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Strategic Planning Process Free 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.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

I have to manage the allocation of tasks among a team of engineers. Pipefy allows me to create a bunch of tasks, distribute them among my people and keep full visibility of workload per engineer, progress status, completed asks, reallocated tasks etc. It’s simple, it works, it’s intuitive and it’s useful. What else would anyone ask?

Ramon Torres Operations Manager

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