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10 strategies and tactics for Business Plan

What is Business Plan strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Business Plan strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

How to write your own Business Plan strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Business Plan strategy examples

You'll find below a list of Business Plan tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for opening a poultry supply business

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify potential customer segments and target market
    • Analyse competitors and assess their strengths and weaknesses
    • Evaluate market trends and demands in the poultry supply sector
    • Research local regulations and licensing requirements for a poultry business
    • Conduct surveys or interviews to understand customer needs and preferences
    • Assess the location for optimal operation and accessibility
    • Analyse price points and establish competitive pricing strategies
    • Identify potential suppliers and analyse their offerings
    • Evaluate the viability of online versus physical store presence
    • Prepare a comprehensive SWOT analysis

  • ⛳️ Strategy 2: Develop a robust business plan

    • Define clear business objectives and goals
    • Create a detailed budget and financial projections
    • Outline an organisational structure for effective management
    • Establish operational plans including inventory and logistics management
    • Develop a marketing and sales strategy to attract customers
    • Draft a detailed risk management plan
    • Include employee roles, responsibilities, and recruitment plans
    • Create customer service and satisfaction strategies
    • Plan for sustainable and environmentally friendly practices
    • Prepare an executive summary to attract potential investors

  • ⛳️ Strategy 3: Execute a targeted marketing strategy

    • Identify key marketing channels to reach the target audience
    • Develop a brand identity including logo, colour scheme, and messaging
    • Launch a user-friendly website and social media profiles
    • Create and distribute promotional materials, such as flyers and brochures
    • Implement an SEO strategy to enhance online visibility
    • Engage in community events or sponsorships to increase brand awareness
    • Utilise email marketing campaigns to engage with potential customers
    • Offer promotional deals or discounts during the launch phase
    • Partner with local farms or organisations for cross-promotions
    • Collect and analyse feedback from marketing activities to refine strategies
market-researchbusiness-planmarketing-manageroperations-managermarketing-teamresearch-team
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Strategies and tactics for owning a business

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify your target market and customer demographics
    • Analyse your competitors and their strengths and weaknesses
    • Determine the demand for your product or service
    • Survey potential customers to gather their feedback and preferences
    • Identify market trends and opportunities
    • Evaluate the economic conditions that may affect your business
    • Analyse geographical locations and their impact on your business
    • Assess the legal and regulatory environment in your industry
    • Study pricing strategies used by competitors
    • Compile all findings into a comprehensive market research report

  • ⛳️ Strategy 2: Develop a detailed business plan

    • Outline your business objectives and goals
    • Describe your products or services in detail
    • Create a marketing and sales strategy
    • Plan your business operations and processes
    • Develop a financial plan including projected income and expenses
    • Outline your business structure and management team
    • Identify your funding requirements and potential sources
    • Develop a risk management plan
    • Create a timeline for key milestones and deliverables
    • Regularly review and update the business plan based on feedback and changes

  • ⛳️ Strategy 3: Secure funding and resources

    • Determine how much capital you need to start and run the business
    • Explore different funding options such as loans, grants, and investors
    • Prepare a compelling business pitch for potential investors
    • Apply for small business grants and loans
    • Open a business bank account
    • Set up accounting software for managing finances
    • Procure essential equipment and resources
    • Hire key personnel required for your business operations
    • Establish relationships with suppliers and vendors
    • Monitor your finances and cash flow meticulously
market-researchbusiness-planbusiness-ownerfinancial-managermarketing-teamfinance-team
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Strategies and tactics for developing a strategic business plan for a three-company group in Oman

  • ⛳️ Strategy 1: Conduct a comprehensive market analysis

    • Identify key competitors in the furniture, payment gateway, and logistics sectors in Oman
    • Analyse consumer behaviour trends within Oman for each industry
    • Conduct surveys and focus groups to understand customer needs and preferences
    • Evaluate regional economic conditions impacting the three sectors
    • Identify potential strategic partnerships in the local market
    • Assess regulatory requirements for each business segment
    • Determine current market share of each company and set strategic growth targets
    • Analyse technology trends that could impact operational processes
    • Review customer service practices and performance benchmarks
    • Identify potential geographic expansion opportunities within Oman

