Strategic Plan Template Excel


The Strategic Plan Template is an Excel Spreadsheet designed to establish and monitor the objectives and action plan that drives the performance of your organization. Use this template to drive your growth and manage risks or opportunities with key-performance indicators (KPI). The purpose of this template is to transform your strategic vision into results in all your entire company. Track your main management decisions with good data.

Key features

  • Organize the strategic areas and stakeholders of your organization
  • Define your vision, mission and values
  • Establish strategic goals and key performance indicators to track them
  • Implement an clear and result-oriented action plan
  • Follow accurately your achievements and the trends of your business
  • *Template limited to 6 strategic goals

What is included?

  • Sample Data – Strategic Plan Template Excel (1,012 kb)
  • Strategic Plan Template Excel.xlsx (982 kb)
  • Modèle Excel de Plan StratĂ©gique.xlsx (986 kb)

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Demo - Strategic Plan Template Excel 1.01 MB 4005 downloads

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Easy to Use, with Immediate Business Results

  • Spreadsheets ready for printing without Adnia logo;
  • No monthly fees;
  • Immediate download;
  • Help and support after your purchase;
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At its core, a strategic plan is a comprehensive outline that details the direction an organization wishes to head towards. It provides a roadmap, serving as a guiding tool that aligns an organization’s operations with its mission and vision. In the ever-evolving world of business, it’s imperative for companies, regardless of their size, to stay proactive rather than reactive. This means foreseeing potential challenges, leveraging opportunities, and having a clear idea of where they want to be in the next few years.

Simple and Professional Excel Template

  • Side menu for easy navigation between pages
  • Spreadsheets ready for printing without Adnia logo
  • No monthly fees
  • Immediate download
  • Secure credit card payment with PayPal or Stripe, no account creation required
  • The spreadsheet allows customizable start months, catering to businesses not on a January-December planning cycle
  • Multilingual template: Select one of the available languages (English, French, or Portuguese) or manually translate to the language of your choice

Strategic Plan Template – Demo Video

Strategic Plan TemplateHow it works

More About the Strategic Planning Spreadsheet

Begin by defining the company’s mission, vision, and values. The mission encapsulates the company’s purpose and its core intentions. The vision outlines where the company sees itself in the future, its aspirational destination. Values, on the other hand, represent the core principles and standards guiding the company’s actions and decisions.

Next, pinpoint the company’s primary goals. These goals provide a clear direction on what the organization aims to achieve in the short to medium term. For every set goal, lay out corresponding objectives that will serve as detailed actions or strategies to achieve those goals.

Then, on a monthly basis, track the progress using performance indicators. These indicators provide measurable and quantifiable data, ensuring that the company remains on the right path towards its goals. The spreadsheet becomes a vital tool in this process, allowing for organized and systematic tracking, ensuring that every milestone is recorded and every objective is one step closer to being realized.

Other Information

  • Built for Excel 2010 or later
  • Licensed for Private Use Only (not for distribution or resale)

The template may NOT be sold, distributed, published to an online gallery, hosted on a website, or placed on any server in a way that makes it available to the general public.

You might also be interested in Balanced Scorecard Excel Template 2.0.

Help & Support

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