Free Template

Free Strategic Planning Template

Fast-track your strategic planning, from your top-level vision right through to your KPIs, with a ready-to-go template that guides you at every stage. (Bonus video included.)

  • A full vision-to-KPIs structure, laid out across 8 tabs
  • A worked example on every tab so you know what good looks like
  • An auto-generated plan on a page you can export and print
  • Battle-tested by thousands of teams

Your template comes in editable Excel, so you work through each stage, from vision, values, and focus areas to objectives, projects, and KPIs, right in the file. Not sure about a section? A guide link on every tab helps you along the way.

Over 189,000 downloads this year alone!

And here's why you'll love this strategic plan template

A complete plan, not just a worksheet

It takes you from vision all the way to measurable KPIs, with each stage connected, so you leave with a plan you can actually execute

Plan on a page, automatically

Complete the tabs and your whole plan condenses into one exportable page you can bring to any meeting or off-site

Guided at every stage

A worked example and a guide link on every tab mean you always know what a section needs

Trusted by thousands of teams

This process for creating strategic plans has been used by companies worldwide and is even taught at some of the world's leading universities.

Thanks for sharing! Will be using this at our upcoming strategy off-site sessions. I like how simple and clean it is..!
Harold Mayer

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