Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Planner

What is Planner strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Planner 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 Planner 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.

Planner strategy examples

We've added many examples of Planner tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for المواءمة بين التخطيط الاستراتيجي وإدارة المشاريع

  • ⛳️ Strategy 1: إنشاء أهداف مشتركة

    • تحديد الأهداف الاستراتيجية المؤسسية العامة
    • تعريف الأولويات الرئيسية التي تدعم الأهداف الاستراتيجية
    • العصف الذهني مع المدراء لتحديد الأهداف المشتركة بين الأقسام
    • تنظيم ورش عمل لربط الأهداف الاستراتيجية مع خطط المشاريع
    • إنشاء نظام لمراجعة الأهداف بشكل دوري لضمان المواءمة
    • تعديل الأهداف على أساس تحليل الأداء الدوري
    • استخدام التكنولوجيا لتعزيز التواصل بين الفرق لضمان التناسق
    • إشراك المديرين والمشرفين في تحديد أهداف مرتبطة بخطط المشاريع
    • مراجعة الأهداف وتحديثها بشكل مستمر بناءً على التغذية الراجعة
    • تطبيق مؤشرات الأداء الرئيسية لمراقبة تحقيق الأهداف المشتركة

  • ⛳️ Strategy 2: النقل الفعال للاستراتيجية إلى أفعال

    • وضع خطة عمل تفصيلية لكل مشروع بما يتماشى مع أهداف التخطيط الاستراتيجي
    • إشراك فرق المشاريع في عملية التخطيط الاستراتيجي لتفهم الأهداف بشكل أعمق
    • تحديد مؤشرات الأداء لقياس فعالية التنفيذ وضبطه عند الحاجة
    • العمل على إنشاء هيكل اتصال مفتوح لتحفيز التعاون بين الفرق الاستراتيجية وفرق المشاريع
    • إعداد ميزانية لكل مشروع بحيث تتماشى مع الأهداف الاستراتيجية
    • التأكد من مطابقة زمن تنفيذ المشاريع مع الجداول الزمنية الاستراتيجية
    • تحديد مسؤوليات واضحة لكل عضو في الفريق لضمان التنفيذ الفعال
    • تنفيذ نظام لإدارة المخاطر لضمان معالجة التحديات التي قد تعرقل التنفيذ
    • إجراء اجتماعات منتظمة لمراجعة التقدم الذي تم تحقيقه في ضوء الأهداف الاستراتيجية
    • تسهيل التدريب المستمر لأعضاء الفريق لتعزيز الكفاءات الاستراتيجية

  • ⛳️ Strategy 3: تحديد الأولويات وموازنتها بين الفرق

    • تصنيف المشاريع والأهداف حسب أولوياتها بناءً على التأثير الاستراتيجي
    • تطوير مصفوفة الأولويات لتمكين الفرق من معرفة الأهمية النسبية لكل مشروع
    • إشراك قادة الفرق في عملية تحديد الأولويات لتعزيز الالتزام
    • تعزيز ثقافة قائمة على التعاون والشفافية في تحديد الأولويات
    • تطبيق نظام لتتبع الأولويات وضبطها بناءً على تغير الظروف أو الأهداف
    • إعداد تقارير منتظمة لتقييم الالتزام بالأولويات وضبطها عند الضرورة
    • استخدام تقنيات التحليل لتوقع مستقبل الأهداف وإعادة تحديد الأولويات بناءً على النتائج
    • تطوير آلية لتخصيص الموارد بناءً على الأولويات المتفق عليها
    • إقامة حلقات نقاش مستمرة لمراجعة وتحديث الأولويات مع تغير السياق أو البيئة
    • تقديم التحفيزات للأفراد أو الفرق التي تقوم بتحقيق التقدم في الأهداف ذات الأولوية
alignmentcollaborationproject-managerstrategic-plannerstrategic-planning-teamproject-management-team
Implement these strategies

Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
Implement these strategies

Strategies and tactics for organising a successful event

  • ⛳️ Strategy 1: Define the event objectives and audience

    • Identify the purpose of the event
    • Determine the target audience
    • Establish the key message or theme
    • Set measurable objectives
    • Conduct audience research
    • Consider audience preferences and expectations
    • List desired outcomes
    • Create a profile for potential attendees
    • Ensure alignment between objectives and audience needs
    • Review the objectives with key stakeholders

