Strategic planning presentation: A comprehensive guide

Learn everything from defining your mission to creating an action plan.

Raja Bothra

Building presentations

colleague preparing strategic planning presentation

In this comprehensive guide, we'll delve deep into the world of strategic planning presentations, uncovering the strategies, models, and key performance indicators (KPIs) that drive businesses forward.

So, let's embark on this journey to demystify the art of strategic planning presentations.

What is strategic planning, and why is it important?

Before we dive into the nitty-gritty of strategic planning presentations, let's establish a clear understanding of what strategic planning entails. At its core, strategic planning is the process through which an organization defines its objectives, evaluates its resources, and charts a course of action to achieve its long-term goals. It's like the roadmap that guides a business toward its desired future.

Strategic planning is crucial for several reasons. First and foremost, it provides a sense of direction. In the ever-evolving business landscape, having a well-defined strategic plan is akin to having a North Star to navigate by. It ensures that all stakeholders are aligned with the organization's vision and mission, fostering unity and a shared purpose.

Moreover, strategic planning allows businesses to anticipate and adapt to changes in the market. It's not enough to have a great product or service; you must also have a strategy to stay ahead of the competition. In this dynamic environment, being proactive rather than reactive is key to survival.

Strategic planning models

Now that we've established the importance of strategic planning, let's explore some strategic planning models that can serve as valuable frameworks for your presentations. These models are like tools in your strategic toolkit, each offering a unique approach to the planning process.

  • SWOT analysis : This classic model helps businesses assess their strengths , weaknesses , opportunities , and threats . It's a powerful tool for identifying internal and external factors that can impact your strategic decisions.
  • The strategic planning process : This model provides a step-by-step guide to the entire strategic planning process , from setting objectives to implementation and evaluation. It's like a well-structured action plan for your business's future.
  • Strategy development : Developing a sound business strategy is at the heart of strategic planning. This model offers insights into crafting a winning strategy that aligns with your organization's goals and resources.
  • Gap analysis : Want to bridge the divide between your current state and your desired future state? Gap analysis is the model for you. It helps you pinpoint the disparities and devise strategies to close the gap effectively.
  • The strategy map : This model helps you visualize your strategy by creating a graphical representation of your goals, objectives, and the causal relationships between them. It's a fantastic way to convey complex ideas in a simple, visually appealing manner.

KPIs and metrics to add in strategic plan presentation

As the saying goes, " What gets measured gets managed. " In strategic planning presentations, KPIs (Key Performance Indicators) and metrics are your guiding lights. These quantifiable measures provide insights into the health and progress of your strategic initiatives. Here are some essential KPIs and metrics to consider including in your presentation:

  • Revenue growth : One of the fundamental KPIs, revenue growth , indicates the financial health of your organization. It reflects the effectiveness of your strategies in generating income.
  • Customer acquisition cost (CAC) : Understanding how much it costs to acquire a new customer is vital. A high CAC can eat into your profits, so presenting strategies to reduce it can be a game-changer.
  • Customer lifetime value (CLV) : This metric gauges the long-term value of a customer to your business. A higher CLV often signifies effective customer retention strategies.
  • Market share : For many businesses, market share is a critical KPI. It measures your share of the market compared to competitors, showing your industry presence.
  • Return on investment (ROI) : ROI quantifies the profitability of your investments. A positive ROI indicates that your strategies are generating more revenue than they cost.
  • Employee satisfaction : Don't forget about your internal stakeholders. Employee satisfaction can impact productivity and customer service, making it a valuable metric to track.

How to structure an effective strategic planning presentation

Now that you have a grasp of the models and metrics, let's focus on the structure of your strategic planning presentation. Remember, a well-structured presentation not only conveys your ideas effectively but also keeps your audience engaged. Here's a tried-and-true structure to consider:

1. Title slide

  • Begin your presentation with a compelling title that piques interest.
  • Introduce yourself and your role in the organization.

2. Agenda slide

  • Provide a clear outline of what your presentation will cover.

3. Executive summary

  • Summarize the key points of your strategic plan.
  • Highlight the most critical objectives and strategies.

4. Business overview

  • Give an overview of your organization, its mission, and its current position in the market.
  • Use visuals like charts and graphs to make data more digestible.

5. Strategic objectives

  • Present your strategic objectives clearly and concisely.
  • Use the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria to define your objectives.

6. Strategies and tactics

  • Dive into the heart of your plan by detailing your strategies and tactics .
  • Use visuals and real-world examples to illustrate your points.

7. KPIs and metrics

  • Show how you'll measure success using the KPIs and metrics we discussed earlier.
  • Use charts and graphs to make data visually appealing.

8. Implementation plan

  • Explain how you'll put your strategies into action.
  • Include a timeline to show the sequence of events.

9. Risk assessment

  • Address potential threats and constraints that could impact your plan.
  • Highlight contingency plans to mitigate these risks.

10. Conclusion

  • Summarize the key takeaways from your presentation.
  • End with a strong call to action or next steps.

11. Q&A

  • Open the floor to questions and engage with your audience.
  • Be prepared to provide detailed answers to ensure buy-in from stakeholders.

Do's and don'ts of a strategic planning presentation

  • Clear and concise : Avoid jargon and keep your language simple and understandable.
  • Visuals : Visual aids like charts, graphs, and diagrams can clarify complex ideas.
  • Practice : Rehearse your presentation to ensure a smooth delivery.
  • Engage your audience : Encourage questions and discussions to foster understanding and buy-in .
  • Adaptable : Be prepared to adjust your presentation based on your audience's level of expertise and interest.

Don'ts:

  • Overwhelm with data : While data is essential, don't drown your audience in it. Select the most relevant information.
  • Rush : Take your time to explain key points and concepts.
  • Overconfident : Be open to feedback and willing to adjust your plan if necessary.
  • Neglect the human element : Remember that your presentation is not just about data; it's also about convincing your audience to support your plan.

Summarizing key takeaways

  • Strategic planning : It's your roadmap for long-term success, providing direction and adaptability.
  • Models matter : Use models like SWOT analysis, strategic planning processes, and more to structure your presentations effectively.
  • Metrics count : Include KPIs like revenue growth, CAC, CLV, market share, and ROI for measuring success.
  • Structure matters : Create presentations with a clear agenda, engaging content, and a strong conclusion.
  • Presentation do's and don'ts : Be clear, use visuals, practice, engage your audience, and stay adaptable. Avoid data overload, rushing, overconfidence, and neglecting your audience.

1. What is a strategic planning presentation, and how can I create one efficiently?

A strategic planning presentation is a vital tool for conveying your organization's long-term vision and goals. It's a roadmap that outlines your business plan, competitive advantage, and strategy for success. To create one efficiently, consider using Prezent, PowerPoint or Google Slides, as they offer editable templates designed for strategic management presentations. These customizable templates help streamline the process, allowing you to focus on developing a strategic plan rather than formatting slides from scratch.

2. What should I include in a strategic planning presentation?

In your strategy presentation, cover essential components such as your mission statement, vision statement, and a detailed strategic plan with clear, actionable goals and action plans. Use slide templates to organize your content effectively within a planning framework. Be sure to highlight your organization's unique competitive advantage and address the potential imitability of your strategy. Additionally, incorporate business diagrams and analysis to support your points and make your presentation high-quality and informative.

3. Can I use PowerPoint and Google Slides for my strategic planning presentation?

Yes, you can leverage both PowerPoint and Google Slides for your strategy presentation. They offer professionally designed templates that are fully customizable, making it easier to allocate your content and create an efficient strategy slideshow. Whether you prefer one page, PPT or Google Slides, you have the flexibility to develop and edit your presentation collaboratively online and save it in various formats, including PDF.

4. How often should I update my strategic planning presentation?

Your strategic planning presentation may change over time as your business evolves. It's advisable to review and update it regularly, especially when significant developments occur or during pivotal moments like a product launch or changes in strategic direction. Ensure that your presentation reflects your organization's current goals, strategies, and execution plans to maintain its relevance and effectiveness.

5. What role do professionally designed templates play in a strategic planning presentation?

Professionally designed templates are instrumental in creating an efficient and visually appealing strategy planning powerpoint presentation. These pre-designed templates offer a scheme that organizes your content logically, making it easier to brainstorm and communicate your organization's process effectively. With high-quality, customizable templates, you can convey your strategy clearly, emphasizing your competitive advantage and ensuring your audience understands your business plan.

Create your strategic planning presentation with prezent

Prezent revolutionizes the creation of strategic planning presentations with its comprehensive suite of features. It starts by saving you a remarkable 70% of the time typically spent on crafting presentations. With access to a vast library of over 35,000 slides and brand-approved designs, Prezent ensures that your presentation is not only visually appealing but also 100% on brand, aligning perfectly with your company's image.

Additionally, it crushes 60% of communication costs, making it a cost-effective solution. Prezent allows you to consider audience preferences, personalize content, and collaborate in real-time, enabling your team to work seamlessly together. Its overnight presentation service ensures you meet tight deadlines with ease, further enhancing your strategic planning process.

So, go ahead, create your strategic planning presentation, and steer your organization toward a future filled with success and sustainability.

Are you ready to power up your strategic planning presentations? Try our free trial or book a demo today with Prezent!

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StrategyPunk

The 10-Step Guide for a Successful Strategy Presentation

Discover essential steps and best practices in 'How to Write a Strategy Presentation.' Elevate your approach and effectively communicate your strategic vision with our comprehensive guide.

StrategyPunk

StrategyPunk

The 10-Step Guide for a Successful Strategy Presentation

Introduction

Have you ever been trapped in the quicksand of a never-ending strategy presentation?

We've all been there, nodding off while someone drones on.

Now, picture this: a room hanging onto your every word, eyes lit with interest.

Impossible?

Think again. Plunge into our fresh guide, and you'll transform from a presenter to a storyteller.

It’s time for your audience to listen and be utterly captivated.

How to Write a Strategy Presentation: 10 Steps

1. set the stage right.

You wouldn’t host a grand ball without knowing who’s attending, right?

In the same way, before you even think of diving into your content, please know your audience.

Are they tech wizards or old-school board members? Millennials or Baby Boomers?

Customize your talk to resonate with them. Understand their needs, their pain points, and their aspirations.

Connect on a personal level, and half your battle is already won. 🎯

2. Define Your Mission

Imagine embarking on a road trip without a map.

A strategy presentation without a clear mission is almost the same – directionless and meandering.

So, ask yourself: Why are you here? What's the core message?

Once you have that clarity, your path becomes straightforward. Trust me, your audience will thank you for it.

3. Craft an Unforgettable Opening

First impressions?

They’re everything. You have 60 seconds to grab your audience's attention, so make those seconds count.

A quirky quote, a compelling statistic, or even a personal anecdote – choose a relevant and riveting opener. It’s the appetizer to your main course.

Make sure it's tantalizing!

4. Break Down the Core

a. Highlight the Issue:

Every story needs a conflict.

In your strategy presentation, this is the issue or challenge at hand.

Paint a vivid picture. Make them see what’s going awry.

But remember, no doom and gloom—just honest, relatable content.

b. Showcase Your Solution:

Now, for the hero of our story – your solution. Get straight to the point.

How will your idea transform the current scenario?

Make your key the shining beacon. Sell not just the picture but the dream.

c. Unveil the Game Plan:

So, you’ve hooked them with the problem and dazzled them with your solution.

