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10 strategies and tactics for Business Plan

What is Business Plan strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Business Plan strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

How to write your own Business Plan strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Business Plan strategy examples

You'll find below a list of Business Plan tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for owning a business

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify your target market and customer demographics
    • Analyse your competitors and their strengths and weaknesses
    • Determine the demand for your product or service
    • Survey potential customers to gather their feedback and preferences
    • Identify market trends and opportunities
    • Evaluate the economic conditions that may affect your business
    • Analyse geographical locations and their impact on your business
    • Assess the legal and regulatory environment in your industry
    • Study pricing strategies used by competitors
    • Compile all findings into a comprehensive market research report

  • ⛳️ Strategy 2: Develop a detailed business plan

    • Outline your business objectives and goals
    • Describe your products or services in detail
    • Create a marketing and sales strategy
    • Plan your business operations and processes
    • Develop a financial plan including projected income and expenses
    • Outline your business structure and management team
    • Identify your funding requirements and potential sources
    • Develop a risk management plan
    • Create a timeline for key milestones and deliverables
    • Regularly review and update the business plan based on feedback and changes

  • ⛳️ Strategy 3: Secure funding and resources

    • Determine how much capital you need to start and run the business
    • Explore different funding options such as loans, grants, and investors
    • Prepare a compelling business pitch for potential investors
    • Apply for small business grants and loans
    • Open a business bank account
    • Set up accounting software for managing finances
    • Procure essential equipment and resources
    • Hire key personnel required for your business operations
    • Establish relationships with suppliers and vendors
    • Monitor your finances and cash flow meticulously
market-researchbusiness-planbusiness-ownerfinancial-managermarketing-teamfinance-team
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Strategies and tactics for developing internal business strategy for a Technology Service line

  • ⛳️ Strategy 1: Enhance technology compliance

    • Conduct a comprehensive audit of current technology compliance status
    • Establish clear compliance standards aligned with healthcare regulations
    • Implement a continuous monitoring system for compliance adherence
    • Educate staff on compliance best practices through regular workshops
    • Develop a centralised repository for compliance documentation
    • Integrate compliance checks into all technology procurement processes
    • Create a compliance task force to oversee enforcement and updates
    • Perform regular compliance risk assessments and analyses
    • Engage third-party auditors for unbiased compliance evaluation
    • Facilitate transparent reporting of compliance status to stakeholders

  • ⛳️ Strategy 2: Improve assessment processes

    • Define a standardised framework for technology assessments
    • Train teams on effective assessment methodologies and tools
    • Utilise advanced analytics to drive insightful assessment outcomes
    • Schedule regular assessment intervals for all technology operations
    • Gather feedback from staff and clients to refine assessment criteria
    • Deploy assessment software to ensure efficient data collection
    • Coordinate with compliance teams to align assessment objectives
    • Create a feedback loop to continuously improve assessment processes
    • Establish clear reporting channels for assessment results
    • Promote a culture of transparency in revealing assessment findings

  • ⛳️ Strategy 3: Strengthen business intelligence capabilities

    • Conduct a needs analysis to identify intelligence gaps
    • Invest in advanced BI tools and training for staff
    • Establish key performance metrics to drive BI focus
    • Streamline data integration from multiple healthcare sources
    • Develop a dashboard for real-time decision-making insights
    • Encourage cross-departmental collaboration for data sharing
    • Set up regular BI review meetings to discuss data-driven strategies
    • Pilot BI implementation projects in select units before wider rollout
    • Secure buy-in from leadership for funding BI initiatives
    • Monitor and adapt BI strategies based on evolving technical trends
technology-compliancebusiness-intelligencecompliance-officerbusiness-intelligence-analystcompliance-teambusiness-intelligence-team
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Strategies and tactics for developing a Marketing Plan for the Artificial Intelligence Conference 2025

  • ⛳️ Strategy 1: Leverage influential partnerships and sponsorships

    • Engage with the Minister of Artificial Intelligence, Omar Al-Olama, for promotional messaging and social media endorsement
    • Collaborate with AI-focused organisations for media partnerships and broader conference reach
    • Secure sponsorship deals with leading AI companies to enhance credibility
    • Coordinate with the Intercontinental Festival City Hotel for co-marketing opportunities
    • Involve high-profile main speakers in the marketing campaigns
    • Utilise sponsorship logos across all promotional materials
    • Create a dedicated webpage listing all sponsors and partners with links to their profiles
    • Produce joint press releases with sponsors and partners to announce the event
    • Highlight partnership benefits and testimonials on social media campaigns
    • Organise pre-event webinars or interviews featuring sponsors and partners

