When the management staff defines a company’s imaginative and prescient, they give the impression of being towards the long run and establish the objectives and targets they need to obtain. That is the beginning of strategic planning. The subsequent step is establishing the sequence during which to understand these objectives and targets.
As soon as the imaginative and prescient is outlined, then the sensible work begins, and strategic planning templates can facilitate that work. ProjectManager just isn’t solely highly effective undertaking and portfolio administration software program but additionally has over 100 free undertaking and portfolio administration templates for Excel and Phrase, together with these strategic planning templates.
Why Ought to You Use Strategic Planning Templates?
Strategic planning templates are helpful instruments for undertaking administration places of work (PMOs) and portfolio and program managers who oversee a number of tasks and guarantee they’re aligned with the group’s strategic objectives. They cowl every little thing concerned within the strategic planning course of, from defining the imaginative and prescient assertion to making a roadmap and extra.
Utilizing premade strategic planning templates can be useful as a result of there’s no busy work concerned. All you must do is add related particulars. Strategic planning templates are constant, which helps when archiving strategic planning documentation. This makes it simpler to reference these paperwork when wanted and evaluate them when creating a brand new long-term plan.
Whereas strategic planning templates assist get you began, when you execute the strategic plan, you’ll see their limitations. These are, in spite of everything, static paperwork that have to be manually up to date which may influence collaboration. Strategic plans are applied throughout the group and departments should work collectively, share sources and prioritize the widespread purpose. In actuality, strategic planning templates aren’t designed to be that dynamic.
Portfolio administration software program goes the place strategic planning templates can not. ProjectManager is award-winning undertaking and portfolio administration software program with highly effective strategic roadmaps that gather all of your tasks and shows them on one Gantt chart. You may handle sources, monitor time and handle duties for all of your tasks in a single place. Our roadmap may be filtered by assignee, undertaking supervisor or buyer that can assist you make forecasts. You may view which tasks are opened and who’s assigned to what duties and spotlight key metrics to maintain stakeholders knowledgeable. Get began with ProjectManager in the present day at no cost.
Free Strategic Planning Templates for Excel and Phrase
If you happen to’re not able to improve but, ProjectManager additionally has over 100 free project management templates for Excel and Word that may assist you to with each part of your undertaking and throughout a number of industries. Beneath, we’ve listed 12 free strategic planning templates that may assist you to get began in reaching your strategic objectives. Obtain them now.
Every thing it’s worthwhile to define your strategic plan is on this free strategic plan template for Phrase. When accomplished, you’ll have outlined a strategic goal and how you can get all the group there. It’ll additionally present how the group will track progress to make sure its objectives are met over a selected interval.
Our free strategic plan template has a spot to outline your imaginative and prescient and mission statements, and even make a SWOT analysis to establish the group’s strengths, weaknesses, alternatives and threats. You may record your enterprise objectives, advertising and marketing and operational plans, monetary projections and the staff that shall be tasked with assembly your strategic objectives.
Strategic planning templates are nothing in the event that they’re not pushed by a transparent imaginative and prescient. A corporation’s imaginative and prescient is outlined and distributed on a doc referred to as the vision statement. It succinctly explains the which means and goal of the group, serving to everybody perceive its long-term objectives.
Obtain our free imaginative and prescient assertion template to kickstart the brainstorming that can generate a strong imaginative and prescient assertion in your group. The imaginative and prescient assertion template is made up of 5 steps, with every related to a query, to stroll you thru the method of developing with the proper imaginative and prescient assertion in your group.
Upon getting a imaginative and prescient, you realize the place you need to be over the following 5 or so years. Getting there requires a strategy roadmap, which is a software that visualizes the most important phases in your long-term plan to realize your imaginative and prescient. This is likely one of the extra necessary strategic planning templates in that it helps you make necessary selections when it comes to technique, useful resource allocation and extra.
Utilizing our free technique roadmap template for Excel offers you a high-level overview of the undertaking or multiple projects you’ll be managing. On the left-hand facet, a spreadsheet lists your duties, begin and finish dates, together with period. As soon as these are imputed, they mechanically populate the horizontal bar chart to the proper. You may color-code the timeline to make it simpler to tell apart completely different tasks or phases.
A technique map is one other strategic planning template that’s additionally a visible software. It’s used to indicate the cause-and-effect of a company’s strategic targets by breaking them into 4 views: strategic, monetary, buyer and enterprise course of. The strategy map template then communicates these targets to the departments in a company.
Our free technique map template for Excel is customizable so you’ll be able to establish your key targets and place them appropriately throughout the 4 views, with arrows displaying the cause-and-effect relationships between them. This makes it clear how one goal from one perspective will affect the opposite objects from completely different views.
SWOT stands for strengths, weaknesses, alternatives and threats. It’s an analytic software that organizations use to evaluate their aggressive place and develop long-term planning methods. This makes it a perfect addition to your strategic planning templates.
Our free SWOT evaluation template for Phrase is a helpful strategic planning template because it’s divided into 4 quadrants and 4 descriptors. Strengths are optimistic and inside to a company, whereas weaknesses are destructive and inside. Alternatives are optimistic, however exterior, whereas threats are destructive and exterior. Utilizing the template helps you type by means of this knowledge to tell your strategic plan.