The roadmap: Walk them through the how. Detail the journey, step by step, action by action. Make it tangible. Make it achievable.

5. Elevate with Design

Yes, content is king. But design?

It’s the crown. Incorporate visuals that speak. Charts, infographics, images – let them do the heavy lifting. Remember, a picture's worth a thousand words, but a relevant picture?

That’s gold. And hey, always lean into simplicity. Less is more, especially on slides. 🖼️

6. Weave in Stories

Facts need to be remembered. Stories? They stick.

Weave in anecdotes that resonate. Personal tales, success stories, or even fictional scenarios – a narrative touch can bring your presentation alive. Make it relatable.

Could you make it memorable? After all, who doesn't love a good story?

7. Get Them Talking

No one enjoys a monologue. You can turn your presentation into a dialogue.

Ask questions. Seek opinions. Maybe even throw in a mini poll or quiz. Engage them.

The more involved they are, the more invested they become. It's the difference between passive listeners and active participants.

8. Wrap it Up with Pizzazz

You're nearing the end. This is where you cement all you've shared.

Highlight the key points and end with a zinger. It could be a call to action, a memorable quote, or a challenge.

Leave them thinking, reflecting, and wanting more.

9. Rehearse to Perfection

You've crafted this masterpiece. Now, could you give it the respect it deserves?

Know each slide, each transition, and each pause. Familiarize yourself with the flow. The more comfortable you are with the material, the more confidently you'll deliver.

And nothing, absolutely nothing, captivates an audience more than genuine confidence.

10. After the Applause: Your Next Moves

The applause fades—the room empties.

But your job? It still needs to be done. Show gratitude. A simple thank you can work wonders. Would you be willing to share your presentation or additional resources?

And always, always be open to feedback. It’s the breakfast of champions, after all.

Crafting a killer strategy presentation isn’t about big words or fancy jargon. It’s about connection, clarity, and confidence. You’ve got the palette, brush, and canvas.

Now, could you paint your masterpiece? 🎨

Remember, strategy presentations are not just about informing. It’s about transforming.

So, go ahead and inspire change—illuminate minds. And make a lasting impact.🚀

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Bonus: Your Strategy Presentation Success Checklist

Please ensure that your strategy presentation is top-notch with our concise Success Checklist.

This list will guide you through each crucial step for impactful delivery, from understanding your audience to gathering feedback post-presentation.

Your trusty companion for every presentation!
  • Audience insights in place.
  • Is the Mission crystal clear? ✔️
  • Powerful start rehearsed.
  • Core content organized.
  • Engaging visuals ready.
  • Personal story integrated.
  • Interactive segment prepped.
  • Strong conclusion framed.
  • Feedback channels open.

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Blog – Creative Presentations Ideas

Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

presentation on strategic planning

7 Essential PPT Templates for Strategic Planning Presentations

Last Updated on March 6, 2024 by Peter Z

It’s no secret that company strategy needs to be understood clearly by all people so all activities and projects are aligned with it. Creating a presentation deck on strategic topics can be challenging, as you need to show the big picture in a catchy way that will resonate with all involved people. Substituting huge text blocks with easy-to-follow infographics will definitely help you communicate various long-term and strategic planning topics.

We’ve put together this list of recommended PowerPoint slide decks that can be a source of graphical inspiration so you don’t have to spend endless time searching for visuals to fit the presented concepts.

Elevate your business performance presentations with our curated resources – visit our financial performance PPT reports page .

These seven templates will help you create high-quality presentations to convey strategic planning concepts:

  • Strategy Management Pillars
  • Roadmap Diagrams
  • Vision & Mission Concepts
  • Business Model Canvas
  • Go To Market Strategy Plan
  • Business Recovery & Transformation Plan
  • Gap Analysis Types and Tools

Explore slide decks presented here in the Strategy and Long-term Planning PowerPoint Templates collection . You can get any deck or separate slide as an editable PPT file.

Strategy Management Pillars Graphics

The metaphor of ancient columns is often used to present foundation elements holding the building. As you can see in the example below, the pillars of business excellence represent the core values and form the foundation to hold up the “roof” – the company vision.

Explore the Strategy Management Pillars collection here that will help you create strategic planning slides faster.

strategy-management-pillars-infographic-diagram-ppt-template

Pillars can be used to present the following concepts:

  • Foundation your company was built on and why you do what you do.
  • Company vision, mission, key values, and capabilities
  • Core principles of your business
  • Project plan essentials

Roadmap Diagram Templates for Sharing Long-term Vision and Strategic Planning Goals

A well-designed roadmap is like a GPS for your business or project. It’s one of the best visual tools to make your vision and steps towards it clear for everyone on the team.

You can use roadmaps to show yearly or quarterly goals, steps to achieve, and phases of your project plan. Check the Roadmap Diagram Templates collection here .

roadmap diagrams for strategic planning

The roadmap is an effective visualization tool that can remind everyone of your vision and keep all team members on the right road. Check three ways to design a roadmap slide depending on the type of planning you present.

Roadmaps should not necessarily contain the “road” image, despite its name, they can also be visualized as a table. If you’re discussing product development or release, sharing responsibilities within the team, or want to track projects across departments, such roadmap tables will help you illustrate these concepts more visually.

Vision & Mission Presentation Diagrams

Besides current goals, strategies, and action plans, every company has a mission – a reason it exists and a vision – a striking statement clarifying the business’s meaning and purpose for stakeholders.

To underline the importance of these statements and show how your company differs from others, try using more creative and fresh designs for such slides. If you’d like to save time, choose templates from our collection of slides for illustrating vision, mission, and values .

Vision Mission Presentation Diagrams

For more ideas on presenting various statements, see seven ideas for the quote slides .

Business Model Canvas Template

The Business Model Canvas framework is a strategic management template used for describing or altering existing business models and developing new ones. It allows seeing a big picture of core activities, resources, and partners.

BMC is widely used by companies and startups to analyze their strategy and apply the lean startup approach. Visualizing it without cluttering the slide will help you keep the audience’s attention and convey your ideas clearly.

Business Model Canvas Template for KPI's and strategic planning ppt

Go-To-Market Strategy Plan Framework

The go-to-market strategy is the tactical action plan that drafts the necessary steps to deliver a unique value proposition to customers and achieve a competitive advantage in a new market. It can be applied to pretty much anything, from launching new products and services, to re-launching your company or brand.

Having a concisely presented go-to-market strategy can help a lot while explaining it to the management board or stakeholders because such documents usually contain lots of content and numeric data. Get inspired by Go To Market Strategy Plan graphics covering all elements of GTM.

go-to-market-strategy-plan-framework-diagrams-ppt-template

You can use these graphics to:

  • Design a framework for your go-to-market strategy including all important elements on one slide
  • Illustrate total available, serviceable available & obtainable market volume
  • Describe the competitive landscape by comparing the biggest market players
  • Show entrance and exit barriers
  • Visualize your targeted customer profile
  • Present financial highlights
  • Illustrate key milestones and timeline of a rollout to the new marketplace
  • Describe the key success factor of your expansion strategy

Business Recovery Plan Graphics Template

If you are working on a business recovery or transformation plan, illustrating key business challenges, trends, and your crisis management strategy in a clear, informative manner will help you be heard.

You can reuse and adapt our collection of Post-Pandemic Business Recovery Plan diagrams to present your strategy on how to deal with any sudden emergency situation, causing massive business disruption, and adapt to a new business context.

business-recovery-plan-covid-pandemic-crisis-management-transformation-strategic-planing-ppt

Slides in this deck can be used to:

  • Describe phases of business reaction
  • Visualize methods how to reshape the ways of working for the future
  • Illustrate your performance gap analysis
  • Present a contingency plan for the response phase
  • Visualize your digitalization and automatization strategies
  • Cover responsibility and sustainability aspects
  • Illustrate the circular economy model
  • Summarize digital co-working success elements

To outline the next steps after such a strategic planning meeting, explore ideas on illustrating the concept of follow-up with one symbol .

Gap Analysis Types and Tools Presentation

A gap analysis is a business assessment methodology that compares actual performance and results with what was expected. It is useful when you need to evaluate current results and the necessary improvement efforts to close the gap and reach the desired performance,

Check our Gap Analysis Diagrams deck which includes templates to show the concept of gap analysis, its benefits and types, brand perception & customer experience gaps, efficiency gap benchmark, and more.

gap-analysis-diagrams-ppt-template for strategic planning-position-current-desired

If you are looking for general graphics to help your audience connect the dots between concepts or ideas, check bridge graphics design ideas .

Summary of the best visual metaphors for strategic planning

One of the most common presentation design challenges is how to paint a big picture to convey a complex message. Infographics and visuals can help you a lot with this. They don’t have to be overcomplicated, simple diagrams will do. You can see from the examples that it’s enough to choose a good visual metaphor: pillars, road, a mountain, gap & a bridge, target bullseye, or DNA helix.

Pre-designed PowerPoint decks full of various diagrams and icons will help you save time on designing those infographics. Most of the slide decks in this blog also contain business-relevant content, which you can reuse for your presentations.

Designer’s tip: When designing your slides, remember consistency rules if you’re mixing slides from two or more PowerPoint files or other sources. It will help to make your presentation more professional-looking and therefore it will be easier to make an impact on the audience you’re talking to.

Explore our YouTube channel for more creative inspiration:

Resources: PowerPoint Templates for Strategic Planning Presentations

Explore the complete presentation graphics about long-term planning and business strategies topics. All templates mentioned above, and many more, are available in the infoDiagram collection:

Strategic and Long-term Planning PowerPoint Templates

More inspiration for strategic planning presentations

  • How to choose the right diagram so it fits the content
  • Illustrating strategy concept with one icon
  • 10 decks to visualize projects review and plan for the future
  • How to present a triple-bottom-line business model creatively
  • Ideas to avoid boring company overview presentation

You can find more design ideas and examples of presenting strategic planning topics on our blog .

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Chief Diagram Designer, infoDiagram co-founder View all posts by Peter Z

Strategic Planning Powerpoint Templates and Google Slides Themes

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Strategy Presentation-web

Strategy Presentation Template

Present the key points of your strategy using a Strategy Presentation Template. Ensure that your team understands the direction to take and how to execute plans.

Trusted by 65M+ users and leading companies

About the Strategy Presentation Template

This Strategy Presentation Template helps transform strategic ideas and thinking into actionable plans. With a clear template, you can present a strategy to your team to ensure that everyone is on the same page about where your business is heading. 

Visual learning is a great way to engage employees and get them on board with never-before-seen ideas. The Miro Strategy Presentation Template will ensure that everyone listening understands the strategy presented and has a clear idea of the role they’ll play.

What’s a strategy presentation?

Strategies are the ideas and approaches business leaders map out to secure the future of a company. A strategy isn’t a plan. Rather, it’s a list of methods your team will use to achieve the company goals. These tactics refer to the what, how, and why of certain ideas to get everyone on board with the moves your team will make. 

Presenting your strategies is the best way to allow people to understand what the business will focus on in the future. Strategies are often more abstract than concrete plans. 

So, being able to discuss and present them to an audience can be challenging. A well-structured presentation is a great way to get employees to understand their roles and responsibilities in applying future strategies. 

What should be in a strategy presentation? 

