Easy to use templates to help strategic planning efforts.

1. Company X
Who thought strategic
planning was fun?
Image source: http://www.eastwestdaily.com/win-east-west-essentials-every-week/happy-people1

2. Strategic Context
source: http://en.wikipedia.org/wiki/Vision_statement#Mission_statements_and_vision_statements
Vision: Outlines what the organization wants to be, or how it wants the world in
which it operates to be (an "idealised" view of the world). It is long-term view
and concentrates on the future.
Mission: Defines the fundamental purpose of an organization, why it exists and
what it does to achieve its vision.
Values: Beliefs that are shared among the stakeholders, drive an organization's
culture & priorities, and provides a framework in which decisions are made.
Strategic Thrusts: broad statements of intended actions that provide a theme
that knits together independent activities focusing energies on things that matter
in the market. source: www.marketingpower.com
1. [category: revenue & EBITDA growth] Drive …
2. [efficiency & effectiveness] Optimize …
3. [customer experience] Enhance …
4. [power our people] Engage …
5. [channel & coverage] Develop…

3. Defining the Future - Ishikawa
Future state:
 xxxxxx
Strategy Thrust #2
Strategic Thrust #1 xxxxxxxxx
xxxxxxxx
xxxxxxxxxxxxxxxx
xxxxxxxxxxxx
xxxxxxxxxxxxxxxxx xxxxxxxxxx
xxxxxxxxxxxx xxxxxxxxxxxxxx
xxxxxxxxxxxxxx
xxxxxxxxxxxxxxx xxxxxxx xxxxxx
xxxxxx
xxxxxxxxxxxxxxxxxx
xxxxxx
xxxxxxxxxxxxxx xxxxxx
Current state: xxxxxxxx
 xxxxx
xxxxxxxxxxxxxxx
xxxxxxxxxxxxxxxx
Strategic Thrust x
xxxxxxxxxxxxxxx
xxxxxxxxxxxxxx
xxxxxxxxxxx
Strategy Thrust #3
source: Kaoru Ishikawa

4. Value Disciplines
Source: Treacy & Wiersema
Product Leadership
Strong innovation/brand marketing
Operational Excellence Customer Intimacy
Superb operations and execution Excels in customer attention & service
All companies must choose one of the value disciplines and consistently
and vigorously act upon it

5. Market Scan/Dynamics
Regulatory Competitive Customer Technology Core Skills
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
Canada
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
US
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
 Xxx  Xxx  Xxx  Xxx  Xxx
RoW

6. Financial Performance
Income Statement 20xx 20xx 20xx CAGR
Revenue xxx xxx xxx
Cost of Good Sold
(CoGs)
Gross Margin 0.0%
Gross Margin %
Operating Expenses
EBITDA
Perform current financial analysis
(numerous boutique accounting firms can do this)

7. Product Performance
Line of Business Growth Strategy “Ansoff”
% Tot 5yr EBITDA
(Product, Business Business focus GM% Market Product Market
Rev Grwth $ % Diversif’tn
Unit) Pen’tn Dev’lpmt Dev’lpmt
1. Xxx x
2. Xxxx
3. Xxxx X
4. xxxx
5. xxxx
6. xxxxx X
7. xxxx
8. xxxx
9. xxxxx
13. xxxxx
Critical to examining product and/or business unit performance
(consider mapping products to BCG matrix or product lifecycle)

8. Product Lifecycle Map
xxxxxx
xxxxxxxxxx
xx
xxxxxxx xxxxxxxx
xxxxxxxx xxxxx xx
xxxxxxx
xx x
xxxxxxx xxxxxx xxxxxxx
xxxxx
xxxxxxx
xxxxxxxxx
xxxxxxxx
xxxxx
xxxxxx
xxxxxxx xxxxxxxxxx xx
xxxx
xxxxxxx
xxxxx
xxxxxxxxxxx
xxxxxxxxxx
introductory growth mature decline
investment
xxxxxx xxxxxx Xxxxxx Xxxxxx
strategy
Revenue
Margin
8
Pipeline funnel growth exceeds decline revenue product loss

