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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

Individual Objectives

From the strategy map view, a user can drill down on any objective to view a detail page, with key information about that objective or goal. Users can customize detail pages to show fields that are relevant to their company and goals, including qualitative information. Strategy maps in ClearPoint are a great way to view the big picture of a Balanced Scorecard, while still having the ability to drill down on a separate page to see the details.

Balanced Scorecard View

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 above 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.

From this scorecard view, users can see the alignment between all the elements of a company’s strategy. Similar to the strategy map, users can drill down on any scorecard element in this view. Clicking on the initiative “Redesign Employee Satisfaction Survey” will lead a user to the initiative detail page. Here, a user can check the status of an initiative relevant to company strategy.

Individual Initiatives

On the detail page of this initiative, users will find a Gantt chart. A Gantt chart shows the progress of an initiative. Users can edit the timeline through an edit page or by dragging the Gantt chart’s bars. In addition, the darker color on the bars indicates percent complete. With ClearPoint, the initiative detail page can be tailored to your organization’s needs by adding custom fields for analysis, budget numbers, and more.

Key Elements for Strategic Plan Templates

  • High-level visualization of an organization's overall strategy

In any organization it is crucial that all team members have a good understanding of the overall strategy. A high-level visualization of an organization’s strategy gives employees quick insight into where the organization is intending to go, and how their individual actions will contribute to the organization getting there. This helps foster motivation to meet targets and keeps everyone within the organization striving towards the same goal. 

  • Status indicators to show health of strategic plan

Status indicators are a great tool for an organization to show the health of their strategic plan. It is easy for an organization to get lost or confused about the status of their strategic plan when tracking different goals and initiatives. Status indicators help enable organizations to easily make an overall general assessment of the status of their strategic plan.  

  • Defined categories for strategic objectives, measures, and initiatives

Defining categories for strategic objectives, measures, and initiatives enables organizations to better track the impact and progress of their strategic plan. When an organization doesn’t group their strategy into categories, it makes it harder to track the impact it is having within the organization. By not grouping their plan into categories, an organization risks creating a strategic plan that isn’t all encompassing. In other words, they may overlook a crucial part to their future growth.

Intended Audience

This dashboard is intended to be used by every member in an organization to keep employees on the same page on the progress of high-level strategy. Leaders can use this to ensure employees know the direction the organization is headedas well as to monitor how successful they have been in executing strategy. Employees can also use this to understand how their work is contributing to larger organizational goals.