  • ⛳️ Strategy 2: Design optimal facilities and infrastructure plan

    • Assess current facilities of UF, SADAD, and Tam for adequacy
    • Identify locations for potential new facilities or warehouses
    • Evaluate the need for technology upgrades in existing facilities
    • Design layouts for efficient workflow in new or expanded locations
    • Develop a timeline for facility upgrades or development
    • Determine budget requirements for facility projects
    • Consider sustainability and eco-friendly options in facility design
    • Plan for high-speed internet and IT infrastructure in all locations
    • Establish security measures for both physical and digital assets
    • Coordinate with local authorities for necessary permits and approvals

  • ⛳️ Strategy 3: Recruit and develop a skilled workforce

    • Identify key roles and responsibilities required for operations in Oman
    • Develop detailed job descriptions and specifications for all positions
    • Implement recruitment strategies to attract qualified talent locally and internationally
    • Establish a training program for new and existing employees
    • Set performance metrics and review processes for staff evaluation
    • Encourage a culture of continuous learning and professional development
    • Offer competitive salary packages and benefits to attract top talent
    • Foster an inclusive and collaborative work environment
    • Implement a comprehensive employee feedback and recognition system
    • Plan succession strategies for critical roles to ensure business continuity
market-analysisinfrastructure-planningbusiness-analystoperations-managerhuman-resourcesstrategy-planning
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Strategies and tactics for developing a three-year strategic operating plan

  • ⛳️ Strategy 1: Conduct a comprehensive situation analysis

    • Perform a SWOT analysis to evaluate strengths, weaknesses, opportunities, and threats
    • Analyse current market trends and industry benchmarks
    • Review organisational performance over the past three years
    • Identify key stakeholders and assess their expectations and influences
    • Evaluate current resources and capabilities
    • Conduct competitor assessment to understand their strategies and market positions
    • Analyse demographic and consumer behaviour shifts
    • Review regulatory and legal changes that impact the organisation
    • Assess technological advancements relevant to the industry
    • Identify areas of unmet customer need

  • ⛳️ Strategy 2: Set clear goals and objectives

    • Define the mission and vision for the next three years
    • Set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals
    • Align strategic goals with financial targets and resources
    • Prioritise objectives based on impact and feasibility
    • Identify key performance indicators (KPIs) for each objective
    • Develop a timeline for achieving goals and milestones
    • Ensure goals resonate with stakeholder expectations
    • Regularly review and adjust goals as necessary
    • Communicate goals clearly across the organisation
    • Document objectives in an accessible strategic plan document

  • ⛳️ Strategy 3: Implement the strategy effectively

    • Create detailed action plans for each strategic goal
    • Assign responsibilities to appropriate team members
    • Allocate budget and resources for each action plan
    • Develop a communication plan to keep all stakeholders informed
    • Implement a monitoring and evaluation system to track progress
    • Establish regular check-ins and progress review meetings
    • Leverage technology tools to facilitate collaboration and tracking
    • Train staff as needed to ensure effective implementation
    • Develop contingency plans to manage potential risks
    • Gather feedback to refine processes and improve execution
strategic-planningorganisational-growthstrategic-plannerbusiness-analystexecutive-teamoperations-team
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Strategies and tactics for implementing a 5-Year Business Continuity and Crisis Strategy Plan

  • ⛳️ Strategy 1: Mitigate and prepare for risks

    • Conduct comprehensive risk assessments for all business units
    • Identify critical business functions and implement redundancy measures
    • Develop and regularly update business impact analyses (BIA)
    • Create detailed business continuity and crisis management plans (BCP & CMP)
    • Set up a centralized crisis management platform for streamlined response
    • Initiate tabletop simulation exercises to test preparedness
    • Conduct joint resilience workshops with key suppliers
    • Implement preventive IT solutions to safeguard against cyber threats
    • Practice crisis scenarios to refine response strategies
    • Regularly audit and update risk mitigation measures

