The meeting’s scheduled. Your strategy’s ready. Use the business strategy template to focus your thoughts before you present your vision and strategic plan to executive leadership and your team. Once everyone understands your strategy, use our template to organize how you’ll get it done.
How to use the strategic plan template
Step 1. Lead with an executive summary
Kick off your meeting the right way with an executive summary. You need to provide context by explaining the data and decisions that guide your strategy. This helps executive leadership, teammates, and stakeholders understand and adopt your plan. Start by reviewing your company’s recent performance. Then summarize key struggles, successes, and lessons learned that inform your strategy.
Step 2. Analyze your business
Now that you’ve set the stage, you can present the market landscape and your business analysis. By preparing ahead of time and organizing your thoughts with our template, everyone at your meeting can quickly become familiar with your strategic plan. Start by presenting your competitors' strengths and weaknesses. Then focus your analysis by prioritizing target audiences.
Step 3. Present your strategic plan
Before you get into the details, inspire your team by presenting the vision that guides your business strategy. This will help leadership and stakeholders understand how your strategic plan successfully navigates the competitive landscape. When you present your strategic plan, prioritize goals and make sure to include key success metrics. Finish your meeting by laying out your execution plan and following up on open questions.
Head of Confluence @ Atlassian
Pratima Arora is the Head of Product for Confluence. She is a product junkie, geek at heart and mom of two.
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