The success of a presentation depends on the content included in it. It must be holistic, easy to understand, and flow well to keep listeners engaged. Your strategy presentation should: 

Discuss the big picture. The big picture should be your starting point for your strategy presentation. The overall goals and aims of your business should guide your strategies and provide an overview of the end goal. It’s important that listeners learn about this overarching approach to understand the rationale behind certain strategies.

Focus on the “why” of each strategy. It’s important that the team members involved in the strategy execution understand the “why” behind the business strategy. This will motivate and direct them as they complete their specific tasks within the overall strategy.

Benefits of a strategy presentation 

The following are the biggest advantages of a strategy presentation:

It establishes a sense of direction. The main benefit of a strategy presentation is to bring everyone in the business on board with the company’s direction and goals. It’s important that everyone understands this direction to work collaboratively and effectively to achieve the strategic goals. 

It improves focus within the team. A strategy presentation helps everyone understand the business objectives and key results , the actions they need to take to deliver the strategy, and their role in the business’s success. Based on this critical information, employees and workers will focus more on the tasks they need to complete.

It presents information visually. A strategy presentation is an effective way to visually communicate ideas to everyone on your team. Technical speeches with a lot of business jargon might be difficult for some to understand, but a strategy presentation template can help.

How to use the Strategy Presentation Template 

Here’s how to use this template to effectively communicate and present your strategy:

1. Fill in the frames with your strategy information

The Strategy Presentation Template has frames that act like editable slides for your presentation. Start by filling in each frame with the key information regarding your strategy. From the big picture and individual strategies to roles and jobs to be done, it’s important that you include all the ideas you want to discuss.

2. Customize the template

One of the main benefits of using this template is its flexibility. If certain frames don’t suit the message you want to convey, you can easily remove slides or edit them to suit your needs. You can move frames, arrange content on frames in a grid-like mode, and hide content on frames from your collaborators’ view. The frames are easy to manipulate, and the template is set up in a way that makes it easy to jump between slides to facilitate discussion and collaboration.

3. Use presentation mode

Once you’ve organized the information on each frame, it’s time to present. After entering full-screen presentation mode , use the arrow icons or arrow keys to navigate between frames as you showcase your strategy like a professional. 

4. Get feedback

Developing a strategy should be a collaborative process. It’s easy to share your strategy presentation with the rest of your team by creating a link or adding others as collaborators. Share your slides and get feedback anytime, anywhere.

How to pull off a great strategy presentation 

Presentations can be daunting, and getting your message across isn’t always an easy task. Keep the following tips in mind to help your strategy presentation communicate your strategic ideas effectively:

Make sure your insight is focused

Before you start thinking about presenting your company strategy, it’s important that your information is well researched and focused. It must not be scatterbrained, and claims must not be made without research to back them up. This is where you must collaborate with different people in your business to understand their opinions. You should also have a clear picture of the positions within the company and the role each person plays in carrying out the strategies.

Communicate the principles

The listeners of your presentation should understand the principles the strategy is based on. For example, if a strategy is focused on increasing productivity using a certain method, the principles of that method should be discussed. This brings it back to the “why.” The “why” must be explained and discussed throughout the presentation for your strategy to be properly received.

How do you start a business presentation strategy?

The best way to start a business presentation strategy is to discuss the job at hand. In other words, the presentation should start with the problem that needs to be solved. After this problem is understood and discussed, move on to the strategies that will be employed to solve it. After the introduction, this is the best way to engage the audience and make sure they understand the entire picture.

How do you structure a strategy presentation?

Having a well-structured strategy presentation is key to maintaining your audience’s attention and getting your point across. Begin by discussing the problem that needs solving. Secondly, discuss the principles that will underpin the strategies to be discussed later — the “why.” Lastly, after listeners begin thinking about solutions to the problem, present your ideas and tactics. This lends itself to a brainstorming and collaboration session.

When do you use a strategy presentation?

Strategy presentations can be used in any business sector that needs a revamp or has a problem that needs to be solved. For example, if your company wants to boost its online presence, it might be helpful to plan a social media strategy presentation. These strategic planning presentations can be used in all aspects of your business, from expansion to improving customer experience.

Get started with this template right now.

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Simple Presentation Template

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Presentations

Designed to remove the clutter and communicate the most important information in a clear and visually appealing way, our Simple Presentation Template will keep your audience’s eyes glued to the screen and their ears tuned into your voice — without having to add any fancy bells or whistles.

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Marketing Proposal Presentation Template

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The Marketing Proposal Template is a simple outline you can use to quickly and easily structure your next bid for a project.

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Portfolio Presentation Template

Presentations, UX Design

Display your work in an engaging and visually-appealing format with Miro’s Portfolio Presentation Template. Exhibit your best work and help your audience visualize your designs.

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Project Presentation Template

Presentations, Product Management

Use our Project Presentation Template to provide an overview of your upcoming project. Get buy-in from investors, keep stakeholders in the loop, and show colleagues your plan of action.

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Rebranding Presentation

Out with the old, in with the new! Showcase your brand’s newly revised strategy with this dynamic Rebranding Presentation Template.

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Training Presentation Template

Presentations, Education

Creating an engaging training presentation that effectively helps your employees level up is no easy feat. With the Training Presentation Template, you can slash presentation development time and spend more energy on the transformative elements of your training. Plus, it’s so easy to collaborate with other training staff when you develop your training slides in Miro.

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Strategic Planning Templates for PowerPoint

Need a useful template to create and present a strategic plan, we have you covered. Strategic Planning Templates for PowerPoint are a set of slide designs with a wide range of editable charts, diagrams, logical models, clipart images, 3D illustrations and more.

You can create your strategic plan using our crafty template designs, such as to create a SWOT Analysis, Timeline, Mission and Vision Statement, etc.

Under this category you can download strategic management PowerPoint templates and slide designs to be used in corporate presentations on Strategy and Leadership. This category contains dozens of presentation diagrams for Strategy related presentations including popular business models and original layouts.

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Creating a comprehensive strategic plan has never been easier with our selection of strategic planning PowerPoint templates. These meticulously designed slide decks offer many editable charts, adaptable diagrams, logical models, clipart images, and dynamic 3D illustrations, providing a versatile toolkit to articulate your vision.

From SWOT analysis to Timelines, Mission, and Vision Statements, our diverse template designs empower you to seamlessly encapsulate and present your strategic objectives. Explore a range of strategic management PowerPoint templates ideal for corporate presentations on Strategy and Leadership. Our collection encompasses an array of presentation diagrams tailored for Strategy-focused discussions, housing both well-known business models and innovative, original layouts. Elevate your strategy-related presentations effortlessly with our comprehensive suite of templates.

What is a strategic plan template?

A strategic plan template is a pre-designed PowerPoint presentation that provides a structure for communicating your strategic vision to your audience. Strategic plan templates typically include slides for your company’s mission and vision statement, SWOT analysis, strategic goals and objectives, and timeline for implementation.

Among various tools, our free strategic plan templates are invaluable tools in creating comprehensive and visually engaging presentations that outline your strategic direction and initiatives. Whether for internal alignment or external stakeholder communication, these templates streamline the process, allowing you to articulate your strategy clearly and effectively.

What are the five elements of a strategic plan?

The five elements of a strategic plan are:

  • Mission and vision statement: A clear and concise statement of your company’s mission and vision for the future.
  • SWOT analysis: An assessment of your company’s strengths, weaknesses, opportunities, and threats.
  • Strategic goals and objectives: A set of specific, measurable, achievable, relevant, and time-bound goals your company aims to achieve.
  • Implementation plan: A detailed plan for how you will achieve your strategic goals and objectives.
  • Monitoring and evaluation plan: A plan for how you will track your progress toward your strategic goals and objectives and make adjustments as needed.

How do you do a strategic plan presentation?

When creating a strategic plan presentation, it is important to keep the following tips in mind:

  • Clearly communicate your company’s mission and vision statement. Be specific and measurable in your strategic goals and objectives.
  • Provide a clear and concise plan for implementation.
  • Explain how you will track your progress and make adjustments as needed.
  • Use visuals to support your presentation and make it more engaging.

For more information, read our article about how to create a strategy presentation .

How can our strategic planning templates help you?

Our strategic planning templates can help you save time and create professional, visually appealing, and informative presentations on strategy and leadership. These templates are fully editable, so you can simply add your content and customize the look to match your brand.

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Strategic Planning Infographics

Free google slides theme and powerpoint template.

Start editing these infographics to show the different stages of a business' strategic planning. These multiple diagrams, timelines, tables and other kinds of schemes look so clean that there will be no questions asked after the slideshow. Adapt the amount of elements to your needs!

Features of these infographics

  • 100% editable and easy to modify
  • 30 different infographics to boost your presentations
  • Include icons and Flaticon’s extension for further customization
  • Designed to be used in Google Slides, Microsoft PowerPoint and Keynote
  • 16:9 widescreen format suitable for all types of screens
  • Include information about how to edit and customize your infographics

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Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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30+ Strategic Planning PowerPoint Templates

When you’re giving a presentation on strategic planning, there’s no room for mistakes.

Think about it. If you couldn’t plan a proper PowerPoint slideshow, how are you going to convince a group of investors to trust your strategic planning abilities?

Well, there’s no need to get anxious. Making a killer PowerPoint presentation is not that difficult, especially when you have the right template to start with.

Today, we handpicked some of the top strategic planning PowerPoint templates just for you. These templates are hand-crafted by professional designers to ensure they have all the slides and graphics you’ll need for your presentation.

Have a look and see if you can find a template for your project.

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Modern PPT Templates

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Pitch Deck Templates

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Explore PowerPoint Templates

Corporate Strategy PowerPoint Template

Corporate Strategy PowerPoint Template

The Corporate Strategy PowerPoint Template is a valuable tool for businesses to map out comprehensive long-term strategies. It offers unique content including executive summaries, SWOT analysis, market growth projections, and more. Easily editable, it accommodates varying screen sizes, comes in three pre-made color themes, and includes a user guide. Note, photos in the demo are only for preview and are not included in the files.

Marketing Strategy PPT Template

Marketing Strategy PPT Template

The Marketing Strategy PPT Template is a comprehensive and versatile tool for business presentations. It features 25 unique slides covering a wide range of marketing topics from strategies and funnels to customer journeys and KPIs. The template, which is easy to customize, comes in 10 pre-made color themes and is designed for a 16x9HD display. Supported by PowerPoint 2010 and newer versions, it includes detailed instructions for users.

Multipurpose Strategy Template

Multipurpose Strategy Template

The Multipurpose Strategy Template is a versatile tool for various presentations, from business to education. It captivates the audience with its professional, modern design, and boasts over 40 slides, customizable color options, image placeholders, and vector-based icons. It also offers easy editability and drag-and-drop image options, enhancing its convenience and efficiency. It comes with free support, but images are not included.

Spacetron Product Strategy PPT

Spacetron Product Strategy PPT

The Spacetron Product Strategy PPT is a versatile toolbox for captivating presentations. With a wide range of editable, resizable graphics and user-friendly features like master slides, picture placeholders and drag-and-drop editing, this template makes it easy to create impactful visual content.

Clean Brand Strategy Presentation Template

Clean Brand Strategy Presentation Template

The Clean Brand Strategy Presentation Template is a versatile and comprehensive tool, peppered with 24 dynamic, easily editable slides. Covering essential business components like market analysis, competitive strategy, and social media marketing, it’s provided in a variety of formats to cater to both technical and non-technical individuals.

