Strategic Plan Pre-Work

Name

First

Last

Mission:

Why does our company exist? What is the value brought to market? What is the core function/product/service? Who is served?

Vision:

What is our 5–10-year view of the future? What do we want our company to be? What does it look like when we’re “grown up”? What do we want to be great at? How big (revenue, profit, etc.)?

Values:

What does our company stand for? What are non-negotiable ways we want all shareholders and employees to act? How do we define what is important to us? [Name specific behaviors, not just single words open to interpretation.]

Strengths:

An internal focus: What do we do well (better than the competition)? What are things we can build on, do more of, enhance even further? Be specific.

Weaknesses:

An internal focus: What holds us back (limited compared to the competition)? Where do we “get beat” or “lose” vs. competitors? Where do we need to “beef up” or do better? Be specific.

Opportunities:

An external focus: What are positive shifts in the market we see that we can take advantage of? Where can we “zig” when competition “zags” or stays complacent? What are new markets, new services, new offerings, new geographies we should be considering?

Threats:

we do “zig”

An external focus: What is out there that scares us and keeps us up at night? What do we need to guard ourselves against? How is the market shifting or likely shifting that we need to prepare for and get in front of?

Save and Resume Later