Get Tability: OKRs that don't suck | Learn more →

10 strategies and tactics for Planning

What is Planning 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 Planning 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 Planning 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.

Planning strategy examples

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

Strategies and tactics for executing efficient event planning

  • ⛳️ Strategy 1: Set clear objectives

    • Define the purpose of the event
    • Determine the target audience
    • Establish the event budget
    • Set the event date and time
    • Outline key activities and agenda
    • Identify success metrics
    • Assign roles and responsibilities
    • Create a timeline of tasks
    • Schedule regular progress meetings
    • Communicate objectives to the team

  • ⛳️ Strategy 2: Organise logistics effectively

    • Secure a venue that fits the event requirements
    • Arrange necessary permits and insurance
    • Coordinate with vendors and suppliers
    • Organise transport and parking facilities
    • Ensure adequate seating and layout arrangements
    • Set up audiovisual and lighting equipment
    • Prepare event signage and décor
    • Organise catering and refreshments
    • Plan for accessibility needs
    • Develop an emergency and backup plan

  • ⛳️ Strategy 3: Promote and engage attendees

    • Create an event marketing plan
    • Develop a comprehensive communication strategy
    • Utilise social media platforms for promotion
    • Send out invitations and reminders
    • Engage with attendees through newsletters
    • Create event-specific content (e.g., videos, blogs)
    • Provide value-oriented advertisements
    • Incentivise early registration
    • Partner with influencers or relevant entities
    • Collect feedback and adjust plans accordingly
event-planninglogisticsevent-coordinatormarketing-managerlogistics-teammarketing-team
Implement these strategies

Strategies and tactics for المواءمة بين التخطيط الاستراتيجي وإدارة المشاريع

  • ⛳️ Strategy 1: إنشاء أهداف مشتركة

    • تحديد الأهداف الاستراتيجية المؤسسية العامة
    • تعريف الأولويات الرئيسية التي تدعم الأهداف الاستراتيجية
    • العصف الذهني مع المدراء لتحديد الأهداف المشتركة بين الأقسام
    • تنظيم ورش عمل لربط الأهداف الاستراتيجية مع خطط المشاريع
    • إنشاء نظام لمراجعة الأهداف بشكل دوري لضمان المواءمة
    • تعديل الأهداف على أساس تحليل الأداء الدوري
    • استخدام التكنولوجيا لتعزيز التواصل بين الفرق لضمان التناسق
    • إشراك المديرين والمشرفين في تحديد أهداف مرتبطة بخطط المشاريع
    • مراجعة الأهداف وتحديثها بشكل مستمر بناءً على التغذية الراجعة
    • تطبيق مؤشرات الأداء الرئيسية لمراقبة تحقيق الأهداف المشتركة

  • ⛳️ Strategy 2: النقل الفعال للاستراتيجية إلى أفعال

    • وضع خطة عمل تفصيلية لكل مشروع بما يتماشى مع أهداف التخطيط الاستراتيجي
    • إشراك فرق المشاريع في عملية التخطيط الاستراتيجي لتفهم الأهداف بشكل أعمق
    • تحديد مؤشرات الأداء لقياس فعالية التنفيذ وضبطه عند الحاجة
    • العمل على إنشاء هيكل اتصال مفتوح لتحفيز التعاون بين الفرق الاستراتيجية وفرق المشاريع
    • إعداد ميزانية لكل مشروع بحيث تتماشى مع الأهداف الاستراتيجية
    • التأكد من مطابقة زمن تنفيذ المشاريع مع الجداول الزمنية الاستراتيجية
    • تحديد مسؤوليات واضحة لكل عضو في الفريق لضمان التنفيذ الفعال
    • تنفيذ نظام لإدارة المخاطر لضمان معالجة التحديات التي قد تعرقل التنفيذ
    • إجراء اجتماعات منتظمة لمراجعة التقدم الذي تم تحقيقه في ضوء الأهداف الاستراتيجية
    • تسهيل التدريب المستمر لأعضاء الفريق لتعزيز الكفاءات الاستراتيجية

