Strategic Plan Template Excel

Strategic Plan Template Excel

Every company strives to be able to implement its strategies and win in the market. With our spreadsheet, you’ll be able to stay focused on your business and keep track if your plan is working through goals and action plans. Automatically, you will receive reports pointing to what is working and what you need to improve!

Organizational Identity

Fill your company name, planning start year, duration (1, 3 or 5 years), mission, vision and values.

Definition of Global Goals

Define the most important strategies of your business and that involve all areas of the company.

Global Goal Success Index

When you complete your results in the worksheet, the success rates of your global goals are automatically generated.

Definition of Goals and Objectives by Areas

Choose a driver (increase or decrease) and set up to 8 goals for each area of ​​your business to drive the action plans of your strategic planning.

Results Monitoring

Record your results monthly and see your percentage of assertiveness of the goals set.

General and Specific Results

Look at your index of proximity to the overall result with what you have planned and also specific indicators of goal assertiveness and implementation of action plans by area.

Area Analysis Dashboard

Analyze your results visually, the status of your action plans, and follow-up with your goals.

Employee and Team Registration

Exclusive area to facilitate the accompaniment and control of the action plans according to the defined heads.

Action plans

With the goals set for each month, create and control the action plans that will be needed to make your strategy more tangible.

Dashboard of Action Plan Analysis

Follow a dashboard with key information about your action plans.

Specific Analyzes

See detailed reviews of specific areas or employees simply and quickly.

Strategy Analysis Dashboard

See the difference between your plan and the strategies outlined for your business in a general and detailed way for the registered areas or global goals.

Strategic Plan Template Excel