WELCOME

Welcome to our free strategic plan template, based on hundreds of successful

implementations. Learn more about strategy at our blog:

https://www.cascade.app/blog

1.
Complete each tab step-by-step

2. Refer to our free guides at the bottom of each tab

The final tab will automatically build your strategic plan!
3.

Need help? Drop us a line at info@executestrategy.net and we'll do our best to

your questions…

START A FREE TRIAL OF CASCADE - THE CLOUD BASED STRATEGY SUITE

https://www.cascade.app
ic plan template, based on hundreds of successful strategy
e about strategy at our blog:

https://www.cascade.app/blog

b step-by-step

guides at the bottom of each tab

automatically build your strategic plan!

info@executestrategy.net and we'll do our best to answer

- THE CLOUD BASED STRATEGY SUITE

https://www.cascade.app
VISION

A great vision statement provides the inspiration for the strategies and the dai
operations of your organization. It is the anchor-point of your organization and
describe in an ideal world, what you want to achieve in the mid-to-long term.

Tips:
• Keep it short and passionate
• Dare to dream

Everyone who wants people-powered transport is getting on a Meerkat C

Test your vision:

• Does it communicate why we exist?
• Is it tangible?
• Will it inspire our people?
• Can it be easily memorized?

Read our full guide to creating the perfect vision statement:

https://www.cascade.app/blog/write-good-vision-statement
 vides the inspiration for the strategies and the daily
tion. It is the anchor-point of your organization and should
what you want to achieve in the mid-to-long term.

te

ople-powered transport is getting on a Meerkat Cycle

why we exist?
ple?
rized?

ng the perfect vision statement:

w.cascade.app/blog/write-good-vision-statement
VALUES

Values answer a simple question: how do we do what we do? Leaders and emp
should be proud of them, as they define the organization's culture and identity
are the core principles for all associates, and customers should experience the
through each service and product.

Tips:
• No more than 4
• Start with a verb
• Keep them short

Agile

Customer Focused

Cooperative

[INSERT VALUE HERE]

 Test your values:
• Can your people translate them into actions?
• Are they tangible?
• Can they be easily memorized?

Read our full guide to creating the perfect set of values:

https://www.cascade.app/blog/company-values
stion: how do we do what we do? Leaders and employees
they define the organization's culture and identity. Values
l associates, and customers should experience them
oduct.
late them into actions?
morized?

ng the perfect set of values:

://www.cascade.app/blog/company-values
FOCUS AREAS

A Focus Area is a high level aim or intention that will help you to realize your V
the same way as your Vision should be understood by everyone in the organiza
should create Focus Areas that everyone can identify with. They are calls to ac
point your employees in the right direction.

Tips:
• No more than 5
• Try to start with an adjective
• Keep them short

Happy Customers

Growing Business

Strong Financial Control

[INSERT VALUE HERE]

[INSERT VALUE HERE]

 Test your Focus Areas:
• Do they make your vision happen?
• Are they totally different from each other?
• Are they all absolutely critical for your success?
• Together, can they capture 100% of your business activities?

Read our full guide to creating the perfect Focus Areas:

https://www.cascade.app/blog/strategic-focus-areas
aim or intention that will help you to realize your Vision. In
should be understood by everyone in the organization, you
hat everyone can identify with. They are calls to action and
right direction.

tive
 ion happen?
ent from each other?
critical for your success?
pture 100% of your business activities?

ng the perfect Focus Areas:

/www.cascade.app/blog/strategic-focus-areas
 An Objective is something specific that will help you to actualize one or more
Unlike Focus Areas, your Objectives should be specific, and contain a deadlin
Objectives will often have a deadline of 1 year or more.

OBJECTIVES

Focus Area Verb

Create

Happy Customers

Growing Business

Strong Financial Control

[INSERT VALUE HERE]

[INSERT VALUE HERE]

Read our full guide to creating the perfect Objectives:

https://www.cascade.ap
you to actualize one or more of your Focus Areas.
ecific, and contain a deadline where possible.
more.

