Quarterly Strategic Planning Template: What Should Your Strategic Business Plan Look Like?
Quarterly Strategic Planning Template: What Should Your Strategic Business Plan Look Like?
Strategic planning is an essential process for any business, regardless of size or industry. It involves setting goals, developing strategies to achieve those goals, and then implementing and monitoring the progress of those strategies. Quarterly strategic plans help to keep your business on track and ensure that you are making progress towards your goals.
What is a Quarterly Strategic Plan? A quarterly strategic plan is a document that outlines your business's goals and objectives for the next three months. It should be geared up to help you achieve your long-term goals with your ambition at the forefront, it should also be specific and actionable.
Your quarterly plan should include:
A review of your progress on your short term and long term strategic goals.
A revision of your vision, mission and values to make sure they align with your personal and professional goals.
An update on your key performance indicators (KPIs).
A list of your top priorities for the next quarter.
A detailed action plan for each of your priorities.
A timeline for completing each of your priorities.
A budget for the next quarter.
How to Create a Quarterly Strategic Plan
Here are some tips for creating a quarterly strategic plan:
Identify your top priorities for the next quarter.
Develop a detailed action plan for each of your priorities.
Set a timeline for completing each of your priorities.
Create a budget for the next quarter.
Monitor your progress.
Benefits of Strategic Planning
Strategic planning helps to:
Keep your business on track.
Ensure that you are making progress towards your goals.
Improve your team's focus and accountability.
Identify and address potential problems early on.
Make better decisions about how to allocate your resources.
If you are not already working through a strategic plan, I encourage you to give it a try. It is a simple but effective tool that can help your business to achieve its full potential. Here at Real World Consultancy we have a team of expert strategic partners who support business owners to develop a winning strategy using our proven framework. We offer one off strategic planning days or if you’re after regular one-to-one sessions for accountability we recommend a strategic partnership.
Download your free strategic guide
To help you get started with a successful strategic plan, we have created a free strategic guide.
This concise guide will show you how genuine ambition is the foundation of personal, professional, and business success - helping your business to grow on purpose, with purpose.