By Megon VenterFri. 10 May. 20242min Read

Elevate Your Business: Fill in Our Strategic Plan Template

In this blog, we will take you through the process of using a strategic plan template to create your very own business strategy. 
Elevate Your Business: Fill in Our Strategic Plan Template

A strategic plan is a roadmap that guides a business toward its goals and objectives. It helps to clarify the company's direction, align its efforts, and make informed decisions to achieve success.


However, creating a strategic plan from scratch can be daunting. That's why we've developed a strategic plan template to simplify the process for you. By filling in this template, you can elevate your business to new heights and set a clear path for growth and success.

Megon Venter
Blog Author | B2B SaaS Content Writer
Megon is a B2B SaaS Content Writer with 7 years of experience in content strategy and execution. Her expertise lies in the creation of document management tutorials and product comparisons.

How to Fill in and Create a Strategic Plan

Our content team often finds that before we begin any big project, we need a strategy to get started. Follow the steps below to start the strategic planning process and clearly set out your smart goals within our template.  



As an example, let's take into account this case study:

Scenario: The client is rebranding.

Industry: Travel and Sustainable Itineraries

Client Brief: A new, fresh tone focusing on sustainability and raw immersion. 

Platforms where this will be rolled out: Social Media and website.

Discover how to write a compelling business proposal with our easy-to-follow guide.

Executive Summary

  • Brief overview of your business plans, its mission, vision, and core values.
  • Summary of the strategic goals and objectives outlined in the plan.

For example: We like to create a mission statement or "ode to the brand identity", if you will. This will help not only you but the client see the essence of their brand encapsulated on one page or slide (see our conversion tools to change your finished template to PowerPoint).

Source: Canva Creative Studio, modified by our content creators

"PDF Reader Pro simplifies complex editing tasks, making it the preferred choice for anyone seeking a powerful yet user-friendly PDF management solution."
Theodore Cipolla
B2B SaaS Content Marketer
Source: LinkedIn

Business Analysis

  • SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) to assess your business's internal and external environment.
  • Marketing Strategies Analysis: Identify your target market, analyze market trends, and understand your competitors.

Use our SWOT analysis template to get started on this:



Vision, Mission, and Values

  • Vision Statement: Describe the future state or long-term goal of your business.
  • Mission Statement: Define the purpose and reason for your business's existence.
  • Core Values: List the guiding principles that shape your business's culture and decisions.

So you have already covered the executive summary – now we dive into the different aspects of the business, such as core values.

Canva Creative Studio, modified by our content creators
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Strategic Goals and Business Objectives

To help you better understand how to get started with mapping out your goals, we have outlined a template to establish each one. 


  • Goal 2: [Specific goal statement]

    • Objective 2.1: [SMART objective]
    • Objective 2.2: [SMART objective]

Our version: 

  • Goal 1: [To Establish the Company as an Industry Leader]

    • Objective 2.1: [Achieve 5% growth on all platforms through research and implementation of best practices by the end of the quarter]


  • Repeat for each strategic business goal identified for your business.


Strategies and Action Plans

Next, our team would typically begin planning how we would implent actions to achieve the goals we outlined.


  • Strategy 2: [Description of the strategy]

    • Action Steps:
      1. [Action step 1 with deadline]
      2. [Action step 2 with deadline]...

    Our Version:

    • Strategy 1: [Competitor Analysis]

      • Action Steps:
        1. Objective 1.1: Perform a competitor analysis
        2. Objective 1.2: Make a list of pros and cons to learn from the research.


    • Repeat for each strategy identified to accomplish your objectives.

    Learn how to draw up business documents with our comprehensive guide, ensuring professionalism and accuracy.

    Key Performance Indicators (KPIs)

    In short, KPIs are used to measure the success of the actions you've put in place to meet your business goals. These can be very straightforward and holds you (or the team implementing your strategy) accountable for the plan outlined.

    • Define KPIs to measure the success of your strategic objectives and common goals.
      • KPI 1: [5% growth of following on Instagram within 2 months of rebrand]
      • KPI 2: [Specific KPI and target]


    Implementation Timeline

    • Timeline for executing each action step and achieving objectives.
    • Include milestones and deadlines for accountability.

    Canva Creative Studio, modified by our content creators
    Learn how to create interactive PDF forms for business use, enhancing data collection and customer engagement.

    Monitoring and Evaluation

      Establish a system for monitoring progress and evaluating the effectiveness of the strategic plan. Your team will need to regularly review performance against KPIs and adjust strategies as needed.


      "Not every metric can be measured and scored in a flash report, as the data logged should be quantifiable and measured against a goal. Essentially a KPI shows you a highlight of all the moving parts of your business at once."
      Louis Mosca
      Business Strategist at American Management Services
      Source: Forbes

      You can let clients know that it is a "working document" which can always be changed as their needs change. However, keep the master copy within your company so no changes are lost and you can always refer back to what did and didn't work for the client.


      By filling in our strategic plan template, you can articulate your vision, set clear goals, and outline actionable strategies to achieve business growth. You can download the latest version of PDF Reader Pro for Mac or Windows which will unlock features like conversion and annotation for your strategy document:


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      Download our template and take the first step towards elevating your business to new heights of success. Let your strategic plan be the compass that leads your business on a path of growth and prosperity.

      Get Started with PDF Reader Pro Today!