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Strategic plan template with an owner on every objective — build it here, export it

Vision, goals, objectives, measures, owners, due dates. Pick objectives from a library of 56, measures from 210. Export the plan as a document when it’s yours.

Free to use. No account. Email only to export.

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Example plan — City of Metropolis (illustrative). 4 goals, 9 objectives, a measure and a due date on each; four objectives still have no owner. The objectives picker draws on the 56 strategic objective examples below.

GoalObjectiveMeasureOwnerTargetDue
A city people can afford to stay inIncrease affordable housing supplyAffordable units permitted YTDClarice Strong400 units by FY272027-06-30
A city people can afford to stay inReduce unsheltered homelessnessPoint-in-time unsheltered count—−15% vs 20252027-01-31
Safe, well-kept neighborhoodsImprove emergency response timesPriority-1 response, 90th percentile (min)Lance Cummins≤ 7:002026-12-31
Safe, well-kept neighborhoodsReduce crimeViolent crime per 100K residentsJimmy Olspon−8%2026-12-31
Safe, well-kept neighborhoodsWell-maintained infrastructurePothole response time (days)Maggie Sawyer≤ 4.02027-03-31
A government residents can see workingImprove reporting and transparencyPublic dashboard measures updated on time (%)—≥ 95%2026-12-31
A government residents can see workingModernize permittingMedian business days to issue a permit—≤ 102027-06-30
A sound financial footingEnsure favorable bond ratingsBond rating (Moody’s)Clarice StrongMaintain Aa12027-09-30
A sound financial footingGrow the local tax baseAssessed value growth (%)—+3% / yr2027-09-30

The 56 objectives in the picker

Financial

  • Grow shareholder value
  • Grow earnings per share
  • Increase revenue
  • Manage cost
  • Maintain appropriate financial leverage
  • Ensure favorable bond ratings
  • Balance the budget
  • Ensure financial sustainability
  • Maintain profitability
  • Diversify and grow revenue streams

Customer / Community

  • Best value for the cost
  • Best in class offering
  • Reliable products/services
  • Cross-sell more products
  • Increase share of market
  • Increase share of wallet
  • Partner with customers to provide solutions
  • Best service
  • Understands my needs

Internal process

  • Most innovative products/services
  • Differentiate the product
  • Invest a certain amount in innovation
  • Grow percentage of sales from new products
  • Improve or focus research and development (R&D)
  • Acquire new customers from innovative offerings
  • Great customer service
  • Improve customer service
  • Invest in customer management
  • Partner with customers to design solutions
  • Improve customer satisfaction
  • Improve customer retention
  • Develop and use a customer database
  • Reduce cost by a certain amount annually
  • Reduce waste by a certain amount
  • Invest in Total Quality Management
  • Reduce error rates
  • Improve and maintain workplace safety
  • Reduce energy usage per unit of production
  • Capitalize on physical facilities
  • Streamline core business processes
  • Increase reliability of operations
  • Ensure compliance
  • Increase recycling
  • Improve reporting and transparency
  • Increase community outreach
  • Optimize control framework

Learning & growth

  • Improve technical and analytical skills
  • Improve a certain skill
  • Create a performance-focused culture
  • Improve productivity with cross-functional teams
  • Invest in tools to make staff more productive
  • Improve employee retention
  • Attract and retain the best people
  • Build high-performing teams
  • Maintain alignment across the organization
  • Develop leadership abilities and potential of the team

Blank Strategic Plan Builder template (copy-ready)

Reuse freely with attribution. Canonical source: https://www.clearpointstrategy.com/free-tools/strategic-plan-builder

| Goal | Objective | Measure | Owner | Target | Due |
|---|---|---|---|---|---|
|  |  |  |  |  |  |
|  |  |  |  |  |  |
|  |  |  |  |  |  |
Source: ClearPoint Strategy — https://www.clearpointstrategy.com/free-tools/strategic-plan-builder

83%

of metrics have no owner assigned at all · 272,360 of 327,582 · Jan 2026

76.1%

of plans have never recorded a completed project · n = 7,672

9.2 months

median strategic project · n = 114,927

61.9%

of named owners never wrote a status update · n = 55,222

ClearPoint platform data · 21,000+ strategic plans · 300+ organizations · January 2026 snapshot

What should a strategic plan template include?

A usable strategic plan template has six parts: vision, 3–5 goals, objectives under each goal, a measure per objective, a named owner per objective, and a due date — plus a review cadence. Templates usually stop at the headings; this builder will not export until every objective has an owner and a measure, because 83% of metrics on the ClearPoint platform have no owner at all (January 2026).