Minimal Marketing Strategy PowerPoint Template

Minimal Marketing Strategy PowerPoint Template

The Minimal Marketing Strategy PowerPoint Template is a versatile tool perfect for creating compelling company profiles or business presentations. Easily customizable, it includes 30 HD widescreen slides, available in both PPT and PPTX formats. You can modify all elements, colors, shapes, and charts according to your needs. Please note, images used in the original template are not included.

Modern Business Strategy Planning PowerPoint Template

Modern Business Strategy Planning PowerPoint Template

Delivering a more convincing and effective strategic plan presentation will be much easier when you have a bold slideshow design to back your claims. This PPT is perfect for that job. It comes with 32 unique slides featuring lots of charts, graphs, and infographics to show off data and statistics. Each slide and graphic can be customized to your preference.

Marketing Strategic Planning PowerPoint Template

Marketing Strategy Planning PowerPoint Template

The colorful and modern design of this PowerPoint template will help make your presentations look professional and stylish at the same time. It uses creative slide layouts with bright accent colors to instantly grab the attention. There are 30 unique slides in this template with master slides and free fonts.

Business Project Strategy PowerPoint Template

Business Project Strategy PowerPoint Template

You can use this PowerPoint template to design a powerful business strategy presentation for your projects that will win over clients and investors. The template comes packed with 30 slide layouts, including graphic layouts for important business concepts like SWOT analysis. You can also customize the slides to change colors, text, and images.

Social Media Strategic Plan PowerPoint Template

Social Media Strategy Plan Powerpoint Template

When presenting a strategic plan for a social media marketing campaign, your slideshow has to look more creative and trendy. This PowerPoint template for stratic planning has the perfect design for those presentations. It includes 30 different slides with simple drag-and-drop editing features. As well as lots of other editable master slide layouts.

Customer Acquisition Strategy PowerPoint Slides

Customer Acquisition Strategy PowerPoint Slides

If you’re working on a presentation related to customer acquisition, this PowerPoint template kit will come in handy. It includes 20 unique slides for showcasing your data, stats, and key points related to customer acquisition strategy. It has funnels, roadmaps, timelines, and various other useful infographic layouts too.

Isometric SEO Strategic Planning PPT Free

Isometric SEO Strategic Planning PPT Free

Creating a strategic planning presentation for your SEO projects will get much easier when you have this PowerPoint template. It includes 33 fully customizable slides with colorful shapes, illustrations, and typography. It’s completely free to use.

Free Strategic Planning Infographics for PowerPoint

Free Strategic Planning Infographics for PowerPoint

If you’re looking for a specific infographic to showcase data in your strategic planning slideshows, this free template might help. It has 30 different slides with useful charts, infographics, and graphs for showing off stats and data in your presentations.

Creative Strategic Planning PowerPoint Template

Creative Strategy Planning Powerpoint Template

Sometimes, you have to add some color and creativity to even some of the most complex presentations to make them fit in with your brand and industry. This strategic planning PowerPoint template is a great example of that concept. It has the perfect design for presentations related to lifestyle, social media, and fashion business strategies. The template has 35 unique slides.

MARKENCY – Marketing Strategy PowerPoint Template

MARKENCY - Marketing Strategy Powerpoint Template

This strategic planning template is designed with a modern and stylish layout. It’s ideal for making slideshows related to marketing strategies and promotional campaigns. There are more than 40 different slides included in this template with lots of vector graphics, editable charts, icon packs, and more.

Sales Strategic Planning PowerPoint Template

Sales Strategy Planning Powerpoint Template

If you’re working on a strategic plan for your sales presentation, this PowerPoint template will help you craft the perfect slideshow for your project. The template includes 30 clean slide layouts that you can fully customize to change colors, fonts, and add images.

Simple PowerPoint Template for Marketing Strategy Planning

Simple PowerPoint Template for Marketing Strategy Planning

You can use this PowerPoint template as a canvas to create a more complex slideshow for strategic planning presentations. There are 20 master slide layouts in this template in standard and widescreen designs. You can edit and customize them however you like to add your data, diagrams, charts, and more.

Digital Marketing Strategic Planning PowerPoint Template

Digital Marketing Strategy Plan Powerpoint Template

This PowerPoint template features a flexible multipurpose slide design that you can use to create strategic planning slideshows for various types of digital marketing projects and businesses. There are over 40 unique slides in the template with infographics, charts, and vector graphics. It comes fully animated too.

Creative Sales Strategy Plan Free PowerPoint Template

Creative Sales Strategy Plan Free PowerPoint Template

A free PowerPoint template for making a sales strategy plan presentation. It has colorful and creative slides featuring fun illustrations. You can also customize the slides to your preference. There are 31 slides in this template.

Strategy in 6 Steps – Free Strategic Planning PPT

Strategy in 6 Steps - Free Strategic Planning PPT

This free strategic planning PowerPoint template features a clean and minimalist design. It will allow you to neatly organize your strategic plan into 6 steps. There are 39 unique slides to describe those steps in more detail.

Brand Strategy Planning PowerPoint Template

Brand Strategy Planning PowerPoint Template

Use this PowerPoint template to create a powerful presentation to showcase your branding strategy plan. It comes with 29 sleek and modern slides featuring aesthetic designs. They are all fully animated and include beautiful typography to accentuate your key points. It’s perfect for high-end and luxury brands too.

Project Strategic Planning PowerPoint Template

Project Strategic Planning PowerPoint Template

This is one of the most professional-looking strategic planning PowerPoint templates on our list. It has a bold color theme that spreads across the entire slideshow. It also uses accent colors to highlight the key points in the presentation. There are 30 customizable slides in this template.

Business PowerPoint Template for Strategic Planning

Business PowerPoint Template for Strategic Planning

Whether you’re working on a strategic plan presentation for an agency, small business, or corporate brand, this PowerPoint template has all the slide layouts you’ll need. There are more than 70 unique slides included in this template. And it comes in 20 color themes as well as a massive icon pack with 4,000 icons.

Marketing Strategy Plan PowerPoint Template

Marketing Strategy Plan PowerPoint Template

You can deliver a more convincing strategic plan presentation for your marketing projects with the help of this template. It features 25 unique slides with a creative color theme. You can also customize each slide to change images, edit fonts, and even change the colors to match your branding.

Business Strategy PowerPoint Infographics Slides

Business Strategy PowerPoint Infographics Slides

This PowerPoint template has plenty of useful infographic slides that will be quite useful for your strategic planning presentations. There are 17 unique infographic slides in the template with 12 different color schemes to choose from. That makes it a total of 204 slides in the template.

Free Minimalist SEO Strategy Plan PowerPoint Template

Minimalist SEO Strategy Plan PowerPoint Template

Another free PowerPoint template for making a strategic plan presentation for your SEO and marketing projects. The template comes with 29 unique slides featuring bold and creative slides.

Moovia – Free Strategic Planning PPT For Social Media

Moovia - Free Strategic Planning PPT For Social Media

Download this PowerPoint template for free to design a stylish and trendy presentation to showcase your strategic plan. This template is made with social media marketing in mind. And it includes 32 different slides.

Brand Strategy & Direction Powerpoint Template

Brand Strategy & Direction Powerpoint Template

This PowerPoint template is perfect for making all types of brand strategy planning presentations. It has a set of modern slides featuring bold and elegant colors. There are 36 unique slides included in this template with easily editable designs.

Solvro – Marketing Strategic Planning PowerPoint Template

Solvro - Marketing Strategic Planning PowerPoint Template

If you want to make your strategic planning presentations look strikingly attractive, this PowerPoint template will surely help. It features vibrant colors mixed with a darker theme to instantly attract attention. This template also has 36 different slides.

Gradient PowerPoint Template for Strategic Planning

Gradient PowerPoint Template for Strategic Planning

This strategic planning PowerPoint template is for fans of gradient colors. There are lots of customizable and beautiful slides in this template with cool gradient color schemes. There are 30 unique slides in the template for your to choose from.

Vertical Business Strategic Plan PowerPoint Template

Vertical Business Strategic Plan PowerPoint Template

Vertical PowerPoint slideshows are quite useful for both digital and print presentations. You can print them as documents too. This template features a set of vertical slides that are perfect for those types of slideshows. It comes in A4 and US Letter sizes as well as in 5 different color themes.

Sales Strategic Planning PowerPoint Templates

Sales Strategic Planning PowerPoint Templates

You can use this PowerPoint template to add lots of powerful statistics, reports, and surveys to your strategic planning presentations. It includes 30 different infographics, charts, timelines, and graphs related to sales strategy planning.

Strategic Planning PowerPoint Template for Business

Strategic Planning PowerPoint Template for Business

This template features a very professional slide design made specifically for delivering strategic planning presentations related to modern brands and corporate agencies. The template has 25 unique slides with free fonts, icon packs, editable vector graphics, and much more.

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  • What is strategic planning? A 5-step gu ...

What is strategic planning? A 5-step guide

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Strategic planning is a process through which business leaders map out their vision for their organization’s growth and how they’re going to get there. In this article, we'll guide you through the strategic planning process, including why it's important, the benefits and best practices, and five steps to get you from beginning to end.

Strategic planning is a process through which business leaders map out their vision for their organization’s growth and how they’re going to get there. The strategic planning process informs your organization’s decisions, growth, and goals.

Strategic planning helps you clearly define your company’s long-term objectives—and maps how your short-term goals and work will help you achieve them. This, in turn, gives you a clear sense of where your organization is going and allows you to ensure your teams are working on projects that make the most impact. Think of it this way—if your goals and objectives are your destination on a map, your strategic plan is your navigation system.

In this article, we walk you through the 5-step strategic planning process and show you how to get started developing your own strategic plan.

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What is strategic planning?

Strategic planning is a business process that helps you define and share the direction your company will take in the next three to five years. During the strategic planning process, stakeholders review and define the organization’s mission and goals, conduct competitive assessments, and identify company goals and objectives. The product of the planning cycle is a strategic plan, which is shared throughout the company.

What is a strategic plan?

[inline illustration] Strategic plan elements (infographic)

A strategic plan is the end result of the strategic planning process. At its most basic, it’s a tool used to define your organization’s goals and what actions you’ll take to achieve them.

Typically, your strategic plan should include: 

Your company’s mission statement

Your organizational goals, including your long-term goals and short-term, yearly objectives

Any plan of action, tactics, or approaches you plan to take to meet those goals

What are the benefits of strategic planning?

Strategic planning can help with goal setting and decision-making by allowing you to map out how your company will move toward your organization’s vision and mission statements in the next three to five years. Let’s circle back to our map metaphor. If you think of your company trajectory as a line on a map, a strategic plan can help you better quantify how you’ll get from point A (where you are now) to point B (where you want to be in a few years).

When you create and share a clear strategic plan with your team, you can:

Build a strong organizational culture by clearly defining and aligning on your organization’s mission, vision, and goals.

Align everyone around a shared purpose and ensure all departments and teams are working toward a common objective.

Proactively set objectives to help you get where you want to go and achieve desired outcomes.

Promote a long-term vision for your company rather than focusing primarily on short-term gains.

Ensure resources are allocated around the most high-impact priorities.

Define long-term goals and set shorter-term goals to support them.

