10 strategies and tactics for Planning

What is a Planning 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 Planning 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.

Building your own Planning 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.

Planning strategy examples

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

Strategies and tactics for executing efficient event planning

  • ⛳️ Strategy 1: Set clear objectives

    • Define the purpose of the event
    • Determine the target audience
    • Establish the event budget
    • Set the event date and time
    • Outline key activities and agenda
    • Identify success metrics
    • Assign roles and responsibilities
    • Create a timeline of tasks
    • Schedule regular progress meetings
    • Communicate objectives to the team

  • ⛳️ Strategy 2: Organise logistics effectively

    • Secure a venue that fits the event requirements
    • Arrange necessary permits and insurance
    • Coordinate with vendors and suppliers
    • Organise transport and parking facilities
    • Ensure adequate seating and layout arrangements
    • Set up audiovisual and lighting equipment
    • Prepare event signage and décor
    • Organise catering and refreshments
    • Plan for accessibility needs
    • Develop an emergency and backup plan

  • ⛳️ Strategy 3: Promote and engage attendees

    • Create an event marketing plan
    • Develop a comprehensive communication strategy
    • Utilise social media platforms for promotion
    • Send out invitations and reminders
    • Engage with attendees through newsletters
    • Create event-specific content (e.g., videos, blogs)
    • Provide value-oriented advertisements
    • Incentivise early registration
    • Partner with influencers or relevant entities
    • Collect feedback and adjust plans accordingly
event-planninglogisticsevent-coordinatormarketing-managerlogistics-teammarketing-team
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Strategies and tactics for increasing project effectiveness and unique features

  • ⛳️ Strategy 1: Ensure meticulous planning

    • Define clear project goals and objectives
    • Create a comprehensive project timeline with key milestones
    • Allocate resources efficiently, including budget and personnel
    • Identify potential risks and develop mitigation plans
    • Hold regular project meetings to track progress
    • Develop detailed project documentation
    • Implement a robust project management tool
    • Ensure continuous communication with stakeholders
    • Assign roles and responsibilities clearly
    • Develop a testing plan to ensure quality control

  • ⛳️ Strategy 2: Integrate innovative and unique features

    • Conduct market research to identify current trends and gaps
    • Brainstorm and conceptualise unique features
    • Incorporate user feedback and suggestions
    • Leverage emerging technologies and tools
    • Create prototypes and conduct user testing
    • Ensure the uniqueness aligns with the project's core objectives
    • Monitor competitors and differentiate accordingly
    • Provide training for the team on new technologies
    • Use design thinking approaches to enhance creativity
    • Develop detailed feature specifications and implementation plans

  • ⛳️ Strategy 3: Optimise results distribution

    • Develop a structured results distribution plan
    • Use analytics tools to gather and interpret data
    • Ensure transparency in result reporting
    • Establish regular reporting intervals and formats
    • Create an interactive dashboard for real-time updates
    • Automate data collection and reporting processes
    • Include summaries and insights in result reports
    • Train team members on interpreting and using results
    • Incorporate visual elements like charts and graphs
    • Provide a feedback mechanism to continuously improve distribution
meticulous-planninginnovative-featuresproject-managerux-designerdevelopment-teamresearch-team
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  • ⛳️ Strategy 1:

    • This strategy does not have any action items.
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Strategies and tactics for creating a clothing brand website

  • ⛳️ Strategy 1: Plan the website structure

    • Identify key pages to include such as homepage, product pages, about us, and contact
    • Create a sitemap that outlines the hierarchy and flow between pages
    • Research competitors' websites to understand industry standards
    • Define the target audience and tailor the site structure to their needs
    • Decide on essential features like shopping cart, wish list, and product zoom
    • Plan the navigation menu for ease of use
    • Consider integrating a blog for increased engagement and SEO
    • Identify design elements that align with the brand’s identity
    • Prioritise mobile responsiveness in the structure plan
    • Draft initial wireframes of key pages

