Template
Strategic plan templates
Two free strategic plan templates for a small business, charity, club or team.
Download the template
Download everything
All 2 versions, in Word and PDF, in one ZIP file (841 KB).
How to use it
- Write your vision and mission in a sentence or two each.
- List three to five strategic goals.
- Add a measure and an owner for every goal.
- On the three-year version, decide what you will do on each priority in year one, two and three.
- Note the risks and assumptions, then set a date to review the plan.
About this template
The one-page plan brings together your vision, mission and values with a short list of goals, how you will measure them and who owns each one. The three-year plan is a landscape grid that sets out your priorities year by year, so you can see how the plan builds. Each comes with a blank and a worked example for a fictional cafe. Download as Word and PDF, free.
Questions
Which version should I use?
Start with the one-page plan. Move to the three-year plan when you need to spread priorities over several years.
How is a strategic plan different from a business plan?
A strategic plan sets direction and priorities. A business plan usually adds detail about the market and the money. See our business plan template for that.
How often should I review it?
Many organisations look at their plan every quarter or every year. Choose a rhythm you will keep to.
Is the example based on a real organisation?
No. The cafe is fictional. Replace every detail with your own.
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