1. ROADMAP TEMPLATE
Values Vision Competitive Advantage
Internal Strengths: Internal Weaknesses:
S W
External Opportunities: External Threats:
O T
Services/Products: How my company makes money (revenue/sales)
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
Client/Customer: Who my company sells to
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
Geography: Where my company sells its products?
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________

2. My company’s top 5 strategies for future growth are:
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
4. ___________________________________________________________________________
5. ___________________________________________________________________________
My company’s Dashboard Goals for this year are (or last year’s performance was)
Revenue: ___________________________________________________________________
Operating Profit: ______________________________________________________________
Quality: _____________________________________________________________________
Client Satisfaction: ___________________________________________________________
My company’s most important goals for this year are:
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
4. ___________________________________________________________________________
5. ___________________________________________________________________________
My ideas to help my company achieve its goals are:
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________
4. ___________________________________________________________________________
5. ___________________________________________________________________________