10 Strategic Planning Templates for Projects This Year
As a project manager or executive, you know that strategic planning is the key to success. Whether your team is new to the planning process or professionals looking for assistance with strategy execution, finding the right templates can be a challenge.
That’s why we've put together this guide featuring 10 of the best strategic planning templates for various types of projects and use cases.
We've reviewed each template based on its features and benefits to help you choose the one that will help you achieve your project goals more efficiently and effectively. Check them out!
1. ClickUp’s Strategic Roadmap Template (Editor’s Pick)
ClickUp is a project management software that offers a strategic roadmap template as part of its features. The ClickUp Strategic Roadmap Template is a visual tool designed to help businesses map out their long-term goals and objectives, outlining the steps needed to achieve them. This customizable template allows businesses to tailor it to their specific needs and goals.
The template is designed to encourage collaboration between teams and departments, ensuring that everyone is working towards the same goals. enable businesses to monitor their progress towards each goal, making it easier to adjust strategies and allocate resources as needed.
Main Elements of this Strategic Roadmap Template
ClickUp’s Strategic Roadmap Template includes:
- High-level view of the company's objectives, including timelines for each goal
- Progress tracking features that allow businesses to track their progress towards each goal and make adjustments as necessary
- Features that allows users to add notes, comments, and attachments to individual initiatives, ensuring that all relevant information is in one place
How to Use This Template
Highly effective teams can use the ClickUp Strategic Roadmap Template to create clear and actionable plan for achieving bigger goals.
First, hit “Get Free Solution” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite your team to your Workspace to start collaborating.
Take advantage of the multiple views to visualize deliverables in different categories.
Finally, have your team add important details to the pre-built Custom Fields, such as goals, project progress, and objectives to get the most complete details of your projects and tasks.
Try the Template
Get started with ClickUp’s Strategic Roadmap Template for free, no credit card required
2. ClickUp Strategic Business Roadmap Template
The ClickUp Strategic Business Roadmap Template is designed specifically for businesses looking to create a roadmap for achieving their long-term goals. This template is great for businesses looking to create a clear and actionable plan for achieving their long-term goals. It allows businesses to tailor their plan to their specific needs while encouraging collaboration between departments, ensuring that everyone is working together to achieve the same objectives.
Main Elements of this Strategic Business Roadmap Template
- KPI metrics and progress tracking features also enable businesses to monitor their progress towards each goal
- Includes specific sections for setting your business's long-term goals and objectives
- Resource allocation features to help users allocate resources efficiently towards achieving their goals
Try the Template
Add this Strategic Business Roadmap Template to your Workspace
3. ClickUp Strategic Plan Whiteboard Template
The ClickUp Strategic Plan Whiteboard Template can help businesses create and organize their strategic plan in a collaborative, interactive way. The template encourages brainstorming by providing an open space for ideas, allowing teams to generate and capture new ideas easily. It also allows businesses to categorize ideas and initiatives into themes or categories, making it easier to group related ideas.
Main Elements of this Strategic Marketing Plan Template
- Visual representation of the strategic plan, making it easier for stakeholders to understand and buy into the vision
- Create a clear and actionable plan for achieving their long-term goals in a collaborative and interactive environment
- Progress tracking features that allow businesses to track their progress towards each goal and make adjustments as necessary
Try the Template
Get this ClickUp Strategic Plan Whiteboard Template here
4. ClickUp Strategic Marketing Plan Template
The ClickUp Strategic Marketing Plan Template is a visual tool designed to help businesses develop and organize their marketing strategies. This template is customizable and allows businesses to set marketing goals and objectives that align with their overall business objectives. Use the template to define the target audience and understand their needs and preferences. The progress tracking features also enable businesses to monitor their progress towards each marketing goal, making it easier to adjust strategies and allocate resources as needed.
Main Elements of this Strategic Plan Whiteboard Template
- Provides space for analyzing competitors' strengths and weaknesses to determine how to differentiate from them in the market
- Offers a framework for identifying and prioritizing the marketing channels to be used in reaching the target audience, such as social media, email, or advertising
- sections for developing and organizing content creation and distribution plans, such as blog posts, videos, or infographics
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Get this Strategic Marketing Plan Template
5. ClickUp Succession Planning Template
Achieve your business strategy with the ClickUp Succession Planning Template. This is designed to help businesses plan for the replacement of key positions in their organization. The customizable template provides space for identifying the key positions within the organization that would be impacted by the departure of an executive or employee. Overall, the ClickUp Succession Planning Template is a valuable strategic planning tool for businesses looking to plan for the replacement of key positions and ensure business continuity.
Main Elements of this Succession Planning Template
- Includes sections for defining the job descriptions and responsibilities associated with each key position
- Framework for identifying potential internal or external candidates who could fill the key positions in the future
- Allows businesses to create development plans for potential candidates, such as training programs, mentoring, or job rotations
Try the Template
Add this Succession Planning Template to your ClickUp Workspace
6. ClickUp PI Planning Template
The PI Planning Template can direct your team toward a shared goal and choose which stories to pursue. This will give you a clear picture of your team's backlog, including workload, capacity, and risks. Use this template to manage customer accounts and develop strategies for growth. This template is highly customizable and can be tailored to fit the specific needs of each business. Set sales goals for each customer account and track progress towards those goals. Use the template to manage customer relationships including communication plans, follow-up strategies, and customer service protocols.
