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10 strategies and tactics for Strategic Planning

What is Strategic 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.

Crafting the perfect Strategic Planning strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Strategic 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.

Strategic Planning strategy examples

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

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
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Strategies and tactics for conducting a SWOT Analysis for Strategic Planning

  • ⛳️ Strategy 1: Identify strengths of the organisation

    • Assess existing partnerships with employers
    • Evaluate the success rate of job placements for persons with disabilities
    • Gather feedback from clients on support services
    • Review any specialised training or resources offered
    • Highlight the experience and expertise of team members
    • Assess the organisation's reputation and brand recognition
    • Identify awards or recognitions received by the organisation
    • Analyse funding and financial stability
    • Determine the effectiveness of current communication channels
    • Identify unique features that differentiate the organisation from competitors

  • ⛳️ Strategy 2: Recognise weaknesses impacting performance

    • Analyse gaps in service delivery or coverage
    • Identify areas where resources are insufficient
    • Gather feedback on the accessibility of services
    • Review the current technological infrastructure and tools
    • Assess employee turnover rates and job satisfaction
    • Evaluate the training needs of staff on disability awareness
    • Determine any limitations in partnerships with employers
    • Examine current marketing and outreach efforts
    • Assess financial challenges or constraints
    • Identify delays or inefficiencies in processes

  • ⛳️ Strategy 3: Explore opportunities for further growth

    • Research emerging trends in accessibility and disability inclusion
    • Explore opportunities for expanding services geographically
    • Identify potential partnerships with new employers
    • Seek collaborations with disability advocacy groups
    • Explore grants and funding avenues for expansion
    • Investigate additional training programs to offer
    • Identify potential technological advancements to incorporate
    • Plan campaigns to raise awareness among employers
    • Engage in industry networking and conferences
    • Explore potential for online or digital service delivery
swot-analysisstrategic-planningstrategistanalystplanning-teamoutreach-team
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Strategies and tactics for developing a strategic plan for Project Ready Community Outreach

  • ⛳️ Strategy 1: Establish clear goals and objectives

    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Engage stakeholders in a visioning workshop to define long-term goals
    • Set short-term and long-term objectives to guide organisational activities
    • Ensure alignment of goals with the overall mission and vision of the organisation
    • Establish measurable indicators for each objective to assess progress
    • Regularly review and adjust objectives based on feedback and outcomes
    • Document all goals and objectives in a strategic planning document
    • Share the goals and objectives with staff and stakeholders for input and buy-in
    • Align resources and capabilities to meet defined objectives
    • Create a timeline for achieving each goal with milestones

  • ⛳️ Strategy 2: Enhance organisational capacity and resources

    • Identify skills gaps and training needs among staff and volunteers
    • Develop a capacity-building plan focused on staff development and resource allocation
    • Seek partnerships with other organisations to leverage resources and expertise
    • Explore funding opportunities and diversify revenue streams
    • Implement technology solutions to improve operational efficiency
    • Optimise use of physical resources such as office space and equipment
    • Establish a volunteer recruitment, training, and retention programme
    • Encourage a culture of continuous improvement and innovation
    • Regularly assess and revise resource allocation to respond to changing needs
    • Communicate progress and achievements to stakeholders to demonstrate value

  • ⛳️ Strategy 3: Strengthen community engagement and outreach

    • Map out community needs and priorities through surveys and consultations
    • Develop targeted outreach programmes based on identified community needs
    • Foster relationships with community leaders and local organisations
    • Use multiple communication channels to reach diverse community groups
    • Develop an effective social media strategy to raise awareness and engage supporters
    • Organise regular community events to build trust and visibility
    • Encourage stakeholder feedback and use it to inform programme development
    • Build a network of community ambassadors to advocate for the organisation
    • Collaborate with media outlets to boost public relations efforts
    • Continuously evaluate community engagement efforts and adapt strategies as needed
strategic-planningcommunity-outreachproject-managercommunity-engagement-specialiststrategy-development-teamoutreach-team
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Strategies and tactics for developing an Island Strategic Plan for Nukulaelae

