Strategic planning process

Template

Strategic Planning is a process conducted by companies that aim to reevaluate their values, plans, and goals. With Pipefy’s Strategic Planning Template, you can create tasks that will have to be followed in a standardized way by your team, set assignees and due dates, and keep track of the milestones.

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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. Company

  • 2. Industry

    • Construction
    • Consulting
    • Education
    • Energy & Utilities
    • Financial Services
    • Health / Medical
    • Insurance
    • Legal Services / Law Practice
    • Manufacturing
    • Marketing, media & entertainment
    • Non-Profit Organization
    • Public Sector
    • Retail
    • Supply Chain
    • Technology
    • Telecommunications
    • Tourism / Hospitality
    • Transportation
  • 3. Assignee

  • 4. Due date

Situation analysis

  • 1. Internal strengths

  • 2. Internal weaknesses

  • 3. Key external opportunities & challenges

  • 4. Key trends & drivers

  • 5. Implications

Direction

  • 1. Mission

  • 2. Vision & values

  • 3. Goals & strategies

  • 4. Institutional priorities

Alignment

  • 1. Budget for changes

  • 2. Expected ROI date

  • 3. Expected ROI

  • 4. Areas of focus

  • 5. Planning

Execution

  • 1. Execution team

  • 2. Next milestone

  • 3. Action plan

Evaluation

  • 1. Return

  • 2. Key learnings

  • 3. Performance evaluation

  • 4. Data gathering

Done

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