Assess your current situation and identify any opportunities—or threats—allowing your organization to mitigate potential risks.

Create a proactive business culture that enables your organization to respond more swiftly to emerging market changes and opportunities.

What are the 5 steps in strategic planning?

The strategic planning process involves a structured methodology that guides the organization from vision to implementation. The strategic planning process starts with assembling a small, dedicated team of key strategic planners—typically five to 10 members—who will form the strategic planning, or management, committee. This team is responsible for gathering crucial information, guiding the development of the plan, and overseeing strategy execution.

Once you’ve established your management committee, you can get to work on the planning process. 

Step 1: Assess your current business strategy and business environment

Before you can define where you’re going, you first need to define where you are. Understanding the external environment, including market trends and competitive landscape, is crucial in the initial assessment phase of strategic planning.

To do this, your management committee should collect a variety of information from additional stakeholders, like employees and customers. In particular, plan to gather:

Relevant industry and market data to inform any market opportunities, as well as any potential upcoming threats in the near future.

Customer insights to understand what your customers want from your company—like product improvements or additional services.

Employee feedback that needs to be addressed—whether about the product, business practices, or the day-to-day company culture.

Consider different types of strategic planning tools and analytical techniques to gather this information, such as:

A balanced scorecard to help you evaluate four major elements of a business: learning and growth, business processes, customer satisfaction, and financial performance.

A SWOT analysis to help you assess both current and future potential for the business (you’ll return to this analysis periodically during the strategic planning process). 

To fill out each letter in the SWOT acronym, your management committee will answer a series of questions:

What does your organization currently do well?

What separates you from your competitors?

What are your most valuable internal resources?

What tangible assets do you have?

What is your biggest strength? 

Weaknesses:

What does your organization do poorly?

What do you currently lack (whether that’s a product, resource, or process)?

What do your competitors do better than you?

What, if any, limitations are holding your organization back?

What processes or products need improvement? 

Opportunities:

What opportunities does your organization have?

How can you leverage your unique company strengths?

Are there any trends that you can take advantage of?

How can you capitalize on marketing or press opportunities?

Is there an emerging need for your product or service? 

What emerging competitors should you keep an eye on?

Are there any weaknesses that expose your organization to risk?

Have you or could you experience negative press that could reduce market share?

Is there a chance of changing customer attitudes towards your company? 

Step 2: Identify your company’s goals and objectives

To begin strategy development, take into account your current position, which is where you are now. Then, draw inspiration from your vision, mission, and current position to identify and define your goals—these are your final destination. 

To develop your strategy, you’re essentially pulling out your compass and asking, “Where are we going next?” “What’s the ideal future state of this company?” This can help you figure out which path you need to take to get there.

During this phase of the planning process, take inspiration from important company documents, such as:

Your mission statement, to understand how you can continue moving towards your organization’s core purpose.

Your vision statement, to clarify how your strategic plan fits into your long-term vision.

Your company values, to guide you towards what matters most towards your company.

Your competitive advantages, to understand what unique benefit you offer to the market.

Your long-term goals, to track where you want to be in five or 10 years.

Your financial forecast and projection, to understand where you expect your financials to be in the next three years, what your expected cash flow is, and what new opportunities you will likely be able to invest in.

Step 3: Develop your strategic plan and determine performance metrics

Now that you understand where you are and where you want to go, it’s time to put pen to paper. Take your current business position and strategy into account, as well as your organization’s goals and objectives, and build out a strategic plan for the next three to five years. Keep in mind that even though you’re creating a long-term plan, parts of your plan should be created or revisited as the quarters and years go on.

As you build your strategic plan, you should define:

Company priorities for the next three to five years, based on your SWOT analysis and strategy.

Yearly objectives for the first year. You don’t need to define your objectives for every year of the strategic plan. As the years go on, create new yearly objectives that connect back to your overall strategic goals . 

Related key results and KPIs. Some of these should be set by the management committee, and some should be set by specific teams that are closer to the work. Make sure your key results and KPIs are measurable and actionable. These KPIs will help you track progress and ensure you’re moving in the right direction.

Budget for the next year or few years. This should be based on your financial forecast as well as your direction. Do you need to spend aggressively to develop your product? Build your team? Make a dent with marketing? Clarify your most important initiatives and how you’ll budget for those.

A high-level project roadmap . A project roadmap is a tool in project management that helps you visualize the timeline of a complex initiative, but you can also create a very high-level project roadmap for your strategic plan. Outline what you expect to be working on in certain quarters or years to make the plan more actionable and understandable.

Step 4: Implement and share your plan

Now it’s time to put your plan into action. Strategy implementation involves clear communication across your entire organization to make sure everyone knows their responsibilities and how to measure the plan’s success. 

Make sure your team (especially senior leadership) has access to the strategic plan, so they can understand how their work contributes to company priorities and the overall strategy map. We recommend sharing your plan in the same tool you use to manage and track work, so you can more easily connect high-level objectives to daily work. If you don’t already, consider using a work management platform .  

A few tips to make sure your plan will be executed without a hitch: 

Communicate clearly to your entire organization throughout the implementation process, to ensure all team members understand the strategic plan and how to implement it effectively. 

Define what “success” looks like by mapping your strategic plan to key performance indicators.

Ensure that the actions outlined in the strategic plan are integrated into the daily operations of the organization, so that every team member's daily activities are aligned with the broader strategic objectives.

Utilize tools and software—like a work management platform—that can aid in implementing and tracking the progress of your plan.

Regularly monitor and share the progress of the strategic plan with the entire organization, to keep everyone informed and reinforce the importance of the plan.

Establish regular check-ins to monitor the progress of your strategic plan and make adjustments as needed. 

Step 5: Revise and restructure as needed

Once you’ve created and implemented your new strategic framework, the final step of the planning process is to monitor and manage your plan.

Remember, your strategic plan isn’t set in stone. You’ll need to revisit and update the plan if your company changes directions or makes new investments. As new market opportunities and threats come up, you’ll likely want to tweak your strategic plan. Make sure to review your plan regularly—meaning quarterly and annually—to ensure it’s still aligned with your organization’s vision and goals.

Keep in mind that your plan won’t last forever, even if you do update it frequently. A successful strategic plan evolves with your company’s long-term goals. When you’ve achieved most of your strategic goals, or if your strategy has evolved significantly since you first made your plan, it might be time to create a new one.

Build a smarter strategic plan with a work management platform

To turn your company strategy into a plan—and ultimately, impact—make sure you’re proactively connecting company objectives to daily work. When you can clarify this connection, you’re giving your team members the context they need to get their best work done. 

A work management platform plays a pivotal role in this process. It acts as a central hub for your strategic plan, ensuring that every task and project is directly tied to your broader company goals. This alignment is crucial for visibility and coordination, allowing team members to see how their individual efforts contribute to the company’s success. 

By leveraging such a platform, you not only streamline workflow and enhance team productivity but also align every action with your strategic objectives—allowing teams to drive greater impact and helping your company move toward goals more effectively. 

Strategic planning FAQs

Still have questions about strategic planning? We have answers.

Why do I need a strategic plan?

A strategic plan is one of many tools you can use to plan and hit your goals. It helps map out strategic objectives and growth metrics that will help your company be successful.

When should I create a strategic plan?

You should aim to create a strategic plan every three to five years, depending on your organization’s growth speed.

Since the point of a strategic plan is to map out your long-term goals and how you’ll get there, you should create a strategic plan when you’ve met most or all of them. You should also create a strategic plan any time you’re going to make a large pivot in your organization’s mission or enter new markets. 

What is a strategic planning template?

A strategic planning template is a tool organizations can use to map out their strategic plan and track progress. Typically, a strategic planning template houses all the components needed to build out a strategic plan, including your company’s vision and mission statements, information from any competitive analyses or SWOT assessments, and relevant KPIs.

What’s the difference between a strategic plan vs. business plan?

A business plan can help you document your strategy as you’re getting started so every team member is on the same page about your core business priorities and goals. This tool can help you document and share your strategy with key investors or stakeholders as you get your business up and running.

You should create a business plan when you’re: 

Just starting your business

Significantly restructuring your business

If your business is already established, you should create a strategic plan instead of a business plan. Even if you’re working at a relatively young company, your strategic plan can build on your business plan to help you move in the right direction. During the strategic planning process, you’ll draw from a lot of the fundamental business elements you built early on to establish your strategy for the next three to five years.

What’s the difference between a strategic plan vs. mission and vision statements?

Your strategic plan, mission statement, and vision statements are all closely connected. In fact, during the strategic planning process, you will take inspiration from your mission and vision statements in order to build out your strategic plan.

Simply put: 

A mission statement summarizes your company’s purpose.

A vision statement broadly explains how you’ll reach your company’s purpose.

A strategic plan pulls in inspiration from your mission and vision statements and outlines what actions you’re going to take to move in the right direction. 

For example, if your company produces pet safety equipment, here’s how your mission statement, vision statement, and strategic plan might shake out:

Mission statement: “To ensure the safety of the world’s animals.” 

Vision statement: “To create pet safety and tracking products that are effortless to use.” 

Your strategic plan would outline the steps you’re going to take in the next few years to bring your company closer to your mission and vision. For example, you develop a new pet tracking smart collar or improve the microchipping experience for pet owners. 

What’s the difference between a strategic plan vs. company objectives?

Company objectives are broad goals. You should set these on a yearly or quarterly basis (if your organization moves quickly). These objectives give your team a clear sense of what you intend to accomplish for a set period of time. 

Your strategic plan is more forward-thinking than your company goals, and it should cover more than one year of work. Think of it this way: your company objectives will move the needle towards your overall strategy—but your strategic plan should be bigger than company objectives because it spans multiple years.

What’s the difference between a strategic plan vs. a business case?

A business case is a document to help you pitch a significant investment or initiative for your company. When you create a business case, you’re outlining why this investment is a good idea, and how this large-scale project will positively impact the business. 

You might end up building business cases for things on your strategic plan’s roadmap—but your strategic plan should be bigger than that. This tool should encompass multiple years of your roadmap, across your entire company—not just one initiative.

What’s the difference between a strategic plan vs. a project plan?

A strategic plan is a company-wide, multi-year plan of what you want to accomplish in the next three to five years and how you plan to accomplish that. A project plan, on the other hand, outlines how you’re going to accomplish a specific project. This project could be one of many initiatives that contribute to a specific company objective which, in turn, is one of many objectives that contribute to your strategic plan. 

What’s the difference between strategic management vs. strategic planning?

A strategic plan is a tool to define where your organization wants to go and what actions you need to take to achieve those goals. Strategic planning is the process of creating a plan in order to hit your strategic objectives.

Strategic management includes the strategic planning process, but also goes beyond it. In addition to planning how you will achieve your big-picture goals, strategic management also helps you organize your resources and figure out the best action plans for success. 

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Stunning strategy plan presentation to turn your slides into a story

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Stunning strategy plan presentation to turn your slides into a story

Communicating your strategic plan is equally as important as creating it. If your internal and external stakeholders do not understand your strategic direction, what’s the point of having and presenting one? In this five-minute read, we’ll discuss the peculiarities of a business strategy ppt and offer some of the most effective tips on how to present strategy in PowerPoint, so let’s get right into it!

What’s a strategy presentation?

