Worksheet for Preparing your Strategic Plan

Instructions: In this worksheet, you should synthesize the main elements of your chosen strategy.

STRATEGIC ITEMS PROPOSED STRATEGY

Direction Statement: Summary of the
organization’s vision, mission, and
values that guide the strategy

Strategic objectives: Outcomes that

represent achievement of a strategic
vision (could be based on balanced
scorecard approach from HMM)

Priority Issues: Key weaknesses to be

addressed or opportunities to be seized

Action Plans: Specific steps the

organization will take to address
priority issues and reach its objectives
Worksheet for Refining your Action Plans and Ensuring Alignment

PROPOSED ACTION PLAN 1:

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES:

           

PROPOSED ACTION PLAN 2:

     

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES:

           
PROPOSED ACTION PLAN 3:
3

     

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES:

           

PROPOSED ACTION PLAN 4:

     

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES:

           
PROPOSED ACTION PLAN 5:

     

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES:

           

PROPOSED ACTION PLAN 6:

     

ALIGNMENT WITH STRATEGY: IMPACT ON COST:

           

IMPACT ON SCHEDULE: IMPACT ON RESOURCES: