Business strategy templates
Identify goals, assess risks, and implement business tactics with these business strategy templates.
-
Strategic plan
Capture and present your business strategy to the executive team and board of directors.
-
Business plan one-pager
The Business plan one-pager is used to set the medium- and long-term strategy for your company.
-
Customer journey mapping
Visualize your customers' experiences and find opportunities for improvement.
-
Change management plan
Change happens, so prepare your team with a well-heeled plan they can follow.
-
SWOT analysis
Use this template to assess how your business is performing and how it can improve.
-
OKRs
Use this goal-setting template to set measurable, ambitious milestones.
-
Business status update
Provide regular updates to leadership and the wider team on business and product performance.
-
SMART goals
Use the SMART goals framework to keep your team on track.
-
Roles and responsibilities
Define responsibilities for team members and identify opportunities for team growth.
-
Executive business review
Capture and present high level business performance to major stakeholders.
-
Mvp ideation
Work through the MVP idea with this framework.
-
Startup pitch deck
Pitch interested parties on your startup ideas by telling your story.
-
Annual plan one-pager
Share your company's annual plans and priorities across your entire organization.
-
5 whys analysis
Use this template to conduct a 5 whys analysis and discover the sources of team problems.
-
Elevator pitch
Use this template to create an elevator pitch that communicates the value of a project.
-
Problem framing
Use this template to run a problem framing exercise and create a problem statement.
-
Vision to values
Define your company vision so you can form actionable business strategies.
-
Risk assessment matrix
Identify and prioritize risks, then define what further actions you need to take to control.
-
Leadership team health monitor
Understand your strengths and weaknesses as a leadership team and identify ways to improve.
-
Vendor agreement
Legitimize vendor relationships with a contractual agreement.
-
All hands meeting
Share business updates, victories, employee spotlights, and more with your larger team.
-
SAFe lean business case
Create a lean business case for your portfolio epic based on SAFe agile practices
-
Ritual reset
Use the ritual reset template to examine team processes, improve team meetings, and reset team rituals.
-
ITSM change management
Use this template to describe and track change management plans.
-
4Ls retrospective
Use this template to conduct a 4Ls retrospective with your team.
-
Fundraising database
Keep track of all of your investor communications for each fundraising round.
-
Customer impact assessment
Define and build your process for how you handle customer-impacting changes.
-
Marketing united
A weekly blog post from your leaders and peers is just what you need to keep everyone informed.
Learn from industry leaders
Team poster
Invite your organization at large to get to know your team.
Job description
Finding the right talent starts here.
Experiment plan and results
Streamline your process and improve your business.
Design sprint
Run a well-planned print, understand design problems and brainstorm solutions.
Customer impact assessment
Make a change with zero pain with the right process.
Project status
Easily update your teams on project status using Confluence and Jira data.
Brainstorming
Lead a super productive brainstorming session.
Business plan one pager
Set your strategy (and stick to it) with a short and simple plan.
AWS architecture diagram
Visualize your AWS network with this guide from Lucidchart’s.
Risk assessment
Identify, prioritize, plan for (and avoid) worst-case scenarios.