  • ⛳️ Strategy 2: Target AI researchers and academic institutions

    • Compile a list of major universities and academic institutions with strong AI departments
    • Craft and send formal invitation letters to department heads and influential professors
    • Offer special early-bird registration discounts for first 50 researcher sign-ups
    • Promote conference participation via academic journals and newsletters
    • Host an online information session about conference opportunities for researchers
    • Coordinate with universities for potential research paper presentations
    • Facilitate a digital platform for researchers to submit abstracts and papers
    • Engage student ambassadors to promote the conference at their universities
    • Use LinkedIn groups and academic forums to disseminate information
    • Feature accepted research titles on the conference website

  • ⛳️ Strategy 3: Execute a multi-channel digital marketing campaign

    • Develop a visually engaging conference website with registration capabilities
    • Implement a countdown timer and regularly update the website content
    • Utilise social media platforms including LinkedIn, Twitter, and Facebook for targeted advertisements
    • Create a series of email newsletters to update and engage potential attendees
    • Use pay-per-click advertising to reach AI professionals globally
    • Implement search engine optimisation strategies to increase conference visibility
    • Design and distribute digital flyers and banners across AI forums and communities
    • Develop engaging content such as blogs and videos about AI trends and the conference
    • Engage influential AI bloggers and vlogs for endorsements
    • Establish a conference hashtag for social media engagement and tracking
marketing-planai-conferencemarketing-managerevent-coordinatormarketing-teamconference-organizing-team
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Strategies and tactics for growing a family-owned real estate business

  • ⛳️ Strategy 1: Expand your property portfolio

    • Research emerging markets to invest in
    • Identify types of properties with high ROI potential
    • Establish partnerships with local real estate agents
    • Utilise property listing platforms to scout for deals
    • Set up a budget for new property acquisitions
    • Attend real estate auctions and networking events
    • Consult with financial advisors on best investment strategies
    • Analyse historical data on property value trends
    • Develop a risk assessment process for property acquisitions
    • Negotiate favourable terms with sellers

  • ⛳️ Strategy 2: Enhance marketing and branding

    • Rebrand the business with a modern logo and tagline
    • Create a user-friendly and informative website
    • Utilise social media platforms for targeted advertising
    • Develop a content marketing strategy with blog posts and videos
    • Engage with local communities through sponsored events
    • Establish a referral program to encourage word-of-mouth
    • Collaborate with local businesses for cross-promotions
    • Use analytics tools to track marketing campaign effectiveness
    • Offer virtual property tours and open house events
    • Create an email newsletter for property updates and insights

  • ⛳️ Strategy 3: Improve client relations and customer service

    • Implement a CRM system for managing client interactions
    • Train staff on customer service best practices
    • Develop a feedback loop to continuously improve client satisfaction
    • Initiate a loyalty program for repeat clients
    • Respond promptly to client inquiries and requests
    • Offer personalised property recommendations based on client needs
    • Create a client resource centre with buying and selling guides
    • Regularly update clients on market trends and property news
    • Host exclusive events for top clients to strengthen relationships
    • Incorporate client testimonials and success stories in promotional materials
property-portfolioclient-relationsfinancial-advisormarketing-strategistproperty-acquisition-teamcustomer-service-team
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Strategies and tactics for improving business operations

  • ⛳️ Strategy 1: conduct comprehensive process audit

    • Identify and document all existing processes
    • Engage key stakeholders to understand pain points
    • Analyse process workflows for bottlenecks
    • Benchmark processes against industry standards
    • Identify redundant and non-value-added activities
    • Evaluate the use of current technologies
    • Gather employee feedback on process inefficiencies
    • Create a report summarising findings
    • Prioritise processes that need immediate attention
    • Develop an action plan for process improvements

  • ⛳️ Strategy 2: implement technology solutions

    • Research modern technology solutions suitable for your industry
    • Evaluate the cost and benefits of each solution
    • Select the most appropriate technology tools
    • Develop a timeline for implementing new technologies
    • Train employees on how to use new systems
    • Integrate new technology with existing systems
    • Monitor the performance of new technology
    • Collect feedback from users to identify issues
    • Make necessary adjustments based on feedback
    • Continuously assess technology updates and trends

