8 Step strategic planning process

1. Get Prepared

Gather a diverse planning team. Compile accurate, up-to-date internal and external data. Clarify any immediate strategic issues that need resolution.

2. Clarify Mission and Vision

Define your organization’s purpose and future direction. Align on mission, vision, and values that guide strategic choices.

3. Assess Market Position (SWOT)

Use a SWOT analysis to examine strengths, weaknesses, opportunities, and threats. Identify your competitive position and potential gaps.

4. Set Strategic Priorities

Decide which issues are most critical to address. Choose broad strategies to tackle them and define expected outcomes.

5. Develop the Plan Document

Bring your vision, priorities, and goals together into a single cohesive strategy document to guide implementation and review.

6. Assign Tasks

Distribute responsibilities to teams or individuals. Define who will do what—and by when.

7. Roll It Out

Communicate the plan across the organization. Ensure every department and team member understands their role in the big picture.

8. Monitor, Measure, and Adjust

Track performance using strategic KPIs. Hold regular review meetings and update the plan as needed to stay on course.

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