Strategic Planning Toolkit Workbook

What's In Our Workbook?

Our “Workbook” provides 36 worksheets for you fill out, which provides everything you need to develop, implement, monitor, and evaluate your own strategic plan.

  • Strategic Planning Toolkit Workbook

    Worksheet 1: SWOT Analysis Process

  • Worksheet 2: Barriers to Strategic Planning
  • Worksheet 3: Expected Costs of Strategic Planning
  • Worksheet 4: Expected Benefits of Strategic Planning
  • Worksheet 5: Should We Proceed with Strategic Planning
  • Worksheet 6: Plan the Planning Effort
  • Worksheet 7: Review Mandates
  • Worksheet 8: Background for Group Discussion of Mandates
  • Worksheet 9: Stakeholder Identification
  • Worksheet 10: External Stakeholder Analysis
  • Worksheet 11: Internal Stakeholder Analysis
  • Worksheet 12: Key External Stakeholder Involvement
  • Worksheet 13: Key Internal Stakeholder Involvement
  • Worksheet 14: Mission Statement
  • Mission Statement Litmus Test
  • Worksheet 15: Core Values Statement
  • Vision and Core Values Litmus Tests
  • Worksheet 21: Critical Success Factor
  • Worksheet 22: Individual Critical Issues Identification
  • Worksheet 23: Master List of Key Critical Issues
  • Worksheet 24: Master Critical Issue Statement
  • Worksheet 25: Operational Vs. Strategic Issues
  • Goals Litmus Test
  • Objectives Litmus Test
  • Worksheet 26: Key Questions for Identifying Strategies & Goals
  • Worksheet 27: Criteria for Evaluating Goals and Objectives
  • Worksheet 28: Plan The Review and Adoption Process
  • Worksheet 29: Plan Evaluation Process
  • Worksheet 30: Vision Statement
  • Worksheet 29: Plan Evaluation Process
  • Worksheet 31: Strategic Plan's Proposed Action Plan Grid
  • Worksheet 35: Improving Existing Goals and Objectives
  • Worksheet 36: Improving the Strategic Planning Process