Strategic Plan Template and training created in re-usable Powerpoint by former Deloitte and Mckinsey Management Consultants.
To download the editable version of this document, go to www.slidebooks.com
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Table of content
Strategic Planning Training
Example of Strategic Planning Project including Key 7 Steps
1
3
“Fill in the Blanks” Strategic Plan Template2
Discounted bundle4
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Table of content
Strategic Planning Training
Example of Strategic Planning Project including Key 7 Steps
1
3
“Fill in the Blanks” Strategic Plan Template2
Discounted bundle4
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What’s the formula for success in business?
Breakthrough
results
Quality Strategy Formulation
Quality Strategy Execution
X
=
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Quality Strategy Formulation and Quality Strategy Execution can be
achieved by creating a robust Strategic Plan including:
Strategy Map
Mission, Vision and
Balanced Scorecard
Roadmap
SWOT
6. Strategic Plan
Company Name:
CEO:
Chief Strategy Officer:
Date:
Version:
Contact Email:
Insert your own text
Insert your own text
Insert your own text
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Insert your own text
Insert your own text
Insert
your logo
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Executive summary
Mission statement, Vision statement and Strategic goals
Insert strategic
goal #1
(e.g. Add and
retain high value
customers)
Insert strategic
goal #2
Insert strategic
goal #3
Company’s Mission statement
Company’s Vision statement
Why
What
How
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Executive summary
Mission statement, Vision statement and Strategic goals
Insert your own text
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Insert your own text
Vision Statement
Strategic Goal #1
Insert your own text
Mission Statement
Insert your own text
Insert your own text
Insert your own text
Insert your own text
Strategic Goal #2 Strategic Goal #3 Strategic Goal #4
Key Initiatives Key Initiatives Key Initiatives Key Initiatives
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Financial Perspective
Customer Perspective
Internal Perspective
Learning & Development Perspective
Insert text Insert text Insert text
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Executive summary
Strategy Map
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Market analysis
Target market - Template
• Describe in this text block your target market(s), that is to say the group of customers that you want to market your
products to.
• To identify your target market(s), you can use customer segmentations such as:
o Geographic segmentation
o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in
the family life cycle)
o Attitudes
o Psychological profiles
• If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target
markets
Target Market description
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Market analysis
Target market size - Template
• Estimate the Total Available Market (TAM) size
• TAM refers to the global revenue opportunity available for a product or service
• Some sources of information such as government data, trade associations, financial
data from major players and customer surveys should help you to provide a rough
estimation
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) size
• SAM refers to the percentage of the Total Available Market (TAM) that you can
actually serve
Serviceable Available Market (SAM)
• Estimate your Target Market size based on your estimation of the TAM and SAM size
• Target market refers to the group of customers that you want to market your products
to
Your Target MarketTarget Market
Market
Share
• Estimate your market share (in percentage and dollars) based on your unique selling
proposition and marketing plan
• Your market share refers to a percentage of your target market
Your Market Share
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Market analysis
Target market growth - Template
• Estimate the Total Available Market (TAM) revenue growth
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) revenue growth
Serviceable Available Market (SAM)
• Estimate your Target Market revenue growth
Your Target MarketTarget Market
Market
Share
• Estimate your market share growth
Your Market Share
• A simple way of forecasting the market
growth is to extrapolate historical data
into the future
• A more accurate way is to study growth
drivers such as demographic
information and sales growth in
complementary products - 10% every year between 2014 and 2020
+ 1% every year between 2014 and 2020
+ 10% every year between 2014 and 2020
+ 2% every year between 2014 and 2020
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Market analysis
Market profitability - Guiding principles
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market or industry by analyzing
the forces acting upon it:
Rivalry
• British
Airways
• British
Midland
• Dan Air
Bargaining power of
Suppliers
• Fuel companies
• Aircraft companies
• Labor
• Catering suppliers
Bargaining power
of Buyers
• Business
travellers
• Pleasure travellers
Threat of new
entrants
• Foreign airlines
• National airlines
• New companies
Threat of
Substitute
products
• Bus, Rail, Car
• Video
conferencing
Example of the Porter’s five forces tool applied in the airline industry
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Market analysis
Market profitability - Template (1/2)
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces
acting upon it:
Rivalry
• Insert a brief
description
Bargaining power of
Suppliers
• Insert a brief description
Bargaining power
of Buyers
• Insert a brief
description
Threat of new
entrants
• Insert a brief
description
Threat of
Substitute
products
• Insert a brief
description
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Market analysis
Market profitability - Template (2/2)
• Insert a more comprehensive
description
Bargaining power of Suppliers
• Insert a more comprehensive
description
Bargaining power of Buyers
• Insert a more comprehensive
description
Rivalry among firms
• Insert a more comprehensive
description
Threat of Substitute products
• Insert a more comprehensive
description
Threat of new entrants
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Market analysis
Market trends - Guiding principles
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Market analysis
Market trends - Template
• Insert the description of the trend #1
Insert the title of the trend
#1
• Insert the description of the trend #2
Insert the title of the trend
#2
• Insert the description of the trend #3
Insert the title of the trend
#3
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Market analysis
Key success factors (KSF) - Guiding principles