  • ⛳️ Strategy 1: Conduct a thorough needs assessment

    • Engage local community leaders and stakeholders to gather initial insights
    • Perform surveys and interviews with residents to identify key needs and concerns
    • Analyse existing data and reports on the island's socio-economic status
    • Identify gaps in infrastructure and services on the island
    • Assess the current environmental impacts on Nukulaelae
    • Review national and regional development plans to align objectives
    • Consult with traditional knowledge holders for cultural insights
    • Compile and summarise findings in a detailed report
    • Prioritise needs based on urgency and feasibility
    • Share findings in a community meeting for validation

  • ⛳️ Strategy 2: Develop actionable initiatives

    • Draft specific initiatives addressing identified needs from the assessment
    • Set clear, measurable objectives for each initiative
    • Identify resource requirements, including funding and expertise
    • Engage potential partners for collaboration on initiatives
    • Develop a timeline for implementation of each initiative
    • Create monitoring and evaluation metrics for initiatives
    • Write detailed action plans for each priority area
    • Include risk assessment and mitigation strategies
    • Secure funding by applying for grants or partnerships
    • Present the initiative proposals to stakeholders for feedback

  • ⛳️ Strategy 3: Implement and monitor the strategic plan

    • Launch pilot projects to test key initiatives
    • Establish a strategic plan implementation committee
    • Facilitate regular training for personnel involved in implementation
    • Create communication channels for continuously engaging the community
    • Monitor progress through predefined evaluation metrics
    • Hold quarterly review meetings to assess progress and adapt strategies
    • Collect regular community feedback on the plan's impact
    • Publicly report on progress to maintain transparency
    • Adjust initiatives based on feedback and changing conditions
    • Celebrate successes to motivate ongoing participation and support
sustainable-developmentcommunity-engagementcommunity-leaderenvironmental-analyststrategic-planning-teamimplementation-committee
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Strategies and tactics for drawing a strategy map

  • ⛳️ Strategy 1: Identify strategic business goals

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

  • ⛳️ Strategy 2: Determine people operations goals

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

  • ⛳️ Strategy 3: Create the strategy map

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

  • ⛳️ Strategy 1: Define clear and measurable goals

    • Review and summarise each section of the content list to identify key themes
    • Use the SWOT analysis to identify potential opportunities and threats
    • Establish specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Align goals with the vision, mission, and values outlined in the content
    • Define key performance indicators to measure success
    • Prioritise goals based on potential impact and alignment with strategic initiatives
    • Identify any resource constraints that may impact goal achievement
    • Communicate goals clearly to all stakeholders
    • Set up regular review meetings to assess progress against goals
    • Adjust goals as necessary based on performance data and changing circumstances

  • ⛳️ Strategy 2: Develop detailed action plans for execution

    • Create a work plan based on established timelines for each strategic initiative
    • Assign responsibilities to sponsors and champions for each goal
    • Identify specific resources required to execute each initiative
    • Develop contingency plans to mitigate potential risks
    • Integrate best practices from the industry into action plans
    • Establish a communication plan to ensure transparency and alignment
    • Implement a project management tool to track progress and manage tasks
    • Schedule regular check-ins to monitor execution and address issues
    • Document lessons learned for continual improvement
    • Celebrate milestones achieved to maintain momentum and motivation

  • ⛳️ Strategy 3: Monitor and evaluate performance rigorously

    • Implement a performance measurement system to track progress
    • Use performance data to evaluate the effectiveness of strategic initiatives
    • Conduct regular strategy review sessions with key stakeholders
    • Adjust strategies and action plans based on performance outcomes
    • Incorporate feedback from team members and stakeholders into evaluations
    • Benchmark against industry best practices to identify areas for improvement
    • Report progress consistently to sponsors and champions
    • Recognise and reward achievements to reinforce positive outcomes
    • Ensure that performance measures are aligned with strategic objectives
    • Use findings from evaluations to inform future strategic planning cycles
strategic-planninggoal-settingproject-managerstrategistleadership-teamperformance-evaluation-team
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Strategies and tactics for integrating strategic planning and project management using OKRs

