Strategist-Approved Guides

Build Your Strategic Plan Around Alignment, Communication & Transparency

Beginning with high-level planning to creating leadership teams and assigning tasks, our education-driven guides will help you form a measurable and actionable strategic plan.

These guides were developed to help you create a new plan or refresh an existing strategy. Insights from our strategy experts are threaded through each step to help you write a plan that aligns teams, empowers communication and executes your vision.

Write A Strategic Plan

Write a Strategic Plan

This guide includes:

  • Tips to create a holistic plan that inspires lasting change
  • The importance of balancing strategic elements
  • Examples of completed plans to assist your research
Mission Statement

Mission Statement

This guide includes:

  • Advice for how to set the course of your  strategic plan
  • Help creating a memorable mission that drives strategic plans to execution
  • Framing a mission that motivates and energizes action
Vision Statement

Vision Statement

This guide includes:

  • Tips for writing a vision statement that unites teams
  • Steps to drive results with a cohesive planning
  • How to earn buy-in from teams at every level
Values Statement

Values Statement

This guide includes:

  • Steps to guide organizational trajectory with a relevant values statement
  • How to choose values that promote transparency and communication
  • Breakdown of how values drive strategic focus
Define Segments

Define Segments

This guide includes:

  • Lessons on how your organizational segments help monitor and compartmentalize strategic plans.
  • How to choose groups that occur naturally within your organization
  • Additional resources to aid your development
Planning Strategies

Planning Strategies

This guide includes:

  • Tips to create strategies that play to your organizational strengths
  • Advice on writing a complementary strategy to realize your objective goals and action items
  • Identify the best strategies to get a plan up-and-running
Planning Objectives

Planning Objectives

This guide includes:

  • Writing tips for how to create specific, quantifiable objectives
  • Learn how to tie objectives to strategies and action items
  • Fill-in-the-blank guide to assign objectives to strategies and tactics
Assigning Tactics

Assigning Tactics

This guide includes:

  • Guide for how to tie tactics to strategies and objectives
  • Two important questions to ask before forming your action items
  • Examples of cohesive tactics that drive results
One-Page Strategic Plan

One-Page Strategic Plan

This guide includes:

  • Examining the ‘next big thing’ and how you will respond
  • Focusing on your weakest link and making it a priority to improve it
  • Creating or sustaining a culture of getting everyone involved

Strategy Readiness Assessment Tool

An Executive Handbook to Develop and Execute Strategy

Executive Director Board Meeting Success Kit