  • ⛳️ Strategy 2: Develop a detailed event plan

    • Select a suitable venue
    • Create a comprehensive timeline
    • Define a realistic budget
    • Plan logistics (transportation, accommodation)
    • Organise event programming
    • Delegate tasks to team members
    • Source and confirm suppliers
    • Prepare a marketing plan
    • Identify risks and contingency measures
    • Regularly review progress against the plan

  • ⛳️ Strategy 3: Execute the event with precision

    • Communicate the plan to all stakeholders
    • Conduct pre-event briefings with staff
    • Coordinate with vendors for seamless setup
    • Ensure high-quality audiovisual arrangements
    • Manage registration and attendee check-in
    • Facilitate smooth on-site operations
    • Execute the event schedule with flexibility
    • Engage attendees through interactive activities
    • Monitor real-time feedback and adapt as needed
    • Host a post-event review and debriefing session
event-planningaudience-engagementevent-plannerlogistics-coordinatormarketing-teamlogistics-team
Implement these strategies

Strategies and tactics for achieving the 2025 budget goals

  • ⛳️ Strategy 1: Optimize room revenue

    • Implement dynamic pricing strategies based on market demand and occupancy
    • Enhance online presence with targeted digital marketing campaigns
    • Offer bundled packages to attract long-stay customers
    • Increase direct bookings through a user-friendly website and promotional offers
    • Collaborate with travel agencies for bulk bookings
    • Introduce loyalty programs to retain frequent guests
    • Conduct market analysis to identify peak seasons and adjust pricing strategies accordingly
    • Refurbish rooms to enhance guest experience and justify premium pricing
    • Improve customer service to increase positive reviews and attract more bookings
    • Utilise data analytics to understand customer preferences and tailor room offerings

  • ⛳️ Strategy 2: Enhance food and beverage revenue

    • Launch themed food events and promotions to attract more customers
    • Expand menu offerings to include trending and diverse cuisines
    • Implement cross-selling techniques during room bookings for meal packages
    • Collaborate with local vendors to offer unique, locally-sourced menu options
    • Revamp the dining area to create an inviting ambiance that encourages repeat visits
    • Offer cooking classes or workshops to create an additional revenue stream
    • Utilise social media to promote F&B offerings and special events
    • Introduce a mobile ordering system for increased convenience and faster service
    • Establish partnerships with food delivery services to expand reach
    • Conduct customer feedback surveys to continuously improve the menu and service

  • ⛳️ Strategy 3: Increase operational efficiency

    • Conduct regular training programs for staff to enhance productivity
    • Implement an energy management system to reduce utility costs
    • Perform routine maintenance of facilities to prevent costly repairs
    • Source cost-effective suppliers for high-quality materials
    • Utilise technology for efficient resource management and inventory control
    • Optimise staff scheduling to reduce overtime costs
    • Automate routine tasks to minimize manual errors
    • Benchmark operational processes against industry standards to identify improvement areas
    • Negotiate better terms with service providers to reduce expenses
    • Set monthly financial reviews to monitor progress against budget and make necessary adjustments
budget-goalsrevenue-growthfinancial-planneroperations-managermarketing-teamcustomer-service-team
Implement these strategies

Strategies and tactics for empty Response

    undefinedplanningstrategistplannerleadership-teamproject-management-team
    Implement these strategies

    Strategies and tactics for creating a strategic plan for a private foundation

    • ⛳️ Strategy 1: Define the foundation's mission and vision

      • Gather input from key stakeholders on the foundation’s purpose and goals
      • Review and evaluate existing mission and vision statements if available
      • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
      • Host a strategic planning workshop to finalise mission and vision statements
      • Ensure alignment of mission and vision with the overall objectives of the foundation
      • Document the finalised mission and vision statements clearly
      • Communicate the mission and vision to all stakeholders for feedback
      • Create promotional materials to disseminate the mission and vision
      • Incorporate the mission and vision into all strategic documents
      • Review and update mission and vision annually to remain relevant

