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9 strategies and tactics for CEO

What is CEO strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right CEO 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.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own CEO 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.

CEO strategy examples

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

Strategies and tactics for building a Community Roots programme

  • ⛳️ Strategy 1: Facilitate Resource Sharing

    • Identify key resources available within the community
    • Create a platform for resource exchange among CEOs
    • Organise monthly meet-ups to discuss resource needs
    • Develop a digital library of available HR, finance, and compliance templates
    • Invite experts to conduct workshops on effective resource utilisation
    • Implement a buddy system for CEOs to share best practices
    • Establish a shared calendar for community events and training sessions
    • Develop a system for regularly updating the resource database
    • Encourage mentorship programmes within the community
    • Measure resource sharing effectiveness through quarterly feedback surveys

  • ⛳️ Strategy 2: Develop Agile and Adaptive Strategies

    • Conduct a needs assessment study to identify areas for development
    • Create a task force for identifying industry trends and risks
    • Host quarterly strategy revision sessions
    • Encourage CEOs to adopt flexible and scalable plans
    • Promote cross-sector collaborations for strategy development
    • Provide training on adaptive leadership skills
    • Implement a platform for sharing adaptive strategies and outcomes
    • Offer guidance on effective risk management practices
    • Facilitate scenario planning workshops
    • Monitor and evaluate strategy effectiveness through KPIs

  • ⛳️ Strategy 3: Strengthen Local Partnerships

    • Identify potential local partners within the community
    • Create a directory of local businesses and organisations
    • Organise networking events to connect CEOs with potential partners
    • Initiate a referral programme to encourage partnerships
    • Facilitate discussions on mutual goals and objectives
    • Develop a partnership framework outlining roles and responsibilities
    • Establish a local partnership recognition programme
    • Offer guidance on drafting and maintaining partnership agreements
    • Encourage shared projects and campaigns among local entities
    • Evaluate partnership success through continuous feedback loops
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Strategies and tactics for enhancing Rowing WA Operations

  • ⛳️ Strategy 1: Enhance club and coach development

    • Develop effective relationships with affiliated clubs and provide resources to enhance their capabilities
    • Organise an annual series of workshops to improve club governance and management
    • Create cross-club initiatives for sport growth and development
    • Manage the Rowing WA Coaching Development Strategy to ensure sufficient accredited coaches
    • Provide opportunities for coaches to develop their skills and practical application
    • Implement the Rowing Australia Coach Accreditation Scheme in WA
    • Plan and deliver the WA Coaches Conference
    • Facilitate pathway programs for athletes from schools into clubs
    • Develop strategies to include non-traditional rowing schools
    • Design a comprehensive coxswain development approach

  • ⛳️ Strategy 2: Optimise regatta and event management

    • Plan and oversee all aspects of regatta delivery
    • Play a key role in national regattas hosted in WA
    • Coordinate non-regatta events like award ceremonies and development workshops
    • Develop a strategy to ensure the vibrant programming of events
    • Establish effective event management protocols and checklists
    • Facilitate training for volunteers and officials for events
    • Implement feedback systems for continuous improvement after events
    • Collaborate with vendors and sponsors for event success
    • Leverage technology for efficient event administration
    • Implement sustainable practices in event management

  • ⛳️ Strategy 3: Strengthen administration and strategic governance

    • Ensure compliance with government regulations and best practice sport governance principles
    • Support the CEO in strategic meetings and stakeholder interactions
    • Lead the use and optimisation of the Revolutionise Sport Membership Management System
    • Manage compliance with Working with Children legislation
    • Assist in securing grants and funding for rowing development
    • Represent Rowing WA at relevant conferences and committees
    • Develop strategic plans for athlete pathway development
    • Strengthen collaboration with Rowing WA partners and sponsors
    • Provide administrative support to staff and portfolios as needed
    • Continuously review and refine strategic objectives and outcomes
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Strategies and tactics for countering an Unfavourable Organisational Reorganisation

  • ⛳️ Strategy 1: Build a coalition

    • Identify key colleagues who share your concerns about the proposed structure
    • Organise a meeting to discuss collective objections and gather ideas
    • Develop joint talking points for consistency in messaging
    • Create a proposal document highlighting alternative structures
    • Seek informal feedback from trusted board members to gauge their stance
    • Encourage coalition members to discuss concerns with their respective teams
    • Prepare a joint statement or letter to be submitted to the Board
    • Nominate coalition representatives to meet with the acting CEO for negotiation
    • Ensure coalition members are present in all meetings to voice concerns
    • Plan follow-up meetings to evaluate progress and adjust the strategy