  • ⛳️ Strategy 3: تحديد الأولويات وموازنتها بين الفرق

    • تصنيف المشاريع والأهداف حسب أولوياتها بناءً على التأثير الاستراتيجي
    • تطوير مصفوفة الأولويات لتمكين الفرق من معرفة الأهمية النسبية لكل مشروع
    • إشراك قادة الفرق في عملية تحديد الأولويات لتعزيز الالتزام
    • تعزيز ثقافة قائمة على التعاون والشفافية في تحديد الأولويات
    • تطبيق نظام لتتبع الأولويات وضبطها بناءً على تغير الظروف أو الأهداف
    • إعداد تقارير منتظمة لتقييم الالتزام بالأولويات وضبطها عند الضرورة
    • استخدام تقنيات التحليل لتوقع مستقبل الأهداف وإعادة تحديد الأولويات بناءً على النتائج
    • تطوير آلية لتخصيص الموارد بناءً على الأولويات المتفق عليها
    • إقامة حلقات نقاش مستمرة لمراجعة وتحديث الأولويات مع تغير السياق أو البيئة
    • تقديم التحفيزات للأفراد أو الفرق التي تقوم بتحقيق التقدم في الأهداف ذات الأولوية
alignmentcollaborationproject-managerstrategic-plannerstrategic-planning-teamproject-management-team
Implement these strategies

Strategies and tactics for increasing project effectiveness and unique features

  • ⛳️ Strategy 1: Ensure meticulous planning

    • Define clear project goals and objectives
    • Create a comprehensive project timeline with key milestones
    • Allocate resources efficiently, including budget and personnel
    • Identify potential risks and develop mitigation plans
    • Hold regular project meetings to track progress
    • Develop detailed project documentation
    • Implement a robust project management tool
    • Ensure continuous communication with stakeholders
    • Assign roles and responsibilities clearly
    • Develop a testing plan to ensure quality control

  • ⛳️ Strategy 2: Integrate innovative and unique features

    • Conduct market research to identify current trends and gaps
    • Brainstorm and conceptualise unique features
    • Incorporate user feedback and suggestions
    • Leverage emerging technologies and tools
    • Create prototypes and conduct user testing
    • Ensure the uniqueness aligns with the project's core objectives
    • Monitor competitors and differentiate accordingly
    • Provide training for the team on new technologies
    • Use design thinking approaches to enhance creativity
    • Develop detailed feature specifications and implementation plans

  • ⛳️ Strategy 3: Optimise results distribution

    • Develop a structured results distribution plan
    • Use analytics tools to gather and interpret data
    • Ensure transparency in result reporting
    • Establish regular reporting intervals and formats
    • Create an interactive dashboard for real-time updates
    • Automate data collection and reporting processes
    • Include summaries and insights in result reports
    • Train team members on interpreting and using results
    • Incorporate visual elements like charts and graphs
    • Provide a feedback mechanism to continuously improve distribution
meticulous-planninginnovative-featuresproject-managerux-designerdevelopment-teamresearch-team
Implement these strategies

Strategies and tactics for integrating strategic planning and project management using OKRs

  • ⛳️ Strategy 1: Define clear objectives and key results

    • Conduct workshops with stakeholders to establish strategic objectives
    • Ensure objectives are specific, measurable, achievable, relevant, and time-bound (SMART)
    • Identify key results that indicate progress towards each objective
    • Develop a cascading objective structure across the organisation
    • Implement a feedback loop to adjust objectives and key results as needed
    • Use software tools to document and track objectives and key results
    • Regularly review and update the relevance of each objective and key result
    • Align project goals with organisational OKRs for coherence
    • Communicate objectives and key results clearly to all team members
    • Set timelines for achieving key results aligned with project milestones