    • ⛳️ Strategy 2: Set strategic priorities and goals

      • Identify key focus areas of the foundation based on the mission
      • Research and benchmark against similar foundations to establish industry standards
      • Develop specific, measurable, achievable, relevant, and time-bound (SMART) goals
      • Prioritise goals based on impact and feasibility
      • Align resource allocation with prioritised goals
      • Create departmental objectives to support overall strategic goals
      • Establish performance indicators for monitoring progress
      • Engage with programme leaders to ensure commitment to goals
      • Review strategic priorities in consultation with the board
      • Communicate the strategic priorities and goals across the organisation

    • ⛳️ Strategy 3: Develop an implementation and evaluation plan

      • Create an action plan detailing the steps required to achieve each strategic goal
      • Assign responsibility for each action item to designated team members
      • Develop a timeline for the implementation of strategic actions
      • Identify required resources and potential funding sources
      • Set up a project management system to track progress
      • Establish a regular reporting schedule for progress updates
      • Develop a process for evaluating and measuring outcomes, including KPIs
      • Schedule periodic reviews to assess strategy implementation and make adjustments
      • Solicit feedback from stakeholders to improve the strategic plan
      • Conduct an annual comprehensive review to measure impact and redefine strategies for continuous improvement
    mission-definitionstrategic-prioritiesstrategy-plannercommunications-specialiststrategic-planning-teamproject-management-team
    Implement these strategies

    Strategies and tactics for creating a business model strategic plan template

    • ⛳️ Strategy 1: Define the core components

      • Identify essential elements included in successful business models
      • Create a comprehensive checklist of components like value proposition, revenue streams, and cost structure
      • Research industry standards and integrate common factors into the template
      • Divide the template into logical sections for ease of use
      • Establish a clear and concise explanatory note for each section
      • Incorporate examples of successful business models for reference
      • Develop a section for competitive analysis and market research
      • Include a segment for financial projections and budgeting
      • Provide space for SWOT analysis and risk assessment
      • Design areas for tracking milestones and reviewing progress

    • ⛳️ Strategy 2: Engage stakeholders in the development

      • Identify key stakeholders and assemble a working group
      • Conduct a survey to gather insights on what stakeholders need from the template
      • Facilitate workshops to brainstorm and refine ideas for the template
      • Invite feedback from stakeholders at various stages of the development
      • Iterate on template design based on stakeholder input
      • Provide stakeholders with a draft version for testing
      • Collect and analyze feedback from stakeholders’ trial experiences
      • Host a follow-up session to discuss trial outcomes and necessary adjustments
      • Ensure the final template aligns with stakeholders' operational goals
      • Develop training sessions on how to effectively utilise the template

    • ⛳️ Strategy 3: Ensure adaptability across different business types

      • Identify different business types and their unique characteristics
      • Analyse how each type might use a business model strategic plan template
      • Include adaptable sections that can be customised depending on business size and industry
      • Incorporate modular options for businesses needing specific detail or simplification
      • Design sections that allow for cultural and geographical considerations
      • Align the template with various regulatory and compliance standards
      • Test the template with a sample of different business types
      • Gather feedback and adjust for flexibility and applicability
      • Create a guideline on customising the template for different business scenarios
      • Develop a feedback loop to continuously improve the template's adaptability
    template-designadaptabilitystakeholder-engagementstrategic-plannerbusiness-developmentproject-management
    Implement these strategies

    Strategies and tactics for creating Meaningful Interactions and Promotional Opportunities

    • ⛳️ Strategy 1: Host Collaborative Events

      • Identify key partners and stakeholders for collaborative events
      • Develop a calendar of events throughout the year
      • Create experiential and interactive activities for events
      • Integrate informative sessions about mission goals within events
      • Distribute promotional materials at all events
      • Highlight collaboration stories from events in newsletters
      • Gather attendee feedback to improve future events
      • Leverage social media to promote and recap events
      • Utilise events to recognise and appreciate donors
      • Feature event highlights in donor communications

    • ⛳️ Strategy 2: Leverage Digital Platforms

      • Create digital campaigns that highlight collaboration successes
      • Develop informational webinars for families and donors
      • Utilise social media for live Q&A sessions about your mission
      • Share testimonials from stakeholders on your website
      • Regularly update your blog with collaboration highlights
      • Create an online resource hub for donors and families
      • Host virtual open houses to introduce staff and mission
      • Implement an email series about mission impact stories
      • Create visually engaging infographics for social media
      • Launch a podcast series featuring key stakeholders