Main Elements of this PI Planning Template
- Create customer profiles that include information such as demographics, needs, and behaviors
- Develop an action plan to achieve sales and growth goals for each account
- Section for identifying potential cross-selling, up-selling, or referral opportunities for each customer account
Try the Template
Complete your ClickUp Workspace with the PI Planning Template
7. ClickUp Corporate Succession Planning Template
This ClickUp Corporate Succession Planning template will help you identify the people who have the abilities and potential to fill these upcoming responsibilities as well as the staffing demands in the future. The template helps users come up with a business plan for the departure of key executives and employees due to retirement, resignation, or unforeseen circumstances. This template is customizable and can be tailored to fit the specific needs of each business. It helps users in identifying potential risks associated with the departure of a key executive or employee and developing contingency plans to mitigate those risks.
Main Elements of this Corporate Succession Planning Template
- Space for identifying the key positions within the organization that would be impacted by the departure of an executive or employee
- Sections for defining the job descriptions and responsibilities associated with each key position
- Use template for identifying potential internal or external candidates who could fill the key positions in the future
Try the Template
Add this ClickUp Template for free
8. ClickUp Account Planning Template
The ClickUp Account Planning Template is a customizable project management template that is designed to help businesses manage their customer accounts more effectively. This template provides a comprehensive and structured approach to account planning and management, enabling teams to track progress and identify opportunities for growth. This template offers an efficient approach to managing all of your accounts, notes, and tasks in one location.
Main Elements of this Account Planning Template
- Track items and tasks with custom statuses to keep everyone informed of overall progress
- Provide context with details such as account progress, monthly revenue, account stage, and more
- Cccount overview section that provides a snapshot of the account, including key metrics and details about the customer.
Try the Template
Get this ClickUp Account Planning Template here
9. Word Quality Strategy Plan Template
This Quality Strategy Plan Template made for Word can be used to develop and implement a strategy to ensure that they consistently deliver high-quality products or services. This template can be used by businesses of all sizes across various industries. Set and identify quality objectives that align with the business's overall goals and objectives.
Main Elements of this Quality Strategy Plan Template
- Customizable framework for identifying and establishing quality standards
- Document and organize quality control processes, including quality assurance checks and testing procedures
- Identify areas of improvement and implement strategies to continuously improve the quality of products or services
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10. Word IT Strategy Plan Template
This IT Strategy Plan Template for MS Word can help businesses develop and implement a strategy for managing their information technology (IT) infrastructure. This template can be used by businesses of all sizes across various industries. It can be customized and used for assessing the organization's current IT infrastructure, including hardware, software, network, and security systems. Users can also use the template to document their implementation plan, including timelines, resource allocation, and budget requirements.
Main Elements of this IT Strategy Plan Template
- Framework for identifying gaps in the current IT infrastructure and developing strategies to address those gaps
- Allows businesses to document their contingency plan, including timelines, resource allocation, and budget requirements
- Define metrics related to the IT infrastructure, such as system uptime, response times, and customer satisfaction
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How to Best Manage and Use Your Strategic Planning Template
Managing and using a strategic planning template effectively is essential for achieving your long-term business goals. Here are some best practices for managing and using your strategic planning template:
- Set Clear Objectives: Start by setting clear objectives to guide your strategic planning process, including specific goals, timelines, and key performance indicators (KPIs) to measure progress toward those goals.
- Involve Stakeholders: Involve all relevant stakeholders in the planning process to ensure that everyone's perspectives and ideas are considered, and buy-in to the planning process is established.
- Develop Actionable Strategies: Use your strategic planning template to develop actionable strategies that align with your overall business objectives, including specific initiatives, timelines, budgets, and resource allocation plans.
- Monitor Progress: Monitor progress regularly, using KPIs to track progress toward your goals and make adjustments as necessary.
- Review and Update Regularly: Review and update your strategic planning template regularly to ensure that it remains relevant and effective, adjusting as needed to reflect changes in the market, industry, or business environment.
Following these practices can help you develop an actionable plan that aligns with your business objectives and helps you achieve your long-term goals.
Who Benefits from Strategic Planning?
Employees: Employees also benefit from strategic planning as it gives them a clear understanding of their role, the direction of the organization, and what they need to achieve. It also enhances morale and productivity as employees feel more engaged and have clarity about the overall purpose of their work.
- Employee Relations Strategic Plan
- Employee Compensation Strategic Plan
- Staff Development Plan
- Workforce Development Strategic Plan
Stakeholders: Stakeholders, from investors to partners, receive advantages from strategic planning. It provides a clearer idea of the organization's position, direction, and potential for success. This aids in maintaining trust, facilitating better relationships, and ensuring alignment with the organizational objectives.
- Angel Investors Strategic Plan
- Investment Managers Strategic Plan
- Venture Capitalists Strategic Plan
- Investment Bankers Strategic Plan
Find a Variety of Strategic Planning Templates from ClickUp
ClickUp is an all-in-one project management and productivity tool built for all types of teams, from large corporations and solopreneurs.
Teams across industries use ClickUp because of its customization capabilities, advanced features, and affordable pricing plans—making it the only tool you'll need to scale your business. Streamline your processes even further by bringing all your work in one place and starting with ClickUp’s variety of templates for every use case.
ClickUp’s Template Center with pre-built templates is ready to help you get started with your plans and goals. Sign-up for a free account to get started!
