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Strategic Planning Templates
When you own the Systems2win business planning tools, you benefit from all of the insights gained from all of the other companies that have used (and improved) these tools to go through what your strategic planning team is now going through:
1) Getting everyone in all of those departments to understand what everyone else in all of those other departments are really doing, and...
2) Communicating a clear vision and strategy so that everyone can understand how what they are doing fits in with what everyone else is doing
This is the easiest-to-use business planning software you will ever find. Because it is written using Word and Excel, you and your team members will already know how to use each powerful new business planning tool.
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Strategic Planning Basics |
You might have come looking for a tool to help create a Balanced Scorecard, and end up finding out that the Strategic Planning worksheets provide value you didn't even know existed.
How often do you get to be a hero by bringing something this valuable to the attention of your executive team?
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Join a live web demo to finish answering your questions
Strategic Planning toolsBalanced Scorecard and strategic
planning software |
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| Word & Excel Business Plan Templates | |
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Balanced Scorecard template Easy-to-use Excel template Balanced Scorecard software. Comes with on-line tutorial and idea generators for how to choose balanced measures for your Balanced Scorecard. 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 |
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Policy Deployment Matrix This simple tool clearly communicates how every task in every Department correlates to the Strategic Plan Objectives (handed down from the Ivory Tower months ago, and soon forgotten in most companies - but not when you use a Policy Deployment Matrix) |
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Organization Chart template To define both formal and informal work group structures |
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| Strategic Plan template
5 pages |
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| Excel & Word Templates for Priorities Planning | |
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What Do Our Customers Want? Identify & prioritize customer desires - by product &
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Opportunities Assessment Hand out to each executive, manager, or stakeholder - to stimulate thinking about opportunities
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Strategies Worksheet SWOT Analysis and more |
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Priorities Consensus Worksheet
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| Strategic Planning Worksheets | To
learn more, join a free webinar |
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Fill-in-the-blanks Word forms for each Executive and manager - to come to your Strategic Planning sessions 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. |
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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) Get this template free when you sign up for our newsletter |
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Customers & Salessss 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 |
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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 |
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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 |
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Cost Accounting Inventory valuation, cost allocation methods, activity based cost accounting, overhead allocations, cost pools, drivers, and objects... Contains succinct training for cost accounting methods, and instructions for key factors to consider 10 pages |
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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 |
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Financial Accounting Every company needs General Ledger, Accounts Receivable, Accounts Payable, and Payroll. And this series also asks succinct questions to clarify your firms current and future information requirements for HR Human Resources, Fixed Assets, and Audit recommendations. 6 pages |
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Information Technology A place for your IT Dept to succinctly summarize a current snapshot and future plans for upgrading your servers, workstations, application software, network, communications... 5 pages |
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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 |
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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 |
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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 |
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Get ALL
of the |
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Call toll free |
Pricing
Strategic Planning templates can be purchased alone for $100 a seat (5 seat minimum)
Or are included in the Discount Bundle of 100+ templates for 10 users for $199/seat
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