Strategic Planning templates

Balanced Scorecard, Hoshin, and strategic planning tools

with all the power and familiarity of Microsoft Word and Excel

Word & Excel Strategic Planning 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 your organization

in a way that greatly accelerates organizational learning and leadership development.

Balanced Scorecard template

Easy-to-use Excel template

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.

Strategic Plan template

Fill-in-the-blanks Strategic Planning template (StrategicPlan.docx)

with help to ensure you don't forget anything

5 pages

Decision Making Tools

Choose the right decision making tools

for the types of decisions you need to make.

Value Stream Mapping Tools

Value Stream Mapping tools

are usually a centerpiece for lean strategic planning.

Problem Solving Tools

Choose the right problem solving tools

for the types of problems that you face.

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Priorities Planning

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, then discussed as a group.

Strategies Worksheets

SWOT Analysis

and more tools for strategic planning

to ensure that every member of your Strategic Planning team comes into your next round of strategic planning — prepared.

Values List Prioritization

Use your Values List template (DecisionValues.xlsx)

to systematically reach consensus regarding shared values, using Forced Choice Paired Comparisons.

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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

These templates were originally developed to clarify needs and strategies for a project to replace or upgrade your Enterprise Resources Planning software, and yet can provide valuable insights for any strategic planning process.

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

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 firm's current and future information requirements for HR Human Resources, Fixed Assets, and Audit recommendations.

6 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. 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

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Get ALL of these Strategic Planning tools

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