Business

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:** 4–6 items with early warning signs.
- **Resource Plan:** Budget, people, and tools.
- **Success Metrics:** 3–5 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

  1. Copy the prompt text above using the copy button.
  2. Paste it into your preferred AI tool (ChatGPT, Claude, Gemini, etc.).
  3. See the examples below for inspiration on how to customize it.
  4. 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.