  • ⛳️ Strategy 3: optimise resource allocation and management

    • Assess current resource allocation
    • Identify areas with underutilised resources
    • Identify areas that require additional resources
    • Create a balanced resource distribution plan
    • Implement a project management tool
    • Train managers on effective resource management techniques
    • Introduce a performance measurement system
    • Set clear performance metrics and objectives
    • Review and adjust resource allocation periodically
    • Create a culture of continuous improvement
efficiencytechnologymanagerauditorit-teamoperations-team
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Strategies and tactics for creating a business strategy

  • ⛳️ Strategy 1: Market research and analysis

    • Identify target market and demographics
    • Analyse industry trends and market demand
    • Evaluate competitors' strengths and weaknesses
    • Conduct surveys and focus groups for customer insights
    • Perform a SWOT analysis
    • Identify potential market entry barriers
    • Analyse pricing strategies in the market
    • Research regulatory and compliance requirements
    • Assess socio-economic factors affecting the market
    • Compile the market research report

  • ⛳️ Strategy 2: Developing a marketing plan

    • Define unique selling proposition (USP)
    • Create brand positioning and messaging
    • Identify marketing channels and tactics
    • Set marketing goals and KPIs
    • Develop content marketing strategy
    • Plan social media marketing campaigns
    • Create an advertising plan and budget
    • Design promotional and sales materials
    • Execute public relations initiatives
    • Monitor and analyse marketing performance

  • ⛳️ Strategy 3: Financial planning

    • Create a detailed business budget
    • Forecast sales and revenue
    • Estimate startup and operating costs
    • Identify funding requirements and sources
    • Develop profit and loss projections
    • Create cash flow statements
    • Plan for tax obligations and compliance
    • Evaluate financial risks and contingency plans
    • Seek financial advice from experts
    • Regularly review and update financial plans
market-researchfinancial-planningmarketing-managerfinancial-analystresearch-teamfinance-team
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Strategies and tactics for generating a pipeline of $200K and closing $60K in business in 2 months

  • ⛳️ Strategy 1: Intensify lead generation efforts

    • Identify and target industries with high potential for $15K deals
    • Create targeted email campaigns for lead generation
    • Conduct cold calling sessions daily
    • Utilise LinkedIn Sales Navigator for prospecting
    • Attend relevant industry events and conferences
    • Implement a referral programme to encourage existing customers to refer leads
    • Collaborate with marketing for content-driven lead generation
    • Run social media ad campaigns focusing on target audience
    • Host webinars to attract potential leads
    • List on B2B marketplaces and directories

  • ⛳️ Strategy 2: Optimise lead nurturing processes

    • Segment leads based on industry and fit
    • Create a follow-up schedule for each lead segment
    • Personalise outreach emails for better engagement
    • Use CRM software to track and manage leads
    • Schedule regular check-ins with leads
    • Provide value through educational content like case studies and whitepapers
    • Host live Q&A sessions to address lead concerns
    • Send periodic updates about product improvements and features
    • Offer free trials or demos to qualified leads
    • Identify and engage decision-makers within lead organisations

  • ⛳️ Strategy 3: Enhance deal closing techniques

    • Prepare customised proposals for each lead
    • Outline clear value propositions in sales meetings
    • Utilise a script for objection handling
    • Offer limited-time discounts or incentives
    • Schedule product demos to demonstrate value
    • Establish a sense of urgency in communications
    • Leverage testimonials and case studies during negotiations
    • Regularly update and track sales pipeline in CRM
    • Set weekly sales targets and review progress
    • Schedule follow-ups immediately after sales meetings
lead-generationdeal-closingsales-managermarketing-coordinatorsales-teammarketing-team
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Strategies and tactics for drawing a strategy map

  • ⛳️ Strategy 1: Identify strategic business goals

    • Conduct a strategic planning session with senior leadership
    • Analyse company vision and mission statements
    • Review current business performance and market position
    • Identify key areas of growth and development for the business
    • Set measurable KPIs for each business goal identified
    • Document at least two strategic business goals
    • Ensure business goals align with overall company objectives
    • Communicate business goals clearly to all stakeholders
    • Gather feedback from key departments on business goals
    • Finalize the two strategic business goals for the strategy map

  • ⛳️ Strategy 2: Determine people operations goals

    • Evaluate current people operations processes and outcomes
    • Identify key areas where people operations can support business goals
    • Consult with HR and team leaders to gather input
    • Set measurable KPIs for each people operation goal
    • Ensure each people operation goal is actionable and realistic
    • Document at least six people operation goals
    • Align people operation goals with overall business objectives
    • Communicate people operation goals clearly to all stakeholders
    • Gather feedback from HR and related departments on people operation goals
    • Finalise the six people operation goals for the strategy map

