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Strategic Plan Template

Strategic plan templates allow organizations to review their strategic plans and progress made on goals, measures, and initiatives.

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A strategic plan template visualizes an organization’s strategy to allow for discussion and development of its strategic plan. The example from ClearPoint above shows a strategy map displaying the organization’s goals across the four categories typical in a Balanced Scorecard:

  • Client or Customer
  • Financial
  • Internal
  • Learning & Growth

While strategy maps are a visual and effective way to display an organization’s strategic plan, a typical Balanced Scorecard in grid format like the one displayed below can also be used. This scorecard view allows the team to see the measures and initiatives linked to each goal and category. In general, the strategy map offers a more high-level view while the Balanced Scorecard view offers more context on how each goal will be achieved.

strategic-plan-template

Key Elements for Strategic Plan Templates

  • High-level visualization of an organization’s overall strategy
  • Status indicators to show health of strategic plan
  • Defined categories for strategic objectives, measures, and initiatives