When the management crew defines a company’s imaginative and prescient, they appear towards the longer term and establish the objectives and goals they need to obtain. That is the beginning of strategic planning. The following step is establishing the sequence wherein to understand these objectives 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 will not be solely highly effective challenge and portfolio administration software program but additionally has over 100 free challenge 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 challenge administration workplaces (PMOs) and portfolio and program managers who oversee a number of initiatives and guarantee they’re aligned with the group’s strategic objectives. They cowl every thing 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 you need 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 evaluation 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 any case, static paperwork that have to be manually up to date which might influence collaboration. Strategic plans are applied throughout the group and departments should work collectively, share assets and prioritize the frequent aim. 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 challenge and portfolio administration software program with highly effective strategic roadmaps that accumulate all of your initiatives and shows them on one Gantt chart. You’ll be able to handle assets, monitor time and handle duties for all of your initiatives in a single place. Our roadmap will be filtered by assignee, challenge supervisor or buyer that can assist you make forecasts. You’ll be able to view which initiatives are opened and who’s assigned to what duties and spotlight key metrics to maintain stakeholders knowledgeable. Get began with ProjectManager as we speak at no cost.
Free Strategic Planning Templates for Excel and Phrase
In the event you’re not able to improve but, ProjectManager additionally has over 100 free project management templates for Excel and Word that may aid you with each section of your challenge and throughout a number of industries. Under, we’ve listed 9 free strategic planning templates that may aid you get began in reaching your strategic objectives. Obtain them now.
All the things you must define your strategic plan is on this free strategic plan template for Phrase. When accomplished, you’ll have outlined a strategic goal and learn how to get your complete group there. It’s going to additionally present how the group will track progress to make sure that its objectives are met over a selected interval.
Our free strategic plan template has a spot to outline your imaginative and prescient and mission statements, and even make a SWOT analysis to establish the group’s strengths, weaknesses, alternatives and threats. You’ll be able to checklist your online business objectives, advertising and marketing and operational plans, monetary projections and the crew that can be tasked with assembly your strategic objectives.
Strategic planning templates are nothing in the event that they’re not pushed by a transparent imaginative and prescient. A corporation’s imaginative and prescient is outlined and distributed on a doc known as the vision statement. It succinctly explains the which means and objective of the group. This helps everybody perceive the group’s long-term objectives.
Obtain our free imaginative and prescient assertion template to kickstart the brainstorming that can generate a robust 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 developing with the fitting imaginative and prescient assertion on your group.
After you have a imaginative and prescient, you realize the place you need to be over the subsequent 5 or so years. Getting there requires a strategy roadmap, which is a software that visualizes the foremost phases in your long-term plan to attain your imaginative and prescient. This is without doubt one of the extra vital strategic planning templates in that it helps you make vital selections when it comes to technique, useful resource allocation and extra.
Utilizing our free technique roadmap template for Excel offers you a high-level overview of the challenge or multiple projects you’ll be managing. On the left-hand aspect, a spreadsheet lists your duties, begin and finish dates, together with length. As soon as these are imputed, they routinely populate the horizontal bar chart to the fitting. You’ll be able to color-code the timeline to make it simpler to differentiate completely different initiatives or phases.
A technique map is one other strategic planning template that’s additionally a visible software. It’s used to indicate the cause-and-effect of a company’s strategic goals by breaking them into 4 views: strategic, monetary, buyer and enterprise course of. The strategy map template then communicates these goals to the departments in a company.
Our free technique map template for Excel is customizable so you’ll be able to establish 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 completely 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 an excellent 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 inside to a company, whereas weaknesses are unfavourable and inside. Alternatives are constructive, however exterior, whereas threats are unfavourable and exterior. Utilizing the template helps you kind by this knowledge to tell your strategic plan.
When utilizing strategic planning templates, the very first thing you must outline are objectives. However these objectives must be SMART, as in particular, measurable, attainable, related and time-bound. Utilizing our free good objectives template for Phrase will assist guarantee you’ll be able to obtain your long-term objectives.
Our SMART objectives template is a straightforward, however highly effective software for outlining objectives. It’s damaged up into the 5 classes of SMART objectives. For every, there are a sequence of inquiries to reply. This may lead you to the fitting objectives on your group and its enterprise atmosphere.
After you have all of your strategic planning templates stuffed out and also you’re able to implement the plan, there’s one last item you must do; outline the interior construction of your group. Creating a visible flowchart clarifies who has energy over what and who to report or request steerage from.
Our free organizational chart template for Excel will assist your group run higher, which is crucial if you wish to attain your long-term objectives. The tree diagram design makes it simple to see division heads and people who report below them.
A strategic aim is simply an concept till it’s executed. The power to show these objectives into actionable duties requires an action plan, which is a strategic planning template that lists duties, length and prices multi functional doc.
Our free motion plan template for Excel helps you manage duties and subtasks by section and who’s assigned to them. Within the timeline part, add begin and finish dates. Make sure to embrace the supplies required to execute these duties and their related prices.
Getting everybody in control on strategic plans is one factor, scheduling their work is one other. That’s why having a resource plan is important 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 checklist your assets and one other to establish their division and the full variety of hours assigned to every useful resource, together with their fee and whole price. The opposite a part of the template is a weekly calendar that permits you to map once you want your assets.
How ProjectManager Helps With Strategic Planning
Strategic planning templates are useful. They’ll manage your ideas and focus concepts, however they fall brief relating to planning, managing and monitoring your initiatives. They’ll’t monitor particulars in actual time and pull you away from extra vital work as you manually replace every strategic planning template. Plus, they’re not collaborative. ProjectManager is award-winning challenge and portfolio administration software program that helps you with strategic planning and monitoring its execution in actual time to maintain you on monitor to fulfill your long-term objectives.
Handle Assets and Labor Prices
If you onboard your crew to our software program, you’ll be able to set their availability, together with PTO, trip and even international holidays for distant staff. 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 crew’s workload. If some are overallocated, simply stability their workload proper from the chart. Our safe timesheets streamline payroll but additionally can help you monitor labor prices and preserve to your funds. You too can see how far every crew member is in finishing their work.
Monitor the Progress and Prices of Strategic Initiatives
You’ll be able to monitor your assets, prices, time and extra with our real-time portfolio dashboards. They provide you an summary of your initiatives, like having a standing report everytime you need one. Our challenge and portfolio dashboards routinely accumulate reside knowledge and show it on easy-to-read graphs and charts. There’s no time-consuming and sophisticated setup as with light-weight options. If you need extra particulars, use our customizable reports, which filter knowledge to indicate solely what you need to see. They will also be shared to maintain stakeholders knowledgeable.
Creating motion plans to achieve your strategic objectives will be accomplished on our strong Gantt charts or roadmaps, however groups throughout completely different departments are going to wish completely different instruments to execute their duties. Our software program has a number of challenge views, from the visible workflow of kanban boards to job lists, sheet and calendar views. Groups can work how they need. All challenge views replace collectively so everyone seems to be at all times engaged on the identical web page.
ProjectManager is on-line challenge and portfolio administration software program that connects groups whether or not they’re within the workplace, within the area or wherever on the planet. They’ll share recordsdata, remark on the job degree and keep up to date with e mail and in-app notifications. Be part of groups at Avis, Nestle and Siemens who use our software program to ship profitable initiatives. Get started with ProjectManager today for free.
