Strategic Planning Toolkit

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Lead the cross functional project team through the Strategic Planning and delivery of the development program, proactively identifying and managing issues and risks and ensuring decisions are made at the appropriate levels and with the appropriate cross functional input.

More Uses of the Strategic Planning Toolkit:

  • Make sure that your organization supports the entire product line life cycle from Strategic Planning to tactical activities and serves as an internal voice for the customer on new or already existing products throughout the product lifecycle.

  • Manage to ensure optimized resource utilization by delivering a standard process that meets the Strategic Planning and allocation requirements of your organization.

  • Coordinate annual organizational and program goals process, tracking and reporting on organizational priorities, Key Performance Indicators, and Strategic Planning anticipated outcomes.

  • Support development of new strategic initiatives through Ideation and conceptualization, Market Research and analysis, Business Case development, and rigorous Strategic Planning.

  • Support to delivering top line growth by working with Business Development, Program Management, and Business leadership to provide input for Strategic Planning,Research and Development Planning, and Inter Corporation Resource Sharing.

  • Prepare and monitor the business units long range Strategic Planning models and lead your organizations annual Strategic Planning/budgeting and quarterly forecasting processes.

  • Provide vision and strategy for the long term prosperity of it by working with Site General management and Corporate Management in the Strategic Planning for it.

  • Ensure you surpass; lead organise and manage executive level Strategic Planning and operational cadence to drive Operational Excellence, Continuous Improvement and implement changes across our business in conjunction with functional leaders.

  • Confirm your organization leads the development of the IT Strategy and roadmap; ensures its integration with the enterprises Strategic Planning process, and the resulting Business Strategy and plans.

  • Support Strategic Planning process throughout the year, working with other master planners and the manufacturing strategy team to create optimized plans.

  • Identify: leverage Talent Acquisition Performance Metrics to set and achieve goals, hold self and hiring managers accountable, improve effectiveness, and drive Strategic Planning.

  • Ensure your corporation provides general advisory services to departmental administrators in the areas of budget, finance, management, Systems Analysis, procurement, industry and Market Research, Program Planning, Strategic Planning, and Organizational Development.

  • Drive divisional efficiency efforts as Application Portfolio management, corporate Performance Metrics, Strategic Planning or Portfolio management.

  • Ensure your planning performs and implements Quality Assurance programs and procedures of assigned fiscal area; provides support in Strategic Planning processes and development of goals and objectives.

  • Provide expertise and facilitate Strategic Planning, Change Management, leadership assimilation, management skills training sessions and other organization interventions.

  • Coordinate the groups annual objective setting and Strategic Planning processes, monitoring progress against stated goals through scorecards, KPIs, and metrics.

  • Drive coordination of Business Relationship Management Strategic Planning process and development and ensure alignment with broader IT Strategic Objectives.

  • Orchestrate: Strategic Planning manage investment review strategy, and partner on the open to buy a plan to know when to change plans/strategy based on Business Needs.

  • Confirm your organization participates in annual budget, capital and Strategic Planning by providing information on manufacturing related requirements and capabilities.

  • Warrant that your planning contributes to long term project and Strategic Planning and the development of concepts, strategies, practices, and procedures to improve the efficiency and effectiveness of program operations and capabilities.

  • Use sales forecasting or Strategic Planning to ensure the sale and profitability of products, lines, or services, analyzing Business Developments and monitoring Market Trends.

  • Be accountable for consulting to business executives, management of multiple functions, services and units, organizational mission, vision, objectives, structure, policy setting, Strategic Planning.

  • Warrant that your planning performs work related to Strategic Planning, budget variance analysis, commitment analysis, revenue and expense forecasting, what if scenario analysis, program evaluation, Performance Management, and other efforts that support administration Decision Making.

  • Negotiate long term contracts for supplier pricing, service and supply assurance agreement to support organization Strategic Planning and cost goals for all new programs.

  • Drive: own and synthesize data, and lead the development of customer segmentation to inform Strategic Planning and Decision Making throughout your organization.

  • Ensure you specialize; lead the p and c organization through the Strategic Planning process and the continual re balancing of initiatives based on need / execution.

  • Lead: conduct qualitative and Quantitative Analysis in support of the development and delivery of Strategic Planning, Performance Management, and/or program evaluation.

  • Ensure you exceed; lead Business Analysis defining needs and recommending solutions that deliver value to Process Improvement, Communication Management, Strategic Planning, and Policy Development.

  • Make sure that your corporation complies; directs and oversees the overall Strategic Planning, implementation, and security of your organizations applications, hardware, systems, infrastructure and Information security related initiatives.

  • Ensure you nurture; lead with expertise in Organizational Development as it pertains to theories and practices of Organizational Design, Strategic Planning and Change Management.


Save time, empower your teams and effectively upgrade your processes with access to this practical Strategic Planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Strategic Planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Strategic Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Strategic Planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Strategic Planning improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you verify the authenticity of the data and information used?

  2. Who manages supplier Risk Management in your organization?

  3. How do you implement and manage your work processes to ensure that they meet design requirements?

  4. How do you think the partners involved in Strategic Planning would have defined success?

  5. Is there any way to speed up the process?

  6. What are the necessary qualifications?

  7. Have changes been properly/adequately analyzed for effect?

  8. Are you paying enough attention to the partners your company depends on to succeed?

  9. What scope do you want your strategy to cover?

  10. Which individuals, teams or departments will be involved in Strategic Planning?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Strategic Planning book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Strategic Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Strategic Planning Self-Assessment and Scorecard you will develop a clear picture of which Strategic Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Strategic Planning Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Strategic Planning projects with the 62 implementation resources:

  • 62 step-by-step Strategic Planning Project Management Form Templates covering over 1500 Strategic Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Strategic Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Strategic Planning project team have enough people to execute the Strategic Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Strategic Planning project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Strategic Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Strategic Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Strategic Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Strategic Planning project with this in-depth Strategic Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Strategic Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Strategic Planning and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Strategic Planning investments work better.

This Strategic Planning All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.