Purpose
The purpose of this tool is to help you develop a business strategy plan. The
Business Strategy Plan template was designed to summarize key analyses suggested in our report: Generating Business Strategy Plans.
If you haven’t read this report, strongly consider doing so, as it provides step-by-step instructions and links to many more tools that can help you through the strategic planning process.
How to Use this Template
Complete the following sections with your project team and/or stakeholders. Cut & paste this information into a document that reflects your corporate image, and deliver your Business Strategy Plan to your key stakeholders. There are links to many other tools and templates to help you completed each section of the plan.
Title Page
[Insert Company Name or Logo]
[Insert Completion Date]

1. Executive Summary
1.1 What are the strategic objectives & key programs for 2008?
2. Internal Analysis
2.1 Core Competencies Benchmark
2.2 Corporate Capabilities & Constraints
2.3 Employee Satisfaction Survey Results
3. External Analysis
3.1 Customer Profiles & Market Segments
3.2 Competitive Analysis
3.3 Product/Service Positioning
3.4 Market Conditions & Key Opportunities
4. Strategic Objectives & Key Performance Indicators
4.1 High-Level Business Objectives
4.2 Key Performance Indicators
4.3 GAP Analysis Results
4.4 Key Success Factors
5. Goals, Measures, Targets, & Initiatives
5.1 Balanced Scorecard Strategy Map
5.2 Brand Scorecard
5.3 Prioritized List of Programs & Projects
5.4 Program Deployment Schedule
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1. Executive Summary
1.1 What are the Strategic Objectives and Key Programs for 2011?
Provide a brief description strategic objectives and key programs that your organization will be implementing over the next 12-18 months.
2. Internal Analysis
2.1 Core Competencies Benchmark
Insert Core Competencies Assessment results and outline areas for improvement.
2.2 Corporate Capabilities & Constraints
Compile & Insert SWOT Analysis results from each department.
2.3 Employee Satisfaction Survey Results
Insert Employee Satisfaction Survey results to demonstrate high staff morale.
3. External Analysis
3.1 Customer Profiles & Market Segments
Insert Customer Profiles results to illustrate profitable customers & market segments.
3.2 Competitive Analysis
Insert Competitive Analysis results to document competitive advantages.
3.3 Product/Service Positioning
Insert Product Positioning Tool results to document current positioning in market.
3.4 Market Conditions & Key Opportunities

Insert STEP Industry Analysis results to highlight market opportunities, threats, conditions, and trends.
4. Strategic Objectives & Key Performance Indicators
4.1 High-Level Business Objectives
Use our Business Objectives Matrix if you need help with ideas.
2011 Business Objectives (examples)
1. Cut operating costs by 25% by end of Q2 2008.
2. Increase New Business Revenue by 15% over last year by end of fiscal year.
3. Revitalize Brand and deploy New Website by end of Q3 2008.
4. Improve Key Performance Indicators in each department by end of 2008.
5. Implement Dashboard to Provide Visibility by end of Q3 2008.
4.2 Key Performance Indicators
Insert Key Performance Indicators for measuring performance in each department.
4.3 GAP Analysis Results
Insert your GAP Analysis to provide a roadmap for improving core competencies.
4.3 Key Success Factors
Insert your Key Success Factors to highlight risks that need to be mitigated.
5. Goals, Measures, Targets, & Initiatives
5.1 Balanced Scorecard Strategy Map
Insert your Balanced Scorecard Strategy Map to document objectives, measures, targets, & initiatives for Financial, Customer, Learning & Growth, and Business Process.
5.2 Brand Scorecard

Insert your Brand Scorecard containing brand objectives, targets, & measures.
5.3 Prioritized List of Programs & Projects
Insert your Priority Index containing all programs & projects. Be sure to organize this list of programs & project by department.
5.4 Program Deployment Schedule
Following is a sample project schedule that you can customize further:
Program Name (examples)
1. Implement CRM System
2. New Multi-Channel Marketing Campaign
3. Redesign Corporate Website
4. Update Policies & Procedures
5. Introduce Products to EMEA Marketplace
Timeframe
Q1 2011 – Q3 2011
Q2 2011 – Q4 2011
Q1 2011 – Q3 2011
Q1 2011
Q2 2011