Strategic and Business Planning
Help you structure and organize your planning program so that you can quickly highlight external trends, assess your current situation and decide on strategic priorities and initiatives in the way ahead. The templates are ideally suited for planning for programs and services in the public sector.
Planning templates and guide
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A generic strategic planning template.
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Function strategic and business planning templates (15 tools, about 30 slides each) with content tailored to each of 15 functions based on the same template. The function specific templates are pre-populated with content examples and best practices to provide a starting point for group discussions and save valuable time of senior executives.
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A strategic and business planning guide describes key planning elements to help you design your planning exercise.
Upon purchase, you will instantly receive an email with a link to download the selected template in a fully editable PowerPoint format (or the Strategic Planning Guide in a Word editable format).
Build your own planning template
The planning templates address the following elements from which you can select and customize depending on the objectives and scope of your planning:
- External trends, best practices (external scan)
- Stakeholder expectations
- Strengths, weaknesses and key challenges (internal scan)
- Risks and mitigation gaps
- Workload trends and projections (workload forecast)
- Financial situation and key financial pressures
- People priorities and major competency gaps
- Performance results and opportunities for improvement
- Status of current initiatives and projects
- Strategic priorities and projects, and accountabilities for projects
- Project implementation plans.
Strategic planning key steps
- Develop planning program (topics, key issues, objectives, approach, timeline)
- Prepare work plan and/or the agenda for planning session
- Consolidate and distribute background documents in advance
- Conduct interviews with managers to identify issues and challenges
- Hold workshops with staff to obtain their input (as appropriate)
- Interviews with external stakeholders to obtain their views (as appropriate)
- Do background analysis (e.g., trends, changing expectations)
- Prepare planning session templates, and add information collected
- Facilitate planning session(s)
- Report results of the planning session(s); prepare draft strategic plan
- Prepare project implementation plans
- Prepare strategic plan for broader distribution
- Hold post-session follow-up discussions and monitor implementation
