusion becomes the foundation of the quarterly objectives "PLAN"

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.

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.

Future SWOT

A Future SWOT can help you predict the future and navigate a winning path. Remember to rank your items in order of importance, then formulate a conclusion based on what you should do next as a result of your current situation.

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, 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.

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 Template [Light Colors]

The SWOT Analysis Template can help you make brilliant decisions. To perform a business SWOT Analysis, look at your current strengths and weaknesses from many dimensions, such as from the dimension of Sales, the Customer, Business Model, Finance, Cash, Brand, Distribution, Innovation, etc. Next, look at your opportunities and threats as related to external factors such as Partnerships, New Technologies, New Laws, Economic Conditions, etc. Lastly, rank your items in order of importance, then formulate a conclusion based on what you should do next as a result of your current situation. You can create an OKR to turn these conclusion items into action items.

SWOT Analysis Template [Modern]

The SWOT Analysis Template can help you make brilliant decisions. To perform a business SWOT Analysis, look at your current strengths and weaknesses from many dimensions, such as from the dimension of Sales, the Customer, Business Model, Finance, Cash, Brand, Distribution, Innovation, etc. Next, look at your opportunities and threats as related to external factors such as Partnerships, New Technologies, New Laws, Economic Conditions, etc. Lastly, rank your items in order of importance, then formulate a conclusion based on what you should do next as a result of your current situation. You can create an OKR to turn these conclusion items into action items.

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.

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.

TEMPLATES