Boost Your Business Strategy with Comprehensive Strategic Planning

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Enhance your business success with a detailed strategic planning guide covering executive summaries, market research, financial planning, SWOT analysis, and more. Dive into key areas like product development, marketing tactics, client relationships, and financial projections for a robust business strategy.

  • Strategy
  • Planning
  • Business
  • Marketing
  • SWOT

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  1. STRATEGIC PLANNING COMPLETED BY: [ NAME ] YOUR LOGO DATE COMPLETED: [ DATE ] STRATEGIC PLANNING

  2. Executive Summary Your Company Product / Service Development Marketing Plan Market Research TABLE OF CONTENTS Measurable Marketing Goals Situational Analysis (SWOT) Financial Plan Overall Assessment & Review Risk Factors (See SWOT) & Contingencies Appendices STRATEGIC PLANNING| TABLE OF CONTENTS

  3. CONCISE OVERVIEW EXECUTIVE SUMMARY

  4. MISSION STATEMENT GUIDING PRINCIPLES PAST TRAJECTORY & RESULTS MANAGEMENT CONSTRUCT YOUR COMPANY

  5. PRODUCT / SERVICE DESCRIPTION PRICING MODEL DELIVERY SYSTEM DELIVERY CAPABILITIES PRODUCT / SERVICE DEVELOPMENT

  6. STRATEGY / TACTICS CLIENT BREAKDOWN MARKET POSITIONING ADVERTISING PUBLIC RELATIONS CROSS-SELLING CLIENT POSSIBILITIES TEST MARKETING OTHER MARKETING PLAN

  7. CLIENTS COMPETITION MARKET STATUS MARKET RESEARCH

  8. CONSUMER CLIMATE MARKET SHARE DISTRIBUTION CHANNELS DIVERSIFICATION MEASURABLE MARKETING GOALS

  9. INTERNAL FACTORS STRENGTHS (+) WEAKNESSES ( ) EXTERNAL FACTORS OPPORTUNITIES (+) THREATS ( ) SITUATIONAL ANALYSIS (SWOT)

  10. REVENUE SOURCES FINANCIAL PROJECTIONS PRO FORMA FINANCIAL STATEMENTS MONTHLY CASH FLOW BUDGET CRITICAL RATIOS / FINANCIAL STATEMENT ANALYSIS BUDGET VARIANCE ANALYSIS FINANCIAL REVIEWS & AUDITS FINANCIAL PLAN

  11. TRACKING SYSTEMS CAMPAIGN BREAK-EVEN ANALYSIS CLIENT SURVEYS ASSOCIATE / ADVISORY BOARD INPUT MARKET SHARE ANALYSIS MARKET SURVEY OTHER OVERALL ASSESSMENT AND REVIEW

  12. REVENUE SHORTFALL NEGATIVE LEGISLATION ECONOMIC CLIMATE COMPETITION TECHNOLOGY ADVERSE PUBLIC IMAGE RISK FACTORS (see SWOT) & CONTINGENCIES

  13. MARKET RESEARCH STUDY: CLIENTS MARKET RESEARCH STUDY: COMPETITION MARKET RESEARCH STUDY: ENVIRONMENT KEY INFO SOURCES APPENDICES

  14. COMMENTS STRATEGIC PLAN | COMMENTS

  15. DISCLAIMER Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we strive to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, articles, templates, or related graphics contained on the website. Any reliance you place on such information is therefore strictly at your own risk.

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