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Market analysis
Key success factors (KSF) - Template
• Insert the description of the KSF #1Insert the title of the KSF #1
• Insert the description of the KSF #2Insert the title of the KSF #2
• Insert the description of the KSF #3Insert the title of the KSF #3
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Competitor analysis
Competitor identification - Template
• Competitor A
• Competitor B
• Competitor C
• Competitor D
1.Key National Competitors
• Competitor E
• Competitor F
• Competitor G
• Competitor H
2.Key International Competitors
• Competitor L
• Competitor M
• Competitor N
• Competitor O
4.New Entrants
• Competitor I
• Competitor J
• Competitor K
3.Substitutes
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Competitor analysis
Competitor comparison - Template (1/2)
Criteria
Revenue Profit Market share Main activity
Number of
employee
Product
quality
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own text
Competitor A
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own text
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own text
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own text
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own text
Competitor B
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own text
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own text
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own text
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own text
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own text
Competitor D
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own text
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own text
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Compare your competitors with relevant criteria
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Competitor analysis
Competitor comparison - Template (2/2)
0
0.5
1
1.5
2
2.5
3
3.5
4
Competitor A Competitor B Competitor C Competitor D Competitor E
Revenue Profit
Competitor Revenue and Profit
Insert your key message
You can edit the data chart with the following process:
>Double click on the graph > click Design > Click on “Edit
Data” >Update the table with your own data
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Competitor analysis
Competitor positioning - Template
20
15
10
5
0
-5
A
B
C
Gaining market share
Losing market share
Average
market
growth
0 10 20 30 40 50
CompanyGrowth(%)
Market Share (%)
= $ xx million in sales
Insert your key message
60
Position your competitors with a 2 by 2 or 3 by 3 matrix
using relevant criteria
D
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Competitor analysis
Competitor ranking - Template
Rank your top 3 competitors and insert their logo in the slide
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Competitor analysis
Key findings - Template
• Insert the description of the key finding #1
Insert the title of the key
finding #1
• Insert the description of the key finding #2
Insert the title of the key
finding #2
• Insert the description of the key finding #3
Insert the title of the key
finding #3
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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s w
T
O
Elements in the environment that
could cause trouble for the
business or project
Elements that the project or the
organization could exploit to its
advantage
Characteristics that place the team
or the business at a disadvantage
relative to others
Characteristics of the business or
project that give it an advantage
over others
SWOTS
T
O
W
SWOT tool
Description 1/2
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s w
T
O
• Questions: What is the competition
doing? Are there key obstacles for this
organization? Are there financial
considerations?
• Examples: Shift in customer
preferences, substitute products,
regulation
• Question: What is changing in the
market, with technology, or with
customers?
• Example: Unmet customer need,
nascent disruptive technology, loose
regulations, lowering of trade barriers
• Question: What are the key
weaknesses of the company/industry?
• Example: Weak brand, bad
reputation, high cost structure, strong
competition, weak distribution
• Questions: What are the key
advantages of the company/industry?
What do customers see as strengths?
What are the unique resources?
• Example; Patents, brand, reputation,
cost advantages, favorable
distribution, strong customer base
SWOTS
T
O
W
SWOT tool
Description 2/2
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s w
T
O
• Insert your own text
• Insert your own text
• Insert your own text• Insert your own text SWOTS
T
O
W
SWOT Analysis
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Define during a workshop with the top management the
company’s mission statement
Company’s mission statement
Should be one easy to understand
sentence and if required a more details
description below it
It should provide focus, direction and
help guide decision making and actions
It describe the overarching intent of the
organization
It is the company’s reason for existence
or purpose
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Define during a workshop with the top management the
company’s vision statement
Company’s vision statement
Should be one easy to understand
sentence and if required a more details
description below it
It should provide focus, direction and
help guide decision making and actions
It describe the overarching aim of the
organization as it progresses into the
future
It describes the organisation desired or
intended state at some point in the near
or distant future
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Mission Statement
Insert your Company’s mission statement
If required, describe more in details the meaning of your mission statement
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Vision Statement
Insert your Company’s vision statement
If required, describe more in details the meaning of your vision statement
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
6. Key strategic goals
7. Strategy Map
8. Balanced scorecard
9. Roadmap
10.Exhibit
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Define the key strategic goals
Insert strategic
priority #1
(e.g. Add and retain
high value
customers)
Insert strategic
priority #2
Insert strategic
priority #3
Should allow the organisation to achieve
your mission and reach your vision
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
8. Key strategic goals
9. Strategy Map
10.Balanced scorecard
11.Roadmap
12.Exhibit
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To ensure proper execution, Norton and Kaplan invented the 2
concepts of ‘Strategy Map’ and ‘Balance Scorecard’
Strategy Map
Balanced Scorecard
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What is a ‘Strategy Map’?
