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How to write your Strategic Plan

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This set of templates creates a comprehensive company strategic plan for your business. Outline your key performance indicators (KPIs) and how to measure and evaluate them to help guide your company to its goals.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Components of a Strategic Plan

There is no one-size-fits-all template for a strategic plan. Proposal Kit templates can be customized as needed to fit any situation using the extensive chapter template library. Here are some key chapters typically included in this type of template. Use this template as your starting point and customize it as needed using the software included with each Proposal Pack or the Professional bundle.

Cover Letter

The Cover Letter introduces your plan to the reader, outlining the document's importance and briefly summarizing its content to engage the reader right from the start.


The Introduction provides an overview of the plan, setting the stage for the detailed content that follows. It outlines the purpose and scope of the plan and explains how it will help achieve the company's goals.

Executive Summary

The Executive Summary offers a condensed version of the entire plan, highlighting key points such as major goals, strategies, and anticipated outcomes to give the reader a quick preview of the document.

SWOT Analysis

The SWOT Analysis assesses the company's internal Strengths and Weaknesses, and external Opportunities and Threats. This analysis helps in understanding the current positioning and identifies areas for improvement and potential growth.


The Strengths section details the company's internal advantages and capabilities that give it a competitive edge in the market.


The Weaknesses section outlines internal limitations or areas where the company needs improvement to better compete in the market.


The Opportunities section identifies external factors or trends that the company can capitalize on to achieve growth and success.


The Threats section highlights external risks or challenges that could negatively impact the company's performance.

Competitive Analysis

The Competitive Analysis evaluates the company's competitors, their strengths and weaknesses, and market positioning to identify opportunities for differentiation and advantage.

Industry Trends

The Industry Trends section examines current trends and future projections within the industry, helping to align the company's strategies with market conditions.

Business Drivers

The Business Drivers section identifies the key factors that influence the company's success and growth, such as market demand, technological advancements, and customer preferences.

Market and Audience

The Market and Audience section defines the target market and audience for the company's products or services, supporting the development of effective marketing and sales strategies.

Goals and Objectives

The Goals and Objectives section outlines the company's short-term and long-term goals along with specific, measurable objectives to track progress and success.

Operations Plan

The Operations Plan details the day-to-day activities and processes needed to execute the plan, ensuring efficient resource allocation and operational efficiency.

Marketing Plan

The Marketing Plan outlines strategies and tactics for promoting the company's products or services, targeting key market segments, and achieving sales goals.

Strategic Planning

The Strategic Planning section discusses the overall strategy for achieving the company's long-term vision, including the alignment of resources and actions to goals and objectives.


The Projections section provides financial and operational forecasts, predicting future performance based on current data and planned initiatives.


The Evaluation section describes how the company will assess the effectiveness of the plan, using various metrics and feedback methods to measure success.


The Analysis section interprets data and trends to inform decisions, ensuring that the company remains on track to achieve its goals.


The Measurements section identifies specific metrics and key performance indicators (KPIs) that will be used to track the progress and success of the plan.

Measures of Success

The Measures of Success section defines what success looks like for the company, establishing benchmarks and targets that indicate when goals have been achieved.

Income Projection

The Income Projection section forecasts the company's future revenue, providing a financial outlook that supports decision-making.

Projected Expenses

The Projected Expenses section estimates the costs associated with executing the plan, helping to ensure financial feasibility and budget alignment.


The Summary section recaps the main points of the plan, reinforcing the key strategies, goals, and anticipated outcomes.

Company History

The Company History section provides background information on the company, its achievements, and its evolution over time, offering context for the plan.

Team Members

The Team Members section introduces the key individuals responsible for executing the plan, highlighting their roles and contributions.

Strategic Position

The Strategic Position section assesses the company's current market position, identifying strengths and areas for improvement relative to competitors.

Mission Statement

The Mission Statement section articulates the company's core purpose and values, guiding the development and execution of the plan.

Benchmark Results

The Benchmark Results section compares the company's performance against industry standards or competitors, providing insights into areas of strength and opportunities for improvement.

Examples of projects a Strategic Plan may be used for

This document can be used in many contexts and has various uses depending on the needs. Depending on your situation, customize the chapter list as needed using a Proposal Pack or the Professional bundle.

  • Preparing for a company-wide realignment
  • Setting long-term and short-term business goals
  • Assessing and improving operational efficiency
  • Identifying market opportunities and risks
  • Developing a comprehensive marketing strategy
  • Aligning team members with the company's mission and objectives
  • Forecasting financial performance and budgeting
  • Evaluating the competitive landscape
  • Monitoring industry trends and adapting strategies
  • Creating a roadmap for business growth and expansion
  • Establishing benchmarks and measuring success
  • Communicating the company's plan to stakeholders
  • Planning resource allocation and management
  • Ensuring all departments are aligned with business objectives
  • Reviewing and updating the company's direction


Also Known As

The Strategic Plan may also be referred to in different ways or be used in more specialized situations, such as:

  • Business Strategy
  • Corporate Planning
  • Strategic Goals
  • Business Forecasting
  • Market Analysis
  • Operational Plan
  • SWOT Analysis
  • Performance Metrics
  • Competitive Strategy
  • Company Objectives



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Chapter Templates Used in the Strategic Plan

Cover Letter, Title Page, Table of Contents, Introduction, Executive Summary, SWOT Analysis, Strengths, Weaknesses, Opportunities, Threats, Competitive Analysis, Industry Trends, Business Drivers, Market and Audience, Goals and Objectives, Operations Plan, Marketing Plan, Strategic Planning, Projections, Evaluation, Analysis, Measurements, Measures of Success, Income Projection, Projected Expenses, Summary, Company History, Team Members, Strategic Position, Mission Statement, Benchmark Results, Back Page

You use this this proposal for

  • Project pitch proposal
  • Business plan, loan, investor funding proposal
  • Internal company proposal
  • Business document, study, plan, report

How to create the Strategic Plan with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business is the pack with no extra added logos or colors - designed to be used plain or for you to customize with your logos and graphics.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme. Names and stories in examples are fictional; however, the templates are from real client use cases.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed Proposal Pack so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software with an entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

You can also edit Word document templates in other office software such as Word for Mac. We will assist Mac users in assembling this template - Strategic Plan - for their first project if they do not have the required platform to run the Wizard software.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

How to Build Templates Featured on Proposal Kit Website

Many people find the Proposal Kit website after searching for a specific proposal. Once you've purchased and installed the software, how do you build that template you found in the first place? This video shows you how to build any proposal you see on the Proposal Kit website.

Key Takeaways

  • The Strategic Plan is a selectable proposal template layout.
  • You can create unlimited custom variations of this template using a Proposal Pack or the Professional Bundle.
  • Using a Proposal Pack or Professional Bundle, you can automate quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • We made Proposal Kit for freelancers, small businesses, and non-profits.
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