Service Strategy and Planning


Pipefy’s Service Strategy and Planning template will help your telecommunication organization to analyze the launching strategies of new services or the enhancement of existing services.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Service name
  2. Service type
    • New service
    • Existing service enhancement
  3. If an existing service, select a category.
    • Phone service
    • Internet
    • Television
    • Networking

Information gathering

  1. Research and analyze
    • Competitors
    • Customer
    • Technology
    • Marketing
  2. Main competitors
  3. Service growth (percentage)
  4. If new service:
  5. Service instructions
  6. Service requirements
  7. If existing service:
  8. Potential enhancements

Business Plans

  1. Attach the annual Business Plan
  2. Business Plan approval
    • Approved
    • Not approved
  3. Service demand forecast (percentage)
  4. New opportunities

Service researchBusiness Plans

  1. Research checklist
    • Prioritize processes
    • Define the assessment methodologies
    • Manage research contracts
    • Manage intellectual property

Develop Partnership Requirements

  1. Recommendations

Establish strategy & goals

Enterprise Commitment

  1. Main stakeholders
  2. Have the stakeholders approved the service plan?
    • Yes
    • No

Define Support Strategies

  1. Principles
  2. Policies
  3. Performance Standards

Service planned

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