  • ⛳️ Strategy 2: Present a well-researched counter-proposal

    • Analyse the current organisational needs and budget limitations
    • Research successful organisational structures in similar entities
    • Identify key roles and responsibilities crucial for operational success
    • Compile data and case studies that support your alternative proposal
    • Draft a clear and comprehensive organisational structure proposal
    • Highlight the benefits of the counter-proposal over the suggested structure
    • Engage with human resources for insights on personnel management
    • Seek external expert evaluations to strengthen your proposal
    • Prepare a concise presentation for the Board meeting
    • Submit the counter-proposal ahead of the meeting for prior review

  • ⛳️ Strategy 3: Leverage stakeholder influence

    • Identify stakeholders who have significant influence over the Board
    • Engage with these stakeholders to share concerns about the proposal
    • Schedule one-on-one meetings with influential stakeholders to discuss implications
    • Develop targeted messages addressing each stakeholder's interests
    • Provide stakeholders with detailed briefs on the proposal's potential impact
    • Utilise stakeholder feedback to refine your arguments and counter-proposals
    • Involve stakeholders in coalition meetings to ensure alignment
    • Propose a stakeholder-backed workshop to evaluate alternative structures
    • Ensure stakeholders are prepared to address concerns in the Board meeting
    • Follow up with stakeholders post-meeting to discuss next steps and outcomes
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Strategies and tactics for enhancing account management as a CEO in executive search consultancy

  • ⛳️ Strategy 1: Establish strong client relationships

    • Schedule regular meetings with key clients to understand their needs
    • Develop a personalised communication plan for each major client
    • Create a feedback loop to gather client insights and adjust strategies
    • Implement a customer relationship management (CRM) system
    • Assign dedicated account managers for each major client
    • Host client appreciation events to strengthen relationships
    • Encourage regular check-ins from the account management team
    • Develop case studies from successful engagements to build trust
    • Train team members on exceptional customer service practices
    • Set up a client advisory board for advanced collaboration

  • ⛳️ Strategy 2: Optimise internal processes

    • Conduct a workflow analysis to identify bottlenecks
    • Standardise the client onboarding process
    • Implement project management tools for better coordination
    • Train staff on efficient use of technology
    • Establish key performance indicators (KPIs) for account management
    • Regularly review and improve operational procedures
    • Encourage cross-department collaboration to enhance service delivery
    • Automate routine tasks to boost productivity
    • Ensure clear documentation of every client interaction
    • Develop a contingency plan for managing unexpected client requests

  • ⛳️ Strategy 3: Expand market intelligence

    • Regularly research industry trends and competitor activities
    • Subscribe to industry publications and reports
    • Attend industry conferences and networking events
    • Set up a market intelligence team to gather insights
    • Use data analytics tools to interpret market data
    • Develop client-specific market insights reports
    • Engage in thought leadership by sharing insights with clients
    • Create a knowledge-sharing platform within the company
    • Partner with industry analysts for a deeper understanding
    • Regularly update clients on relevant market changes
client-relationshipsmarket-intelligenceaccount-managercrm-specialistmarket-intelligence-teamaccount-management-team
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Strategies and tactics for enhancing LinkedIn profile and content strategy for a real estate marketing company CEO

  • ⛳️ Strategy 1: Optimise your profile for maximum impact

    • Update your profile picture with a professional headshot
    • Craft a compelling headline that reflects your leadership and industry expertise
    • Write a succinct and engaging summary highlighting your career achievements and company values
    • Include detailed experiences that demonstrate your contributions to the company
    • Add relevant skills and endorsements to showcase your expertise
    • Solicit recommendations from clients and colleagues to build credibility
    • Update your contact information to ensure accessibility
    • Incorporate rich media such as presentations and videos to demonstrate past projects and successes
    • Ensure all profile sections are complete and accurately filled
    • Use keywords related to real estate marketing for searchability

  • ⛳️ Strategy 2: Create and share valuable content regularly

    • Develop a content calendar to schedule weekly posts
    • Share industry news and trends to position yourself as a thought leader
    • Post updates about your company's achievements and milestones
    • Write articles about challenges and innovations in real estate marketing
    • Use LinkedIn's native video feature to share insights and tips
    • Create engaging polls to interact with your audience and gather opinions
    • Share client testimonials and successful case studies
    • Highlight key team members and their contributions to your company
    • Collaborate with industry peers for guest posts and joint content
    • Encourage and respond to comments and messages promptly to boost engagement

