8 Free Strategic Planning Templates to Jumpstart Success

Save time and resources with templates for Balanced Scorecard, Strategy Map, SWOT, PEST, Gap Planning, Blue Ocean, VRIO, and Porter’s Five Forces. Start outlining your strategy today!

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Jumpstart your strategic planning with our free templates for eight popular frameworks, including Balanced Scorecard and SWOT Analysis. Created by ClearPoint Strategy experts, these templates save you time and resources, helping you quickly outline your strategy without starting from scratch. Get ready to tackle your organization's planning with confidence.

So, you're diving into strategic planning, huh? Let me tell you, it can be a real beast if you’re starting from scratch. But don’t sweat it—we’ve got your back with our killer set of templates. Trust me, these aren’t just any templates; they’re the crème de la crème of strategic planning tools.

First up, the Balanced Scorecard and Strategy Map. These are your go-to for aligning business activities to the vision and strategy of your organization. Then, there’s the classic SWOT and PEST Analysis—perfect for getting a grip on your internal and external environments.

Feeling adventurous? Try the Blue Ocean Analysis to carve out uncontested market space. Or, if you’re into the nitty-gritty, the VRIO Analysis and Porter’s Five Forces will help you dig deep into your competitive advantage.

Honestly, why reinvent the wheel? These templates are your shortcut to a solid strategy without the headache. Dive in and get started on crafting a strategy that’s as unique as your organization!

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These templates streamlined our strategic planning process, saving us time and effort. Highly recommend for any business leader!

Kevin Phillips, Marketing Director

A fantastic toolkit for quickly developing a comprehensive strategy. The variety of templates is impressive!

Jacob Foster, Operations Executive

The strategic planning templates are a game-changer, providing clarity and direction for our team.

Luis Hernandez, Business Analyst

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From Chaos to Clarity: How to Run Effective Strategy Meetings

February 20, 2025

Most organizations struggle with strategy review meetings—they either become unfocused status updates, or they get bogged down in endless data with no clear action. That’s why leading organization like New York Power Authority, the city of St. Albert, and Casey Family Programs have transformed their approach, ensuring that strategy actually drives decisions.

In this session, we’ll challenge the way you think about strategy meetings, departmental alignment, and annual reporting. You’ll learn:

📊 Reporting that Drives Performance – How to leverage the strategic frameworks (like the Balanced Scorecard) and initiative management to move beyond data dumping and into meaningful insights.

🔗 Linking strategy to operations – The key to aligning strategic priorities to daily operations so that your departments to ensure everyone at the organization is rowing in the same direction.

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If your strategy meetings feel like a waste of time, this is your wake-up call. Let’s build a strategy management process that actually works.

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