When the management staff defines a corporation’s imaginative and prescient, they give the impression of being towards the longer term and determine the targets and goals they wish to obtain. That is the beginning of strategic planning. The subsequent step is establishing the sequence through which to comprehend these targets and goals.
As soon as the imaginative and prescient is outlined, then the sensible work begins, and strategic planning templates can facilitate that work. ProjectManager is just not solely highly effective undertaking and portfolio administration software program but additionally has over 100 free undertaking and portfolio administration templates for Excel and Phrase, together with these strategic planning templates.
Why Ought to You Use Strategic Planning Templates?
Strategic planning templates are helpful instruments for undertaking administration places of work (PMOs) and portfolio and program managers who oversee a number of initiatives and guarantee they’re aligned with the group’s strategic targets. They cowl all the pieces concerned within the strategic planning course of, from defining the imaginative and prescient assertion to making a roadmap and extra.
Utilizing premade strategic planning templates can be useful as a result of there’s no busy work concerned. All it’s important to do is add related particulars. Strategic planning templates are constant, which helps when archiving strategic planning documentation. This makes it simpler to reference these paperwork when wanted and assessment them when creating a brand new long-term plan.
Whereas strategic planning templates assist get you began, when you execute the strategic plan, you’ll see their limitations. These are, in spite of everything, static paperwork that should be manually up to date which may impression collaboration. Strategic plans are carried out throughout the group and departments should work collectively, share assets and prioritize the frequent purpose. In actuality, strategic planning templates aren’t designed to be that dynamic.
Portfolio administration software program goes the place strategic planning templates can not. ProjectManager is award-winning undertaking and portfolio administration software program with highly effective strategic roadmaps that gather all of your initiatives and shows them on one Gantt chart. You may handle assets, observe time and handle duties for all of your initiatives in a single place. Our roadmap may be filtered by assignee, undertaking supervisor or buyer that can assist you make forecasts. You may view which initiatives are opened and who’s assigned to what duties and spotlight key metrics to maintain stakeholders knowledgeable. Get began with ProjectManager in the present day without spending a dime.
Free Strategic Planning Templates for Excel and Phrase
When you’re not able to improve but, ProjectManager additionally has over 100 free undertaking administration templates for Excel and Phrase that may allow you to with each section of your undertaking and throughout a number of industries. Beneath, we’ve listed 9 free strategic planning templates that may allow you to get began in reaching your strategic targets. Obtain them now.
All the things you have to define your strategic plan is on this free strategic plan template for Phrase. When accomplished, you’ll have outlined a strategic goal and find out how to get all the group there. It should additionally present how the group will observe progress to make sure that its targets are met over a particular interval.
Our free strategic plan template has a spot to outline your imaginative and prescient and mission statements, and even make a SWOT evaluation to determine the group’s strengths, weaknesses, alternatives and threats. You may record your corporation targets, advertising and marketing and operational plans, monetary projections and the staff that will likely be tasked with assembly your strategic targets.
Strategic planning templates are nothing in the event that they’re not pushed by a transparent imaginative and prescient. A company’s imaginative and prescient is outlined and distributed on a doc known as the imaginative and prescient assertion. It succinctly explains the that means and objective of the group. This helps everybody perceive the group’s long-term targets.
Obtain our free imaginative and prescient assertion template to kickstart the brainstorming that can generate a strong imaginative and prescient assertion on your group. The imaginative and prescient assertion template is made up of 5 steps, with every related to a query, to stroll you thru the method of arising with the proper imaginative and prescient assertion on your group.
After getting a imaginative and prescient, you realize the place you wish to be over the subsequent 5 or so years. Getting there requires a technique roadmap, which is a software that visualizes the most important phases in your long-term plan to realize your imaginative and prescient. This is without doubt one of the extra essential strategic planning templates in that it helps you make essential choices by way of technique, useful resource allocation and extra.
Utilizing our free technique roadmap template for Excel provides you a high-level overview of the undertaking or a number of initiatives you’ll be managing. On the left-hand aspect, a spreadsheet lists your duties, begin and finish dates, together with period. As soon as these are imputed, they routinely populate the horizontal bar chart to the proper. You may color-code the timeline to make it simpler to differentiate totally different initiatives or phases.
A method map is one other strategic planning template that’s additionally a visible software. It’s used to indicate the cause-and-effect of a corporation’s strategic goals by breaking them into 4 views: strategic, monetary, buyer and enterprise course of. The technique map template then communicates these goals to the departments in a corporation.
Our free technique map template for Excel is customizable so you may determine your key goals and place them appropriately throughout the 4 views, with arrows exhibiting the cause-and-effect relationships between them. This makes it clear how one goal from one perspective will affect the opposite objects from totally different views.
SWOT stands for strengths, weaknesses, alternatives and threats. It’s an analytic software that organizations use to evaluate their aggressive place and develop long-term planning methods. This makes it a really perfect addition to your strategic planning templates.
Our free SWOT evaluation template for Phrase is a helpful strategic planning template because it’s divided into 4 quadrants and 4 descriptors. Strengths are constructive and inner to a corporation, whereas weaknesses are adverse and inner. Alternatives are constructive, however exterior, whereas threats are adverse and exterior. Utilizing the template helps you type by this information to tell your strategic plan.
