Develop the Strategic Plan and SWOT

Strategic planning is creating a vision of the future and managing toward that expectancy. It's operating under a mission statement umbrella that focuses the organization's effort.  It's an effective process for aligning your short-term decisions with your long-term goals.

 

Strategic planning answers the three big questions:

  • Where are we today?
  • Where do we want to be in the future?
  • What should we be focused on today, in order to make it more likely we will be where we want to be in the future?

But..you also need market & industry data from here:
* Industry Intelligence  
*
Competitive Analysis 
*
Market Research
 


 

It is a simple process with an incredible power to energize your organization and bridge the gap between long-term vision and day-to-day tactics. Having answered the big three questions the team than creates action plans that start them moving in that direction - now! Now means today, this week, this month, and this quarter.

 

The team planning process is as valuable as the plan it produces. (Some argue even more important.) Once in a while a CEO will try to save their company time and effort by sitting down and creating a vision, mission, strategy, and set of goals. Such plans are usually pretty good, after all the CEO is intelligent and highly intuitive. As an alternative, the CEO sometimes hires a consulting firm to develop a plan. The hard truth is that the best plan is one that actually gets implemented. That is why a plan developed by the implementation team will always beat a plan imposed on the implementation team. If you are in the midst of a short term crisis such as an all out push to get a new product out the door you should wait until every member of the planning team won't be distracted during the two day process.

 

 

On the other hand if you are in a protracted crisis - months and months - then the planning meeting is an excellent opportunity to take a few steps back and triage the situation. Perhaps the only way out of crisis mode is to invest in changing the status quo through an upgrade of the infrastructure, entering a new market, creating a new product, developing a competitive strategy, replacing a team member in over their head, increasing the equity base, getting out of legacy products, markets, customers, or people.  

 

Time is short and resources typically limited when you're in crisis. You get fewer chances to get it right. It is important to reestablish what the vision, mission, strategy is so you not only solve today's problems but start building long-term value.

 

Strategic planning is not about predicting the future, reading crystal balls, or calling some psychic hotline. Strategic planning is asking the people who's actions will create the future what they want that future to be.  Where do you want to be in five years?

  • Not where do you think you'll be.
  • Not where do you forecast you'll be.
  • Where do you want to be.

Perhaps no one has ever asked the question before?  Once the team identifies where they want to be they ask the next big question. What has to change in order for us to get there? Those changes are articulated as a small set of strategic goals with implementation plans that start immediately. While we talk about where we want to be in three to five years the focus on the plan is on what we are going to do during the next 1 - 12 months to get us there.

 

While subscription members receive all files on this site, some files from that package can be purchased individually without the need for a membership. These files are always shown with the "View Now" and "Add to Cart" buttons beside them.

 

Click Add to Cart to Buy Each Document - Download link for files provided immediately after purchase. As a reminder, subscription members receive these files in their private download area at no additional cost.

 

Strategic Plan Templates Click Box For Free View of Each Document  
Tool to Develop a Comprehensive Strategic Plan - PLNG01

Tool to Develop a Creative SWOT Analysis - CA02

 


 

 

 

Download Additional Strategic Plan & SWOT Templates and Examples
For Annual Subscription Members Only

 

 

Strategic Plan Workbook II Environmental Analysis Model SWOT Analysis Model Strategic Business Plan Workbook
Strategic Plan Workbook III Strategic Plan Report Writer Template-2 Strategic Plan Report Writer Template-1 Presentation and Report Charts and Graphics - Big Time Saver!
Strategic Planning Facilitator's Guide MARKET, INDUSTRY, AND COMPANY, RESEARCH HR Strategic Plan New Business, Product, and Startup Ideas

 

 

More Strategic Planning Tools & Templates Additional Tools, Templates, Plans, Presentations, and Analysis Description
Strategic Planning Kickoff Presentation Power Point presentation to a strategic planning group to kickoff the development of a strategic plan
Strategic Planning Model  Very detailed and comprehensive step-by-step strategic planning model (done in Power Point)
The Strategic Planning Audit  A survey questionnaire to be sent to all involved in the planning process to get a factual assessment on the state of the company's current strategic planning process (Word Document)
Strategic Planning Process Higher level framework of the planning process (done in Power Point)
Strategic Planning Course Course learning that explains the strategic planning process (done in Power Point)
Analysis of the External Environment and Competition A PowerPoint document that walks you through how to do an analysis of the external environment and the competition, both of which are key pieces of the strategic plan
Strategic Marketing Plan Theoretical concepts and practical application examples
IT Strategic Plan Sample Comprehensive Strategic Plan
Scientific Organization Sample Comprehensive Strategic Plan
Software Distributor Detailed Sample SWOT Analysis

 

Competitive Analysis Templates Description
Competitive and Value Chain Analysis Workbook A powerful Excel spreadsheet workbook with tabs providing models to undertake both competitive and value chain analysis. Even though it is for annual subscribers only, please click here to see the workbook in protected form.
How To Gather Competitive Analysis Information  Provides the steps and potential sources to use to gather the information necessary for a good competitive analysis exercise (PowerPoint)
Starbucks Competitive Analysis Example  A sample competitive analysis study using Starbucks as the company being studied (PowerPoint)

 

Project Management Templates Description -- Project Management Tools To Track Team Member Activities and Supporting Projects
Project Tracking Dashboard Monitor and control sub-projects ad overall deliverables
Weekly Progress Tracking Report - Sample 1 Get timely status of each project to keep on track toward meeting deadlines and objectives
Weekly Progress Tracking Report - Sample 2 Get timely status of each project to keep on track toward meeting deadlines and objectives

 


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