A sales strategy ppt is not the pitch you will give to your clients. It is where you get corporate buy-in for your sales approach, ensuring that messaging, price, product specifications, sales media, and other campaign aspects are understood and agreed upon.

In your strategy plan ppt, you will discuss your target market, competition, sales strategies, tactics your sales team will implement to achieve its objectives and drive revenue growth, and much, much more. Your priority is gaining backing for your strategy, which may involve budget approval. Therefore, offering enough detail and conveying the most significant points without overwhelming your audience is critical.

What are you trying to achieve in your business strategy ppt? What is the overall reason for creating this brand strategy? Make sure there is an alignment of the following:

  • Expression.
  • Experience.

Next, define key messages and use a pyramid structure to tell your story. Place the core messages of your business strategy slides on top of the pyramid. This way, the story will become in-depth and more filled with details.

mckinsey's pyramid principle

Include key takeaways:

  • Opportunity – what happens in the market that makes it an excellent time to start your company?
  • Target Market – who are you trying to serve?
  • Challenge – what is the challenge specifically in your company’s communication?
  • Value Proposition – what distinguishes you from other similar services?
  • Mission – why does your company exist?
  • Positioning – how do your customers think about the marketplace?

After that, encapsulate those key takeaways in the core messages of the strategic plan presentation:

1) Big Idea

A big idea functions as an organizational “totem pole” around which behavior, strategy, communications, and actions are aligned.

2) Unified Value Proposition

What is the overarching value proposition that is true for all customers?

3) Story/Pitch

What is the basic story about your solution in the larger context? It is the moment when you pull everything together: you’ve collected ideas, the company’s mission, the big idea, so it’s high time to tell your story.

Long story short, if you want your slides to evoke the WOW effect, add some drama and follow the next pattern:

✓ Current state of the world. ✓ Where are you heading? ✓ The problem. ✓ The solution.

And what better way to design strategy presentation than by hiring a professional presentation design agency ? This way, you will not only get a top-notch design for your strategic plan ppt presentation but also ensure it effectively communicates your ideas.

Strategy presentation structure

Each strategy plan presentation is unique and requires strategy slides PowerPoint explicitly tailored to the strategy and the brand identity. However, you can use the following basic structure as a guide:

Slide #1: The task

The first slide you give should always be carefully thought out and professionally designed. Explain why you’re presenting and describe the purpose or business problem that inspired the strategy. A diagram or an image to visually illustrate your points is a fantastic method to do this. Then, while you speak, build on the material to ensure that your audience is genuinely listening and not just scanning the text of your slide.

Slide #2: Insights

The insights slide is where you summarize the findings of your market research. Make sure it includes the specific data or trends you discovered during the market analysis stage. If you don’t include this information on the slide, you should have it ready in the presentation’s appendix in case there are any questions.

Slide #3: Guiding principles

This is one of the slides where you present your strategy. Therefore, it must be as convincing as possible. Take the time to select proper wording and polish content to perfection, as your mission statement should be clear, concise, and written in plain English. Pay attention to how you design your presentation as well: don’t clutter the slide with too much information, and keep the focus on the critical data.

Slide #4: Visual model

Your strategy revolves around solving a specific problem and demonstrating how this might work. The best way to explain your approach is through using a visual model (for example, a diagram or a flywheel), which can not only help you explain all the steps and actions that need to be taken in the most understandable way but also show how they can interact to achieve your goal.

Here’s a good flywheel template to visualize your data:

flywheel model slide

Slide #5: Tactics

You may need more than one slide to include all of the tactics you have planned to attain your goals. Explain all the steps in great detail while remaining clear and to the point. Be ready to answer the audience’s questions as they frequently arise during this section of strategy PowerPoint presentations.

Slide #6: Timeline

Timelines are crucial during a strategy plan ppt. Therefore, include the duration of each strategy phase and milestones you intend to attain by particular dates. Try to be as realistic about your strategy and desired outcomes as possible.

Slide #7: Closing slide

As with any presentation, you should pay special attention to the last slide of your strategy ppt as it is the last thing your audience sees and hears from you. Briefly summarize the most relevant points and consider including a meaningful quote that represents your inspiration or concluding with a list of the steps that need to be taken. Whatever you choose, make it clear that you are optimistic about your strategy and the company’s future.

Now that you know the basic structure of this type of presentation, let’s find out how to present a strategy in the most effective way.

5 tips on how to present a strategic plan on a presentation

Follow the recommendations below to make sure you’ll give your strategy presentation at your best:

Even though it sounds like a no-brainer, how many people do you know who just show up and deliver an awesome presentation? The way you give your presentation will influence the outcome, so dedicate enough time to polishing slides and practicing your presenting skills.

2. Begin with the ending in mind

What are the goals of your presentation? What do you want your audience to feel when you’re done? What do you want them to do when you’re done? All this requires you to explain the information presented to make your presentation memorable. For example, if you have numbers, do not just show them in a chart but tell WHY they matter.

3. Be clear and concise

Stakeholders are busy people, so don’t ramble. To avoid being cut off, prepare by reading, saying it aloud, and rehearsing your content beforehand. Make sure your speech is logical and juxtaposed with your slides.

4. Tell stories

The majority of people grow on stories. They like good stories and understand information based on examples better. Stories are just data with a soul, so make sure to bring yours to life. Personalize your data and connect to the audience with a good story.

5. Don’t read — talk

Make sure you are NOT talking through a slide by reading bullets. Instead, talk to the slide and your audience. Your PowerPoint is not your teleprompter. The presentation is not for you but for your audience.

Last but not least, to make certain that your presentation is professional, organized, and well-received by the stakeholders, contact the pitch deck design agency and focus on the speech part. This investment is worth a good night’s sleep and positive results.

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How to improve strategic planning

In conference rooms everywhere, corporate planners are in the midst of the annual strategic-planning process. For the better part of a year, they collect financial and operational data, make forecasts, and prepare lengthy presentations with the CEO and other senior managers about the future direction of the business. But at the end of this expensive and time-consuming process, many participants say they are frustrated by its lack of impact on either their own actions or the strategic direction of the company.

This sense of disappointment was captured in a recent McKinsey Quarterly survey of nearly 800 executives: just 45 percent of the respondents said they were satisfied with the strategic-planning process. 1 1. “ Improving strategic planning: A McKinsey Survey ,” The McKinsey Quarterly , Web exclusive, September 2006. The survey, conducted in late July and early August 2006, received 796 responses from a panel of executives from around the world. All panelists have mostly financial or strategic responsibilities and work in a wide range of industries for organizations with revenues of at least $500 million. Moreover, only 23 percent indicated that major strategic decisions were made within its confines. Given these results, managers might well be tempted to jettison the planning process altogether.

But for those working in the overwhelming majority of corporations, the annual planning process plays an essential role. In addition to formulating at least some elements of a company’s strategy, the process results in a budget, which establishes the resource allocation map for the coming 12 to 18 months; sets financial and operating targets, often used to determine compensation metrics and to provide guidance for financial markets; and aligns the management team on its strategic priorities. The operative question for chief executives is how to make the planning process more effective—not whether it is the sole mechanism used to design strategy. CEOs know that strategy is often formulated through ad hoc meetings or brand reviews, or as a result of decisions about mergers and acquisitions.

Our research shows that formal strategic-planning processes play an important role in improving overall satisfaction with strategy development. That role can be seen in the responses of the 79 percent of managers who claimed that the formal planning process played a significant role in developing strategies and were satisfied with the approach of their companies, compared with only 21 percent of the respondents who felt that the process did not play a significant role. Looked at another way, 51 percent of the respondents whose companies had no formal process were dissatisfied with their approach to the development of strategy, against only 20 percent of those at companies with a formal process.

So what can managers do to improve the process? There are many ways to conduct strategic planning, but determining the ideal method goes beyond the scope of this article. Instead we offer, from our research, five emergent ideas that executives can employ immediately to make existing processes run better. The changes we discuss here (such as a focus on important strategic issues or a connection to core-management processes) are the elements most linked with the satisfaction of employees and their perceptions of the significance of the process. These steps cannot guarantee that the right strategic decisions will be made or that strategy will be better executed, but by enhancing the planning process—and thus increasing satisfaction with the development of strategy—they will improve the odds for success.

Start with the issues

Ask CEOs what they think strategic planning should involve and they will talk about anticipating big challenges and spotting important trends. At many companies, however, this noble purpose has taken a backseat to rigid, data-driven processes dominated by the production of budgets and financial forecasts. If the calendar-based process is to play a more valuable role in a company’s overall strategy efforts, it must complement budgeting with a focus on strategic issues. In our experience, the first liberating change managers can make to improve the quality of the planning process is to begin it by deliberately and thoughtfully identifying and discussing the strategic issues that will have the greatest impact on future business performance.

Granted, an approach based on issues will not necessarily yield better strategic results. The music business, for instance, has discussed the threat posed by digital-file sharing for years without finding an effective way of dealing with the problem. But as a first step, identifying the key issues will ensure that management does not waste time and energy on less important topics.

We found a variety of practical ways in which companies can impose a fresh strategic perspective. For instance, the CEO of one large health care company asks the leaders of each business unit to imagine how a set of specific economic, social, and business trends will affect their businesses, as well as ways to capture the opportunities—or counter the threats—that these trends pose. Only after such an analysis and discussion do the leaders settle into the more typical planning exercises of financial forecasting and identifying strategic initiatives.

One consumer goods organization takes a more directed approach. The CEO, supported by the corporate-strategy function, compiles a list of three to six priorities for the coming year. Distributed to the managers responsible for functions, geographies, and brands, the list then becomes the basis for an offsite strategy-alignment meeting, where managers debate the implications of the priorities for their particular organizations. The corporate-strategy function summarizes the results, adds appropriate corporate targets, and shares them with the organization in the form of a strategy memo, which serves as the basis for more detailed strategic planning at the division and business-unit levels.

A packaged-goods company offers an even more tailored example. Every December the corporate senior-management team produces a list of ten strategic questions tailored to each of the three business units. The leaders of these businesses have six months to explore and debate the questions internally and to come up with answers. In June each unit convenes with the senior-management team in a one-day meeting to discuss proposed actions and reach decisions.

Some companies prefer to use a bottom-up rather than top-down process. We recently worked with a sales company to design a strategic-planning process that begins with in-depth interviews (involving all of the senior managers and selected corporate and business executives) to generate a list of the most important strategic issues facing the company. The senior-management team prioritizes the list and assigns managers to explore each issue and report back in four to six weeks. Such an approach can be especially valuable in companies where internal consensus building is an imperative.

Bring together the right people

An issues-based approach won’t do much good unless the most relevant people are involved in the debate. We found that survey respondents who were satisfied with the strategic-planning process rated it highly on dimensions such as including the most knowledgeable and influential participants, stimulating and challenging the participants’ thinking, and having honest, open discussions about difficult issues. In contrast, 27 percent of the dissatisfied respondents reported that their company’s strategic planning had not a single one of these virtues. Such results suggest that too many companies focus on the data-gathering and packaging elements of strategic planning and neglect the crucial interactive components.

Strategic conversations will have little impact if they involve only strategic planners from both the business unit and the corporate levels. One of our core beliefs is that those who carry out strategy should also develop it. The key strategy conversation should take place among corporate decision makers, business unit leaders, and people with expertise essential to the discussion. In addition to leading the corporate review, the CEO, aided by members of the executive team, should as a rule lead the strategy review for business units as well. The head of a business unit, supported by four to six people, should direct the discussion from its side of the table (see sidebar, "Things to ask in any business unit review").

