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10 strategies and tactics for Strategic Planner

What is Strategic Planner 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.

Crafting the perfect Strategic Planner strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Strategic Planner 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.

Strategic Planner strategy examples

We've added many examples of Strategic Planner tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

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 creating a strategic plan for a private foundation

  • ⛳️ Strategy 1: Define the foundation's mission and vision

    • Gather input from key stakeholders on the foundation’s purpose and goals
    • Review and evaluate existing mission and vision statements if available
    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Host a strategic planning workshop to finalise mission and vision statements
    • Ensure alignment of mission and vision with the overall objectives of the foundation
    • Document the finalised mission and vision statements clearly
    • Communicate the mission and vision to all stakeholders for feedback
    • Create promotional materials to disseminate the mission and vision
    • Incorporate the mission and vision into all strategic documents
    • Review and update mission and vision annually to remain relevant

  • ⛳️ Strategy 2: Set strategic priorities and goals

    • Identify key focus areas of the foundation based on the mission
    • Research and benchmark against similar foundations to establish industry standards
    • Develop specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Prioritise goals based on impact and feasibility
    • Align resource allocation with prioritised goals
    • Create departmental objectives to support overall strategic goals
    • Establish performance indicators for monitoring progress
    • Engage with programme leaders to ensure commitment to goals
    • Review strategic priorities in consultation with the board
    • Communicate the strategic priorities and goals across the organisation

  • ⛳️ Strategy 3: Develop an implementation and evaluation plan

    • Create an action plan detailing the steps required to achieve each strategic goal
    • Assign responsibility for each action item to designated team members
    • Develop a timeline for the implementation of strategic actions
    • Identify required resources and potential funding sources
    • Set up a project management system to track progress
    • Establish a regular reporting schedule for progress updates
    • Develop a process for evaluating and measuring outcomes, including KPIs
    • Schedule periodic reviews to assess strategy implementation and make adjustments
    • Solicit feedback from stakeholders to improve the strategic plan
    • Conduct an annual comprehensive review to measure impact and redefine strategies for continuous improvement
mission-definitionstrategic-prioritiesstrategy-plannercommunications-specialiststrategic-planning-teamproject-management-team
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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
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Strategies and tactics for developing an Institutional Strategic Plan

  • ⛳️ Strategy 1: Conduct a comprehensive institutional analysis

    • Form a dedicated strategic planning committee
    • Perform a SWOT analysis to determine strengths, weaknesses, opportunities, and threats
    • Compile findings into a detailed report
    • Align SWOT findings with the institution's goals and objectives
    • Identify critical success factors for the CBT approach
    • Engage stakeholders for feedback using surveys and focus groups
    • Use feedback to refine institutional values and vision
    • Present SWOT analysis findings to all relevant departments
    • Utilise SWOT findings to prioritise objectives
    • Review and revise vision and mission statements based on analysis

  • ⛳️ Strategy 2: Develop specific objectives and strategies

    • Identify broad institutional objectives focused on CBT implementation
    • Ensure objectives align with vision, mission, and values
    • Create specific and measurable strategies for each objective
    • Formulate clear performance indicators for monitoring progress
    • Designate responsible personnel for each strategy
    • Set realistic timeframes for achieving objectives
    • Prioritise strategies based on institutional impact and feasibility
    • Draft main thrusts of strategic initiatives
    • Incorporate stakeholder feedback into strategic planning
    • Regularly review and adjust strategies as necessary

  • ⛳️ Strategy 3: Establish an implementation and monitoring plan

    • Develop a detailed action plan specifying activities for each strategy
    • Create a schedule outlining the timeframe for each activity
    • Assign roles and responsibilities to appropriate staff members
    • Identify key performance indicators to measure success
    • Set up a monitoring and evaluation team to oversee progress
    • Schedule regular check-ins and progress reviews
    • Develop a financial income forecast for the next five years
    • Allocate budgetary resources to support strategic initiatives
    • Implement a reporting system for accountability
    • Conduct annual reviews to measure success and adjust plans
strategic-planningcompetency-based-trainingstrategic-plannerproject-managerplanning-committeeevaluation-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 BYD electric vehicle company

  • ⛳️ Strategy 1: Understand your executive summary

    • Summarise the current market position of BYD
    • Highlight key achievements and milestones
    • Identify unique selling propositions of BYD's EVs
    • Outline the core objectives of the strategic plan
    • Emphasise BYD's commitment to sustainable energy solutions
    • Include a brief overview of market trends
    • Mention the importance of innovation in BYD's strategy
    • Describe how the plan aligns with the company's long-term vision
    • Summarise expected outcomes of implementing the plan
    • Emphasise stakeholder engagement and buy-in

  • ⛳️ Strategy 2: Develop an introduction

    • Provide an historical overview of BYD's development in the EV industry
    • Outline the purpose of the strategic plan
    • Introduce the current market dynamics for electric vehicles
    • Discuss BYD's current standing among competitors
    • Highlight BYD's innovation achievements to date
    • Explain the need to adapt and evolve strategic priorities
    • Clarify the intended audience of the strategic plan
    • Set the scope for the rest of the document
    • Emphasise the long-term vision and mission of BYD
    • Introduce the methodology used to construct the plan

  • ⛳️ Strategy 3: Prioritise strategic approach

    • Identify key market segments targeted by BYD
    • Establish comprehensive marketing and sales strategies
    • Develop strategic partnerships with key industry players
    • Enhance research and development capabilities
    • Focus on cost-effective manufacturing processes
    • Improve supply chain efficiency
    • Invest in cutting-edge technology and innovation
    • Focus on customer satisfaction and feedback integration
    • Plan strategic geographic expansions
    • Develop strategies for effective regulatory compliance
electric-vehiclessustainable-energystrategic-plannermarket-analystmarketing-teamr&d-team
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Strategies and tactics for developing a comparative map for charter services

