Strategic Planning templates
Why re-invent?
Balanced Scorecard, Hoshin,
and strategic planning tools
with all the power and familiarity of Microsoft Word and Excel
Word & Excel Strategic Planning Templates |
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Policy Deployment Matrix also known as X Matrix, Hoshin Kanri, or Hoshin Planning To develop & implement strategic plans and unique competitive benefiting from input & ownership from all levels of your organization in a way that greatly accelerates
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 Hoshin Planning |
| Balanced Scorecard template Easy-to-use Excel template Comes with online tutorial and idea generators for how to choose Most effective when used with Strategic Planning Worksheets |
Balanced Scorecard |
| Strategic Plan template Fill-in-the-blanks Strategic Planning template (StrategicPlan.docx) with help to ensure you don't forget anything 5 pages |
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Decision Making Tools Choose the right decision making tools for the types of decisions you need to make. |
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And most Systems2win customers also own... |
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Value Stream Mapping Tools is usually a centerpiece for lean strategic planning. |
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Problem Solving Tools Choose the right problem solving tools for the types of problems that you face. |
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Priorities Planning
Excel & Word Templates for Priorities Planning |
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What Do Our Customers Want? Use your Customer Wants template (VOC_Wants.docx) to identify & prioritize customer desires — by product & market segment. Can be completed by each individual team member, |
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| Strategies Worksheets SWOT Analysis and more tools for strategic planning to ensure that every member of your Strategic Planning team |
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| Values List Prioritization Use your Values List template (DecisionValues.xlsx) to systematically reach concensus regarding shared values, |
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Bookmark = StrategicPlanningTools
Strategic Planning Tools
Distribute these 11 fill-in-the-blanks Strategic Planning Worksheets to your executive leaders
to prepare for your upcoming strategic planning event
to define what your company looks like today,
and what you want it to look like once your strategic objectives have been accomplished.
These worksheets serve as useful discussion tools for each of the executives on your team to truly understand "what the other guys are trying to do" and how each department can work together to "all be pulling in the same direction".
Strategies Worksheets |
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These templates were originally developed to clarify needs and strategies for a project to replace or upgrade your Enterprise Resouces Planning software, and yet can provide valuable insights for any strategic planning process. |
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| Organization Overview Who does what, where, and how? Locations, Strategic Business Units, financial info, and more... 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 |
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| 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 |
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| Products & Services Does your Marketing VP see eye-to-eye with your Engineering VP 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... Strategies worksheet 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 5 pages |
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| 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 firm's current and future information requirements for HR Human Resources, Fixed Assets, and Audit recommendations. 6 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. |
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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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"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 |
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Get ALL of these
with optional pricing for unlimited users |