  • ⛳️ Strategy 2: Develop and enhance crisis communication

    • Design a robust communication plan for internal and external stakeholders
    • Establish a crisis communication team with defined roles and responsibilities
    • Develop clear, concise messaging templates for different crisis scenarios
    • Launch a crisis communication portal accessible by stakeholders
    • Train spokespersons for effective media handling during crises
    • Implement monitoring tools for tracking crisis-related information in real-time
    • Regularly update stakeholders through quarterly resilience reports
    • Use feedback tools to capture stakeholder sentiment during and post-crisis
    • Integrate social media platforms for wider message dissemination
    • Conduct regular communication audits to ensure clarity and effectiveness

  • ⛳️ Strategy 3: Leverage technology for enhanced resilience

    • Deploy redundant IT infrastructure and cloud solutions to ensure data availability
    • Integrate AI tools for improved threat detection and incident response
    • Ensure all platforms are compliant with the latest industry standards
    • Utilize advanced analytics to forecast and simulate potential disruptions
    • Establish regular software updates and patch management protocols
    • Implement AI-driven monitoring systems for real-time threat scanning
    • Define key metrics for disaster recovery performance measurement
    • Track and report on the recovery time objective (RTO) for all critical functions
    • Encourage continuous feedback from IT teams to refine technology strategies
    • Benchmark IT resilience against industry standards to identify improvement areas
resiliencerisk-managementcrisis-managerit-specialistrisk-assessment-teamcrisis-communication-team
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Strategies and tactics for creating a personal business strategic plan

  • ⛳️ Strategy 1: Enhance revenue growth

    • Identify new market segments for expansion
    • Develop a comprehensive marketing plan focusing on digital channels
    • Offer bundled services to clients for added value
    • Initiate a referral program to incentivise existing clients
    • Review and adjust pricing strategy for services
    • Diversify service offerings based on market demand
    • Collaborate with other firms for joint projects
    • Implement customer feedback loops to improve offerings
    • Conduct quarterly financial reviews to track revenue growth
    • Invest in training for sales and marketing teams

  • ⛳️ Strategy 2: Boost client acquisition and retention

    • Define target client persona and refine acquisition strategy
    • Leverage social media platforms to engage with potential clients
    • Develop tailored proposals showcasing past successful projects
    • Host quarterly webinars to provide valuable industry insights
    • Implement a CRM system to manage client relationships
    • Create a client loyalty programme offering exclusive perks
    • Solicit regular client feedback and act on it effectively
    • Ensure consistent post-project follow-ups are conducted
    • Set up a client referral reward system
    • Focus on delivering exceptional customer service at every touchpoint

  • ⛳️ Strategy 3: Increase operational efficiency

    • Conduct a process audit to identify inefficiencies
    • Research and implement automation tools for repetitive tasks
    • Train staff on new productivity tools and innovations
    • Establish KPIs for measuring operational performance
    • Regularly review and update operational processes
    • Invest in scalable project management software
    • Encourage cross-departmental collaboration to streamline activities
    • Promote a culture of continuous improvement among staff
    • Integrate sustainable practices to reduce operational costs
    • Monitor and optimise resource allocation continually
revenue-growthclient-acquisitionmarketing-specialistproject-managersales-teamoperations-team
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Strategies and tactics for creating a business model strategic plan template

  • ⛳️ Strategy 1: Define the core components

    • Identify essential elements included in successful business models
    • Create a comprehensive checklist of components like value proposition, revenue streams, and cost structure
    • Research industry standards and integrate common factors into the template
    • Divide the template into logical sections for ease of use
    • Establish a clear and concise explanatory note for each section
    • Incorporate examples of successful business models for reference
    • Develop a section for competitive analysis and market research
    • Include a segment for financial projections and budgeting
    • Provide space for SWOT analysis and risk assessment
    • Design areas for tracking milestones and reviewing progress

