Strategic planning templates & examples, Business, Finance, planning, Vision, Mission, Plan, objectives, strategy, swot, pest, Business plan, Strategic planning, bcg matrix

1. [ C L I C K H E R E A N D T Y P E O R G A N I S AT I O N N A M E ]
S T RAT EG I C PL A N
Select this paragraph and replace with
the descriptive name of the project

3. S T R AT E G I C P L A N
Descriptive Name of the Project
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NoDerivs 2.1 Australia License.
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not alter, transform, or build upon this work; and you include this notice in any copy or display.
Prepared by
List names of
All the people
Who prepared this plan

4. N A M E O F O R G A N I S AT I O N
INTRODUCTION
Read the instructions which are on this template. Then select and replace this typing
with your own introduction.
This template only helps you with the layout and presentation of your strategic plan.
You must use your text book and study guide to learn how to develop the plan.
Remember the best presented and laid out plan is a waste of time if it is not
participatory. If you plan does not reflect what the people who will be affected by it want,
then it is a waste of time.
This is a working draft of an electronic publication in preparation. It
is available only for purposes directly related to the preparation,
including field trial and evaluation. These documents are not to be
copied or used for any purpose without express permission of Ian
Hughes. If you have any comments, feedback or comments please
send them by email to I.Hughes@cchs.su.edu.au
ABOUT PARTICIPATORY STRATEGIC PLANNING
Participatory Strategic Planning is a development of the Applied Strategic Planning model of Leonard
D. Goodstein, Timothy M. Nolan and J. William Pfeiffer.
2

5. HOW TO USE THIS STRATEGIC PLAN
TEMPLATE
Change the information on the cover page to contain the information you would like.
Select the text in each of the labelled boxes, and replace it with the information
required for your strategic plan.
To add information in the body of your plan, use Styles such as Heading 1-5, Body
Text, Block Quotation, List Bullet, and List Number from the Style control on the
Formatting toolbar.
This template is complete with Styles for a Table of Contents and an Index. From the
Insert menu, choose Index and Tables. Click on the tab you would like. Be sure to choose
the Custom Format.
3

6. HOW TO CUSTOMISE YOUR STRATEGIC
PLAN
TO CREATE YOUR OWN CUSTOMISED STRATEGIC PLAN, select and replace the text here with
your own, delete features you do not want, and type in the new features you would like.
When you make changes and save the document with a new name.
1) Insert your organisation name and address in place of the text on the cover page by
clicking once and typing. The address should be typed in the frame in upper right
corner of the title page.
2) Choose File Save As. Save the file under a new name to protect the original
version. You may want to come back to earlier versions of your strategic plan.
HOW TO CREATE BULLETS AND NUMBERED LISTS
 To create a bulleted list like this, select one or more paragraphs and choose
the List Bullet style from the Style drop-down list.
 To create a numbered list like the numbered paragraphs above, select one or
more paragraphs and choose the List Number style from the Style drop-
down list — Word will automatically number the paragraphs for you.
This Style—the Block Quotation—can be used for quotes, notes or
paragraphs of special interest. To use the Block Quotation Style,
highlight any paragraph and choose Block Quotation from the style
drop-down list on the Formatting toolbar.
4

7. MORE TEMPLATE TIPS
There are three ways to view the various style names of the template sample text:
1) In Normal view, choose Tools Options. Click the View tab. In the Style Area
Width box, dial up a number such as “1” and click OK. Observe the style name
next to each paragraph; or
2) In Page Layout view, click on any paragraph and view the style name on the
Formatting toolbar; or
3) From the Format menu choose Style Gallery. In the Preview section click on Style
Samples.
HOW TO CREATE A TABLE
TO CREATE A TABLE, Choose Insert Table From the Table menu. To have it look like the
below table, click Table AutoFormat on the Table menu, and then choose the Elegant
format.
TO MODIFY AN EXISTING TABLE, such as the table below, position your cursor in any cell.
To modify the table, access the Table menu to select the desired action and/or result.
COMPETITOR RANKING CURRENT SHARE SHARE IN 3 YRS.
Largest competitor 50% 30%
Second largest competitor 25% 20%
Third largest competitor 15% 12%
 Table: Projected growth of competitors over 3 years.
5