  • ⛳️ Strategy 3: Expand your network strategically

    • Identify and connect with influential figures in real estate and marketing
    • Join relevant LinkedIn groups to engage with industry professionals
    • Attend LinkedIn live events and webinars to expand your connections
    • Engage with other users' content by liking, commenting, or sharing
    • Send personalised connection requests to potential leads and partners
    • Engage with existing connections by sending regular catch-up messages
    • Use LinkedIn's advanced searches to discover new networking opportunities
    • Follow companies and organisations relevant to your industry
    • Participate in discussions within your network to build relationships
    • Keep track of connection milestones and celebrate partnerships online
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Strategies and tactics for developing a strategic growth plan for AMI

  • ⛳️ Strategy 1: Expand client base through strategic outreach and networking

    • Identify top industries where AMI’s services can add significant value
    • Develop targeted marketing campaigns tailored to these industries
    • Attend industry conferences and networking events relevant to potential client industries
    • Create strategic partnerships with complementary businesses to expand referrals
    • Leverage LinkedIn and other professional networks to connect with decision makers
    • Offer free, high-value webinars to showcase expertise and attract new leads
    • Implement a referral program to incentivise existing clients to refer new business
    • Participate in online business communities and forums to increase visibility
    • Cultivate relationships with influencers in target industries
    • Monitor KPIs and client acquisition cost to refine outreach strategies

  • ⛳️ Strategy 2: Enhance service offerings and increase client lifetime value

    • Conduct a needs assessment to identify additional services clients may value
    • Develop advanced tier packages for existing service lines offering added benefits
    • Create bundled service packages that encourage clients to engage in long-term contracts
    • Implement a customer feedback loop to continuously improve service offerings
    • Develop upselling and cross-selling strategies for existing clients
    • Design a comprehensive client onboarding process that highlights all service capabilities
    • Initiate a client advisory board to involve clients in product/service development
    • Develop case studies that demonstrate successful long-term client outcomes
    • Focus on consistent follow-ups and regular check-ins to maintain client relationships
    • Monitor client churn rates and adjust strategies to enhance retention

  • ⛳️ Strategy 3: Scale the team to support growth and reduce reliance on Amy Matthews

    • Evaluate current team roles and responsibilities to identify gaps
    • Create job descriptions for new roles critical to supporting growth initiatives
    • Implement a hiring plan to recruit skilled professionals aligned with company culture
    • Develop a comprehensive onboarding programme to integrate new hires effectively
    • Establish a mentorship scheme to facilitate knowledge transfer from existing staff
    • Empower team members with ownership of projects to foster responsibility
    • Implement regular team training and development sessions to improve skills
    • Encourage an open feedback culture to keep team morale high
    • Leverage virtual assistants or contractors for non-core activities
    • Set clear, measurable goals for individual and team performance
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Strategies and tactics for improving employee engagement NPS score

  • ⛳️ Strategy 1: Enhance communication and feedback loops

    • Conduct monthly town hall meetings to share company updates and address employee concerns
    • Implement an anonymous online feedback platform to gather honest employee opinions
    • Establish regular one-on-one check-ins between employees and their direct managers
    • Create cross-departmental teams to work on company-wide projects and initiatives
    • Train managers on effective communication techniques and active listening skills
    • Develop an internal newsletter to keep employees informed about important events and changes
    • Host quarterly focus group sessions to discuss specific areas of employee experience
    • Utilise surveys to gather input on new policies and programmes, ensuring transparency
    • Set up suggestion boxes in the office for employees to propose ideas for improvement
    • Regularly update staff on action taken from feedback to demonstrate responsiveness

  • ⛳️ Strategy 2: Foster a supportive and inclusive work culture

    • Launch a diversity and inclusion programme with regular training sessions
    • Organise quarterly team-building activities to strengthen team bonds and trust
    • Introduce mental health support resources, such as access to a counsellor or wellness app
    • Create employee resource groups for various interests and demographics
    • Ensure managers receive training on recognising and mitigating unconscious bias
    • Provide opportunities for peer recognition, such as an 'Employee of the Month' programme
    • Schedule regular social events and team outings to encourage informal engagement
    • Implement flexible work arrangements, such as remote work and flexible hours
    • Facilitate 'buddy' systems for new employees to ease their integration
    • Maintain an open-door policy for employees to discuss any concerns with HR

