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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 opening a poultry supply business

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify potential customer segments and target market
    • Analyse competitors and assess their strengths and weaknesses
    • Evaluate market trends and demands in the poultry supply sector
    • Research local regulations and licensing requirements for a poultry business
    • Conduct surveys or interviews to understand customer needs and preferences
    • Assess the location for optimal operation and accessibility
    • Analyse price points and establish competitive pricing strategies
    • Identify potential suppliers and analyse their offerings
    • Evaluate the viability of online versus physical store presence
    • Prepare a comprehensive SWOT analysis

  • ⛳️ Strategy 2: Develop a robust business plan

    • Define clear business objectives and goals
    • Create a detailed budget and financial projections
    • Outline an organisational structure for effective management
    • Establish operational plans including inventory and logistics management
    • Develop a marketing and sales strategy to attract customers
    • Draft a detailed risk management plan
    • Include employee roles, responsibilities, and recruitment plans
    • Create customer service and satisfaction strategies
    • Plan for sustainable and environmentally friendly practices
    • Prepare an executive summary to attract potential investors

  • ⛳️ Strategy 3: Execute a targeted marketing strategy

    • Identify key marketing channels to reach the target audience
    • Develop a brand identity including logo, colour scheme, and messaging
    • Launch a user-friendly website and social media profiles
    • Create and distribute promotional materials, such as flyers and brochures
    • Implement an SEO strategy to enhance online visibility
    • Engage in community events or sponsorships to increase brand awareness
    • Utilise email marketing campaigns to engage with potential customers
    • Offer promotional deals or discounts during the launch phase
    • Partner with local farms or organisations for cross-promotions
    • Collect and analyse feedback from marketing activities to refine strategies
market-researchbusiness-planmarketing-manageroperations-managermarketing-teamresearch-team
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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 defining strategic goals

  • ⛳️ Strategy 1: Conduct a SWOT analysis

    • Identify and list the organisation's strengths
    • Determine and document the organisation's weaknesses
    • Research and outline potential opportunities in the market
    • Identify and note any current threats facing the organisation
    • Gather input from key stakeholders during the process
    • Analyse the gathered data to find patterns and insights
    • Summarise findings in a comprehensive report
    • Use the analysis to inform goal setting
    • Share findings with the broader organisation
    • Revisit and update the SWOT analysis annually

  • ⛳️ Strategy 2: Set SMART goals

    • Define specific goals that align with the company's vision
    • Ensure goals are measurable with clear criteria for success
    • Verify goals are achievable and realistic within available resources
    • Confirm each goal is relevant to company values and long-term objectives
    • Establish a time frame for achieving each goal
    • Assign responsibility for each goal to appropriate team members
    • Break down goals into smaller, actionable tasks
    • Review goals regularly and adjust as necessary
    • Communicate progress towards goals across the organisation
    • Celebrate milestones and recognise team achievements

  • ⛳️ Strategy 3: Engage employees in goal setting

    • Create opportunities for employees to participate in goal setting
    • Facilitate workshops or brainstorming sessions for idea generation
    • Encourage cross-departmental collaboration in setting goals
    • Develop a feedback system for employees to share insights
    • Form diverse committees to oversee goal implementation
    • Provide training to align everyone with the strategic objectives
    • Set up regular meetings to discuss progress and barriers
    • Incorporate employee suggestions where feasible
    • Publicly recognise and reward contributions to goal achievement
    • Conduct periodic surveys to gauge employee engagement and adapt accordingly
swot-analysissmart-goalsstrategy-plannerbusiness-analystexecutive-teamhr-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
Implement these strategies

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 generating business strategy for a funeral services firm

  • ⛳️ Strategy 1: Enhance service offerings

    • Conduct a market analysis to identify gaps in current offerings
    • Develop package deals combining essential services with premium add-ons
    • Experiment with flexible payment plans to attract cash-paying clients
    • Offer personalised funeral planning consultations
    • Introduce themed funeral options to cater to diverse client interests
    • Partner with local florists and caterers to offer complete service packages
    • Offer eco-friendly and green burial options
    • Provide pre-planned funeral services with discounted rates
    • Leverage technology to offer virtual memorialisation services
    • Introduce memorial product sales such as keepsake urns and jewellery

  • ⛳️ Strategy 2: Strengthen community engagement

    • Sponsor local community events and charity programmes
    • Collaborate with religious organisations to offer tailored services
    • Host informational workshops on the importance of funeral planning
    • Create community-focused newsletters with industry updates
    • Develop referral programmes with local hospitals and elder care facilities
    • Offer free initial consultations for community members
    • Establish support groups for bereaved families
    • Participate in expos and community meetings to increase visibility
    • Engage in social media campaigns to connect with the local community
    • Partner with local media outlets for advertising

  • ⛳️ Strategy 3: Maximise operational efficiency

    • Invest in training programmes for staff to improve service delivery
    • Adopt advanced scheduling software to optimise service times
    • Negotiate with suppliers for better pricing on materials
    • Streamline administrative processes with automated tools
    • Evaluate and adjust pricing strategies to maximise profit margins
    • Conduct regular reviews of operational costs to identify savings
    • Implement a quality assurance programme to maintain high service standards
    • Introduce a customer feedback system to enhance service satisfaction
    • Regularly assess staff performance and offer incentives for exemplary service
    • Develop a crisis management plan to handle unexpected events effectively
service-offeringscommunity-engagementmarket-analystoperations-managermarketing-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 developing a Strategic Plan for Poultry Supplies Business

  • ⛳️ Strategy 1: Increase Market Visibility

    • Conduct a market analysis to identify key target demographics
    • Develop a comprehensive marketing plan focusing on digital channels
    • Create a strong online presence through an optimised website and social media platforms
    • Implement a content marketing strategy with regular blogs and videos on poultry care
    • Participate in local agricultural fairs and exhibitions
    • Offer promotions or discounts to first-time customers to encourage trial
    • Collaborate with poultry farms for mutual promotions
    • Set up an online review system to gather customer feedback
    • Utilise local advertising in farming communities
    • Establish a referral program for existing customers

  • ⛳️ Strategy 2: Enhance Product Range and Quality

    • Conduct market research to identify current trends and demands in poultry supplies
    • Expand the product line to include organic and eco-friendly options
    • Form partnerships with reputable suppliers and manufacturers
    • Implement strict quality control measures for all products
    • Offer customised solutions or packages for different types of poultry operations
    • Invest in product innovation based on customer feedback and market demands
    • Provide detailed product information and usage guidance to customers
    • Regularly update the inventory based on seasonal needs and customer preferences
    • Introduce exclusive products not available with competitors
    • Host workshops or seminars on the benefits and usage of new products

  • ⛳️ Strategy 3: Improve Customer Service and Relationships

    • Train staff in customer service excellence and product knowledge
    • Implement a customer relationship management (CRM) system
    • Offer 24/7 customer support via multiple channels including phone, email, and live chat
    • Create a loyalty program to reward repeat customers
    • Conduct regular surveys to measure customer satisfaction and areas for improvement
    • Set up a feedback mechanism for quick resolution of customer issues
    • Maintain consistent communication with customers through newsletters and updates
    • Organise community events or meet-ups to build relationships
    • Track key performance indicators related to customer service
    • Personalise customer interactions to increase engagement and retention
market-visibilitycustomer-servicemarketing-managercustomer-service-specialistsales-teamproduct-development-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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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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