Group them by Focus Areas

Start with a verb

Details

a new platform for interacting with our customers

https://www.cascade.app/blog/strategic-objectives
Start Date Deadline

8/1/2021 12/31/2022
 A Project is the specific thing that you're going to DO to deliver against your O
Projects must be very specific and involve a tangible (non metric-based) deliv
You should aim for at least two Projects for each of your Objectives

PROJECTS

Focus Area Verb

OBJECTIVE: Create a new platform for interacting with our custo

[your project here, e.g.] Build

OBJECTIVE:
Happy Customers

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
Growing Business

OBJECTIVE:

OBJECTIVE:

Strong Financial Control

 OBJECTIVE:
Strong Financial Control

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
[INSERT VALUE HERE]

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:
[INSERT VALUE HERE]

OBJECTIVE:

Read our full guide to creating the perfect Projects:

https://www.cascade.a
DO to deliver against your Objectives.
ble (non metric-based) deliverable.
of your Objectives

Group them by Objective

Start with a verb

Details

tform for interacting with our customers

new customer facing web portal
https://www.cascade.app/blog/strategic-objectives
Start Date Deadline
8/1/2021 12/31/2022

8/1/2021 8/12/2022

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -
Each of your Objectives should have at least one KPI. KPIs will help you determine whether or not you're achiev
Check out our KPI guide and library for KPI help and examples.

Group them by Objective

KPIs Start with a verb
Use metrics and units as much as you c

Focus Area Verb

OBJECTIVE: Create a new platform for interacting with our customers
[your KPI here] e.g. Deliver

OBJECTIVE:

Happy Customers

OBJECTIVE:
 OBJECTIVE:

OBJECTIVE:

Growing Business

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:

Strong Financial Control

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:

[INSERT VALUE HERE]

 [INSERT VALUE HERE]

OBJECTIVE:

OBJECTIVE:

OBJECTIVE:

[INSERT VALUE HERE]

OBJECTIVE:

Check out our KPI library on the link below:

https://www.cascade.app/blog/how-to-write-kpis
KPI. KPIs will help you determine whether or not you're achieving that goal.
nd examples.

Group them by Objective

Start with a verb
Use metrics and units as much as you can

KPI Detail Metric Unit Start Date Deadline

tform for interacting with our customers 8/1/2021 12/31/2022
visits to the web portal 10,000 People 8/1/2021 9/12/2021

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -
 - -

- -

- -

- -

https://www.cascade.app/blog/how-to-write-kpis
 Everyone who wants people-powered

Agile Customer Focused

Focus Area Goal Template

Objective:

Project:

Project:

KPI:

KPI:

Objective:

Project:

Happy Customers Project:

KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Growing Business
 Objective:

Project:

Growing Business Project:

KPI:

KPI:

Objective:

Project:

Project:
KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Objective:

Project:

Strong Financial Control Project:

KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Objective:

Project:

[INSERT VALUE HERE] Project:

 [INSERT VALUE HERE]
KPI:

KPI:

Objective:

Project:

Project:

KPI:

KPI:

Objective:
Project:

Project:

KPI:

KPI:

Objective:

Project:

[INSERT VALUE HERE] Project:

KPI:

KPI:
Objective:

Project:

Project:

KPI:

KPI:

Want to bring your plan to life in our renowned cloud based strategy suite? Sign up

https://ww
wants people-powered transport is getting on a Meerkat Cycle

Cooperative [INSERT VALUE HERE]

Details Metric Unit

Create a new platform for interacting with our customers

[your project here, e.g.] Build new customer facing web portal

[your KPI here] e.g. Deliver visits to the web portal 10,000 People

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -
 - -

- -

- -

- -

- -

- -

- -

- -

- -

- -

d based strategy suite? Sign up for a free trial at:

https://www.cascade.app/
e

[INSERT VALUE HERE]

Start date Deadline

8/1/2021 12/31/2022

8/1/2021 8/12/2022

- -

8/1/2021 9/12/2021

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -

- -
- -
- -

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -

- -

- -

- -

- -
- -

- -

- -

- -

- -