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9 strategies and tactics for Research And Planning

What is Research And Planning 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 Research And 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.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Research And 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.

Research And Planning strategy examples

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

Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for creating a Strategic Plan for Evangelicals of the Body of Christ Church and Ministries

  • ⛳️ Strategy 1: Develop robust leadership and governance structure

    • Conduct leadership training sessions for church council and departmental heads annually
    • Implement a mentorship program for emerging leaders within the congregation
    • Establish clear operational policies and procedures for governance and accountability
    • Hold regular strategic review meetings with church council and stakeholders
    • Develop a succession plan for key leadership roles to ensure continuity
    • Facilitate leadership retreats to promote team building and strategic thinking
    • Enhance internal communication systems for better coordination and information sharing
    • Engage in partnerships with other churches for leadership exchange programmes
    • Establish an internal audit committee to oversee financial management and integrity
    • Create a committee to focus on the diversity and inclusivity within church leadership

  • ⛳️ Strategy 2: Implement community engagement and development programmes

    • Organize biannual community service projects to foster good relationships
    • Establish a youth mentorship programme to aid their growth and participation
    • Collaborate with local NGOs and government bodies for community health initiatives
    • Host workshops focusing on skills development and entrepreneurship for members
    • Develop a community garden project to promote sustainability and self-reliance
    • Conduct educational support programmes for children and youth in the community
    • Organize peacebuilding activities to address local conflicts and advocate for justice
    • Create a support network for vulnerable community members including those affected by HIV/AIDS
    • Establish a resource centre offering educational and spiritual resources
    • Launch a community awareness campaign on social issues like drug abuse and early marriages

  • ⛳️ Strategy 3: Enhance spiritual growth and religious education within the congregation

    • Establish a comprehensive Sunday school programme with trained teachers
    • Organize quarterly spiritual retreats and workshops for all congregants
    • Increase the frequency of bible study sessions and prayer meetings
    • Launch a mentorship scheme linking new members with experienced church members
    • Develop a digital platform for sharing sermons and religious resources
    • Encourage active participation in church by involving congregants in service roles
    • Celebrate church milestones with inclusive ceremonies and special services
    • Promote the development of musical talents through choir and music group formations
    • Provide pastoral care and counseling services for spiritual and personal development
    • Foster a culture of openness and spiritual dialogue through discussion groups and forums
strategic-planninggovernancechurch-council-memberleadership-mentorleadership-training-teamcommunity-development-team
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Strategies and tactics for developing a Strategic Plan for Evangelicals of Body Church and Ministries

  • ⛳️ Strategy 1: Enhance leadership and governance

    • Conduct leadership training workshops for church council and committee members
    • Develop and implement operational policy documents to guide governance
    • Establish a monitoring and evaluation framework for church activities
    • Organise annual general meetings to review performance and plan ahead
    • Facilitate exchange visits and excursions for leadership development
    • Implement a feedback mechanism for congregants to contribute to governance
    • Strengthen internal communication channels for better information flow
    • Create a conflict resolution desk to address disputes effectively
    • Mobilise resources for leadership and governance activities
    • Evaluate and refine governance structures annually based on feedback

  • ⛳️ Strategy 2: Strengthen member engagement and participation

    • Organise regular fellowship events to build community among members
    • Facilitate skills development workshops for various ministries
    • Encourage member involvement in strategic plan implementation
    • Develop initiatives to increase youth and family involvement
    • Implement a mentorship programme for new and existing members
    • Conduct surveys to gather member feedback on church activities
    • Organise outreach programmes to increase community involvement
    • Recognise and celebrate volunteers' contributions in church services
    • Create platforms for members to propose and lead new initiatives
    • Regularly evaluate member engagement strategies and adjust as needed

  • ⛳️ Strategy 3: Expand and improve church infrastructure

    • Develop a comprehensive infrastructural plan for the church
    • Mobilise funds for infrastructural projects through fundraising and donations
    • Begin construction of new church facilities, including a skills centre
    • Upgrade existing facilities to accommodate more congregants
    • Incorporate sustainable energy solutions in infrastructural projects
    • Establish a maintenance plan for church buildings and assets
    • Engage with local authorities for necessary approvals and support
    • Enhance the aesthetic appeal of church grounds with landscaping projects
    • Set up a committee to oversee infrastructural projects and ensure progress
    • Review and update the infrastructural plan annually to meet evolving needs
governanceengagementchurch-leadervolunteer-coordinatorleadership-teaminfrastructure-committee
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Strategies and tactics for developing strategy and planning for the Frontier Research Division in economic and finance

