Strategic Planning Template — Perry Advisory Group

Translate your mission and organizational assessment into strategic priorities, measurable goals, and a workable implementation roadmap.

Organization, Planning Horizon & Sponsor

Mission & Desired Future

Planning Participants

1. Establish the Current Position

Summarize the evidence behind the plan before deciding on initiatives.

Review organizational performance: programs/services, financial results, operational capacity, funding, and risk.Capture stakeholder input and relevant market, community, or policy trends.Identify strengths, gaps, opportunities, and threats; distinguish facts from assumptions.Document the constraints: people, money, systems, governance, and external dependencies.

Notes, Gaps & Next Actions

2. Choose Strategic Priorities

Example priority: improve financial resilience. Rationale: dependence on a single revenue source limits program continuity.

Select three to five priorities that directly support the mission and desired future.For each priority, record the evidence, intended benefit, and consequence of taking no action.Compare options against impact, feasibility, cost, and risk before choosing initiatives.State what will not be pursued during this planning period so resources remain focused.

Notes, Gaps & Next Actions

3. Define Goals & Measures

Illustrative goal: reduce revenue concentration from a 65% baseline to 50% by the end of year two, without reducing program delivery. These figures are examples, not recommended targets.

Write each goal as a specific result with a baseline, target, and deadline.Define the KPI formula, data source, review frequency, and accountable owner.List assumptions that must hold and dependencies that could affect the result.Confirm that targets are realistic given the organization's capacity and resources.

Notes, Gaps & Next Actions

4. Build the Implementation Roadmap

Example initiative: diversify revenue. First 90 days: analyze the current mix, select aligned opportunities, assign prospect owners, and build the funding pipeline.

Break each initiative into deliverables and milestones; assign one accountable owner.Estimate the staff time, cost, and funding source; include these in the operating budget.Identify dependencies, key risks, mitigation actions, and decision points.Sequence work into the first 90 days, the first year, and later stages of the plan.

Notes, Gaps & Next Actions

5. Establish Review & Governance

Keep the plan actionable: every progress review should produce decisions or clear next steps.

Confirm who approves the plan, who owns implementation, and who monitors results.Set monthly implementation reviews and quarterly strategic reviews with leadership or the board.Review KPI results, milestone status, budget impact, risks, and changed assumptions.Record decisions, revisions, responsible owners, and dates; refresh the plan when the evidence changes.

Notes, Gaps & Next Actions