Things to ask in any business unit review

Are major trends and changes in your business unit’s environment affecting your strategic plan? Specifically, what potential developments in customer demand, technology, or the regulatory environment could have enough impact on the industry to change the entire plan?

How and why is this plan different from last year’s?

What were your forecasts for market growth, sales, and profitability last year, two years ago, and three years ago? How right or wrong were they? What did the business unit learn from those experiences?

What would it take to double your business unit’s growth rate and profits? Where will growth come from: expansion or gains in market share?

If your business unit plans to take market share from competitors, how will it do so, and how will they respond? Are you counting on a strategic advantage or superior execution?

What are your business unit’s distinctive competitive strengths, and how does the plan build on them?

How different is the strategy from those of competitors, and why? Is that a good or a bad thing?

Beyond the immediate planning cycle, what are the key issues, risks, and opportunities that we should discuss today?

What would a private-equity owner do with this business?

How will the business unit monitor the execution of this strategy?

One pharmaceutical company invites business unit leaders to take part in the strategy reviews of their peers in other units. This approach can help build a better understanding of the entire company and, especially, of the issues that span business units. The risk is that such interactions might constrain the honesty and vigor of the dialogue and put executives at the focus of the discussion on the defensive.

Corporate senior-management teams can dedicate only a few hours or at most a few days to a business unit under review. So team members should spend this time in challenging yet collaborative discussions with business unit leaders rather than trying to absorb many facts during the review itself. To provide some context for the discussion, best-practice companies disseminate important operational and financial information to the corporate review team well in advance of such sessions. This reading material should also tee up the most important issues facing the business and outline the proposed strategy, ensuring that the review team is prepared with well-thought-out questions. In our experience, the right 10 pages provide ample fuel to fire a vigorous discussion, but more than 25 pages will likely douse the level of energy or engagement in the room.

Adapt planning cycles to the needs of each business

Managers are justifiably concerned about the resources and time required to implement an issues-based strategic-planning approach. One easy—yet rarely adopted—solution is to free business units from the need to conduct this rigorous process every single year. In all but the most volatile, high-velocity industries, it is hard to imagine that a major strategic redirection will be necessary every planning cycle. In fact, forcing businesses to undertake this exercise annually is distracting and may even be detrimental. Managers need to focus on executing the last plan’s major initiatives, many of which can take 18 to 36 months to implement fully.

Some companies alternate the business units that undergo the complete strategic-planning process (as opposed to abbreviated annual updates of the existing plan). One media company, for example, requires individual business units to undertake strategic planning only every two or three years. This cadence enables the corporate senior-management team and its strategy group to devote more energy to the business units that are “at bat.” More important, it frees the corporate-strategy group to work directly with the senior team on critical issues that affect the entire company—issues such as developing an integrated digitization strategy and addressing unforeseen changes in the fast-moving digital-media landscape.

Other companies use trigger mechanisms to decide which business units will undergo a full strategic-planning exercise in a given year. One industrial company assigns each business unit a color-coded grade—green, yellow, or red—based on the unit’s success in executing the existing strategic plan. “Code red,” for example, would slate a business unit for a strategy review. Although many of the metrics that determine the grade are financial, some may be operational to provide a more complete assessment of the unit’s performance.

Freeing business units from participating in the strategic-planning process every year raises a caveat, however. When important changes in the external environment occur, senior managers must be able to engage with business units that are not under review and make major strategic decisions on an ad hoc basis. For instance, a major merger in any industry would prompt competitors in it to revisit their strategies. Indeed, one advantage of a tailored planning cycle is that it builds slack into the strategic-review system, enabling management to address unforeseen but pressing strategic issues as they arise.

Implement a strategic-performance-management system

In the end, many companies fail to execute the chosen strategy. More than a quarter of our survey respondents said that their companies had plans but no execution path. Forty-five percent reported that planning processes failed to track the execution of strategic initiatives. All this suggests that putting in place a system to measure and monitor their progress can greatly enhance the impact of the planning process.

Most companies believe that their existing control systems and performance-management processes (including budgets and operating reviews) are the sole way to monitor progress on strategy. As a result, managers attempt to translate the decisions made during the planning process into budget targets or other financial goals. Although this practice is sensible and necessary, it is not enough. We estimate that a significant portion of the strategic decisions we recommend to companies can’t be tracked solely through financial targets. A company undertaking a major strategic initiative to enhance its innovation and product-development capabilities, for example, should measure a variety of input metrics, such as the quality of available talent and the number of ideas and projects at each stage in development, in addition to pure output metrics such as revenues from new-product sales. One information technology company, for instance, carefully tracks the number and skill levels of people posted to important strategic projects.

Strategic-performance-management systems, which should assign accountability for initiatives and make their progress more transparent, can take many forms. One industrial corporation tracks major strategic initiatives that will have the greatest impact, across a portfolio of a dozen businesses, on its financial and strategic goals. Transparency is achieved through regular reviews and the use of financial as well as nonfinancial metrics. The corporate-strategy team assumes responsibility for reviews (chaired by the CEO and involving the relevant business-unit leaders) that use an array of milestones and metrics to assess the top ten initiatives. One to expand operations in China and India, for example, would entail regular reviews of interim metrics such as the quality and number of local employees recruited and the pace at which alliances are formed with channel partners or suppliers. Each business unit, in turn, is accountable for adopting the same performance-management approach for its own, lower-tier top-ten list of initiatives.

When designed well, strategic-performance-management systems can give an early warning of problems with strategic initiatives, whereas financial targets alone at best provide lagging indicators. An effective system enables management to step in and correct, redirect, or even abandon an initiative that is failing to perform as expected. The strategy of a pharmaceutical company that embarked on a major expansion of its sales force to drive revenue growth, for example, presupposed that rapid growth in the number of sales representatives would lead to a corresponding increase in revenues. The company also recognized, however, that expansion was in turn contingent on several factors, including the ability to recruit and train the right people. It therefore put in place a regular review of the key strategic metrics against its actual performance to alert managers to any emerging problems.

Integrate human-resources systems into the strategic plan

Simply monitoring the execution of strategic initiatives is not sufficient: their successful implementation also depends on how managers are evaluated and compensated. Yet only 36 percent of the executives we surveyed said that their companies’ strategic-planning processes were integrated with HR processes. One way to create a more valuable strategic-planning process would be to tie the evaluation and compensation of managers to the progress of new initiatives.

Although the development of strategy is ostensibly a long-term endeavor, companies traditionally emphasize short-term, purely financial targets—such as annual revenue growth or improved margins—as the sole metrics to gauge the performance of managers and employees. This approach is gradually changing. Deferred-compensation models for boards, CEOs, and some senior managers are now widely used. What’s more, several companies have added longer-term performance targets to complement the short-term ones. A major pharmaceutical company, for example, recently revamped its managerial-compensation structure to include a basket of short-term financial and operating targets as well as longer-term, innovation-based growth targets.

Although these changes help persuade managers to adopt both short- and long-term approaches to the development of strategy, they don’t address the need to link evaluation and compensation to specific strategic initiatives. One way of doing so is to craft a mix of performance targets that more appropriately reflect a company’s strategy. For example, one North American services business that launched strategic initiatives to improve its customer retention and increase sales also adjusted the evaluation and compensation targets for its managers. Rather than measuring senior managers only by revenue and margin targets, as it had done before, it tied 20 percent of their compensation to achieving its retention and cross-selling goals. By introducing metrics for these specific initiatives and linking their success closely to bonus packages, the company motivated managers to make the strategy succeed.

An advantage of this approach is that it motivates managers to flag any problems early in the implementation of a strategic initiative (which determines the size of bonuses) so that the company can solve them. Otherwise, managers all too often sweep the debris of a failing strategy under the operating rug until the spring-cleaning ritual of next year’s annual planning process.

Some business leaders have found ways to give strategic planning a more valuable role in the formulation as well as the execution of strategy. Companies that emulate their methods might find satisfaction instead of frustration at the end of the annual process.

Renée Dye is a consultant in McKinsey’s Atlanta office, and Olivier Sibony is a director in the Paris office.

This article was first published in the Autumn 2007 issue of McKinsey on Finance . Visit McKinsey’s corporate finance site to view the full issue.

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Training Presentation/Powerpoint:

Strategic planning:, eight steps to implementation.

Description

In a constantly evolving world, organizations need strategic planning to adapt and stay ahead of the competition. However, despite being a basic business practice, many organizations struggle to make it work, resulting in disappointing outcomes. Our research and experience show that most strategic planning processes are poorly executed and rarely impact day-to-day decisions. To be successful, a strategic planning process should provide a framework against which all decisions can be evaluated.

What sets this model apart is that it includes a pre-planning step for assessing the organization's readiness and making the necessary preparations for a successful planning process. Additionally, the model incorporates steps for values scanning and shaping the organizational culture, which can greatly impact both the process of planning and the resultant strategic plan. The framework also facilitates the envisioning of the future state and creating the strategic business model before conducting the performance assessment, enabling the planning team to be creative and innovative before becoming analytical and critical. Lastly, the framework includes both traditional and newer frameworks/tools focusing on value creation.  

The Eight Steps of Strategic Planning are presented in a sequential manner to guide organizational leaders and key stakeholders in planning and creating the organization's future.

The Eight Steps of Strategic Planning include:

Step 1: Plan the Planning Process

Step 2: Define Shared Values and Mission

Step 3: Analyze the Current Organizational Profile

Step 4: Create an Inspiring Vision

Step 5: Compare Current to Envisioned Organization

Step 6: Develop Strategies, Objectives and Plans

Step 7: Execute Action Plans

Step 8: Monitor Results and Make Improvements

Using this model for strategic planning will provide new direction and energy to the organization. The steps and sub-steps can be adapted to suit the specific needs and desires of the organization. 

This comprehensive Strategic Planning PPT training presentation is most suited for the organization's internal planning team, strategy deployment professionals, and independent consultants. It can be used during annual planning cycles or when important real-time strategy decisions need to be made.

Note: This training presentation package includes:

Strategic Planning PPT training presentation (PowerPoint format, 16:9 widescreen)

Strategic Planning poster (PDF format, in color and monochrome, printable in A3/A4 size)

Learning Objectives

Acquire knowledge on the key concepts and principles of strategic planning

Describe the eight-step strategic planning process and the key frameworks and tools

Define the key factors for successful strategic planning

Key Concepts and Principles of Strategic Planning

Strategic Planning Process: The Eight-step Strategic Planning Model

Key Strategy Frameworks and Tools

Strategic Planning Best Practices

Included are the key strategy frameworks and tools such as: Power/Interest Grid for Stakeholder Analysis; VRIO Framework; Porter's Value Chain; PESTLE Analysis; BCG Growth/Share Matrix; McKinsey-GE Matrix; Porter's Five Forces Analysis; Competitive Profile Matrix; SWOT Analysis; Porter's Generic Strategies; BCG Strategy Palette; Ansoff's Matrix; Blue Ocean Strategy; Impact-Probability Matrix; Strategyzer's Value Proposition Canvas; Strategyzer's Business Model Canvas; McKinsey 7-S Model; and Balanced Scorecard.

