3 Strategic Plan Tools to Create

Congratulations! You have journeyed through the 4 steps of our Strategic Planning Process and you’re ready for the final step: Create. (We covered step 1, step 2, and step 3 in previous blogs).

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The goal of a strategic plan is to develop timely, relevant and action-oriented plans for the future of your organization. Once you have a clear direction, it is time to make sense of the information and package it in a way that is meaningful and possible to implement.  

At TCG, we believe a strategic plan has little value if it is a report that sits on your shelf, never to be seen again. We don’t create long strategic plan reports that you can’t use. We want you to use it, share it and review it on a regular basis.

When working with clients, we recommend and create 3 different strategic plan tools:

1. One-page strategic plan – This is a one-page summary of your goals and top strategies. This tool can be shared externally with partners, funders, and other key stakeholders as well as internally with staff.

When creating a strategic plan for the Wabash County Early Childhood Education Committee, we wanted a one-page overview that highlighted the following key elements:Screen Shot 2018-07-27 at 2.03.33 PM

a. Stakeholders involved (especially since this is a collective impact, multi-sector plan)

b. Goals

c. Strategies

d. Outcomes

Each one-pager for the strategic plan that we create is unique to the client but essentially covers their top goals and strategies.

2. Strategic plan report – This report explains the process of how the strategic plan was completed, the information that was collected, and more details about the goals and strategies. This is typically an internal document that is shared with staff and the board to use when reflecting on the process. It’s especially helpful to document this information for when there are leadership transitions with the staff and board.

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3. Implementation plan – Too often we find that organizations get stuck with figuring out how to take the big picture elements in the strategic plan and make them operational. We create an “implementation plan” to unpack the strategic plan into actionable steps for staff, committees and the board. The main audience for the implementation plan is staff, board and committee members who are most likely responsible for implementation.  Screen Shot 2018-07-27 at 2.04.09 PM


This could be set up like a calendar or a chart that describes who is responsible for each step. We also love using Tableau to create a strategic plan dashboard to track and monitor action items and milestones. The point is that we want all parties involved to have a clear understanding of the timeline, so that they can put the plan in motion.

Is your organization ready to jump into a strategic planning process? Learn more about our strategic planning services here. Contact us today, and we’d love to chat about how our team can meet your needs.

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