Strategic Planning eTool:
Template & User Guide
At Visioning In Action, we believe in simplicity.  With this in mind, we have created a user-friendly strategic planning eTool consisting of a template and user guide that you can use to organize your data and produce your own strategic plan. 

Who Can Use It?

Use this eTool as the foundation for your strategic business planning process and to develop your final strategic plan if you are a: 
  • Company
  • Small business
  • Sole proprietor or partnership
  • Professional practitioner
  • Charity or not-profit organization
  • Educational group
  • Government body
  • Professional membership association
  • Trade association
  • Any group needing to develop a strategic plan

Use this eTool to lead your clients through the strategic planning process, to facilitate a strategic planning session and/or to produce a simple strategic plan on their behalf if you are a:
  • Business consultant
  • Strategic planning consultant
  • Trainer
  • Facilitator
  • Coach
  • Financial planning expert
  • Business management professional

What's Included?

This eTool includes two electronic documents:

#1  Strategic Planning Tool User Guide

The User Guide is a ten-page, fill-in-the blank combination user guide and template with title page, section headings and tables.  It contains the following sections:

  • Title Page
  • SWOT Analysis
  • Vision Statement
  • Mission Statement
  • Values Statement
  • Objectives
  • Major Goals
  • Action Plan

There is a sidebar next to each section that contains definitions and tips on how to complete that particular section, as well as a final page with suggestions on how to communicate your plan internally and how to measure your results.  Print it out and use the tool to organize your thoughts and develop your initial draft.

This tool is sent to you in Adobe PDF.

#2  Strategic Planning Tool Template

The template is essentially the same as the PDF tool without the sidebar.  Simply input your final data into the template and produce your final document.  Customize your strategic plan by adding your company name and logo.  Feel free to adapt the colours and fonts to match your corporate look! 

This tool is sent to you as a Word document.

Terms of Use

By purchasing this product, you agree to Visioning In Action's terms of use.  This product can be used by YOU, the purchasing organization or business owner/private consultant, to create a strategic plan for your own business or organization or for your client.  It can be used as often and for as long as you want with as many clients as you want.  Materials can be modified to suit client needs where indicated.  Materials CANNOT be sold, repackaged for resale, copied, forwarded or provided to any other party OR used for any other purpose.  Visioning In Action retains all copyrights and copyright information must appear on all items as per the original purchased copies.  These user rights remain with the purchasing organization or business owner/private consultant.  A copy of these Terms of Use and a User Rights code will be issued to you with the product.  Due to the nature of electronic file transfers, Visioning In Action is not responsible for any issues, such as formatting inconsistencies or other issues beyond our control that may occur. Visioning In Action will make every reasonable effort to ensure secure and successful file transfers. 

How to Buy this eTool

Click on the Buy This button to purchase your eTool by PayPal.  The entire kit is your's for $29.99 plus 5% GST. The GST will be automatically added to your purchase.

Your Strategic Planning eTool will be sent to you within three business days at the latest.  Click on eTools for more exciting products to develop your business!


Simply fill in the blank
DIY Strategic Planning Made Simple!

Only $ 29.99 plus 5% GST for both documents - it's your's to use and re-use over and over again
Personal Service
We pride ourselves on our ability and commitment to providing personal service to each and every client.  Please feel free to contact us with any questions or comments about how to use any of our products with your clients at any time. 
This user guide answers these questions:
  • What is strategic planning?
  • Who should participate in the strategic planning process?
  • What timeline should a strategic plan cover?
  • What are the components of a strategic plan?
  • What is the purpose of each component?
  • How do I complete each section of the plan?
  • How do I communicate the plan throughout my organization?
  • How do I measure results?
  • How often should I revise the plan?