  • ⛳️ Strategy 2: Develop content and visuals

    • Write engaging and concise product descriptions for all items
    • Organise a photoshoot to capture high-quality images of products
    • Design the logo and other branding elements if they do not already exist
    • Create banners and marketing visuals for homepage and promotions
    • Develop an 'About Us' page that tells the brand’s story and mission
    • Ensure all photos are optimised for web to aid in faster loading times
    • Develop customer testimonials or case studies to include
    • Craft persuasive copy for call-to-action buttons and sections
    • Consider creating video content like product showcases or brand stories
    • Compile all content and visuals into a coherent style guide

  • ⛳️ Strategy 3: Set up website functionality

    • Choose a website builder or platform, such as Shopify, WordPress, or Wix
    • Set up domain name and hosting services
    • Install necessary plugins and extensions for ecommerce functionality
    • Integrate payment gateways for secure transactions
    • Implement a user-friendly check-out process
    • Ensure website security with SSL certificates and regular updates
    • Set up analytics tools like Google Analytics to monitor website traffic
    • Test all interactive features like forms, shopping cart, and search function
    • Create a customer service section with FAQs and contact information
    • Launch the website and promote it through social media and email marketing
website-planninge-commerceweb-designercontent-creatormarketing-teamit-team
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Strategies and tactics for securing a period off next semester

  • ⛳️ Strategy 1: Build a strong case for necessity

    • Identify the specific time slot you want off
    • Assess your current workload and academic responsibilities
    • Gather evidence of past academic performance to show you can handle the workload
    • Write a detailed explanation of how a free period would benefit your academic performance
    • Draft a schedule that includes the free period and highlights how you'll manage your time
    • Speak with a school counsellor to discuss your plan
    • Get letters of recommendation from teachers supporting your request
    • Prepare a list of extracurricular activities or responsibilities that may justify needing the free period
    • Collect any medical or personal reasons that may support your case if applicable
    • Submit a formal written request to the school administration detailing your case

  • ⛳️ Strategy 2: Engage with school administration

    • Schedule a meeting with your school administration or academic advisor
    • Prepare your talking points and key arguments for the meeting
    • Present your case clearly, outlining the benefits and necessity of a free period
    • Show how having a free period can contribute positively to the school community
    • Discuss any alternative solutions and be open to compromise
    • Ask for specific feedback and suggestions from the administration
    • Regularly follow up with the administration to check the status of your request
    • Be prepared to submit additional documentation or evidence if requested
    • Stay polite and professional in all communications
    • Express gratitude for their time and consideration towards your request

  • ⛳️ Strategy 3: Optimise schedule for approval

    • Review the school's policy on free periods and schedule adjustments
    • Identify which subjects or classes can be taken online or at different times
    • Discuss your plan with teachers to ensure they understand your request
    • Align your academic goals with the free period request and demonstrate this to teachers
    • Look into any dual-enrollment or off-campus study options
    • Ensure you meet all credit and prerequisite requirements without the requested period
    • Create several schedule alternatives showing flexibility
    • Gather input from classmates or peers who may have successfully secured a free period
    • Document how the free period will help you achieve long-term academic goals
    • Submit a well-organised plan highlighting the balance between academic and personal life
workloadjustificationschool-counselloracademic-advisoradministration-committeeacademic-planning-committee
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Strategies and tactics for determining Sales Funnel Metrics to Achieve Monthly Revenue Goals

  • ⛳️ Strategy 1: Calculate funnel metrics

    • Determine the number of $2,000 and $20,000 course sales needed to achieve $1 million revenue per month
    • Calculate average daily revenue targets
    • Estimate total number of required sales per month for each course
    • Assess current conversion rates from freebie to sales page
    • Identify daily visitors needed to the sales page to meet sales targets
    • Factor in current email open and click rates to convert subscribers into sales
    • Calculate required daily new subscribers to achieve desired click rates
    • Set daily lead acquisition targets based on required funnel visits
    • Analyse engagement on social media platforms to drive traffic to freebies
    • Refine metrics based on ongoing data analysis and adjustments

  • ⛳️ Strategy 2: Optimise freebie offerings and sales funnel

    • Develop high-converting lead magnets like PDFs or free webinars
    • Promote freebies across social media platforms including IG, FB, Pinterest, TikTok
    • Enhance website and blog content to drive organic traffic to freebies
    • Optimise email marketing strategies to increase open and click rates
    • Create compelling sales pages for $2k and $20k courses
    • Implement automated email sequences to nurture leads
    • A/B test different freebie offerings to maximise conversion rates
    • Offer value-driven content that addresses pain points of target audience
    • Run targeted ad campaigns to drive traffic to freebie signups
    • Monitor and analyse funnel performance consistently for improvements

