Objectives and goals are similar, and though they’re often used synonymously, they differ on two points - length of time and specificity. The next step in your strategic plan template includes setting objectives. In the strategic plan template, each goal is assigned a “card.” A card outlines the strategies and tactics, as well as the associated responsible parties and due dates, that relate to that particular goal. Comparitively, an enterprise business, a marketing goal may include tracking impressions on specific product pages. Using examples from the previous section, a healthcare system’s theme of performance excellence might include goals that surround patient outcomes, such as tracking the number of readmissions per department. Select the metrics that are most meaningful, and track those numbers, percentages, or dollar amounts to hold people accountable and keep the organization focused on what truly matters. A big mistake organizations make is attempting to track too many things. Think of your department - or theme - and try to distill one to three indicators of health. ![]() This level contains the measures you’re going to track to get a good sense of how the business is performing. Some organizations will refer to this level as objectives or key performance indicators (KPIs). Each theme should be supported by a goal. The next level in your template is a goal. We recommend defining five to seven themes in your template. Federal agencies: An agency in the federal government might set themes such as accountability, project management, budgeting, and communication.Business: An enterprise business may be more comfortable splitting its goals into departmental boundaries, such as sales, marketing, finance, customer success, and human resources.Healthcare: A healthcare system might have themes such as safety, quality, finance, and performance excellence.Depending on your organization, you may have themes or may choose to split up the goals by departmental structure. ![]() We recommend applying this concept to your planning efforts because you’ll make your end product infinitely easier to navigate. When you need to quickly access information, you scan the table of contents, zero in, and quickly jump to the area of interest. ![]() Themes, often called areas of focus, are like the table of contents in a textbook. This is the first level of your strategic plan template, and it’s your chance to spell out what your organization plans to focus its attention on this year. Continue reading to learn the steps to make a 5-level strategic plan. As you’ll see in our strategic plan template, we recommend a 5-level plan, as it forces you to narrow down and decide which areas of the business you’re going to commit to this year.Ī 5-level strategic plan includes five steps that help your organization establish and strategize how you can accomplish your initiatives. ![]() Because of that, it’s important to be able to prioritize, categorize, and create areas of focus for your business. What Is a 5-Level Strategic Plan?Īlmost every organization we work with struggles with goals that push at the limits of the time and resources they have available. This plan helps you be more organized so that you can better strategize for your long- and short-term goals. Let’s not make it harder than it has to be! One way to simplify the planning process is by starting with a strategic plan template. Your organization has never had a strategic plan before and needs an idea of how to get started.Įither way, it’s important to keep things as simple and organized as possible.Your boss attended a conference where the latest and greatest planning methodology was rolled out, and he expects you to be fully on board.Has either of the following ever happened to you? Strategic planning can get complicated in a hurry.
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