  • ⛳️ Strategy 3: Invest in professional development and career growth

    • Offer regular skill enhancement workshops and training sessions to employees
    • Create personalised development plans through annual review meetings
    • Set up a mentorship programme to pair employees with experienced leaders
    • Encourage lateral movement within the company by promoting job shadowing opportunities
    • Sponsor employees to attend relevant external conferences and seminars
    • Provide access to online learning platforms for continuous learning
    • Recognise and reward employees who pursue further education or certifications
    • Establish a clear career path framework to illustrate growth opportunities
    • Conduct regular performance reviews to identify areas for improvement and advancement
    • Allocate funds for higher education scholarships for employees aiming to upskill
engagementfeedbackhuman-resources-managerteam-leaderdiversity-and-inclusion-teamtraining-and-development-team
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Strategies and tactics for proposing an Innovative Investment Portfolio Strategy

  • ⛳️ Strategy 1: Develop a data-driven portfolio strategy

    • Conduct a comprehensive analysis of market trends and historical data
    • Utilise quantitative metrics such as Sharpe Ratio and standard deviation
    • Apply Modern Portfolio Theory to optimise asset allocation
    • Identify a target audience and tailor the strategy to their needs
    • Develop a risk management framework leveraging diversification and hedging
    • Create sample portfolios to demonstrate potential improvements in returns
    • Design visually appealing charts and graphs to illustrate data findings
    • Prepare a revenue model highlighting potential income streams from the strategy
    • Define unique selling propositions that differentiate the strategy
    • Rehearse the presentation, focusing on engaging storytelling and compelling visuals

  • ⛳️ Strategy 2: Create a tech-enabled investment solution

    • Research existing investment apps to identify gaps and opportunities
    • Design a user-friendly interface for a potential app or digital tool
    • Integrate popular investment models like asset allocation into the app
    • Employ a developer to ensure robust and secure technology foundation
    • Incorporate features that assist users with portfolio rebalancing
    • Estimate the potential financial impact of the solution using feasibility analysis
    • Communicate the core value proposition centred on innovation and ease of use
    • Outline a marketing plan with strategies to reach target demographics
    • Assign team roles, ensuring each member contributes to the project
    • Practice delivering a concise and persuasive pitch to invite interest

  • ⛳️ Strategy 3: Implement a socially responsible investment strategy

    • Identify investment opportunities aligned with ESG (Environmental, Social, Governance) criteria
    • Analyse the impact of socially responsible investments on portfolio performance
    • Develop evaluation metrics to assess the social impact alongside financial returns
    • Craft an educational narrative explaining the relevance of responsible investing
    • Select case studies to demonstrate successful socially responsible investments
    • Use quantitative analysis to underline the viability of the strategy
    • Develop a compelling unique selling proposition focusing on ethical investing
    • Prepare detailed slides highlighting the dual benefit of financial and social returns
    • Train the team in clear communication of the benefits of this strategy
    • Plan a persuasive closing pitch reiterating the importance and feasibility of sustainable investments
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Strategies and tactics for becoming the CEO of a local government in Western Australia

  • ⛳️ Strategy 1: Enhance relevant skills and qualifications

    • Pursue a degree in public administration or business management
    • Attend workshops and seminars on local governance
    • Obtain certifications in leadership and management
    • Gain experience in financial management within a public sector
    • Develop strong communication and negotiation skills
    • Seek a mentor with experience in local government leadership
    • Join professional associations related to public administration
    • Stay updated on local government regulations and policies
    • Participate in leadership development programmes
    • Improve project management skills through online courses

  • ⛳️ Strategy 2: Build professional reputation and network

    • Attend local government and community events to build connections
    • Join committees or boards related to local government initiatives
    • Volunteer for local councils to gain practical experience
    • Network with current and former local government executives
    • Engage with local government associations in Western Australia
    • Establish a presence on relevant professional networking platforms
    • Contribute articles or insights to local government publications
    • Seek speaking opportunities at conferences or local events
    • Build a professional online portfolio showcasing achievements
    • Engage with community leaders to understand local issues

  • ⛳️ Strategy 3: Gain diverse experience in local government roles

    • Apply for roles in local government to understand operations
    • Seek roles involving community engagement and development
    • Gain experience in policy development and implementation
    • Participate in project management within a council setting
    • Be involved in budgeting and strategic planning processes
    • Work on cross-departmental initiatives to gain broad insights
    • Engage in stakeholder management and conflict resolution
    • Seek feedback and continuously improve performance
    • Develop innovative solutions to local government challenges
    • Document experiences and achievements for future reference
professional-developmentnetworkinglocal-government-executivepolicy-advisorstrategic-planning-teamcommunity-engagement-team
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How to track your CEO strategies and tactics

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

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

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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