  • ⛳️ Strategy 3: Increase booking of sales calls

    • Develop a compelling webinar to introduce $20k course
    • Utilise landing pages to promote webinar registrations
    • Follow up with webinar attendees with personalised email sequences
    • Set up a scheduling system for booking sales calls directly from emails and webinars
    • Provide testimonials and case studies to build trust during webinars
    • Utilise social proof and urgency tactics to encourage call bookings
    • Train sales team to handle objections and close high-ticket sales
    • Implement retargeting ads to re-engage interested leads
    • Utilise influencer partnerships to promote sales calls
    • Continuously optimise sales call scripts based on performance feedback
funnel-metricslead-generationsales-managermarketing-strategistsales-teammarketing-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 acquiring new customers

  • ⛳️ Strategy 1: Optimise online presence

    • Conduct a comprehensive website audit to identify areas for improvement
    • Implement SEO best practices to improve search engine rankings
    • Create high-quality, targeted content for blogs and social media
    • Utilise pay-per-click (PPC) advertising to drive targeted traffic
    • Optimise website for mobile users to improve user experience
    • Use social media channels to engage with potential customers
    • Implement A/B testing on landing pages to increase conversion rates
    • Leverage Google My Business to enhance local search visibility
    • Collaborate with influencers to reach a broader audience
    • Monitor and analyse website analytics to continuously refine strategies

  • ⛳️ Strategy 2: Host and attend events

    • Organise webinars on topics relevant to your target audience
    • Participate in industry trade shows and conventions
    • Host local meetups or networking events
    • Sponsor events where your target audience is likely to attend
    • Offer free workshops or educational seminars
    • Collaborate with other businesses to co-host events
    • Collect attendee contact information for follow-up marketing
    • Promote events through social media and email marketing
    • Provide exclusive event offers to attendees
    • Analyse event feedback to improve future gatherings

  • ⛳️ Strategy 3: Utilise referral and loyalty programmes

    • Design a customer referral programme with enticing rewards
    • Promote the referral programme through email and social media
    • Create a loyalty programme with tiers and exclusive benefits
    • Use email campaigns to keep customers informed about their rewards
    • Offer double rewards for customers who refer friends during promotional periods
    • Highlight success stories of current loyal customers in marketing materials
    • Use point-of-sale systems to track and manage loyalty points
    • Provide easy and intuitive methods for customers to refer others
    • Regularly review and improve the referral and loyalty programme based on feedback
    • Incentivise employees to encourage customers to join the programmes
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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
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Strategies and tactics for ensuring Healthy Eating

  • ⛳️ Strategy 1: Plan Your Meals

    • Create a weekly meal plan
    • Research and select healthy recipes
    • Make a detailed grocery list
    • Schedule grocery shopping on a specific day
    • Include a variety of fruits and vegetables in your plan
    • Opt for whole grains over refined grains
    • Plan for balanced meals with protein, carbs, and fats
    • Prepare meals ahead of time
    • Use smaller plates to control portion sizes
    • Avoid impulse buys by sticking to your grocery list

  • ⛳️ Strategy 2: Track Your Eating Habits

    • Use a food journal to track what you eat
    • Download a nutrition tracking app
    • Set daily and weekly nutrition goals
    • Monitor your calorie intake
    • Pay attention to portion sizes
    • Review your food labels for added sugars and sodium
    • Keep track of your hydration levels
    • Identify and avoid trigger foods
    • Schedule weekly check-ins to review your progress
    • Adjust your diet based on your tracking data

  • ⛳️ Strategy 3: Educate Yourself On Nutrition

    • Read books on nutrition and healthy eating
    • Follow reputable nutrition blogs and websites
    • Attend workshops or webinars on healthy eating
    • Learn to read and understand food labels
    • Understand the benefits of different food groups
    • Follow nutrition experts on social media
    • Join a healthy eating support group
    • Seek advice from a registered dietitian
    • Stay updated on the latest nutrition research
    • Experiment with new healthy recipes and cooking methods
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Executing your Planning strategies

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.

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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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