  • ⛳️ Strategy 3: Create the strategy map

    • Choose a visual mapping tool or template
    • Plot the two strategic business goals on the map
    • Plot the six people operation goals on the map
    • Draw lines to show the connections between people operation goals and business goals
    • Ensure each line represents a clear and logical relationship
    • Review the map with senior leadership for feedback
    • Adjust connections and goals as necessary
    • Add any additional visual aids for clarity
    • Finalise the strategy map design
    • Distribute and present the strategy map to all relevant stakeholders
interconnectednessstrategy-mapsenior-leadershipteam-leadershrstrategic-planning
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Strategies and tactics for launching the Training Academy

  • ⛳️ Strategy 1: Develop a comprehensive profile

    • Compile a detailed professional bio
    • List credentials, certifications, and awards
    • Document training expertise areas
    • Collect and include testimonials and case studies
    • Design a professional logo and brand identity
    • Arrange a professional photoshoot
    • Publish the portfolio on the training institute's website
    • Create printed materials with the portfolio
    • Update the portfolio on social media profiles
    • Maintain the portfolio by regularly adding new testimonials and achievements

  • ⛳️ Strategy 2: Enhance online presence and engagement

    • Develop a dedicated webpage on the training institute’s website
    • Publish content regularly including articles, blog posts, and case studies
    • Optimize the website for SEO
    • Enhance LinkedIn profile and engage regularly
    • Create and manage Instagram and Facebook accounts
    • Launch a YouTube channel with training videos and webinars
    • Use targeted ads on social media
    • Implement Google Ads for increased reach
    • Gather and publish customer reviews online
    • Monitor and engage with audience feedback on social media

  • ⛳️ Strategy 3: Expand networking and build strategic partnerships

    • Schedule speaking engagements at industry events and conferences
    • Organize workshops and webinars
    • Collaborate with brands and organisations in Saudi Arabia
    • Join relevant industry associations
    • Reach out to HR professionals for potential collaborations
    • Attend industry seminars and networking events
    • Develop joint ventures with complementary training providers
    • Establish partnerships with universities and colleges
    • Engage in community events to increase visibility
    • Form alliances with international training institutes
marketingengagementtrainerhr-professionalsmarketing-teamcontent-creation-team
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Strategies and tactics for implementing a Recruitment Strategy for Animal Emergency Australia

  • ⛳️ Strategy 1: Utilise multi-channel sourcing

    • Partner with job boards like Seek, Indeed, and Kookaburra to post job openings
    • Establish partnerships with universities for a steady flow of graduate placements
    • Target international markets such as the UK, US, and Canada through social media campaigns
    • Develop an international recruitment campaign focusing on relocation packages
    • Create video content showcasing AEA as a preferred employer
    • Host webinars and virtual career fairs to engage with potential candidates
    • Build a database of passive candidates for future opportunities
    • Collaborate with international recruitment agencies
    • Utilise employee referrals to access local and international talent
    • Review and analyse recruitment metric data to refine strategies

  • ⛳️ Strategy 2: Enhance employer branding and workplace culture

    • Develop a compelling Employee Value Proposition focusing on professional growth
    • Share regular employee success stories on social media platforms
    • Expand mental health initiatives and psychological support programs
    • Organise regular team-building activities and social events
    • Establish a recognition program to reward outstanding contributions
    • Conduct employee surveys to assess satisfaction and gather feedback
    • Regularly review and adjust compensation to remain competitive
    • Offer employee perks such as pet care discounts and health resources
    • Increase presence on employer-review platforms like Glassdoor to improve ratings
    • Implement communication channels to enhance employee morale and engagement

  • ⛳️ Strategy 3: Improve candidate experience and streamline the recruitment process

    • Create a mobile-friendly application process with minimal steps
    • Implement an AI chatbot for initial candidate queries and FAQs
    • Launch a candidate portal for real-time updates during the recruitment process
    • Ensure feedback is provided to candidates within 5 business days after interviews
    • Develop a structured onboarding program with assigned mentors
    • Conduct 90-day post-hire reviews to assess onboarding effectiveness
    • Monitor application drop-off rates and adjust processes to reduce barriers
    • Implement regular candidate experience surveys to gather feedback
    • Standardise communication templates for timely and consistent messaging
    • Introduce automation tools to schedule interviews and manage candidate workflow
recruitmentemployer-brandingrecruitment-managertalent-acquisition-specialisthuman-resourcesmarketing
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How to track your Business Plan strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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