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Lean Tools, Training, and Systems

Strategic Planning templates

Why re-invent?

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

Policy Deployment Matrix

Policy Deployment X Matrix

Hoshin Planning
Policy Deployment

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

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

Prioritization Matrix

Choose the right decision making tools

for the types of decisions you need to make.

Value Stream Mapping Tools

Value Stream Map

Value Stream Mapping tools

are usually a centerpiece for lean strategic planning.

Problem Solving Tools

Relations Diagram

Choose the right problem solving tools

for the types of problems that you face.

Priorities Planning

What Do Our Customers Want?

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

Strategies worksheet

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

Values List

Use your Values List template (DecisionValues.xlsx)

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


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

Strategic Planning worksheet - 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

Strategic Planning worksheet - customers and 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

Strategic Planning worksheet - products and 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



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

Cost Accounting Worksheet

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

Project and 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

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 Plan

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


Strategic Planning worksheet - 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

Strategic Planning worksheet - Logistics

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

testimonial quote

Get ALL of these Strategic Planning tools

with optional site license for unlimited users

to empower all of your strategic contributors




face-in-hands Stress

Why are we paying our people to re-invent tools, training, and systems that can be owned so easily?



Features & Benefits

All Word & Excel
Your people already own and know how to use Word & Excel

Fill-in-the-blanks easy
exactly what you need to know exactly when you need to know it

Professional help when you need it

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

Easy-to-use business planning software

Because it is written using Word and Excel, you and your team members will already know how to use each powerful new strategic planning tool.

More than you expected

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?







Training and Coaching

Consider Training and Coaching to support your teams to succeed


two bikers

Training to get you started.
Tools you won't outgrow.




Schedule a Conference

Schedule a conference
to discuss your challenges
with an experienced lean advisor