Clear Form
Strategy: Strategic Plan
Your Name:
Organization Name:
Date:
Process (Productivity Drivers)
People (Relationship Drivers)
Employees
Customers
Shareholders
Make/Buy
Sell
Record Keeping
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1 ___________________________
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2 ___________________________
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3 ___________________________
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CORE VALUES/BELIEFS
(Should/Shouldn’t)
PURPOSE
(Why)
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TARGETS (3-5 YRS.)
(Where)
GOALS (1 YR.)
(What)
ACTIONS (QTR)
(How)
Yr Ending
Qtr. #
Deadline
Revenues
Revenues
Revenues
Measurable Target/Critical #
Profit
Profit
Profit
Mkt Cap
Mkt Cap
Mkt Cap
Gross Margin
Gross Margin
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Sandbox
Cash
Cash
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A/R Days
A/R Days
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Inv. Days
Inv. Days
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Rev./Emp.
Rev./Emp.
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Actions
To Live Values, Purpose, BHAG
1
Your KPIs
Future Date
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Key Thrusts/Capabilities
Key Initiatives
3 – 5 Year Priorities
Annual Priorities
YOUR ACCOUNTABILITY
(Who/When)
THEME (QTR/ANNUAL)
Goal
1
2
Theme Name
3
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Rocks
Quarterly Priorities
Who
Scoreboard Design
Your Quarterly Priorities
Describe and/or sketch
your design in this space.
Due
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2
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2
3
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Core Competencies
Profit/X
Brand Promise KPIs
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BHAG
®
Brand Promises
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Strengths: 1 __________________________________
Critical #: People (B/S)
Critical #: People (B/S)
Celebration
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Between green and red
Between green and red
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Critical #: Process (P/L)
Reward
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Between green and red
Between green and red
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Critical #: Process (P/L)
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Weakness: 1 __________________________________
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Opportunities: 1 __________________________________
Critical #: People (B/S)
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Between green and red
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Critical #: Process (P/L)
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Between green and red
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Threats: 1 __________________________________
2
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Copyright 2007 Gazelles, Inc.
BHAG is a Registered Trademark of Jim Collins and Jerry Porras.
Need help implementing this plan? Visit www.gazelles.com or call 1-866-922-GROW to learn about Gazelles Coaching Services.