8. VISION
Descriptive Name of Project
Our vision of our future is ...
Give an expression of the vision here after you have read and discussed what
is meant by ‘vision’ in participatory strategic planning. Do this when you are
ready to, as early in the planning process as you can.
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 2
Chapter 2
6

9. PLANNING TO PLAN
Write a descriptive title of the project
OUR PROJECT
A statement that the Executive Officer or Coordinator will provide
OUR COMMITMENT time and resources needed to complete the participatory planning cycle
List the names and positions of the people who will make the plan
OUR PLANNING
TEAM
List the people, groups and organisations who may be affected by this
THE STAKE HOLDERS plan
When will the planning team meet?
TIME FOR PLANNING
Where will the planning team meet?
PLACE FOR
PLANNING
7

10. STAKE HOLDER-TEAM RELATIONSHIPS
Draw a diagram connecting each stake holder to the planning team on a piece of paper
and attach it to the strategic plan at the end of this part.. If you delete this paragraph you
can use the heading.
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 5
Chapter 5
8

11. E N V I R O N M E N TA L M O N I T O R
This Environmental Monitor should be copied and used from time to time during the planning cycle.
DATE
Are there any new technologies, or international events that may affect
GLOBAL this project
ENVIRONMENT
Any political events, Australian and State Government policies,
NATIONAL AND economic changes or other elements in the national or state
STATE EVENTS environment.
What are the social and cultural expectations, events and changes
SOCIAL AND which might affect the project?
CULTURAL
ENVIRONMENT
Trends and events in the industry or service sector (eg Aboriginal
INDUSTRY OR health sector).
SERVICE SECTOR
Description of similar organisations or projects, and monitoring their
COMPETITIVE actions.
ENVIRONMENT
9

12. Local events, history, geography, economy, politics, interests,
LOCAL activities etc.
ENVIRONMENT
What happens in the organisation, project and planning team.
INTERNAL MONITOR
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 6
Chapter 6
10

13. A P P L I C AT I O N
C O N S I D E R AT I O N
This form should be kept and used when the planning process reveals a need for immediate action.
Always use a copy of this form, and keep the original so you can take other copies to use later.
Date the form is filled out
DATE
During the planning process differences between what is and what
GAP IDENTIFIED should be will be uncovered
If action is needed before the end of planning, when is action needed
URGENCY
What you think should be done
ACTION PLAN
Who will be responsible for application
RESPONSIBILITY
ExecutiveOffocer or Coordinator approves of action
COMMITTMENT
Report of what is done
ACTION TAKEN
11

14. Report of what happened after the application
OUTCOME
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 6
Chapter 6
12

15. C U LT U R E S C A N
Brief description of the culture of service users
CUSTOMERS
Brief description of the culture of the organisation
ORGANISATION
Brief description of cultures in the local community
LOCAL COMMUNITY
Notes on cultures of other service providers
COMPETITORS
Cultural background of each member of planning team
PLANNING TEAM
Implications of the cultural context for the plan
PLAN
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 3
Chapter 3
13

16. VA L U E S S C A N
MEMBERS OF PLANNING TEAM
Name Personal values
Each member of the lists his or her own values
planning team
use the tab key to add more rows
THE STAKE HOLDERS
Stake holder Values
List each main stake List the values of each (if known)
holder
Use statements made by stake holders when possible
THE ORGANISATION
Name of the Stated philosophy, principles or values
Organisation
Copy or attach a written statement if one exists
Source
THE PROJECT
Name of the Project Statement of shared values
Type in a statement prepared by the
planning team in consultation with others
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 7
Chapter 7
14