When utilizing strategic planning templates, the very first thing it’s worthwhile to outline are objectives. However these objectives ought to be SMART, as in particular, measurable, attainable, related and time-bound. Utilizing our free sensible objectives template for Phrase will assist guarantee you’ll be able to obtain your long-term objectives.
Our SMART objectives template is an easy, however highly effective software for outlining objectives. It’s damaged up into the 5 classes of SMART objectives. For every, there are a sequence of inquiries to reply. This can lead you to the proper objectives in your group and its enterprise setting.
Upon getting all of your strategic planning templates stuffed out and also you’re able to implement the plan, there’s one very last thing it’s worthwhile to do; outline the interior construction of your group. Creating a visible flowchart clarifies who has energy over what and who to report or request steering from.
Our free organizational chart template for Excel will assist your group run higher, which is crucial if you wish to attain your long-term objectives. The tree diagram design makes it straightforward to see division heads and people who report below them.
A strategic purpose is simply an thought till it’s executed. The power to show these objectives into actionable duties requires an action plan, which is a strategic planning template that lists duties, period and prices multi function doc.
Our free motion plan template for Excel helps you manage duties and subtasks by part and who’s assigned to them. Within the timeline part, add begin and finish dates. You should definitely embrace the supplies required to execute these duties and their related prices.
Getting everybody up to the mark on strategic plans is one factor, scheduling their work is one other. That’s why having a resource plan is important when assembling your strategic planning templates. Utilizing our free useful resource plan template for Excel helps you schedule your sources.
The template has a column to record your sources and one other to establish their division and the whole variety of hours assigned to every useful resource, together with their charge and whole price. The opposite a part of the template is a weekly calendar that means that you can map once you want your sources.
One other strategic planning template is the balanced scorecard template. This doc will get its title by evaluating strategic and extra conventional monetary measures to offer stability within the scorecard. It helps align enterprise actions with the imaginative and prescient and technique of the group.
The template itself contains classes equivalent to monetary, buyer, inside processes and studying, though you’ll be able to add or take away classes as wanted. From there, add strategic targets and key efficiency indicators to outline and set objectives, figuring out how you can meet them alongside the best way. Because of this template, inside and exterior communication improves whereas groups can monitor organizational efficiency towards strategic objectives.
Key efficiency indicators (KPIs) are one other good measure of strategic efficiency as they’re quantifiable. If you happen to’re unsure what the objectives are for the undertaking and even for the organization as a whole, how are you going to obtain them? Use this KPI dashboard template to observe and analyze KPIs to trace efficiency.
It’s helpful for monitoring particular person, staff and division efficiency when it comes to timelines, duties, workload analysis, useful resource planning and extra. As extra knowledge is added to this strategic planning template, it’s simpler to establish and deal with traits that may negatively influence the undertaking.
An operational plan highlights the particular actions and sources wanted to realize the group’s strategic objectives. Often, the operational plan contains further particulars on actions, timelines, targets, obligations and wanted sources. The purpose is to assist ship on the enterprise’s strategic initiatives.
The template itself can cowl day by day, weekly or month-to-month timeframes. It’s greater than a strategic plan, it additionally outlines the timelines, scope of work, processes and extra. Use this free strategic planning template to stipulate the metrics that measure the progress of the work to maintain it on monitor.
How ProjectManager Helps With Strategic Planning
Strategic planning templates are useful. They’ll manage your ideas and focus concepts, however they fall brief relating to planning, managing and monitoring your tasks. They’ll’t monitor particulars in actual time and pull you away from extra necessary work as you manually replace every strategic planning template. Plus, they’re not collaborative. ProjectManager is award-winning undertaking and portfolio administration software program that helps you with strategic planning and monitoring its execution in actual time to maintain you on monitor to satisfy your long-term objectives.
Handle Assets and Labor Prices
If you onboard your staff to our software program, you’ll be able to set their availability, together with PTO, trip and even world holidays for distant employees. This makes it straightforward to assign them work. Then toggle over to the workload chart, which is color-coded to make it straightforward to see your staff’s workload. If some are overallocated, simply stability their workload proper from the chart. Our safe timesheets streamline payroll but additionally assist you to monitor labor prices and maintain to your funds. You can even see how far every staff member is in finishing their work.
Observe the Progress and Prices of Strategic Initiatives
You may monitor your sources, prices, time and extra with our real-time portfolio dashboards. They offer you an summary of your tasks, like having a standing report everytime you need one. Our undertaking and portfolio dashboards mechanically gather reside knowledge and show it on easy-to-read graphs and charts. There’s no time-consuming and complex setup as with light-weight options. If you’d like extra particulars, use our customizable reports, which filter knowledge to indicate solely what you need to see. They may also be shared to maintain stakeholders knowledgeable.
Creating motion plans to succeed in your strategic objectives may be accomplished on our sturdy Gantt charts or roadmaps, however groups throughout completely different departments are going to want completely different instruments to execute their duties. Our software program has a number of undertaking views, from the visible workflow of kanban boards to job lists, sheet and calendar views. Groups can work how they need. All undertaking views replace collectively so everyone seems to be all the time engaged on the identical web page.
ProjectManager is on-line undertaking and portfolio administration software program that connects groups whether or not they’re within the workplace, within the subject or anyplace on this planet. They’ll share recordsdata, remark on the job stage and keep up to date with electronic mail and in-app notifications. Be part of groups at Avis, Nestle and Siemens who use our software program to ship profitable tasks. Get started with ProjectManager today for free.