9. Growth Trajectories
Scenario #1
Strategic Scenarios* 20xx 20xx 20xx CAGR
Revenue xxx xxx xxx
$3M Cost of Good Sold (CoGs)
Gross Margin 0.0%
$2.7M
Gross Margin %
$1M $1.8B Operating Expenses
EBITDA
Scenario #2
20xx 20xx 20xx CAGR
Revenue xxx xxx xxx
Cost of Good Sold (CoGs)
Gross Margin 0.0%
Gross Margin %
Operating Expenses
Which scenario complements the EBITDA
vision, mission, values, and Scenario #3
20xx 20xx 20xx CAGR
strategic thrusts? Revenue xxx xxx xxx
Cost of Good Sold (CoGs)
Gross Margin 0.0%
Gross Margin %
Operating Expenses
EBITDA
* Perform full financial statement analysis including cash flow to determine suitability

10. Prioritizing the Key Growth Opportunities
Market Sizing
Products
Existing New
20xx 20xx 20xx 20xx
Market Penetration Product Development
Market Size
Addressable Market
Existing
Market Share
Share of Wallet
Customers
Geographic Segmentation [our target markets]
Market Development Diversification
New
Prioritize Return on Investment for key initiatives
Quantum
Divest Harvest Status Quo Accelerate
Leap
Globe image source: http://cybernations.wikia.com/wiki/File:Blue-globe.jpg

11. Business Model Impacts
PARTNER CUSTOMER
INFRASTRUCTURE OFFER CUSTOMER
NETWORK RELATIONSHIP
CORE TARGET
CAPABILITIES portrays the network of explains the CUSTOMER
cooperative relationships a
agreements with other VALUE company establishes
outlines the capabilities companies PROPOSITION with its customers
required to run a describes the
company's business customers a company
model gives an overall view of wants to offer value to
“core competencies” VALUE a company's bundle of DISTRIBUTION
CONFIGURATION products and services CHANNEL
“competitive
advantage”
describes the channels
describes the to communicate and
arrangement of get in touch with
activities and resources customers
sums up the monetary describes the revenue
consequences to run a
COST FINANCE REVENUE streams through which
business model STRUCTURE STREAMS money is earned
Itemize specific areas in the operating structure that will need to change to
accomplish the strategic and financial goals
Source: www.designforinnovation.com

12. Value Chain Focus Areas
Product/
Company Product/
Product Product Solution Post Sales
& Market Solution Billing
Strategy Development Fulfill & Service
Strategy Sales
Install
Product Strategy R&D & Product Dev. Sales Strategy & Billing & Collections
Strategy & Planning Order Received Service Plan
Portfolio Plan Strategy & Plan Planning Distributor/ Reseller
Market Strategy & Business Case Product & Sol Channel Billing & Collections
Order Processed Service Test
Segmentation Development Development Development End-Customer
Product & Service
Product & Sol Channel Service Remote
Branding Prioritization & Order Fulfillment
Testing Management Technical Support
Gating
Order Process
End-Customer Product Specs Product Technical Customer
Management & Service Quality
Communications Definition Trial Raodshows
Reporting
Marketing Product Dev. Customer Remote
Product Market Trial ecommerce Installation
Campaigns Mngmt Support
Business Product & Service Opportunity & Funnel Customer Solution Channel &
Product IT Systems
Intelligence Launch Management Integration Customer Support
Segment Mngmt,
Product Analysis & Supply Chain
Analysis & Channel Training Channel Training
Reporting Management
Reporting Highlight key areas in
Company KPI
Manufacturing Channel Programs
the value chain that will End-Customer
Dashboards Training
need focus to
Inventory Mngmt & successfully implement Service Support
CRM System
Logistics strategic thrusts Systems
Operations Mngmt Sales Analysis &
Systems Reporting

13. Operational Plan Development
Strategic Thrust Initiative Target Status Q1 Q2 Q3 Q4 Prime
Improve Share of Wallet
Introduce  X John Q.
by xx%
Execute  x Jane M.