  • ⛳️ Strategy 2: Engage stakeholders in the development

    • Identify key stakeholders and assemble a working group
    • Conduct a survey to gather insights on what stakeholders need from the template
    • Facilitate workshops to brainstorm and refine ideas for the template
    • Invite feedback from stakeholders at various stages of the development
    • Iterate on template design based on stakeholder input
    • Provide stakeholders with a draft version for testing
    • Collect and analyze feedback from stakeholders’ trial experiences
    • Host a follow-up session to discuss trial outcomes and necessary adjustments
    • Ensure the final template aligns with stakeholders' operational goals
    • Develop training sessions on how to effectively utilise the template

  • ⛳️ Strategy 3: Ensure adaptability across different business types

    • Identify different business types and their unique characteristics
    • Analyse how each type might use a business model strategic plan template
    • Include adaptable sections that can be customised depending on business size and industry
    • Incorporate modular options for businesses needing specific detail or simplification
    • Design sections that allow for cultural and geographical considerations
    • Align the template with various regulatory and compliance standards
    • Test the template with a sample of different business types
    • Gather feedback and adjust for flexibility and applicability
    • Create a guideline on customising the template for different business scenarios
    • Develop a feedback loop to continuously improve the template's adaptability
template-designadaptabilitystakeholder-engagementstrategic-plannerbusiness-developmentproject-management
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Strategies and tactics for developing a Strategic Plan for Technical Support

  • ⛳️ Strategy 1: Enhance self-service capabilities

    • Implement comprehensive knowledge base articles on ServiceNow for common user issues
    • Develop instructional videos for JAMF and Intune functionalities
    • Regularly update self-help resources based on user feedback and issue trends
    • Integrate a chatbot on ServiceNow to guide users to the right resources
    • Promote self-service options through internal communications channels
    • Utilise analytics to identify top issues that can be addressed through self-service
    • Regular training for offshore Tier 1 team to reduce escalation of common issues
    • Establish KPIs to measure reduction in calls and monitor self-service usage
    • Schedule regular reviews of self-service resources to ensure accuracy
    • Incorporate user feedback loops to continuously improve the knowledge base

  • ⛳️ Strategy 2: Strengthen internal and external communication

    • Create an outreach process for SMBC MANUBANK and Jenius Bank to clarify support channels
    • Establish regular IT updates through newsletters or webcasts for both bank entities
    • Develop an Executive support team to address high-priority issues swiftly
    • Create detailed communication protocols for off-shore and internal technical teams
    • Ensure consistent messaging and support level agreement with SMBC stakeholders
    • Implement an internal communication platform for rapid exchanges between support staff
    • Coordinate regular meetings between IT and business units to align priorities
    • Engage with stakeholders to gather input on communication improvements
    • Provide training to enhance communication skills of technical support staff
    • Conduct bi-annual satisfaction surveys with all entities to refine communication strategies

  • ⛳️ Strategy 3: Optimise resources and processes

    • Implement ITAM support and integration processes with SMBC for asset management
    • Set up a prioritised project board for ongoing strategic projects
    • Streamline shipping and receiving processes for handling employee equipment
    • Utilise ServiceNow to automate ticket assignment and escalation processes
    • Develop a detailed plan for Avaya phone retirement and Vonage CCaaS implementation
    • Collaborate with InfoSec to support projects like Netskope and audit processes
    • Create a testing and deployment schedule for Windows 11 across departments
    • Coordinate with branch offices for seamless branch moves and technology upgrades
    • Evaluate and enhance current domain trust initiatives with SMBC MANUBANK
    • Measure and track resource allocation and efficiency through performance metrics
self-servicecommunicationtechnical-supportexecutive-supportit-teamcommunications-team
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Strategies and tactics for developing internal business strategy for a Technology Service line