“A Strategy Map is a diagram that is used to
document the primary strategic goals being
pursued by an organization or management
team”
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A Strategy map usually includes the following 4 perspectives:
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
Return on
Investment
Reputation
+ +
“Build the
Brand”
“Make the
Sale”
“Deliver the
Product”
“Service
Exceptionally”
Productivity
Strategy
Human
Capital
Information
Capital
organisation
Capital
ImageRelationship
Product
Service
Revenue
Strategy
The economic model of
key levers driving
financial performance
The identification of targeted
customer segments and their
value proposition
. The process-focused
view of the business
using the value chain
The intangible assets
necessary to drive
performance
1
2
3
4
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The Strategy Map is used to describe how value is created and
should be aligned with the identified key priorities
Financial
Perspective
Customer
Perspective
Internal
Perspective
Long-Term
Shareholder Value
Productivity StrategyGrowth Strategy
Improve Cost
Structure
Improve Asset
Utilization
Learning &
Development
Perspective
Human Capital
Information Capital
Organization & Culture Capital
Culture Leadership TeamworkAlignment
Customer Value Proposition – key segment
Price Quality Availability Selection Functionality Service Partnership Brand
Product / Service Attributes Relationship Image
Selection
Acquisition
Retention
Growth
Customer Management
Processes
Opportunity ID
R&D Pipeline
Design/Develop
Partnerships/JV
Ramp-Up
Innovation
Processes
Environment
Safety & Health
Employer
Community
Regulatory & Social
Processes
Increase
Customer Value
New Revenue
Sources
Supply
Production
Distribution
Service
Risk Management
Operations
Management Processes
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You’ll find below and in the next slides some Strategy map
templates that you can reused
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
+ +
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Quality
Manager
Call Center
Reps
Certified
Financial
Planner
Tele-
marketer
Consumer
Marketing
Joint Venture
Manager
Incident
Tracking
System
Interactive
Voice
Portfolio Planning
System
CRM/Lead
Management
System
Customer
Profitability
System
Project
Management
System
Learning &
Growth
Perspective
Culture Leadership Alignment Teamwork
Human
Capital
Information
Capital
Organization
Capital• Customer focused
• Core values
• Competency model
alignment
• Strategic awareness
• Personal goals
• Best practice sharing
Increase Net
Income
Increase
Number of
Customers
Reduce Cost
per Customer
Productivity Growth
Financial
Perspective
Internal
Perspective
Increase
Revenue per
Customer
Customer
Perspective
Exit
Unprofitable
Accounts
Broaden
Relationships
With HVCs
Minimize
Problems
Develop New
Products
Provide Rapid
Response
Acquire &
Grow HVCs
Operations Management Customer Management
Product/Service Attributes
Price Quality
Integrated
Offering
Relationship
One
Stop
Financial
Advisor
Trusted
Brand
Image
Innovation
Decrease cost per customer
Increase the number
of high value customers
Increase revenue/
customer
Value
Creating
Process
Diverse
Workforce
Responsible
Citizen
Community
Recruiters
Employee
Data Base
Strategy Map Template
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Strategy Map Template
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
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Strategy Map Template
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
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Strategy Map Template
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
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Strategy Map Template
Mission &
Vision
• Replace by your own text
• Replace by your own text
• Replace by your own text
Competitive
awareness
Shared goals
Vision & Mission
Deliverables
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
• Replace by your own text
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Insert Company’s Mission statement
Insert Company’s Vision statement
Financial Perspective
Customer Perspective
Internal Perspective
Learning & Development Perspective
Insert text Insert text Insert text
Insert text Insert text Insert textInsert text Insert text
Insert text Insert text Insert textInsert text Insert text
Insert text Insert text Insert textInsert text Insert text
Strategy Map Template
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
8. Key strategic goals
9. Strategy Map
10.Balanced scorecard
11.Roadmap
12.Exhibit
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What is a ‘Balanced Scorecard’?
