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Strategic Planning Workbook
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A step-by-step workbook you fill in with your team: two-day agenda, Year-in-Review, SWOT, issues, goal setting with quarterly milestones, ownership, and an implementation & check-in plan. Built to align teams and turn discussion into a measurable, sharable plan.
Here's what's included:
A step-by-step, fill-as-you-go workbook that guides your team from reflection to a 2026 plan - clear goals, owners, quarterly milestones, and built-in check-ins.
Prep & agenda: what to bring, 2-day flow, kickoff prompts
Year-in-Review and budget snapshot
Strategy foundations: SWOT (+ differentiators), issues, Top-5 priorities
2026 goal setting with templates: owners, metrics, budget, Q1–Q4 milestones
Implementation roadmap and accountability cadence
30-/90-day check-ins and next steps
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