  • ⛳️ Strategy 1: Enhance technology compliance

    • Conduct a comprehensive audit of current technology compliance status
    • Establish clear compliance standards aligned with healthcare regulations
    • Implement a continuous monitoring system for compliance adherence
    • Educate staff on compliance best practices through regular workshops
    • Develop a centralised repository for compliance documentation
    • Integrate compliance checks into all technology procurement processes
    • Create a compliance task force to oversee enforcement and updates
    • Perform regular compliance risk assessments and analyses
    • Engage third-party auditors for unbiased compliance evaluation
    • Facilitate transparent reporting of compliance status to stakeholders

  • ⛳️ Strategy 2: Improve assessment processes

    • Define a standardised framework for technology assessments
    • Train teams on effective assessment methodologies and tools
    • Utilise advanced analytics to drive insightful assessment outcomes
    • Schedule regular assessment intervals for all technology operations
    • Gather feedback from staff and clients to refine assessment criteria
    • Deploy assessment software to ensure efficient data collection
    • Coordinate with compliance teams to align assessment objectives
    • Create a feedback loop to continuously improve assessment processes
    • Establish clear reporting channels for assessment results
    • Promote a culture of transparency in revealing assessment findings

  • ⛳️ Strategy 3: Strengthen business intelligence capabilities

    • Conduct a needs analysis to identify intelligence gaps
    • Invest in advanced BI tools and training for staff
    • Establish key performance metrics to drive BI focus
    • Streamline data integration from multiple healthcare sources
    • Develop a dashboard for real-time decision-making insights
    • Encourage cross-departmental collaboration for data sharing
    • Set up regular BI review meetings to discuss data-driven strategies
    • Pilot BI implementation projects in select units before wider rollout
    • Secure buy-in from leadership for funding BI initiatives
    • Monitor and adapt BI strategies based on evolving technical trends
technology-compliancebusiness-intelligencecompliance-officerbusiness-intelligence-analystcompliance-teambusiness-intelligence-team
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Strategies and tactics for establishing a Retail Coffee Shop

  • ⛳️ Strategy 1: Focus on customer experience

    • Design a comfortable and inviting shop layout
    • Train staff to provide excellent and personalized customer service
    • Create a loyalty program to reward repeat customers
    • Introduce seasonal drinks to keep the menu exciting
    • Use high-quality coffee beans sourced from sustainable farms
    • Offer free Wi-Fi and charging stations to attract students and professionals
    • Host community events and workshops in-store
    • Collect customer feedback regularly for continuous improvements
    • Display transparency regarding sourcing and brewing processes
    • Utilise social media to engage with customers and showcase the coffee shop experience

  • ⛳️ Strategy 2: Implement a sustainable business model

    • Source eco-friendly materials for product packaging
    • Utilise energy-efficient equipment and lighting in the store
    • Partner with local suppliers to reduce carbon footprint
    • Introduce a discount for customers who bring their own reusable cup
    • Implement waste-reduction initiatives in-store
    • Educate employees and customers on sustainability practices
    • Monitor and report sustainability metrics
    • Offer a selection of vegan and vegetarian food options
    • Engage in community clean-up or tree-planting events
    • Seek certification for sustainable business practices

  • ⛳️ Strategy 3: Expand through strategic partnerships

    • Partner with local bakeries to offer fresh pastries
    • Collaborate with local artists to display their work in-store
    • Sponsor or participate in local events to increase visibility
    • Offer catering services for local businesses and events
    • Build relationships with local tourism boards to attract tourists
    • Develop a pop-up presence at local markets and fairs
    • Provide special offers for employees of nearby businesses
    • Host coffee tasting events in collaboration with coffee bean suppliers
    • Create a joint venture with a local bookstore or co-working space
    • Offer coffee tours and workshops in partnership with local guides
customer-experiencesustainabilitybaristacustomer-service-representativemarketing-teamsustainability-team
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How to track your Business Plan strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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