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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 developing a three-year strategic operating plan

  • ⛳️ Strategy 1: Conduct a comprehensive situation analysis

    • Perform a SWOT analysis to evaluate strengths, weaknesses, opportunities, and threats
    • Analyse current market trends and industry benchmarks
    • Review organisational performance over the past three years
    • Identify key stakeholders and assess their expectations and influences
    • Evaluate current resources and capabilities
    • Conduct competitor assessment to understand their strategies and market positions
    • Analyse demographic and consumer behaviour shifts
    • Review regulatory and legal changes that impact the organisation
    • Assess technological advancements relevant to the industry
    • Identify areas of unmet customer need

  • ⛳️ Strategy 2: Set clear goals and objectives

    • Define the mission and vision for the next three years
    • Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals
    • Align strategic goals with financial targets and resources
    • Prioritise objectives based on impact and feasibility
    • Identify key performance indicators (KPIs) for each objective
    • Develop a timeline for achieving goals and milestones
    • Ensure goals resonate with stakeholder expectations
    • Regularly review and adjust goals as necessary
    • Communicate goals clearly across the organisation
    • Document objectives in an accessible strategic plan document

  • ⛳️ Strategy 3: Implement the strategy effectively

    • Create detailed action plans for each strategic goal
    • Assign responsibilities to appropriate team members
    • Allocate budget and resources for each action plan
    • Develop a communication plan to keep all stakeholders informed
    • Implement a monitoring and evaluation system to track progress
    • Establish regular check-ins and progress review meetings
    • Leverage technology tools to facilitate collaboration and tracking
    • Train staff as needed to ensure effective implementation
    • Develop contingency plans to manage potential risks
    • Gather feedback to refine processes and improve execution
strategic-planningorganisational-growthstrategic-plannerbusiness-analystexecutive-teamoperations-team
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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 creating a SMART strategic plan

  • ⛳️ Strategy 1: Utilise the guiding framework

    • Review the guiding framework and ensure it aligns with the overall vision and mission
    • Define specific and measurable objectives within the guiding framework
    • Identify relevant stakeholders who will contribute to the success of the framework
    • Allocate resources effectively, ensuring sponsors and champions are involved
    • Develop a detailed work plan that outlines milestones and deadlines
    • Determine performance measures to assess the progress of initiatives
    • Integrate best practices from the industry into the guiding framework
    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Align the guiding framework with the strategic initiatives and goals
    • Ensure continuous monitoring and updating of the framework as necessary

  • ⛳️ Strategy 2: Align vision, mission, and values with strategic initiatives

    • Clearly define the organisational vision, mission, and values
    • Ensure that all strategic initiatives incorporate the core values of the organisation
    • Set specific goals that align with the vision and mission of the organisation
    • Identify key strategic initiatives that will drive the goals and objectives
    • Engage with sponsors and champions to support strategic initiatives
    • Use performance measures to track the progress of each initiative
    • Incorporate industry best practices into strategic initiatives
    • Develop a timeline for the implementation of strategic initiatives
    • Regularly review and update the vision, mission, and values as needed
    • Communicate the alignment of vision, mission, and values to all stakeholders

  • ⛳️ Strategy 3: Implement a robust strategy execution process

    • Define a clear strategy execution process with detailed steps
    • Identify operational initiatives that support the strategic plan
    • Assign roles and responsibilities for the execution of the strategy
    • Develop a work plan with clear timelines and key milestones
    • Ensure resource allocation is aligned with strategic priorities
    • Establish performance measures to evaluate strategy execution effectiveness
    • Use the SWOT analysis to adapt and refine the strategy execution process
    • Incorporate feedback loops to make data-driven adjustments
    • Leverage industry best practices to enhance strategy execution
    • Create a communication plan to keep stakeholders informed throughout the process
smart-strategyalignmentstrategy-designerperformance-evaluatorstrategic-planning-teamexecution-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 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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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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