  • ⛳️ Strategy 2: Integrate OKRs into project management processes

    • Embed OKRs within the project initiation documents
    • Utilise OKRs to guide project planning and decision-making
    • Create a template for incorporating OKRs into project charters
    • Ensure project managers are trained in using OKRs effectively
    • Align project schedules and deliverables with key results
    • Use OKRs to prioritise project resource allocations
    • Incorporate regular OKR review sessions within project meetings
    • Implement tools that integrate OKR tracking and project management software
    • Capture lessons learned from OKR-driven project approaches
    • Ensure team members understand how their work contributes to OKRs

  • ⛳️ Strategy 3: Foster a culture of accountability and transparency

    • Encourage ownership of objectives and key results from team members
    • Create a system for transparent reporting on OKR progress
    • Publicise successes and learnings related to OKR achievements
    • Incorporate OKR performance into team and individual evaluations
    • Encourage open dialogue about challenges in meeting key results
    • Facilitate regular cross-departmental OKR sharing sessions
    • Provide recognition and incentives for achieving key results
    • Ensure leaders model accountability regarding OKR commitments
    • Use visual dashboards to track OKR progress organisationally
    • Foster a learning environment where failure to meet OKRs leads to growth
strategic-planningokrsproject-managerteam-leaderstrategy-teamproject-management-team
Implement these strategies

  • ⛳️ Strategy 1:

    • This strategy does not have any action items.
structureplanningstrategistproject-managermarketingdevelopment
Implement these strategies

Strategies and tactics for creating a clothing brand website

  • ⛳️ Strategy 1: Plan the website structure

    • Identify key pages to include such as homepage, product pages, about us, and contact
    • Create a sitemap that outlines the hierarchy and flow between pages
    • Research competitors' websites to understand industry standards
    • Define the target audience and tailor the site structure to their needs
    • Decide on essential features like shopping cart, wish list, and product zoom
    • Plan the navigation menu for ease of use
    • Consider integrating a blog for increased engagement and SEO
    • Identify design elements that align with the brand’s identity
    • Prioritise mobile responsiveness in the structure plan
    • Draft initial wireframes of key pages

  • ⛳️ Strategy 2: Develop content and visuals

    • Write engaging and concise product descriptions for all items
    • Organise a photoshoot to capture high-quality images of products
    • Design the logo and other branding elements if they do not already exist
    • Create banners and marketing visuals for homepage and promotions
    • Develop an 'About Us' page that tells the brand’s story and mission
    • Ensure all photos are optimised for web to aid in faster loading times
    • Develop customer testimonials or case studies to include
    • Craft persuasive copy for call-to-action buttons and sections
    • Consider creating video content like product showcases or brand stories
    • Compile all content and visuals into a coherent style guide

  • ⛳️ Strategy 3: Set up website functionality

    • Choose a website builder or platform, such as Shopify, WordPress, or Wix
    • Set up domain name and hosting services
    • Install necessary plugins and extensions for ecommerce functionality
    • Integrate payment gateways for secure transactions
    • Implement a user-friendly check-out process
    • Ensure website security with SSL certificates and regular updates
    • Set up analytics tools like Google Analytics to monitor website traffic
    • Test all interactive features like forms, shopping cart, and search function
    • Create a customer service section with FAQs and contact information
    • Launch the website and promote it through social media and email marketing
website-planninge-commerceweb-designercontent-creatormarketing-teamit-team
Implement these strategies

Strategies and tactics for securing a period off next semester

  • ⛳️ Strategy 1: Build a strong case for necessity

    • Identify the specific time slot you want off
    • Assess your current workload and academic responsibilities
    • Gather evidence of past academic performance to show you can handle the workload
    • Write a detailed explanation of how a free period would benefit your academic performance
    • Draft a schedule that includes the free period and highlights how you'll manage your time
    • Speak with a school counsellor to discuss your plan
    • Get letters of recommendation from teachers supporting your request
    • Prepare a list of extracurricular activities or responsibilities that may justify needing the free period
    • Collect any medical or personal reasons that may support your case if applicable
    • Submit a formal written request to the school administration detailing your case

