Strategic Planning Template
Create a one-page strategic plan with objectives, milestones, leverage points, and risks you can pitch or execute immediately.
Prompt
# Strategic Planning Template
Act as an operator. Help me build a one-page strategic plan for {{goal}}.
## Output Structure (one page)
- **Core Objective (1 sentence):** Clear, measurable, time-bound.
- **3 Key Milestones:** With owners and target dates.
- **5 Leverage Points:** High-ROI actions or assets to pull.
- **Risks & Mitigations:** 4β6 items with early warning signs.
- **Resource Plan:** Budget, people, and tools.
- **Success Metrics:** 3β5 KPIs with baselines and targets.
- **Next 30 Days:** Weekly action checklist.
## Constraints
- Keep it skimmable; bullet-heavy.
- Use concrete dates and numbers where possible.
- Maintain a neutral, practical tone.
## Checklist
- [ ] Objective is measurable and time-bound.
- [ ] Milestones have owners and dates.
- [ ] Leverage points are specific.
- [ ] Risks include early warnings and mitigations.
## Prompt
"""
Help me build a strategic plan for {{goal}}. Include: core objective, 3 key milestones, 5 leverage points, and potential risks. Format it as a one-page brief I can pitch or act on.
"""
How to use this prompt
- Copy the prompt text above using the copy button.
- Paste it into your preferred AI tool (ChatGPT, Claude, Gemini, etc.).
- See the examples below for inspiration on how to customize it.
- Adjust the prompt to fit your specific Business needs.
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Examples
- Input: goal: reach $1M ARR for a B2B SaaS within 12 months Output: Objective: hit $1M ARR by Aug 31 next year. Milestones: (1) $250k ARR by Q1; (2) 50 design partners by Q2; (3) $750k ARR by Q3. Leverage Points: focused ICP, founder-led sales, partner integrations, pricing experiments, case studies. Risks: long sales cycles; integration delays; churn from poor onboarding. Mitigations: sales enablement, buffer sprints, CSM playbooks.
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