Strategic Planning in Excel | Action Plan Excel
The Strategic Planning Excel template is a spreadsheet designed to establish and monitor the goals and action plan that will drive your organization’s performance.
A well-crafted strategic plan can play a crucial role in the growth and success of your small business because it tells you and your employees the best way to respond to opportunities and challenges.
Modules of Strategic Planning in Excel:
Configuration:
In this section, set up the spreadsheet by entering data like start month and year, company name and slogan, and configuring KPIs. Register strategic areas and team members.
Strategic Plan:
Create strategy statement, input mission, vision, values, register goals, objectives, and KPIs. Record main action plans.
Reports:
View detailed report of established strategic plan, including objectives and goal status. Access action plan report with same characteristics.
Strategic Plan Dashboard:
Get information on key indicators set in strategic plan. View data like achieved goals, percentage achieved, goals at risk, and reached objectives.
Action Plan Dashboard:
Visualize key performance indicators of action plan. See data like total actions, average progress, overdue and pending actions, actions by status and objectives, and progress by goals and areas.
Strategic Plan Summary:
Automatically generated report on process to achieve strategic plan. Includes strategic goals, objectives, and performance summary.
Strategic planning is the process of documenting and establishing the direction of your small business by evaluating where you are and where you’re heading.
Use this template to drive your growth and manage risk with key performance indicators (KPIs). The goal of this template is to translate your strategic vision into results throughout your organization. Keep track of top management decisions with the included reports.
IMPORTANT INFORMATION:
- Immediate Download: The files will be available for download once your transaction is confirmed.
- Editable and adaptable template according to your requirements.
- One-time payment, no monthly fees or annual charges.
- Compatible with Excel versions 2016 and above.
- Immediate support for all your purchases.
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I found this Excel to be a helpful resource for tracking and monitoring progress towards strategic goals. The templates provided were easy to use and adaptable
It allowed me to quickly input and analyze data related to our strategic objectives
This excel provides a user-friendly interface and allows for easy customization
just didn’t like its interface
I like it is very effective for my planning.