  • ⛳️ Strategy 2: Engage with school administration

    • Schedule a meeting with your school administration or academic advisor
    • Prepare your talking points and key arguments for the meeting
    • Present your case clearly, outlining the benefits and necessity of a free period
    • Show how having a free period can contribute positively to the school community
    • Discuss any alternative solutions and be open to compromise
    • Ask for specific feedback and suggestions from the administration
    • Regularly follow up with the administration to check the status of your request
    • Be prepared to submit additional documentation or evidence if requested
    • Stay polite and professional in all communications
    • Express gratitude for their time and consideration towards your request

  • ⛳️ Strategy 3: Optimise schedule for approval

    • Review the school's policy on free periods and schedule adjustments
    • Identify which subjects or classes can be taken online or at different times
    • Discuss your plan with teachers to ensure they understand your request
    • Align your academic goals with the free period request and demonstrate this to teachers
    • Look into any dual-enrollment or off-campus study options
    • Ensure you meet all credit and prerequisite requirements without the requested period
    • Create several schedule alternatives showing flexibility
    • Gather input from classmates or peers who may have successfully secured a free period
    • Document how the free period will help you achieve long-term academic goals
    • Submit a well-organised plan highlighting the balance between academic and personal life
workloadjustificationschool-counselloracademic-advisoradministration-committeeacademic-planning-committee
Implement these strategies

Strategies and tactics for connecting warehouse employees with salaried employees

  • ⛳️ Strategy 1: Create collaborative projects

    • Identify common goals and objectives that require collaboration between warehouse and salaried employees
    • Form cross-functional teams composed of warehouse and salaried employees
    • Host an initial team-building meeting to introduce team members and outline project goals
    • Allocate a project leader to coordinate team activities and ensure participation from all members
    • Schedule regular check-ins to monitor progress and address any team concerns
    • Facilitate brainstorming sessions to encourage contribution from all employees
    • Provide recognition and rewards based on team performance and collaboration
    • Organise presentations for completed projects to company leadership
    • Gather feedback from all team members on the collaborative process
    • Share successful project outcomes company-wide to reinforce the importance of teamwork

  • ⛳️ Strategy 2: Implement a mentorship programme

    • Create a framework for a mentorship programme pairing salaried employees with warehouse employees
    • Define clear objectives and outcomes for the mentorship relationships
    • Solicit volunteer mentors from salaried employees and mentees from warehouse employees
    • Provide training to mentors on effective mentorship skills
    • Arrange a kick-off event to introduce mentors and mentees
    • Schedule regular mentorship meetings, ensuring at least one meeting per month
    • Monitor the progress and effectiveness of each mentorship relationship through surveys and feedback
    • Recognise and celebrate successful mentor-mentee pairings in company communications
    • Adjust the programme framework based on feedback received
    • Encourage mentors to involve mentees in professional development opportunities

  • ⛳️ Strategy 3: Host regular social events

    • Plan monthly social events that encourage interaction between warehouse and salaried employees
    • Create a diverse planning committee with representatives from both groups to organise events
    • Choose themes or activities that are broad and inclusive to ensure wide participation
    • Advertise the social events through multiple channels, such as emails, posters, and internal platforms
    • Design activities within events that require teamwork between warehouse and salaried employees
    • Nominate volunteers to facilitate introductions between employees at events
    • Gather feedback after each event to understand what worked well and what could be improved
    • Recognise and thank volunteers and participants for their contribution to successful events
    • Create a photo album or gallery showcasing event highlights for company-wide viewing
    • Maintain a calendar of social events and ensure it is accessible to all employees
collaborationmentorshipproject-leadermentorplanning-committeecross-functional-team
Implement these strategies

Strategies and tactics for preparing a comprehensive mall review strategy

  • ⛳️ Strategy 1: Establish a robust mall management structure

    • Appoint a mall general manager to oversee overall operations
    • Set up specialized departments for operations, leasing, marketing, and finance
    • Designate managers for each department to ensure focused leadership
    • Implement weekly cross-departmental meetings for alignment on objectives
    • Create clear reporting structures with department heads reporting to the general manager
    • Conduct quarterly reviews of the management structure to identify areas for improvement
    • Develop a succession plan to maintain leadership continuity
    • Integrate communication and project management tools for improved collaboration
    • Organize bi-annual team-building activities to strengthen team dynamics
    • Set up performance evaluation criteria for department heads

