Strategic Plan Template
| If there are changes in the policy or regulations of the government |
| Events for the company both locally and globally |
| Good leadership |
| Knowledge expertise of the product |
| Employee dedication |
| Ability to adapt to changes |
| Technically-inclined company |
| Increased competition locally |
| Reduced pricing of competitors |
| Lack of marketing strategies |
| Limited physical workspace |
| Stability of accounting software in terms of salary |
| Vulnerabilities of software being used |
| Deepen relationships with the clients and community |
| Improve employee training and education |
| Increase profits and revenue |
| Expand office space |
| Recruit and train new employees |
| Improve office productivity |
| Action | Due | Owner | Status | Priority |
|---|---|---|---|---|
| Win more clients | 03/20/2019 | John Smith | Complete | High |
| Recruit new employees | 04/12/2019 | Jane Doe | In Progress | Normal |
| Provide more training for new hires | 05/17/2019 | John Doe | In Progress | Low |
| Provide advanced training to existing employees | 07/03/2019 | Jane Smith | In Progress | High |
| Company outing | 09/08/2019 | Joe Smith | In Progress | Normal |
| Create an annual report for the fiscal year | 12/15/2019 | Jessie Doe | In Progress | High |
| Sales | Return | |
|---|---|---|
| January | 100 | 10 |
| February | 100 | 10 |
| March | 100 | 10 |
| April | 100 | 10 |
| May | 100 | 10 |
| June | 100 | 10 |
| July | 100 | 10 |
| August | 100 | 10 |
| September | 100 | 10 |
| October | 100 | 10 |
| November | 100 | 10 |
| December | 100 | 10 |
| Total | 1200 | 120 |
A strategic plan template outlines the goals, objectives, and action plans of an organization. It helps business executives and project managers develop a roadmap for achieving success and ensures that all stakeholders are aligned with the company's vision. Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.
You don’t need a degree in design to build a professional strategic plan. Change fonts, update colors, and add your company’s logo in an instant — with Jotform’s drag-and-drop PDF Editor, customization is a breeze! Establish goals, set your priorities, and draw up solid action plans as polished PDFs with our Strategic Plan Template. By clearly defining your goals and the steps you’ll take to achieve them, you can keep your company on track and grow your business faster.
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These templates are suggested forms only. If you're using a form as a contract, or to gather personal (or personal health) info, or for some other purpose with legal implications, we recommend that you do your homework to ensure you are complying with applicable laws and that you consult an attorney before relying on any particular form.