When utilizing strategic planning templates, the very first thing you have to outline are targets. However these targets must be SMART, as in particular, measurable, attainable, related and time-bound. Utilizing our free sensible targets template for Phrase will assist guarantee you may obtain your long-term targets.
Our SMART targets template is an easy, however highly effective software for outlining targets. It’s damaged up into the 5 classes of SMART targets. For every, there are a sequence of inquiries to reply. This can lead you to the proper targets on your group and its enterprise surroundings.
After getting all of your strategic planning templates crammed out and also you’re able to implement the plan, there’s one final thing you have to do; outline the interior construction of your group. Creating a visible flowchart clarifies who has energy over what and who to report or request steering from.
Our free organizational chart template for Excel will assist your group run higher, which is important if you wish to attain your long-term targets. The tree diagram design makes it simple to see division heads and people who report underneath them.
A strategic purpose is simply an concept till it’s executed. The power to show these targets into actionable duties requires an motion plan, which is a strategic planning template that lists duties, period and prices multi function doc.
Our free motion plan template for Excel helps you set up duties and subtasks by section and who’s assigned to them. Within the timeline part, add begin and finish dates. Remember to embrace the supplies required to execute these duties and their related prices.
Getting everybody up to the mark on strategic plans is one factor, scheduling their work is one other. That’s why having a useful resource plan is essential when assembling your strategic planning templates. Utilizing our free useful resource plan template for Excel helps you schedule your assets.
The template has a column to record your assets and one other to determine their division and the entire variety of hours assigned to every useful resource, together with their price and complete price. The opposite a part of the template is a weekly calendar that lets you map whenever you want your assets.
One other strategic planning template is the balanced scorecard template. This doc will get its title by evaluating strategic and extra conventional monetary measures to supply steadiness within the scorecard. It helps align enterprise actions with the imaginative and prescient and technique of the group.
The template itself consists of classes corresponding to monetary, buyer, inner processes and studying, though you may add or take away classes as wanted. From there, add strategic goals and key efficiency indicators to outline and set targets, figuring out find out how to meet them alongside the best way. Because of this template, inner and exterior communication improves whereas groups can monitor organizational efficiency in opposition to strategic targets.
Key efficiency indicators (KPIs) are one other good measure of strategic efficiency as they’re quantifiable. When you’re unsure what the targets are for the undertaking and even for the group as an entire, how will you obtain them? Use this KPI dashboard template to observe and analyze KPIs to trace efficiency.
It’s helpful for monitoring particular person, staff and division efficiency by way of timelines, duties, workload evaluation, useful resource planning and extra. As extra information is added to this strategic planning template, it’s simpler to determine and tackle tendencies that may negatively impression the undertaking.
An operational plan highlights the precise actions and assets wanted to realize the group’s strategic targets. Normally, the operational plan consists of further particulars on actions, timelines, goals, tasks and wanted assets. The purpose is to assist ship on the enterprise’s strategic initiatives.
The template itself can cowl day by day, weekly or month-to-month timeframes. It’s greater than a strategic plan, it additionally outlines the timelines, scope of labor, processes and extra. Use this free strategic planning template to stipulate the metrics that measure the progress of the work to maintain it on observe.
How ProjectManager Helps With Strategic Planning
Strategic planning templates are useful. They’ll set up your ideas and focus concepts, however they fall quick in relation to planning, managing and monitoring your initiatives. They’ll’t observe particulars in actual time and pull you away from extra essential work as you manually replace every strategic planning template. Plus, they’re not collaborative. ProjectManager is award-winning undertaking and portfolio administration software program that helps you with strategic planning and monitoring its execution in actual time to maintain you on observe to fulfill your long-term targets.
Handle Sources and Labor Prices
Whenever you onboard your staff to our software program, you may set their availability, together with PTO, trip and even international holidays for distant employees. This makes it simple to assign them work. Then toggle over to the workload chart, which is color-coded to make it simple to see your staff’s workload. If some are overallocated, simply steadiness their workload proper from the chart. Our safe timesheets streamline payroll but additionally help you observe labor prices and hold to your funds. You may also see how far every staff member is in finishing their work.
Monitor the Progress and Prices of Strategic Initiatives
You may observe your assets, prices, time and extra with our real-time portfolio dashboards. They offer you an outline of your initiatives, like having a standing report everytime you need one. Our undertaking and portfolio dashboards routinely gather stay information and show it on easy-to-read graphs and charts. There’s no time-consuming and complex setup as with light-weight alternate options. If you’d like extra particulars, use our customizable experiences, which filter information to indicate solely what you wish to see. They will also be shared to maintain stakeholders knowledgeable.
Creating motion plans to achieve your strategic targets may be carried out on our strong Gantt charts or roadmaps, however groups throughout totally different departments are going to wish totally different instruments to execute their duties. Our software program has a number of undertaking views, from the visible workflow of kanban boards to job lists, sheet and calendar views. Groups can work how they need. All undertaking views replace collectively so everyone seems to be at all times engaged on the identical web page.
ProjectManager is on-line undertaking and portfolio administration software program that connects groups whether or not they’re within the workplace, within the discipline or anyplace on the planet. They’ll share information, remark on the job stage and keep up to date with electronic mail and in-app notifications. Be part of groups at Avis, Nestle and Siemens who use our software program to ship profitable initiatives. Get began with ProjectManager in the present day without spending a dime.