  • ⛳️ Strategy 1: Enhance research capabilities

    • Recruit top-tier researchers and economists in the field
    • Invest in advanced research tools and databases
    • Establish partnerships with leading academic institutions
    • Provide ongoing training and development for research staff
    • Create a collaborative research culture within the division
    • Implement regular research reviews and quality assessments
    • Expand the research into emerging economic and finance issues
    • Encourage publication of research in top journals
    • Develop mentorship programmes for junior researchers
    • Allocate dedicated funding for innovative research projects

  • ⛳️ Strategy 2: Improve dissemination of research findings

    • Develop a comprehensive research dissemination plan
    • Create a dedicated website and blog for the division
    • Host regular webinars and conferences to present findings
    • Collaborate with media outlets for greater visibility
    • Produce and distribute research summaries and reports
    • Engage with policymakers to translate research into practice
    • Utilise social media platforms for wider outreach
    • Develop partnerships with industry stakeholders
    • Create informative and visually engaging infographics
    • Track and measure the impact of dissemination efforts

  • ⛳️ Strategy 3: Foster collaboration and partnership

    • Identify and approach potential research partners
    • Establish joint research initiatives with partner organisations
    • Develop frameworks for collaborative research projects
    • Share resources and expertise with partner institutions
    • Set up regular meetings and workshops with partners
    • Participate in international research networks and consortia
    • Create bilateral exchange programmes for researchers
    • Leverage partner networks to access new funding opportunities
    • Promote joint publications with partner researchers
    • Measure and report the outcomes of collaborative efforts
research-capabilitiesdisseminationresearchereconomistfrontier-research-divisionacademic-institutions
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Strategies and tactics for making a Multiyear Commitment to Consistent Research Themes

  • ⛳️ Strategy 1: Align research themes with firm priorities

    • Conduct a workshop with key stakeholders to identify firm priorities and align them with the research themes
    • Develop a mapping document linking each research theme with specific firm objectives
    • Establish a steering committee to oversee alignment and review progress quarterly
    • Create an internal communication plan to highlight the alignment of research themes and firm priorities
    • Incorporate alignment objectives into individual performance goals for team members
    • Schedule regular meetings with senior leadership to review research progress and alignment
    • Identify key performance indicators (KPIs) related to alignment and track them consistently
    • Develop a reward system to acknowledge contributions to strategic alignment
    • Regularly survey leadership for feedback on the effectiveness of alignment initiatives
    • Update and adjust alignment strategies based on feedback and changing firm priorities

  • ⛳️ Strategy 2: Expand expertise in the three research themes

    • Develop a comprehensive training programme focusing on Canada prosperity, reconciliation, and tech & innovation
    • Identify and collaborate with external experts to conduct workshops and mentoring sessions
    • Encourage team members to attend related conferences, seminars, and webinars
    • Subscribe to leading journals and publications relevant to the research themes
    • Create cross-functional teams to foster diverse perspectives and expertise sharing
    • Host monthly knowledge-sharing sessions within the organisation
    • Develop partnerships with academic institutions for research and expertise development
    • Encourage team participation in online courses and certifications related to the themes
    • Create a repository of research papers and resources for continuous learning
    • Regularly evaluate the team's expertise through assessments and feedback tools

  • ⛳️ Strategy 3: Unlock thought partnership and relationship opportunities

    • Identify and target key industry influencers and organisations for partnerships
    • Develop a clear value proposition for potential thought partners
    • Attend and participate in industry networking events and panels
    • Leverage social media platforms to engage with thought leaders in these themes
    • Create co-branded research initiatives with potential partners
    • Establish an advisory board comprising experts in the research themes
    • Produce and distribute thought leadership content through various channels
    • Host roundtable discussions on research progress and partnership opportunities
    • Seek collaborative opportunities in grant applications and funding proposals
    • Regularly review and refine partnership strategies based on collaboration outcomes
research-alignmentexpertise-developmentresearch-analystpartnership-managerstrategic-planning-teamresearch-development-team
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Strategies and tactics for establishing a veteran support nonprofit organization

