Strategic Plan
2025
Purpose
Give a concise overview of the plan, highlighting the company’s mission, vision, and goals.
Write a high-level summary of the company's purpose.
List key strategic goals for the plan's duration.
Present a compelling vision statement.
Company Overview
Mission Statement
Explain the core purpose of your company.
Vision Statement
Describe the long-term impact you aim to achieve.
Core Values
List the guiding principles that drive your company’s decisions and culture.
Market Analysis
Industry Trends
Summarize relevant changes in your sector.
Target Audience
Persona #1
Define your primary customers. Who are they, and what are their needs?
Goals
- A task that needs to be completed.
- A life goal to be reached.
- Or an experience to be felt.
Frustrations
- The challenges this user would like to avoid.
- An obstacle that prevents this user from achieving their goals.
- Problems with the available solutions.
Persona #2
Define your primary customers. Who are they, and what are their needs?
Goals
- A task that needs to be completed.
- A life goal to be reached.
- Or an experience to be felt.
Frustrations
- The challenges this user would like to avoid.
- An obstacle that prevents this user from achieving their goals.
- Problems with the available solutions.
Company Info
Description
Name: Competitor 1
Location: San Francisco, CA
Company Size: 127
Name: Competitor2
Location: London, UK
Company Size: 48
Name: Competitor 3
Location: Lisbon, Portugal
Company Size: 12
Competitor 1 is a ....
Competitor 2 is a ....
Competitor 3 is a ....
On the web
Company Profile
Competitive Analysis
Identify key competitors and compare strengths, weaknesses, opportunities, and threats (SWOT).
Strategic Goals and Objectives
Short-Term Goals
List actionable goals to achieve within the next year.
Long-Term Goals
Outline your 3-5 year vision for growth and success.
KPIs
Define measurable metrics to track progress.
Action Plan
Initiative #1
- Initiative: Launch a new product line.
- Responsible Party: Marketing Director.
- Deadline: Q2 of this year.
Initiative #2
- Initiative: Enter a new market.
- Responsible Party: Sales Director.
- Deadline: Q3 of this year.
Initiative #3
- Initiative: Hire new talent
- Responsible Party: HR.
- Deadline: Q4 of this year.
Financial Planning
Budget Overview
Outline expected costs and major expenses
Costs and Expenses
20% Cost 1
35% Cost 2
25% Expense 1
20% Expense 2
Revenue Streams
Define how your company generates income.
Funding Requirements
If applicable, detail the funding needed to support your strategy.
Operational Strategy
Processes
Describe the key workflows that drive your operations.
Technology and Tools
List essential platforms, systems, or tools.
Marketing and Sales Strategy
Positioning Statement
What makes your product or service unique?
Marketing Channels
Identify the platforms where you’ll engage your audience.
Sales Strategy
Define how you’ll move customers through the sales funnel.
Key Risks | Mitigation Strategies |
|---|---|
Highlight internal and external challenges that could impact your goals. | Describe how you’ll address this risk. |
| Description... | Description... |
| Description... | Description... |
| Description... | Description... |
Risk Management
Monitoring and Evaluation
Review Schedule
Set regular intervals to evaluate progress (e.g., quarterly reviews).
Performance Metrics
List the KPIs you’ll use to measure success.
Adjustment Process
Outline how you’ll adapt the plan as circumstances change.
Supplementary Materials
Attach supporting data, research, and detailed charts. Such as;
- Market research reports.
- Financial forecasts.
- Work schedules or timelines.
