Strategic Plan

Organisation: [Company / division name] Plan owner: [Name / role] Plan horizon: [e.g., 2026-2028] Last reviewed: [Date] Next review: [Date]

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1. Vision, mission, and values

Vision (where we are going): [One sentence describing the future you are working to create, ideally with a time horizon.]

Mission (why we exist today): [One sentence: what we do, for whom, and why it matters.]

Values (how we behave):

• [Value 1] — [what it means in practice and the trade-off it implies]
• [Value 2] — [...]
• [Value 3] — [...]

2. Situation analysis (SWOT)

[Summarise where you stand internally and externally. Then write a short synthesis under the table.]

Strengths (internal)	Weaknesses (internal)
[Strength]	[Weakness]
[Strength]	[Weakness]

Opportunities (external)	Threats (external)
[Opportunity]	[Threat]
[Opportunity]	[Threat]

Synthesis: [The two or three conclusions that follow — which strengths to point at which opportunities, and which weaknesses leave you most exposed. These conclusions should drive the objectives below.]

3. Strategic objectives

[The three to five outcomes that, taken together, mean the strategy is working. Make each one an outcome, not an activity.]

1. [Objective 1] — [why it matters]
2. [Objective 2] — [why it matters]
3. [Objective 3] — [why it matters]

4. Key initiatives

[The major efforts you will fund to move the objectives. Each maps to an objective and has one accountable owner.]

Initiative	Linked objective	Owner	Budget	Timeline
[Initiative 1]	[Objective]	[Name]	[Amount]	[Quarter / dates]
[Initiative 2]	[Objective]	[Name]	[Amount]	[Timeline]
[Initiative 3]	[Objective]	[Name]	[Amount]	[Timeline]

5. OKRs

[Make each objective measurable with two to four numeric key results.]

Objective 1: [Objective]

• Key result: [Numeric measure, from X to Y]
• Key result: [Numeric measure]

Objective 2: [Objective]

• Key result: [Numeric measure]
• Key result: [Numeric measure]

6. Resourcing

[The people, budget, and capabilities the plan requires, and any gaps you need to close.]

Resource area	What the plan needs	Current state	Gap / action
People / headcount	[Need]	[Current]	[Action]
Budget	[Need]	[Current]	[Action]
Capabilities / tools	[Need]	[Current]	[Action]

7. Review cadence

[How you will keep the plan alive.]

• Quarterly: [What you review and decide each quarter]
• Monthly: [What you check on the largest initiatives]
• Annually: [How and when you refresh the whole plan]