  • ⛳️ Strategy 1: Conduct thorough research and planning

    • Identify the main goals and objectives of the nonprofit organization
    • Research existing veterans' organizations and analyze their successful practices
    • Construct a detailed business plan outlining services, operations, and funding needs
    • Register the organization with the appropriate state authorities
    • Apply for tax-exempt status under section 501(c)(3) with the IRS
    • Develop a clear and compelling mission statement
    • Create bylaws and establish a board of directors
    • Determine the needed resources, including staff, volunteers, and facilities
    • Prepare a budget outline and a financial plan
    • Identify potential legal and compliance issues and consult a legal advisor

  • ⛳️ Strategy 2: Establishing fundraising channels and events

    • Identify target demographics and potential donors
    • Develop a fundraising strategy that includes diverse sources such as grants, donations, and sponsorships
    • Organize a launch event to introduce the nonprofit and its mission
    • Plan and execute fundraising events like charity golf tournaments and social activities
    • Collaborate with local businesses and sponsors for event support
    • Explore partnerships with professional sports teams for fundraising opportunities
    • Launch an online fundraising campaign through crowdfunding platforms
    • Create merchandise to sell and promote organization awareness
    • Engage local media to promote events and fundraising efforts
    • Monitor and evaluate the effectiveness of fundraising activities to refine future efforts

  • ⛳️ Strategy 3: Building a strong veteran network

    • Initiate outreach programs to connect with veterans interested in the network
    • Facilitate regular social gatherings and networking events for veterans
    • Create and maintain a database of veterans and their experiences and interests
    • Develop an online platform or social media group for veterans to connect and communicate
    • Collaborate with veteran-support organizations to expand network opportunities
    • Host workshops and seminars on topics relevant to veterans, like employment and education
    • Provide mentorship programs allowing experienced veterans to guide newer members
    • Foster partnerships with local veteran-friendly businesses for network member benefits
    • Recognize and celebrate the achievements and contributions of veteran network members
    • Collect feedback from participants to improve and expand network offerings
nonprofitveteranslegal-advisorfundraiserresearch-and-planningfundraising-and-events
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Strategies and tactics for increasing brand engagement and sales during peak summer

  • ⛳️ Strategy 1: Launch limited edition summer flavours

    • Conduct market research to identify popular flavours among target demographics
    • Collaborate with food scientists to develop new summer flavours
    • Design vibrant and attractive packaging for the limited edition products
    • Implement a pre-launch campaign on social media platforms
    • Create engaging content around the new flavours for blogs and video platforms
    • Partner with influencers to broaden reach and create buzz
    • Arrange in-store sampling events to promote new products
    • Offer discounts or bundle deals on limited edition flavours
    • Gather customer feedback for continuous improvement
    • Monitor sales data to evaluate the success of the campaign

  • ⛳️ Strategy 2: Host summer-themed experiential events

    • Identify popular venues and secure permits for summer events
    • Partner with local event organisers to plan activities
    • Incorporate interactive elements such as virtual reality experiences
    • Set up photo opportunity stations to encourage social sharing
    • Offer exclusive branded merchandise at events
    • Collaborate with local musicians and performers for entertainment
    • Provide free samples and promotional materials to attendees
    • Collect attendee contact information for follow-up marketing
    • Promote events through digital and local media outlets
    • Capture and use event footage in future promotional content

  • ⛳️ Strategy 3: Enhance digital engagement with a summer campaign

    • Develop a summer-themed social media content calendar
    • Run interactive online contests and giveaways
    • Utilise social media stories to share daily and engaging content
    • Create and share behind-the-scenes glimpses of Coca-Cola manufacturing
    • Collaborate with popular YouTube content creators
    • Introduce a hashtag campaign to encourage user-generated content
    • Engage followers with polls and questions on Instagram and Twitter
    • Leverage time-sensitive offers and alerts to drive urgency in sales
    • Analyse social media metrics to refine strategy on-the-go
    • Coordinate with digital marketing teams to optimise search engine and content ads
brand-engagementsummer-salesmarket-researchersocial-media-managerdigital-marketing-teamevent-planning-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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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
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How to track your Research And Planning strategies and tactics

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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

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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