  • ⛳️ Strategy 1: Conduct comprehensive market research

    • Identify and define parameters for future growth rate, annual revenue, traffic intensity, most attended routes, and demand drivers
    • Compile historical data on each of the four charter sectors
    • Perform industry analysis to identify trends and project future growth rates
    • Gather financial reports or industry benchmarks to assess annual revenue performance
    • Analyse air traffic data to evaluate traffic intensity for each sector
    • Research flight itineraries to ascertain most attended routes
    • Use surveys and interviews to understand demand drivers from a customer perspective
    • Engage with industry associations for additional insights and forecasts
    • Leverage published reports and market studies for comparative analysis
    • Summarise findings into a comprehensive market research report

  • ⛳️ Strategy 2: Analyse competitive landscape and industry dynamics

    • Map out key competitors within each charter sector
    • Evaluate competitive strategies and market positioning of major players
    • Analyse strengths, weaknesses, opportunities, and threats (SWOT) for each sector
    • Assess competitive pricing models and service offerings
    • Investigate technological advancements influencing each sector
    • Understand regulatory and policy impacts on charter services
    • Study customer preferences and switching behaviour across sectors
    • Compare marketing and branding strategies of successful providers
    • Identify potential new entrants or disruptive innovations
    • Outline rivalry intensity and market saturation levels for comparative assessment

  • ⛳️ Strategy 3: Develop strategic recommendations based on analysis

    • Compare future growth potential of each sector and identify leading opportunities
    • Develop recommendations for revenue maximisation based on sector analysis
    • Identify key market segments and target demographics within each charter service
    • Formulate strategies to enhance service offerings aligned with demand drivers
    • Recommend strategic partnerships or alliances to boost market presence
    • Propose market entry or expansion strategies for underserved routes
    • Advocate for technology adoption to improve efficiency and customer experience
    • Outline risk mitigation strategies and contingency plans
    • Create a strategic roadmap with timelines and key performance indicators
    • Prepare a presentation to communicate and align strategic vision with stakeholders
market-researchcompetitive-analysismarket-analyststrategic-plannerresearch-teamstrategy-development-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for scaling up without a budget

  • ⛳️ Strategy 1: Leverage existing resources

    • Identify and maximise the use of underutilised resources
    • Cross-train employees to fill multiple roles
    • Utilise free or open-source software to reduce costs
    • Encourage remote work to reduce overhead expenses
    • Negotiate better terms with existing suppliers
    • Repurpose existing content for marketing purposes
    • Implement energy-saving practices to cut utility costs
    • Utilise current customer base to gain referrals
    • Organise regular team brainstorming sessions for innovative ideas
    • Monitor and analyse resource allocation for inefficiencies

  • ⛳️ Strategy 2: Forge strategic partnerships

    • Identify businesses with complementary services
    • Create win-win situations for mutual growth
    • Pursue co-marketing opportunities with partners
    • Share technological resources with partners
    • Organise joint ventures for new projects
    • Become a guest contributor for partner platforms
    • Barter services with partners in exchange for their resources
    • Leverage partner networks for increased exposure
    • Collaborate on events to reach a broader audience
    • Conduct regular meetings to ensure partnership alignment

  • ⛳️ Strategy 3: Seek innovative funding opportunities

    • Research and apply for relevant grants
    • Utilise crowdfunding platforms for new campaigns
    • Engage with angel investors through networking events
    • Explore peer-to-peer lending options
    • Conduct pre-sale campaigns to raise funds
    • Participate in startup competitions with prize opportunities
    • Offer equity in exchange for strategic investment
    • Conduct a business asset audit for monetisation opportunities
    • Utilise social media to attract interested investors
    • Engage employees with a profit-sharing or equity scheme
scalingpartnershipsresource-managerstrategic-plannermarketing-teamr&d-team
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Strategies and tactics for developing a Business Growth Strategy for a Logistics Company

  • ⛳️ Strategy 1: Expand service offerings

    • Identify potential new services based on market demand
    • Conduct competitor analysis to determine service gaps
    • Develop partnerships with technology providers to offer value-added services
    • Implement pilot programs for new services in select locations
    • Gather customer feedback on new services to refine offerings
    • Create marketing campaigns focused on new services
    • Train existing staff to deliver new services
    • Set measurable goals for customer acquisition through new services
    • Allocate resources efficiently to support service expansion
    • Review and optimize the pricing strategy for new services

  • ⛳️ Strategy 2: Enhance digital capabilities

    • Invest in logistics management software to streamline operations
    • Implement a user-friendly customer interface for tracking and booking
    • Increase online presence through targeted digital marketing
    • Utilise data analytics to identify inefficiencies and opportunities
    • Automate routine processes to reduce operational costs
    • Enhance cybersecurity measures to protect customer data
    • Develop a mobile application to improve customer engagement
    • Conduct training sessions for staff on new digital tools
    • Establish a team responsible for continuous digital innovation
    • Monitor technology trends in the logistics industry for future adoption

  • ⛳️ Strategy 3: Enter new geographic markets

    • Conduct market research to identify high-potential regions
    • Assess regulatory and legal requirements for entry into new regions
    • Form strategic alliances with local partners
    • Develop tailored marketing strategies for each new region
    • Establish a local presence through regional offices or depots
    • Hire and train local workforce to ensure efficient operations
    • Evaluate logistics infrastructure and adapt services accordingly
    • Track and analyse performance metrics of new regional operations
    • Adjust service offerings based on regional customer needs and feedback
    • Continuously assess market conditions and adapt strategies
business-growthlogisticsstrategic-plannerdigital-marketeroperations-teamtechnology-team
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How to track your Strategic Planner 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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