  • ⛳️ Strategy 1: Define clear objectives and key results

    • Conduct workshops with stakeholders to establish strategic objectives
    • Ensure objectives are specific, measurable, achievable, relevant, and time-bound (SMART)
    • Identify key results that indicate progress towards each objective
    • Develop a cascading objective structure across the organisation
    • Implement a feedback loop to adjust objectives and key results as needed
    • Use software tools to document and track objectives and key results
    • Regularly review and update the relevance of each objective and key result
    • Align project goals with organisational OKRs for coherence
    • Communicate objectives and key results clearly to all team members
    • Set timelines for achieving key results aligned with project milestones

  • ⛳️ Strategy 2: Integrate OKRs into project management processes

    • Embed OKRs within the project initiation documents
    • Utilise OKRs to guide project planning and decision-making
    • Create a template for incorporating OKRs into project charters
    • Ensure project managers are trained in using OKRs effectively
    • Align project schedules and deliverables with key results
    • Use OKRs to prioritise project resource allocations
    • Incorporate regular OKR review sessions within project meetings
    • Implement tools that integrate OKR tracking and project management software
    • Capture lessons learned from OKR-driven project approaches
    • Ensure team members understand how their work contributes to OKRs

  • ⛳️ Strategy 3: Foster a culture of accountability and transparency

    • Encourage ownership of objectives and key results from team members
    • Create a system for transparent reporting on OKR progress
    • Publicise successes and learnings related to OKR achievements
    • Incorporate OKR performance into team and individual evaluations
    • Encourage open dialogue about challenges in meeting key results
    • Facilitate regular cross-departmental OKR sharing sessions
    • Provide recognition and incentives for achieving key results
    • Ensure leaders model accountability regarding OKR commitments
    • Use visual dashboards to track OKR progress organisationally
    • Foster a learning environment where failure to meet OKRs leads to growth
strategic-planningokrsproject-managerteam-leaderstrategy-teamproject-management-team
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Strategies and tactics for achieving effective management for career progression

  • ⛳️ Strategy 1: Delegate operational tasks effectively

    • Assess current tasks and identify those that can be effectively delegated
    • Develop clear and concise guidelines for task delegation
    • Select team members based on their strengths and suitability for tasks
    • Set up regular check-ins to monitor progress without micromanaging
    • Provide training and support to team members to enhance their skills
    • Utilise project management tools to track task completion
    • Encourage open communication for feedback and improvements
    • Empower team members by entrusting them with more responsibilities
    • Evaluate team performance and provide constructive feedback
    • Create a feedback loop to continuously improve the delegation process

  • ⛳️ Strategy 2: Prioritise strategic initiatives

    • Identify key areas that need strategic focus and align with organisational goals
    • Allocate specific time slots in your schedule dedicated to strategic planning
    • Create a strategic roadmap outlining short-term and long-term goals
    • Conduct regular meetings with leadership to discuss strategic directions
    • Enlist a mentor or coach for guidance on strategic decision-making
    • Review current organisational processes for potential improvements
    • Set up cross-functional teams to work on strategic projects
    • Monitor industry trends and competitors for insights and opportunities
    • Focus on building partnerships and networks that support strategic goals
    • Evaluate strategic outcomes regularly to ensure alignment with objectives

  • ⛳️ Strategy 3: Enhance leadership skills for CEO readiness

    • Enroll in leadership development programs or courses
    • Participate in executive coaching sessions to refine leadership skills
    • Engage in networking events with other industry leaders
    • Seek feedback from peers and superiors to identify areas for improvement
    • Regularly read books and articles on leadership and management
    • Practise public speaking and presentation skills
    • Create a personal development plan focusing on CEO competencies
    • Actively seek opportunities to lead cross-departmental projects
    • Join professional associations related to your industry or role
    • Reflect regularly on leadership decisions to foster continual growth
delegationleadershipmanagerteam-leaderstrategic-planningleadership-development
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Strategies and tactics for developing a strategic plan for Bilimoia community

