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Strategic Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
8 · US Letter
Style
Corporate
Difficulty
Beginner
Updated
October 31, 2026

Every page (8)

Overview

Strategic plans fail when they list ten goals, name no budget and sit unread after the away day. This template forces the choices: a mission and vision, an honest starting point, a few goals with baselines and targets, a scorecard, resourcing by priority and a governance page that says who decides.

The sample is a 2027 to 2029 plan for a fictional manufacturer, Larkspur Manufacturing, with four goals, a $3.0M investment phased 30/40/30, and a RACI table for decisions. Replace the mission, facts, targets and budget with your own, and state what you will not pursue.

Useful for

  • A leadership team agreeing three to five funded goals at an away day and writing them up
  • A board or trustees asking for measures, resourcing and a review rhythm before approving a budget
  • A department head showing staff what the plan changes for them and how it will be judged

What's included

  • Photo cover with plan title and prepared-for details
  • Mission and vision page with a title block, four starting figures and what the plan will not do
  • Where we are page with a revenue trend, a product mix chart and the drivers behind the slowdown
  • Goals page with progress bars and priority cards, then a scorecard of baselines and year-three targets
  • Resourcing page with the core team, the steering group and the phased investment
  • Governance page with a RACI table and review rules, plus a guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the mission and vision with your agreed wording, and fill the starting-point page with three facts you can source, including one uncomfortable one.

  3. 3

    Cut the goals to the number you can fund, give each a baseline and a target, and update the scorecard and the charts.

  4. 4

    Rewrite resourcing with real budget and headcount per priority and year, then set who reviews progress, how often and what triggers a rethink.

  5. 5

    Delete the Make it yours guide page, then share the plan with your board and staff.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

How many goals should a strategic plan have?

Three to five, each with two to four initiatives. The sample has four, listed in priority order, so the board can see which one is funded first if money is short.

Can I use it for a charity or a school?

Yes. Swap the manufacturing measures for your own, such as waiting times, attainment or share of income from the top donor, and keep the baseline, target and owner for each.

Are the organization, people and figures real?

No. Larkspur Manufacturing, the people named and every figure and chart are fictional sample data. Replace them with your own before you share the plan.

  • #strategic-plan
  • #3-year-plan
  • #strategy-on-a-page
  • #goals-and-measures
  • #raci
  • #leadership-team
  • #board-paper
  • #google-docs

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