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Strategic Planning: Eight Steps to Implementation

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Design Thinking Workshop Guide

Customer Journey Mapping

Value Proposition Canvas

Business Model Canvas

Service Design

Digital Transformation: People, Organization & Change

Digital Transformation: Step-by-step Implementation Guide

Digital Customer Service

Lean Daily Management System

Lean Start-up

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Academic Degrees , Business Administration Articles , MBA News

MBA Finance Specialization: Top Trends

Published: April 26, 2024

MBA Finance

The Master of Business Administration (MBA) is one of the most popular graduate programs worldwide, as it has been for the past decade. With many types of MBAs available, the Master’s of Business Administration is a versatile degree that can be customized to suit a variety of different career paths.

Along with the advanced business knowledge, problem-solving skills, and leadership experience students gain, an MBA is highly respected in the business world. Graduates are often rewarded with career opportunities and increased earning potential. 

MBA Finance specialization female students

According to The Princeton Review , one of the most in-demand MBA specializations is the Finance MBA. In this article, we will take a deep dive into that program to help you discern whether it is the right educational path for you. 

Let’s jump in!

What is an MBA in Finance? 

An MBA in Finance is a specialized graduate-level degree that focuses on the management of financial resources within businesses and organizations. Students learn how companies make financial decisions, manage risk, and handle financial resources to maximize profitability and ensure stability. It provides a strong foundation in business principles while emphasizing finance-specific skills such as financial analysis, budgeting, forecasting, and financial reporting.

For students interested in advancing their careers in the financial sector, an MBA in Finance can open doors to leadership positions such as financial manager, chief financial officer, investment banker, financial analyst, or portfolio manager. The degree aims to equip graduates with the necessary skills to handle complex financial issues in a dynamic business environment, making it an excellent choice for those looking to excel in the business world .

What is the Scope of an MBA in Finance?

The scope of an MBA in Finance is broad and diverse, equipping graduates with in-depth knowledge of financial management, investment strategies, and market analysis. Here are some of the key lessons you will learn in a Finance MBA:

Financial Analysis and Reporting

Students learn to analyze financial statements, interpret financial data, and prepare reports on financial performance. 

Investment Strategies

The program covers various investment theories and practices, including portfolio management, risk assessment , and the evaluation of different investment vehicles. 

Corporate Finance

You will learn how corporations manage their finances, including capital raising, investment decisions, and dividend policies. 

Risk Management

Students learn to identify, analyze, and mitigate financial risks. This includes understanding market risk, credit risk, and operational risk.

Quantitative Analysis

MBA finance programs often include training in quantitative methods, such as statistical analysis and econometrics, to help students analyze and interpret complex datasets and make data-driven financial decisions.

Strategic Thinking and Planning

You will learn to think strategically about financial planning and business development. This skill is crucial for leadership roles, where long-term planning and strategic decision-making are key responsibilities.

Ethical Decision-Making

Students explore the importance of ethical decision-making in finance, ensuring the integrity of financial practices and compliance with regulations.

Communication and Presentation Skills

You will polish your communication and presentation skills, so you can convey complex financial information to non-experts and influence decision-making processes.

Leadership and Teamwork

Leadership training prepares students to lead teams, manage projects, and drive organizational success.

Global Financial Markets

Students will understand the impact of global economic events on financial markets and learn about international finance regulations and practices.

Technological Proficiency

You will become familiar with financial software, databases, and analytical tools, as well as fintech innovations and their applications in finance.

After mastering these lessons, graduates of MBA programs in finance are well-prepared to tackle the challenges of the financial industry, lead with confidence, and make impactful decisions that drive business success.

What Jobs Can You Get With an MBA in Finance?

There are a wide variety of career paths you can follow once you have earned an MBA in finance. One of the most popular is a role in the financial services industry. This includes work in investment banking, asset management, private equity, or hedge funds.

Corporate finance is also a common place for MBA graduates to work. Consider taking on roles as a financial analyst, chief financial officer, or corporate controller. Additionally, you could work for a financial consulting firm, providing expert advice on financial management, restructuring, strategy, and risk management to businesses across various sectors. 

MBAs can also find opportunities in government agencies, public sector, and nonprofit organizations, managing finances, budgets, and funding strategies. Although these jobs are not often as highly compensated as corporate positions, they offer the opportunity to further a cause and improve the world around you.

The comprehensive skill set gained from an MBA in Finance can empower graduates to start their ventures as entrepreneur . Other options include specializing in real estate — financing real estate projects, managing property investment portfolios, and real estate valuation — or fintech, which involves work on financial technology innovations, digital banking, blockchain, and more.

An MBA in Finance is not just about acquiring a set of financial skills; it’s about developing a strategic mindset that can navigate the complexities of today’s business and financial landscape. The degree opens up myriad paths, from traditional finance roles to innovative sectors, ensuring that graduates can find their niche in a changing economic environment.

What are the Benefits of Earning an MBA in Finance?

Earning an MBA in Finance offers numerous benefits, making it a valuable investment for professionals aiming to enhance their career prospects in the financial sector. 

As we discussed above, an MBA significantly boosts career advancement opportunities, opening doors to high-level positions in a variety of industries. It equips graduates with a deep understanding of financial markets, corporate finance, investment strategies, and risk management, which are crucial for making informed and strategic financial decisions within organizations.

Additionally, an MBA in Finance often results in increased earning potential. Graduates with specialized skills and knowledge qualify for more senior, well-compensated roles in the finance industry. 

The program also broadens one’s professional network, connecting students with peers, alumni, and industry leaders, which can be instrumental in career growth. Moreover, the degree enhances critical thinking and problem-solving skills , preparing graduates to tackle complex financial challenges effectively. 

MBA Finance male student seated next to his desktop

Where Can You Earn an MBA in Finance?

UoPeople is an accredited online university offering MBA degrees that can be completed in less than a year, tuition-free. Of several specializations offered, UoPeople’s certificate in finance is best suited for students wishing to pursue a career in any of the areas we’ve discussed in this article.

UoPeople’s finance certificate layers financial lessons on top of the more traditional MBA curriculum. Students participating in the certificate program will understand basic principles of finance, develop budgets and financial plans, learn how to make financial decisions to maximize shareholder wealth and gain practical knowledge of personal finance management.

The MBA program at UoPeople is designed with flexibility, making it perfect for working professionals, multitasking parents, and returning students. The program provides asynchronous classes that allow learners to study on their own schedule, with the possibility of completing the 12-course curriculum in as few as seven months. 

Throughout the program, students will acquire skills in strategic planning, management, organization, and business operations. They will also learn to craft innovative solutions to complex business challenges and to thrive in the modern, globally interconnected business environment.

As you consider whether pursuing a finance MBA is for you, remember that this path is more than an educational commitment—it’s a strategic career investment. Thanks to the comprehensive skills and robust knowledge the program imparts, graduates emerge as sought-after professionals in the business world. 

Moreover, the connections you’ll make with peers, professors, and industry professionals will provide you with a powerful network that will help you climb the corporate ladder. You’ll graduate with a heightened ability to lead, innovate, and contribute meaningfully to businesses and society at large. 

In an ever-evolving financial landscape, the investment in a finance MBA could be a prudent decision if you want to become a leader in the field. It’s an investment in a future marked by success, leadership, and continuous advancement in the exciting world of finance.

Related Articles

Salt Lake City School District pauses plan to train all students on what restrooms they can use

A presentation planned for students aimed to instruct kids to use the restroom of the gender they were assigned at birth..

(Rick Egan | The Salt Lake Tribune) Salt Lake City School District Superintendent Elizabeth Grant speaks during a board meeting at Glendale Middle School, on Monday, Nov. 20, 2023.

The Salt Lake City School District told parents Friday it would scrap its plan to deliver a presentation to all students about Utah’s new transgender public restroom ban, informing children about which restrooms they could use at school.

The presentation was meant to tell students, “If your sex is designated as this, you go to this bathroom, and designated as that, you go to that bathroom,” Superintendent Elizabeth Grant said at a recent school board meeting.

But a copy shared with parents beforehand apparently did not “acknowledge the existence” of transgender and nonbinary children, prompting blowback from student families, said Emerson Elementary parent Kristen Kinjo.

The district initially planned to share the presentation with students while they were in class — during homeroom or a school’s weekly broadcast, for example — by May 1, the day certain enforcement mechanisms of the law, HB257 , will go into effect.

Instead, district officials are now reaching out to impacted families directly to make sure transgender and nonbinary children “have the information they need to create a plan that meets both their student’s needs and the requirements of the law,” according to an email the district sent to parents late Friday afternoon.

If a student is not comfortable in a school restroom that the law requires them to use, the district will help them create a support plan outlined in the district’s G-24 Gender Inclusion policy , Grant said at the board meeting.

“We have students who are going to be placed in very difficult positions by this bathroom bill,” Grant added. “And what our team has done has been sensitive and attentive to the law at the same time.”

‘Lack of clarity’ on how districts should be notifying students

District spokesperson Yándary Chatwin said the district decided to roll back its original plan because of a “lack of clarity” in the law, not parent feedback.

According to the bill’s language , school districts are only required to give notice to students of how the law will work, not necessarily share a presentation like the one the district planned with all children during class.

“We were erring on the side of notifying all students, and some folks were interpreting it differently,” she said. “Our intent has been to follow the laws — to make sure that we’re complying with the requirements of us as a school district.”

Utah State Board of Education spokesperson Ryan Bartlett said in a clarifying statement sent to “education partners” Tuesday that the board “has not provided guidance or direction, nor has USBE been directed by the state Legislature to issue guidance or direction, to [local education agencies, such as school districts] regarding this bill.”

He added that school districts “will determine how best to communicate the requirements listed in the bill to the students and families in their respective communities.”

Bill sponsor Rep. Kera Birkeland, R-Morgan, later reiterated USBE’s message in a statement Thursday.

“Recognizing that each school and school district is unique, with unique students, families, and communities, that requirement is left to the determination of [local education agencies], so as long as it is communicated in a common sense, age-appropriate manner that accounts for the needs of all students,” she wrote.

School ‘should be a safe place’

The Salt Lake City School District’s initial plans also changed Friday after the wave of parent feedback, said Kinjo, whose fourth grader goes to Emerson.

“All the parent chats were blowing up,” she said, noting that the district gave parents the choice to opt their children out of the presentations. “Everyone wanted to keep their kids out of this training.”

In response, Kinjo organized a “15-minute dance party” outside of her child’s school on Friday, protesting the new law as well as the school’s planned presentation to students. There, they passed out transgender pride flags, buttons and stickers.

The school had planned to run the district’s K-5 version of the presentation during its morning announcements that day, but pulled it after Grant told all district schools to do so, according to an email Emerson’s principal sent families 35 minutes before the “dance party” and rally.

A copy of the slideshow, which Kinjo shared with The Tribune, stated: “If you were assigned a girl at birth, you need to use the girl’s bathroom ... if you were assigned a boy at birth, you need to use the boy’s bathroom at school.”

Kinjo said her issue with the district’s planned presentation was that it essentially told students they are either a boy or a girl.

“We see that as threatening an already vulnerable population of children, to tell them that they don’t exist in a space that should be a safe place,” Kinjo said.

Grant told The Tribune that she will be working with her team “about what our next steps are” regarding notifying district students of the new law.

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