Excel Strategic Plan Template
The Strategic Plan in Excel is a spreadsheet that was designed to establish and monitor the objectives and action plan that will drive your organization’s performance.
A well-written strategic plan can play a critical role in the growth and success of your small business because it tells you and your employees how best to respond to opportunities and challenges.
Strategic planning is the process of documenting and setting the direction of your small business by assessing where it is and where it is going.
Use this template to drive your growth and manage risk with key performance indicators (KPIs). The goal of this template is to transform your strategic vision into results across your company. Track your top management decisions with the included reports.
The spreadsheet contains the following features:
Settings:
In the settings section you will be able to determine the data to configure the spreadsheet, data such as: month and year of start, name of your company and slogan and configure the KPIs. In addition, you will be able to register the strategic areas of your organization and have a record of your team of collaborators.
Strategic Plan:
In this section you can make your strategy statement and enter your mission, vision, values, record the strategic goals, objectives and KPIs to achieve the goals set, and you can also record the main action plans to follow.
Reports:
In this section you will be able to view a detailed report of the strategic plan established, this report includes the objectives set and the status of compliance with each goal established. You will also be able to view an action plan report with the same characteristics described above.
Strategic plan Dashboards:
The dashboard section includes information on the main indicators established in your strategic plan where you can view data such as goals achieved, percentage of goals achieved, goals at risk and objectives achieved.
Action plan dashboard:
Here you can view the main management indicators of the established action plan, data such as total actions, average progress, overdue and delayed actions, actions by status and by objectives, progress of actions by goals and by areas.
Summary of the strategic plan:
The strategic plan spreadsheet in Excel is configured to automatically generate a report of the process to be followed to achieve the strategic plan. This report includes the strategic goals, objectives and performance summary.
This spreadsheet can be easily edited according to the needs of your company or business.
IMPORTANT INFORMATION:
- Immediate download: Files will be available for download once your transaction is confirmed.
- Editable template adaptable to your requirements.
- One-time payment, no monthly or annual fees.
- Compatible with all Excel versions.
- Includes user’s manual.
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Stephanie –
Highly recommended. I have zero knowledge of excell. He not only has explained everything to me, but he has also created a new file with all my requirements. He has explained me step by step so that I can understand how it works. I couldn’t be more grateful. highlights their patience and hard work. thank you