  • ⛳️ Strategy 1: Conduct a comprehensive needs assessment

    • Identify key stakeholders within the Bilimoia community and organise focus groups
    • Evaluate community infrastructure needs, including transport, health, and education
    • Assess current socio-economic conditions to identify gaps and opportunities
    • Gather input from community members through surveys and forums
    • Analyse existing resources and fund allocation in areas affected by mining activities
    • Review the MOA and current utilisation of royalty payments and funds
    • Compile data on community needs and resources for strategic planning
    • Engage external experts to validate findings and recommendations
    • Create a comprehensive needs assessment report for stakeholders
    • Present findings to the community and obtain feedback

  • ⛳️ Strategy 2: Design an integrated development framework

    • Define the vision and mission for the community's future development
    • Outline strategic objectives aligned with the 7 fundamental pillars of development
    • Identify measurable key performance indicators (KPIs) for each development pillar
    • Develop specific initiatives for each pillar with assigned resources and timelines
    • Incorporate sustainable practices into all development plans
    • Align development plans with national urbanisation programmes
    • Create a collaborative governance structure involving local leaders and stakeholders
    • Leverage expert partnerships to support plan execution
    • Ensure community engagement through participatory planning processes
    • Draft a comprehensive integrated development framework document

  • ⛳️ Strategy 3: Implement and track progress

    • Develop a detailed implementation roadmap with timelines and responsibilities
    • Secure necessary funding from identified sources, including royalty payments and funds
    • Establish regular monitoring and evaluation processes for initiatives
    • Deploy project management tools to track progress and manage resources
    • Communicate progress transparently to all stakeholders and the community
    • Adjust strategies and initiatives based on feedback and evaluation results
    • Regularly report outcomes against established KPIs
    • Foster community engagement and ownership through local workshops and forums
    • Scale successful projects and initiatives for broader impact
    • Plan for a final review and adaptation of the strategic framework at the end of the 3-year period
urbanisationcommunity-developmentproject-managercommunity-liaisonstrategic-planning-teamcommunity-outreach-team
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Strategies and tactics for developing a Strategic Plan for Academic Achievement

  • ⛳️ Strategy 1: Enhance reading proficiency

    • Develop a calendar that provides additional days for reading professional development
    • Administer DIBELS assessments in Fall, Winter, and Spring
    • Increase the efficacy of WIN Time to support all learners
    • Aim to raise the percentage of students meeting the benchmark by the end of the 2025-2026 school year
    • Implement reading training sessions for educators
    • Utilise Professional Learning Communities (PLC) effectively
    • Establish common planning time for reading strategies between teachers
    • Organise workshops focusing on reading improvement techniques
    • Incorporate reading goals into individual teacher performance plans
    • Regularly review and adjust reading strategies based on assessment data

  • ⛳️ Strategy 2: Strengthen mathematical skills

    • Implement Number Talks 2-3 times a week at all grade levels
    • Develop a Math Talks resource sharing process for grade levels
    • By the end of the 2023-2024 school year, focus three PLC sessions on Math Talks implementation
    • Use common planning time to discuss basic fact fluency and problem-solving techniques
    • Revisit the Principles to Action resource for foundational strategies
    • Create a content and grade-level specific language document by 2025-2026
    • Incorporate regular math problem-solving sessions into the curriculum
    • Monitor math progress through periodic assessments
    • Identify students needing additional support and target interventions
    • Facilitate math-focused workshops for teachers

  • ⛳️ Strategy 3: Implement science curriculum advancements

    • Align science curriculum to new standards
    • Schedule regular science curriculum review meetings
    • Provide training on new science standards and resources
    • Develop a schedule for integrating practical science activities
    • Establish a feedback loop for teachers to share science teaching experiences
    • Create resource lists for new science curricula
    • Include science performance targets in teacher evaluations
    • Engage external experts for science enrichment programs
    • Assess student understanding of new standards through hands-on projects
    • Continuously update science resources based on the latest educational research
academic-achievementcurriculum-developmenteducatorcurriculum-specialistprofessional-learning-communitiesassessment-teams
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How to track your Strategic 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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