Strategy Planning Docs
We all know that running a small business can be super chaotic. Many of us fall into the trap of being reactive all the time. The best leaders learn that slowing down to make a good plan will provide the clarity and alignment our people need to execute effectively.
These strategy planning docs will help you create the structure and the discipline to translate your Vision into reality.
They will help you create annual and quarterly priorities, SMARTs, BIG 3, and company dashboards.
Strategy Planning Docs
Strategy Planning Outline and Example
Strategy plan outline breaking down the Market, Competition, Company Assessment, Lessons Learned, Critical Issues, SWOT Analysis, Strategic Intent, Primary Objective, Strategies and Action Plan
Infusionsoft's 1st Strategy Plan
Take a look at Infusionsoft’s first Strategy Plan, created in June, 2003.
Game Plan
Follow the Infusionsoft Everest Mission infographic showing the Infusionsoft Strategic timeline along with gameplan data sheet.
Complete Game Plan Reference
This provides Infusionsoft’s game plan for your reference with a BLANK Everest and a BLANK game plan for your uses.
Quarterly Planning Timeline
Sample timeline and agenda for quarterly planning meetings.
Quarterly Planning Training Slides
Overview with sample content and outline for the Quarterly Planning meetings.
SWOT Template
Outline and guide for strategy and planning meeting using the SWOT process.
Editable SWOT Template
Leverage this editable document to create your own SWOT template.
SMART
Sample SMART list outlining various leadership responsibilities to manage.
SMART Tracker
Example spreadsheet tracking SMART progress.
One-Page Strategy Plan
Sample of Infusionsoft Strategy plan data for years 2010-2012.
3 Metrics
Infusionsoft’s Big 3 Metric sheet used for employees to write down metrics and post up.
3 Metrics Tool Screen Shot
Web tool used to report Metric progress and add notes – Sample
Weekly Metrics Report
Data sheet showing departmental breakdown of the company weekly metric report.
Editable Three Metrics Tool
Leverage this editable document to create your own Three Metrics Tool for your team members.
Company Dashboard
Company dashboard showing statistics for Key Stat: Revenues, Average Deal Size, Net Customer Growth, Event Presentation Attendees, Total # Leads Acquired, Lead and Customer Acquisition Costs, Suspect Conversion Rate, Profitability and Up-time.
Download Planning and Execution Meeting Rhythms
Outline showing daily, weekly, monthly, quarterly, semi-annual and yearly meeting rhythms.
Talent Grid Template
Talent Grid Template for Reference.
Employee Name Plate Sample
A sample of the name plate that all new employees receive to put over their desk.