At the highest conceptual level, the Balanced
Scorecard is a framework that helps organisations
translate a strategy into operational objectives that
drive both behavior and performance. It includes the
same 4 business perspectives as the Strategy Map:
Finance
Customer
Learning and Growth
Internal
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A Balanced Scorecard includes strategic objectives,
measures and targets
Perspective
Financial Perspective
F1 Increase earnings per share
F2 Increase revenue per customer
F3 Reduce cost per customer
Strategic Objectives Strategic Measures
• Net income (vs. last year)
• Revenue per customer
• Cost per customer
Targets
+$100M
$300
$75
Statement of
what strategy
must achieve and
what’s critical to
its success
The level of
performance or
rate of
improvement
needed
How success in
achieving the
strategy will be
measured and
tracked
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Balanced Scorecard Template
Financial Financial Perspective
Objectives Measures Targets Initiatives
“To satisfy our shareholders, what financial
objectives must we accomplish?”
Profitability
Growth
Shareholder Value
Customer Customer Perspective
Objectives Measures Targets Initiatives
“To achieve our financial objectives,
what customer needs must we serve?”
Image
Service
Price/Cost
Internal Internal Perspective
Objectives Measures Targets Initiatives
“To satisfy our customers, and shareholders, in which internal
business processes must we excel?”
Cycle Time
Quality
Productivity
Learning & Growth Learning & Growth Perspective
Objectives Measures Targets Initiatives
"To achieve our goals, how must our organisation learn and innovate?” Market Innovation
Continuous
Learning
Intellectual
Assets
The Strategy
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Balanced Scorecard Template
Mission &
Vision
TargetsMeasureObjectives
Finance
TargetsMeasureObjectives
Customer
TargetsMeasureObjectives
Learning and Growth
TargetsMeasureObjectives
Internal
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Balanced Scorecard Template
Perspective
Financial Perspective
F1 Insert your own text
F2 Insert your own text
F3 Insert your own text
Strategic Objectives Strategic Measures
Customer Perspective
Customer
Management
Internal
Perspective
Human Capital
Learning&Growth
Perspective
Product Innovation
Operations
Management
Information Capital
Organization Capital
• Insert your own text
• Insert your own text
• Insert your own text
Responsible Citizen
Targets
+$100M
$300
$75
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Table of content
1. Executive summary
2. Market analysis
3. Competitor analysis
4. SWOT
5. Mission and Vision statements
8. Key strategic goals
9. Strategy Map
10.Balanced scorecard
11.Roadmap
12.Exhibit
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Indicative Strategic Planning Project Plan
Step 0: Kick-Off
Step 1: Provide Business
insights
Step 2: Define Mission and
vision statements
Step 3: Identify Key
Strategic priorities
Step 4: Create strategy
map
Step 5: Create Balanced
scorecard
Step 6: Identify required
initiatives to reach
strategic goals
Step 7: Getting to
First Report
Week
Workshop #1
Workshop #2
Workshop #3
Kick-Off
1 2 3 4 5 6 7 8 9 10 11 12
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Zoom on Step 0 - Kick-Off
Step 0: Kick-Off
Step 1: Provide Business
insights
Step 2: Define Mission and
vision statements
Step 3: Identify Key
Strategic priorities
Step 4: Create strategy
map
Step 5: Create Balanced
scorecard
Step 6: Identify required
initiatives to reach
strategic goals
Step 7: Getting to
First Report
Week
Workshop #1
Workshop #2
Workshop #3
Kick-Off
1 2 3 4 5 6 7 8 9 10 11 12
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Create your Strategic Planning teams
Leadership Team
Role
‒ Champion process and make
strategic decisions
‒ Participate fully and openly in
workshops and oversight support
‒ Provide resources and oversight
support for Core-Team and
Measurement-Teams
Who?
‒ Leaders of organization and direct
reports
‒ Specific functional leaders as
required
Core Team
Role
‒ Lead the execution of the process
‒ Lead Measurement Teams
‒ Develop implementation plan
Who?
‒ Experienced mid-level managers
representing the different Business
units
‒ Management Consultants
Measurement Team
Role
‒ Develop detailed definition of
measures and targets
‒ Identifies data sources for
measures
Who?
‒ Finance managers
‒ Data analytics managers
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Identify Key success factors
Ensure that project sponsorship is from a high enough level
to command the organization's attention
Make sure the entire Leadership Team has a real
understanding and gives endorsement of time commitment
Involve the right people
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Example of agenda
Process Overview
Project Deliverables
Project Timing
Responsibilities, Time Commitments
Next steps
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