Case studies

How teams put this to work

Published ClearPoint customer stories, matched to this tool.

City of Bartlett, Tennessee

Local government · 60,000+ residents

Problem

After a long-serving mayor and CAO retired, departments did good work in separate silos, and the plan had no metric system tying their efforts to city goals.

Implementation

The city partnered with the University of Memphis for public survey data, held work sessions with the aldermen and assigned every piece of the plan to one of its 11 departments, across five focus areas.

Impact

A new strategic plan in 13 months

Bartlett Vision 2030 launched with a public dashboard, weekly director meetings and quarterly strategic reviews run from ClearPoint.

Read the Bartlett story →

Metropolitan Community College

Higher education · 20,000+ students

Problem

61 planning units submitted individual PDF reports, tactics lived in Excel, and administrators had to read every form by hand to judge progress on goals.

Implementation

Since November 2020, each unit sets four annual goals in ClearPoint, with tactics, measures and targets. One of the four ties to the college-wide objective.

Impact

Updates in an hour instead of days

Dashboards compare units and planning cycles, and the central record makes accreditation reporting to the Higher Learning Commission easier to prepare.

Read the MCC story →

City of St. Cloud, Florida

Local government · from 35,000 to 70,000 residents in seven years

Problem

The 2018 five-year plan had goals and no objectives, and three years of spreadsheets made it hard to track while the city doubled in size.

Implementation

The 2021 overhaul added objectives and KPIs under each goal and moved tracking into ClearPoint, so every department's initiatives link to a plan objective.

Impact

Every department feeding one plan

Initiatives update in real time, quarterly reports and a Briefing Book keep departments aligned, and teams share insights and resources across former silos.

Read the St. Cloud story →

Why plans stall

Why do strategic plans fail?

Most do not fail — they stop being measured, and nobody notices until the annual review. Across 21,000+ plans from 300+ organizations, 83% of metrics have no owner assigned, and of the 55,222 that do carry a name, 61.9% never received a written status update from that owner. The median plan has recorded 0% project completion; 76.1% of plans have never recorded a completed project.

Of 55,222 metrics with a named owner, 61.9% never heard from that owner once.

Strategic plan template vs. strategic plan builder — which one do you need?

A template gives you headings to fill; a builder asks for the two things that decide whether the plan is alive in eighteen months — an owner and a measure on every objective — and counts what is missing while you type.

Strategic plan template (Word / Excel)This tool
Goals and objectivesBlank headingsPicker of 56 objectives
Owner on each objectiveOptional columnCounted; flagged when missing
Measure on each objectiveOptionalCounted; flagged when missing
Coaching from platform dataNoneLive
ExportWord / Excel downloadCSV + one-page summary
Email requiredTo downloadOnly to export

How long does a strategic project take?

The median strategic project on the ClearPoint platform runs 9.2 months (n = 114,927 projects with start and end dates). Long enough to be forgotten, short enough to be measured — set a due date on every objective and review before it passes.

Customer stories on this page

City of Bartlett · Metropolitan Community College · City of St. Cloud

Questions people ask before they start

Is the builder free?

Yes. Build the whole plan in the browser without an account. Email is asked only when you export the document.

What do I get when I export?

A CSV of your goals, objectives, measures and owners, and a printable one-page plan summary with your ownership and measurement counts.

Where do the 56 objectives come from?

From ClearPoint’s library of strategic objective examples, organized by Balanced Scorecard perspective.

Why does the tool insist on an owner for every objective?

Because that is where plans break: 83% of metrics on the ClearPoint platform have no owner assigned, and 61.9% of named owners never wrote a status update.

How long should a strategic project take?

The median strategic project on the platform runs 9.2 months (n = 114,927). Plan for it to be measured before it ends.

Where do the numbers come from?

ClearPoint platform data: 21,000+ strategic plans from 300+ organizations, January 2026 snapshot.

Method

How the numbers are built

Corpus

21,000+ strategic plans from 300+ organizations on the ClearPoint platform; element-level figures from the January 2026 snapshot.

Definitions

Ownership: 272,360 of 327,582 metrics with no owner. Owner activity: 55,222 owned metrics, written status updates only. Completion: n = 7,672 plans with projects; recorded completion is a floor. Duration: n = 114,927 projects.

What the numbers do not say

The 56 objectives are examples grouped by Balanced Scorecard perspective — prompts, not recommendations. Recorded completion is not a failure rate.