17. P U R P O S E F O R M U L AT I O N
The word quot;purposequot; is often preferred to the word quot;missionquot;. Another word preferred by stake
holders may be used. Answer each of five questions, then combine the five answers into one statement
of purpose.
What services will the
1. WHAT project offer?
What functions will the
project perform?
Who are the people
2. WHO who may use this
service?
For whom will the
project perform this
function?
what will the project
3. HOW offer to meet this need?
What are the reasons
4. WHY for the project?
Why will the project
exist?
What?
Why?
15

18. How? Who?
DRIVING FORCES
what will we do
SERVICES
who will use our
CUSTOMERS services
what methods will we
TECHNIQUES use
how we can afford to
COST CONTROL do it
how we can do it
OPERATIONS
how we will sell or
DISTRIBUTION offer our services
resources we can make
RESOURCES use of
what stake holders will
REWARDS get
What makes our project
DISTINCTIVE different from others?
COMPETENCY
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 8
Chapter 8
16

19. S TAT E M E N T O F P U R P O S E
17

20. GOALS & OBJECTIVES
Copy the template, and fill it out for each Goal. Objectives will be formatted as a
numbered list automatically.
GOAL Type your goal here
1) First objective
OBJECTIVES
GOAL Type your goal here
1) First objective
OBJECTIVES
18

21. S T R AT E G I C M O D E L
1) List the service or services (‘Lines of Business’) which
SERVICE the project will provide for the community.
2) The computer will generate a new item in a numbered
list when you press the ‘Enter’ key.
SUCCESS INDICATORS
SUCCESS INDICATORS
ACTIVITY
1) Select, copy and paste a copy of this box (with its title)
for each major activity in your list.
2) Replace the title ‘ACTIVITY’ with the name of an
activity from the list.
3) In this box list the indicators you will use to track
progress in that activity.
This is the heart of the strategic plan. List the strategic thrusts which
BROAD STRATEGIES are the most important things you will do to achieve your vision.
List a few broad strategies here. The detail comes later.
What common understanding do the members of the project team
SHARED need to create these services, meet the success indicators and
UNDERSTANDING implement these strategies?
What kind of culture is needed in the project team to achieve this
PROJECT CULTURE success? (refer back to 3).
What do you need to do to achieve and maintain this culture in the
project team?
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 9
Chapter 9
19

22. S W O T A N A LY S I S
I STRENGTHS WEAKNESSES
N
T
E
R
N
A
L
E OPPORTUNITIES THREATS
X
T
E
R
N
A
L
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 10
Chapter 10
20

23. G A P A N A LY S I S
Copy the following table, and fill a copy out for each service or activity listed in the strategic model.
Under SITUATION briefly describe where we are at now.
Under OBJECTIVE describe where you would like to be.
In the ACTION box write what you intend to do about it.
Copy what you write in the ACTION box into a copy of the Action Plan.
SERVICE OR ACTIVITY
SITUATION OBJECTIVE
ACTION
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 11
Chapter 11
21

24. ACTION PLAN
OBJECTIVE
ACTION WHO WHEN OUTCOME
22

25. Copy the previous page, and use it many times in planning and implementing action to achieve your
vision. For each action, mane a person with responsibility to achieve or coordinate that activity, when
the person should report on progress. Make a brief note of the outcome when the report is made, or
the date for completion arrives.
Goodstein LD, Nolan TM & Pfeiffer JW (1992)
& Applied Strategic Planning: An Introduction
Applied Strategic Planning: A Comprehensive Guide
Chapter 12
Chapter 12
Congratulations on completing your strategic plan.
_______________________________________
This work is licensed under a Creative Commons Attribution-NonCommercial-
NoDerivs 2.1 Australia License.
You are free to copy, distribute or display this work for non-commercial purposes provided you do
not alter, transform, or build upon this work; and you include this notice in any copy or display.
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