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Strategic planning
templates
Use this collection of
templates to ensure every
project has a clear,
measurable outcome.

About this collection

Strategic planning is a
company-wide process to
define the direction of the
business. Teams will need to
set priorities and decide how
resources will be allocated to
support the overall vision. Use
this collection of strategic
planning templates to build
out a cohesive strategy that
supports the company’s
overarching goals. A free copy
of “Synergy, Disrupt, and Other
Business Keywords” with
every order!

Use this collection of project

management templates to
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share ideas, outline an action

plan, decide and execute on Get it free
key milestones, and review
how your project turned out
and where you can improve.

How to use this collection

Joff Redfern
Head of All Teams

Atlassian

Vision to values

Define your company

vision so you can form
actionable business
strategies.

Step 1: Create a vision

Define your company objectives

and define your vision and
values.
This is the time to look at the
big picture and answer these
essential questions: what is
your company’s ultimate
objective and what drives
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objective, and what drives
your team’s work? With the Get it free
Vision to values template,
from the desk of Joff Redfern,
Head of All Teams at
Atlassian, collaborate with
leaders to define your
company’s vision and
understand how each project
helps your team achieve its
goals. This is the north star by
which you’ll navigate.
View template →

Atlassian

SWOT analysis

Use this template to

assess how your
business is performing
and how it can improve.

Step 2: Analyze market

gaps

Complete a competitive
analysis to see how your
business stacks up.
The big picture you just put
together should include a
strategy around how your
team will grow the business.
Take the time to analyze
internal and external factors
that could help or hurt your
growth. Use a SWOT template
to size up your company’s
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to size up your company s
strengths and weaknesses so Get it free
when market opportunities
and threats crop up, you’re
ready to play hardball.

View template →

Atlassian

OKRs

Use this goal-setting

template to set
measurable, ambitious
milestones.

Step 3: Determine
objectives

Outline your team’s objectives

and key results to ensure all
projects are contributing to
company goals.
Whether you’re setting goals
for your company, your
department, or a small team,
make sure you know the ins
and outs of goal setting, and
how OKRs specifically can
help. This OKRs template will
guide you through a popular
and proven method of goal
setting and documentation.
You’ll outline 1-3 big
objectives, identify the
measurable results you want
to see, identify owners and
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to see, identify owners and
Strategic planning collection | Atlassian

collaborators for each one,

Get it free
and track your progress.

View template →

Pratima Arora
Head of Confluence

Atlassian

Strategic plan

Capture and present

your business strategy to
the executive team and
board of directors.

Step 4: Build and execute

your strategic plan

Create a strategic plan so you

can wow key stakeholders.
Use the Strategic plan
template to focus your
thoughts before you present
your vision and plan to
executive leadership and your
team. Once everyone
understands your strategy,
use this template to organize
how you’ll get it done. Think of
it as an architect’s blueprint
for a building, or a montage of
The Plan in an action movie.

View template →

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Atlassian Get it free

Retrospective

What went well? What

could have gone better?
Crowdsource
improvements with you…

Step 5: Review and

optimize

Take time to review challenges

and best practices in a
retrospective.
You’ve prepared, planned, and
nailed the execution. (The Plan
worked!) Now, your team
needs to reflect on what went
well and where you can
improve during the next cycle.
Use the retrospective
template to surface
constructive criticism for a
large, cross-team effort or
even for a year in review. No
matter the project, this
template can help guide the
conversation and provide a
visible way for your team to
take action and improve. 

View template →

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