  • ⛳️ Strategy 2: Maximize tenant occupancy through strategic lease management

    • Establish a dedicated leasing department for managing tenant relations
    • Develop a tenant mix strategy to balance retail, F&B, and service stores
    • Introduce a lease expiry management system for timely renewals and negotiations
    • Set up KPIs for monitoring occupancy rate, lease terms, and tenant satisfaction
    • Conduct market research to identify potential new tenants and sectors to enhance the mall's offering
    • Review and adjust lease terms to reflect current market conditions
    • Implement a feedback system for tenants to express needs and concerns
    • Organize regular tenant meetings to discuss and negotiate leasing issues
    • Provide incentives for anchor tenants to ensure long-term occupancy
    • Develop a contingency plan for managing high vacancy rates

  • ⛳️ Strategy 3: Enhance financial transparency and operational efficiency

    • Set up a finance and accounting department for revenue and cost management
    • Implement monthly financial reporting to track profitability and operational costs
    • Introduce a centralized billing system for tenant payments
    • Automate vendor and supplier payments to optimize cash flow
    • Conduct regular financial audits to ensure accuracy and compliance
    • Establish an expense management policy for cost control
    • Analyze financial data to identify trends and areas for cost reduction
    • Train staff in financial literacy to enhance fiscal responsibility
    • Create an annual budget plan aligning with mall objectives
    • Integrate accounting software for streamlined financial operations
mall-managementtenant-occupancygeneral-managerleasing-managerfinance-departmentleasing-department
Implement these strategies

Strategies and tactics for developing a strategic plan for Project Ready Community Outreach

  • ⛳️ Strategy 1: Establish clear goals and objectives

    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Engage stakeholders in a visioning workshop to define long-term goals
    • Set short-term and long-term objectives to guide organisational activities
    • Ensure alignment of goals with the overall mission and vision of the organisation
    • Establish measurable indicators for each objective to assess progress
    • Regularly review and adjust objectives based on feedback and outcomes
    • Document all goals and objectives in a strategic planning document
    • Share the goals and objectives with staff and stakeholders for input and buy-in
    • Align resources and capabilities to meet defined objectives
    • Create a timeline for achieving each goal with milestones

  • ⛳️ Strategy 2: Enhance organisational capacity and resources

    • Identify skills gaps and training needs among staff and volunteers
    • Develop a capacity-building plan focused on staff development and resource allocation
    • Seek partnerships with other organisations to leverage resources and expertise
    • Explore funding opportunities and diversify revenue streams
    • Implement technology solutions to improve operational efficiency
    • Optimise use of physical resources such as office space and equipment
    • Establish a volunteer recruitment, training, and retention programme
    • Encourage a culture of continuous improvement and innovation
    • Regularly assess and revise resource allocation to respond to changing needs
    • Communicate progress and achievements to stakeholders to demonstrate value

  • ⛳️ Strategy 3: Strengthen community engagement and outreach

    • Map out community needs and priorities through surveys and consultations
    • Develop targeted outreach programmes based on identified community needs
    • Foster relationships with community leaders and local organisations
    • Use multiple communication channels to reach diverse community groups
    • Develop an effective social media strategy to raise awareness and engage supporters
    • Organise regular community events to build trust and visibility
    • Encourage stakeholder feedback and use it to inform programme development
    • Build a network of community ambassadors to advocate for the organisation
    • Collaborate with media outlets to boost public relations efforts
    • Continuously evaluate community engagement efforts and adapt strategies as needed
strategic-planningcommunity-outreachproject-managercommunity-engagement-specialiststrategy-development-teamoutreach-team
Implement these strategies

How to track your Planning 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:

Table of contents
Copyright © 2024 Tability