What To Include In Your Strategic Plan Template

What To Include In Your Strategic Plan Template

If you’re looking to grow your business, you need a strategic plan. A strategic plan will serve as a roadmap to help you achieve your business goals. It’s important to include all the key sections in your strategic plan so that everyone understands your vision and how you will achieve it. This article will show you what a strategic plan is and what to include in your strategic plan template. That way, you will know what to add to make your strategic plan as compelling as possible.


What is a Strategic Plan?

A strategic plan is a document that outlines your business goals and how you plan on achieving them. It considers your company’s strengths and weaknesses, as well as any opportunities and threats that may impact your business. A strategic plan template will help you create a well-organized and effective strategic plan.


What to Include in Your Strategic Plan Template?

A strategic plan template involves a lot of things. However, there are 13 key sections that you must always include in your strategic plan template:

Executive Summary

This section of your strategic plan should provide a brief overview of your business goals and how you plan to achieve them. It shouldn’t be longer than two pages.

The executive summary is important because it will help other key constituents, such as funding or strategic partnerships, understand your strategic plan.

Company Description

Your company description should give a brief overview of your business, including its history and relevant information about your products or services. At the same time, this section should also highlight your company’s strengths and competitive advantages.

Company Mission Statement

The company’s mission statement should explain what your business is trying to achieve. Unfortunately, some people think the mission statement is unimportant. However, that’s not true.

In fact, the mission statement will act as a guide for all your strategic decisions. That’s why It should be clear, concise, and easy to understand.

SWOT Analysis

A ‘Strengths, Weaknesses, Opportunities, and Threats’ (SWOT) analysis is a tool that you can use to assess your company’s overall competitive position. This section of your strategic plan will help you identify your company’s strengths and weaknesses and any opportunities or threats that may impact your business.

It also helps identify which strengths you must develop and which weaknesses you must improve to grow your business in the present and future.

Goals and Objectives

Your strategic plan should include specific and measurable goals and objectives you want to achieve within a certain timeframe. These goals and objectives should be aligned with your company’s mission statement and core values.

The key to determining your goals and objectives is first to identify your five-year long-term goals. Next, identify your one-year goals to help you achieve your five-year goals. 

Finally, break down your one-year goals into quarterly objectives. Doing this will help ensure that your strategic plan is achievable and realistic.

Key Performance Indicators (KPIs)

Every great business understands the key performance indicators they must track to ensure success. In this strategic plan section, you should identify the most relevant KPIs to your business and explain how you will track them.

Some examples of KPIs that you may want to track include:

  • Sales revenue
  • Net profit
  • Customer satisfaction
  • Employee retention
  • Proposal numbers


Target Customers

This section should identify your target customers and their needs and wants. It should also explain how your products or services address their needs and wants.

To determine your target customers, you must first understand your customer persona. This is a representation of what your ideal customer would be. Once you have determined your customer persona, you can identify your target market.

Industry Analysis

Your industry analysis shouldn’t have to be a comprehensive report on the current status of your respective market. However, you should include some basic information about your industry, such as:

  • The size of your industry
  • The major players in your industry
  • The current trends in your industry
  • The future outlook of your industry


Breaking this down will help you better understand your place in the market and how you can compete against the other businesses in your industry.

Competitive Analysis and Advantage

Like your industry analysis, your competitive analysis doesn’t have to be thorough. However, apart from information about your major competitors, you should also list their strengths and weaknesses.

The competitive analysis and advantages section should determine your current competitive advantages and ways to develop other additional advantages. At the same time, you should also list any potential threats that could erode your current advantages.

Marketing Plan

Your marketing plan should include a description of your target market and your marketing mix. The marketing mix is the product, price, place, and promotion you will use to reach your target market.

It’s important to note that your marketing mix may change over time as you adapt to the needs of your target market. However, your strategic plan should include a general overview of your marketing mix that you can use as a starting point.


The team section of your strategic plan template ensures that you have adequate human resources to execute the opportunities and threats you have identified. Furthermore, this section should identify any skills gaps within your team and how you plan to fill them.

To determine the needs of your team, you should first identify the roles that need to be filled. Then, you should determine the skills and experience required for each role. Finally, you should identify any current team members who fit the bill and any potential team members you may need to hire.

Operations Plan

The operations plan outlines the day-to-day activities necessary to run your business. This section should include information about your:

  • Production process
  • Quality control
  • Inventory management
  • Delivery process


It’s important to note that your operations plan may change as your business grows and evolves. However, it’s still useful to have a general overview of your operations so that you can adapt as needed.

Financial Plan

The financial plan is one of the most important sections of your strategic plan template. This section should include:

  • A sales forecast
  • An expenses budget
  • A cash flow statement
  • A profit and loss statement


If you’re unfamiliar with financial statements, don’t worry – plenty of resources are available to help you understand them. However, it’s important to include these statements in your strategic plan so that you can track your progress and make adjustments as needed.


Create a Strategic Plan Template with DATAMYTE

Now that you know what to include in your strategic plan, it’s time to put things together and create your strategic plan template. With DATAMYTE, you can access our Digital Clipboard and create a strategic plan template from scratch.

The DataMyte Digital Clipboard is our workflow automation software capable of creating workflows, checklists, and various form templates. It’s simple to use and easy to understand, making it the perfect tool for creating your strategic plan template.

Please take advantage of our drag-and-drop interface to quickly and easily add sections to your strategic plan template. Then, use our built-in editor to customize each section to fit your needs.

Once you’re finished, you can share your strategic plan template with your team, so everyone is on the same page. With DATAMYTE, you can ensure that your strategic plan template is comprehensive, clear, and easy to follow.

So what are you waiting for? Get started today and create your strategic plan template with DATAMYTE!



A strategic plan template will make it easier for you to create an actual strategic plan to help your business grow and succeed. Make sure to include the 13 key sections outlined in this article, and customize each section to fit your specific needs. With DATAMYTE, you can easily do that! Get started now!



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