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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 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 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 integrating Activities for a Legacy of Faith and Impact

  • ⛳️ Strategy 1: Build a unified organisational structure

    • Define roles and responsibilities across all entities under Baruka Jethro Inc.
    • Create a clear communication plan for seamless interaction between divisions
    • Establish key performance indicators for each division to track progress
    • Implement regular inter-division meetings to promote knowledge sharing
    • Develop a shared vision and mission statement for Baruka Jethro Inc.
    • Utilise shared resources to optimise efficiency across divisions
    • Create an organisational chart to visualise the interconnected structure
    • Allocate budget for shared technology infrastructure and operational tools
    • Implement a centralised digital platform for collaboration and project management
    • Schedule quarterly reviews to evaluate integration progress and adjust strategies as needed

  • ⛳️ Strategy 2: Strengthen family and organisational bonds

    • Initiate weekly Bible studies and family night activities
    • Establish a digital communication platform for family updates and collaboration
    • Organise quarterly family meetings to discuss family business and shared goals
    • Develop a family mission statement and core values document
    • Create a family investment trust to consolidate and expand resources
    • Launch pilot projects for family business expansions, leveraging existing resources
    • Ensure children are involved in family business discussions and learning activities
    • Plan family retreats focused on spiritual growth and bonding
    • Build language and technology proficiency with designated family learning tools
    • Implement a family calendar for shared activities and personal growth tracking

  • ⛳️ Strategy 3: Leverage digital platforms and global networks

    • Expand the digital presence of Elmeleckraah Ministry through social media
    • Partner with global ministries to organise international evangelisation campaigns
    • Utilise digital tools for managing and expanding Guardian Wings Foundation programmes
    • Host webinars and online workshops to attract consulting clients internationally
    • Network with international organisations for potential consulting projects
    • Develop an investment platform for Azjeet to showcase innovative approaches
    • Utilise data-driven approaches to attract donors and partners for GWF
    • Engage with blockchain innovators for potential partnerships with Azjeet
    • Strengthen global branding efforts with a focus on interconnectedness
    • Implement digital impact tracking for donor engagement in GWF
organisational-synergydigital-transformationproject-managercommunications-officerfamily-engagement-teamdigital-strategy-team
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Strategies and tactics for developing a Strategic Plan for an International Investment Firm

  • ⛳️ Strategy 1: Define and Communicate Company Vision and Mission

    • Draft a clear and inspiring vision statement reflecting the long-term aspirations
    • Craft a concise and actionable mission statement outlining the firm's purpose and core operations
    • Identify and articulate three core values that will guide company culture and decision making
    • List and clearly define the services offered by the firm, including unique selling propositions
    • Develop visual and written content for company overview presentation slides
    • Incorporate feedback from stakeholders to refine vision, mission, and core values
    • Integrate vision and mission into company branding materials and communication
    • Conduct workshops to align team members with the firm's vision and mission
    • Implement a communication plan to share the company overview with potential clients
    • Use storytelling techniques in presentations to effectively convey company values

  • ⛳️ Strategy 2: Analyze Market and Competitive Landscape

    • Identify and segment target groups based on demographics and investment needs
    • Collect data on market size and investment trends in Tanzania and neighbouring regions
    • Conduct a competitive analysis to identify direct and indirect competitors
    • Create a strategy canvas to visually compare firm offerings with competitors
    • Identify key differentiators and value propositions distinguishing the firm from competitors
    • Develop a competitive positioning strategy with clear messaging for target clients
    • Research market trends and adapt services to align with emerging client needs
    • Engage with existing clients for feedback to identify unmet needs and opportunities
    • Create customer personas to better understand the behaviours and motivations of target groups
    • Include a fun fact about market potential or client demographics as an engaging introduction in presentations

  • ⛳️ Strategy 3: Develop a Strategic Action Plan and Financial Projections

    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for each SWOT component
    • Define key performance indicators (KPIs) for adoption, retention, and referral rates
    • Create a phased action plan with immediate, short-term, medium-term, and long-term actions
    • Estimate revenue scenarios based on different market penetration and growth assumptions
    • Project financial statements, including cash flow, income, and balance sheets for upcoming years
    • Align budget allocations with strategic initiatives and forecasted growth areas
    • Engage stakeholders for insights into financial planning and risk assessment
    • Regularly review and adjust action plan based on performance KPIs and market changes
    • Summarise the strategic plan in an executive summary for presentation to stakeholders
vision-statementcompetitive-analysisstrategic-plannerfinancial-analystmarketing-teamfinance-team
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Strategies and tactics for defining strategic goals

  • ⛳️ Strategy 1: Conduct a SWOT analysis

    • Identify and list the organisation's strengths
    • Determine and document the organisation's weaknesses
    • Research and outline potential opportunities in the market
    • Identify and note any current threats facing the organisation
    • Gather input from key stakeholders during the process
    • Analyse the gathered data to find patterns and insights
    • Summarise findings in a comprehensive report
    • Use the analysis to inform goal setting
    • Share findings with the broader organisation
    • Revisit and update the SWOT analysis annually

  • ⛳️ Strategy 2: Set SMART goals

    • Define specific goals that align with the company's vision
    • Ensure goals are measurable with clear criteria for success
    • Verify goals are achievable and realistic within available resources
    • Confirm each goal is relevant to company values and long-term objectives
    • Establish a time frame for achieving each goal
    • Assign responsibility for each goal to appropriate team members
    • Break down goals into smaller, actionable tasks
    • Review goals regularly and adjust as necessary
    • Communicate progress towards goals across the organisation
    • Celebrate milestones and recognise team achievements

  • ⛳️ Strategy 3: Engage employees in goal setting

    • Create opportunities for employees to participate in goal setting
    • Facilitate workshops or brainstorming sessions for idea generation
    • Encourage cross-departmental collaboration in setting goals
    • Develop a feedback system for employees to share insights
    • Form diverse committees to oversee goal implementation
    • Provide training to align everyone with the strategic objectives
    • Set up regular meetings to discuss progress and barriers
    • Incorporate employee suggestions where feasible
    • Publicly recognise and reward contributions to goal achievement
    • Conduct periodic surveys to gauge employee engagement and adapt accordingly
swot-analysissmart-goalsstrategy-plannerbusiness-analystexecutive-teamhr-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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