    • ⛳️ Strategy 3: Strengthen Community Partnerships

      • Identify organisations with aligned missions
      • Schedule regular partnership meetings to discuss joint initiatives
      • Develop joint marketing materials to highlight partnerships
      • Collaborate on community service projects
      • Create co-branded merchandise with partners
      • Host joint fundraising events to engage wider audiences
      • Share partnership stories on website and social media
      • Collect and act on feedback from partners
      • Develop case studies of successful partnerships
      • Incorporate partner testimonials into promotional materials
    collaborationengagementevent-plannerdigital-marketercommunity-outreachdigital-content
    Implement these strategies

    Strategies and tactics for scaling up without a budget

    • ⛳️ Strategy 1: Leverage existing resources

      • Identify and maximise the use of underutilised resources
      • Cross-train employees to fill multiple roles
      • Utilise free or open-source software to reduce costs
      • Encourage remote work to reduce overhead expenses
      • Negotiate better terms with existing suppliers
      • Repurpose existing content for marketing purposes
      • Implement energy-saving practices to cut utility costs
      • Utilise current customer base to gain referrals
      • Organise regular team brainstorming sessions for innovative ideas
      • Monitor and analyse resource allocation for inefficiencies

    • ⛳️ Strategy 2: Forge strategic partnerships

      • Identify businesses with complementary services
      • Create win-win situations for mutual growth
      • Pursue co-marketing opportunities with partners
      • Share technological resources with partners
      • Organise joint ventures for new projects
      • Become a guest contributor for partner platforms
      • Barter services with partners in exchange for their resources
      • Leverage partner networks for increased exposure
      • Collaborate on events to reach a broader audience
      • Conduct regular meetings to ensure partnership alignment

    • ⛳️ Strategy 3: Seek innovative funding opportunities

      • Research and apply for relevant grants
      • Utilise crowdfunding platforms for new campaigns
      • Engage with angel investors through networking events
      • Explore peer-to-peer lending options
      • Conduct pre-sale campaigns to raise funds
      • Participate in startup competitions with prize opportunities
      • Offer equity in exchange for strategic investment
      • Conduct a business asset audit for monetisation opportunities
      • Utilise social media to attract interested investors
      • Engage employees with a profit-sharing or equity scheme
    scalingpartnershipsresource-managerstrategic-plannermarketing-teamr&d-team
    Implement these strategies

    Strategies and tactics for achieving financial freedom

    • ⛳️ Strategy 1: Create a comprehensive budget plan

      • Analyse current income, expenses, and savings
      • Identify areas where expenses can be reduced
      • Set monthly spending limits for different categories
      • Allocate a fixed percentage of income to savings and investments
      • Review and adjust budget every month
      • Use budgeting software to track spending
      • Set financial milestones and timelines
      • Include an emergency fund contribution plan
      • Plan for annual expenses like insurance and taxes
      • Communicate and collaborate with family members on the budget

    • ⛳️ Strategy 2: Increase income sources

      • Identify and develop a side hustle based on skills and interests
      • Explore passive income opportunities such as stocks or rental properties
      • Enhance professional skills through courses and certifications
      • Seek opportunities for promotion or raises at the current job
      • Network with industry professionals for freelance or consulting opportunities
      • Leverage online platforms to monetize a hobby or expertise
      • Dedicate set hours each week to side projects
      • Reinvest part of side-income to grow additional income streams
      • Research about high-yield savings accounts or investment opportunities
      • Assess and modify time management to accommodate multiple income sources

    • ⛳️ Strategy 3: Invest wisely for long-term growth

      • Determine risk tolerance by understanding personal financial goals
      • Research different investment vehicles like stocks, bonds, and mutual funds
      • Consult with a financial advisor to develop a diversified investment portfolio
      • Set specific investment goals with clear timelines
      • Invest in low-cost index funds for diversified exposure
      • Regularly review and rebalance investment portfolio
      • Take advantage of employer-sponsored retirement plans
      • Understand tax implications related to different investments
      • Automate investments to ensure consistent contributions
      • Stay updated on market trends and assess their impact on portfolio
    financial-independenceinvestmentfinancial-advisorbudget-plannerfinance-teaminvestment-team
    Implement these strategies

    How to track your Planner strategies and tactics

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

    Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

    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:

    Table of contents
    Copyright © 2024 Tability