Strategic Planning tools
Balanced Scorecard and strategic
planning software
with all the power and familiarity of Microsoft Word and
Excel
Get ALL of the
Word & Excel templates on this page
as part of the Kaizen Continuous Improvement bundle
| Word & Excel Business Plan Templates | |
|---|---|
Policy Deployment Matrix also known as X Matrix, Hoshin Kanri, or Hoshin Planning To develop & implement strategic plans and unique competitive advantages - benefiting from input & ownership from all levels of the organization - in a way that greatly accelerates organizational learning and leadership development. |
 Hoshin Planning Policy Deployment |
|
Balanced Scorecard template Easy-to-use Excel template Balanced Scorecard software. Comes with online tutorial and idea generators for how to choose balanced measures for your Balanced Score Card. Most effective when used with Strategic Planning Worksheets to help executives better think through all of the factors relevant to a well-considered Business Plan. |
 Balanced Scorecard Learn more |
| Strategic Plan template
5 pages |
 |
Priorities Planning
| Excel & Word Templates for Priorities Planning | |
|---|---|
|
What Do Our Customers Want? Identify & prioritize customer desires - by product & market segment. |
 |
|
Opportunities Assessment Hand out to each executive, manager, or stakeholder - to stimulate thinking about opportunities
for improvement |
 |
|
Strategies Worksheet SWOT Analysis and more tools for strategic planning |
 |
Bookmark = StrategicPlanningTools
Strategic Planning Tools
| Strategies Worksheets | |
|---|---|
|
Fill-in-the-blanks strategy worksheets for each Executive and manager - to come into your next strategic planning process prepared to describe how their functional areas are organized now, and a vision of how things will be different when your strategic goals are realized. |
|
|
Organization Overview Who does what, where, and how? Locations, Strategic Business Units, financial info, and more... And what is your planning team's shared vision for how you WANT your organization to be when you get done implementing your strategic plans? 12 pages) |
 |
|
Customers & Sales How do you currently do demand forecasting, pricing, customer touch points, CRM Customer Relationship Management, EDI...? And how might you do these things better? 9 pages |
 |
|
Products & Services Does your Marketing VP see eye-to-eye with your Engineering VP when making decisions about inventory, new product & service development, compliance reporting...? 6 pages |
 |
|
Purchasing What are the most vital things to know about how your company handles supplier relationships, supply chain management, EDI & Internet, Logistics Partners...? 5 pages |
 |
|
Cost Accounting Inventory valuation, cost allocation methods, activity based cost accounting, overhead allocations, cost pools, drivers, and objects... Strategies worksheet contains succinct training for cost accounting methods, and instructions for key factors to consider 10 pages |
 |
|
Project & Job Cost Accounting Job cost accounting software uses wildly varying terms to define similar concepts. If your offerings involve jobs or projects, you will appreciate how these field-seasoned questions cut through the language fog about job cost & revenue recognition, job billing, job planning, reporting... 5 pages |
 |
|
Financial Accounting Every company needs General Ledger, Accounts Receivable, Accounts Payable, and Payroll. And this strategic planning template also asks succinct questions to clarify your firms current and future information requirements for HR Human Resources, Fixed Assets, and Audit recommendations. 6 pages |
 |
|
Information Technology A strategies worksheet for your IT Dept to succinctly summarize a current snapshot and future plans for upgrading your servers, workstations, application software, network, communications... 5 pages |
 |
|
Sales and Operations Planning Sales & Operations Planning sets the pace for the heartbeat that pulses the lifeblood of money, inventory, and information through an organization. More than one industry expert has asserted that S&OP is the single most important activity that an executive team can do, and yet so few executive teams do it well. 1 page questionnaire. Extensive handouts and coaching for Sales and Operations Planning training. These templates & training alone could more than pay for your entire set of templates |
 |
|
Production Is your VP of Operations the only person on your executive team that could explain your core competitive strategies for production process design, production planning, production control, and quality control? Wouldn't it be nice to have a tool to "communicate with the rest of us"? 8 pages |
 |
|
Logistics & Materials Planning With the rising costs of transportation, how well have you thought through your options for inbound & outbound logistics planning, multi-location, picking, Automated Data Collection, material requirements planning, other methods of materials planning? 8 pages |
 |
"When you fail to plan you plan to fail." ~ Benjamin Franklin "If you don't know where you are going, you will probably end up somewhere else." ~ Lawrence J. Peter |
|
Get ALL of the with optional pricing for
unlimited users |
