

3-Year Strategic Plan PowerPoint Template
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3-Year Strategic Plan PowerPoint Template is a free presentation template with slides that you can use to summarize the organizational strategic plan for 3-Year terms. It is intended to be used as a helper slide and you can combine it with other business plan PowerPoint templates and use the Format tool to apply the same color and styles formatting to the other slides.

The 3-Year Strategic plan template for Microsoft PowerPoint comes with three components (one for each year) where you can enter your strategic plan descriptions, goals and objectives.

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3 Year Strategic Plan Example PDF: A 3 Year Plan for Growth
By Jessica Wishart

Working on your 3-5 Year Strategic Plan is a best practice during your 2-day annual planning session, but what should the outcome of that time look like? What do you need to accomplish in that time? How does it connect to your mission statement?
The foundation of Your 3 Year Business Plan:
- 1-3 Targets
- 2-3 Strategic Winning Moves for Revenue.
- 1-2 Strategic Winning Moves for Profit
3 Year Strategic Plan Examples
Obviously, no cookie cutter plan or template works for every company, but if you are struggling with a place to start or curious what a plan might look like, here are some examples of each component of your 3 Year Plan. (For these examples, I'm going to focus on the 3-year time horizon. Based on industry standards and your own growth goals, determine whether you want a 3 Year Plan—or 4 or even 5—to double the revenue for your company. Choose a specific time horizon, and focus on that period and choose the appropriate goals for the required team members. The shorter the time frame, the more detailed the action plan and clarity around SMART goals. ( How to Write a Goal )
Most companies track revenue as a Target in your 3 year strategic plan. Consider if there are other important strategic metrics for your business, and add those to your list. Think about your goal to achieve in 3 years, what the goal is for this year, and what the goal is next year to help you get there. You can't manage what you can't measure.
- 2022 Goal: $50 m
- 2023 Goal: $70 m
- 2024 Goal: $100 m
- # of Customers
- 2022 Goal: 200
- 2023 Goal: 300
- 2024 Goal: 450
- Gross Margin
- 2022 Goal: 30%
- 2023 Goal: 35%
- 2024 Goal: 40%
Other examples of Targets could be Net Profit, EBITDA, # of Locations, Revenue by Product Line, Revenue/Employee, Net Income, etc. Do individual business units require their own targets and goals? Now is the time to discuss them.
You can download our free strategic planning example template by clicking below.

Strategic Winning Moves for Revenue
Most companies grow in a few ways: acquisitions, organic growth, or expanding into new products, services, or markets. Depending on your business, your industry, and your specific opportunities and challenges, you should think through and determine the right mix of Winning Moves to help you achieve the Targets you set for your 3 Year Plan in your planning session . Your Winning Moves should help you double your revenue in the next 3-5 years. Make sure that the objective is as clear as you can make. By definition, you won't know all the answers, but the better the team understands the mission - even if the details aren't clear - the more they are connected to the why the more they can help in strategy development.
Examples of Winning Moves for revenue growth could include strategies like the following:
- Successfully integrate 3 key acquisitions
- Launch our core product to customers in Asia
- Monetize internal database technology solution (package and sell to companies)
Other examples could be things like developing a new product, shifting your business to a subscription model, selling your product or service to a new industry, etc. The best ideas for how to grow your business will come from you and your team. If you are having trouble brainstorming and choosing ideas, we have a proven process to help.
Strategic Winning Moves for Profit.
These strategies are all about maintaining profitability as you grow. If your company doubles in revenue over the next 3 years, what do you need to have in place from an infrastructure perspective as you scale (or from a leadership and talent growth perspective)?
Examples of Winning Moves for profit could include strategies like the following:
- Expand IT infrastructure to support growth
- Generate a consistent engine to hire, develop and retain A-Players in management roles
- Increase revenue by employee 25%
Next steps to build your 3 year plan:
Once you’ve identified the right mix of Winning Moves (no more than 3-5 total), you should do the following with each:
- Assign an Owner on your team—one person to be accountable for moving the idea forward.
- Set Red-Yellow-Green success criteria for each to create alignment on what success and failure would be on each goal.
- Set Revenue Projections on each Winning Move for the next 3 years. Compare this to the revenue Target you set in your 3-year plan, this provides a number one long term goal. If your revenue projections on your Winning Moves don’t add up to your revenue Targets, you have more work to do.
- Identify and test assumptions for each Winning Move. What has to pan out for your financial model to work? Think about the assumptions you are making, and validate those before you spend time, money and energy on your strategies.
- Build an execution plan . Your annual and quarterly execution plans should link back to your Winning Moves and advance your strategy with the planning process.
- Discuss opportunities and threats - both short term and long term.
Establishing your 3 year strategic plan will help you get closer to achieving your long-term visionary BHAG and will give each of your annual plans a strategic anchor. If you aren’t sure how to get started, let one of our expert facilitators guide you.

We hope that you enjoy our strategic plan template, drop us a line if we can help.
Check out these other blogs on 3 year strategic plans.
The CEOs Strategy-Execution Gap...And How To Fix It
Choose Your 3 Year Strategic Growth Initiatives Wisely With This 4 Step Process
5 Steps to Getting Started on 3 Year Strategic Plans with Winning Moves
Have You Validated Your 3 Year Strategic Plan?
Strong 3 Year Strategic Plans to Grow Revenue and Stay Competitive
16 Strategic Planning Tips to Keep Your Strategic Plan Alive
Don't Confuse Strategic Thinking And Strategy Execution Plans
9 Steps to a New Revenue Growth Strategy [Infographic]
Photo Credit: iStock by Getty Images
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3 year plan with strategic planning
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3 Year Plan
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Although some small businesses manage to grow successfully without a formal business plan, creating a business plan for the short term serves two valuable purposes. A three-year business plan helps you focus on the steps you need to take get your business up, running and growing. The plan communicates to outsiders the nature and seriousness of your undertaking. This is especially important for fundraising purposes. A lender is unlikely to extend credit to a new business without reviewing a plan for the first few years of operation.
Include a compelling description of what it is, exactly, you plan to do. Lay out the features of your business that will help it to stand out in a crowded market and draw in customers who usually have plenty of other options to choose from. Make clear, to yourself as well as to others, what the competitive advantage of your business is. Your first year startup operations will look different from a more mature venture during your third year. Lay out the key steps to your transition over time.
A fact of life for most new businesses is that you have to spend money before you begin to make money. Your plan should carefully and realistically account for the anticipated expenses to start up and then operate your business, as well as the income you expect as sales begin and then grow over time. Your financial projections will form the basis of any requests you make to funders for loans or investments in your operations.
Business plans vary in content according to their intended purposes, but the basic format remains the same. It consists of three elements: First, discuss the business model and describe your products and services. Then place the business in its industry and discuss your intended marketplace, including your target customers and how you’ll reach them, beating your competition. Last, relate these plans to the real world, discussing your contingency plans and finishing off with spreadsheets detailing your anticipated sales, costs of doing business and resulting profits.
This template will be primarily useful for startups in preparation for meeting with investors. You can describe in detail the estimated expenses and income for the next three years. Using the fourth slide of this template, you will be able to represent your milestones in the form of a Gantt chart.
Also, this template will be useful for business leaders when preparing for a strategic session with company shareholders. You will be able to present in detail the development plan of your company and the movement of financial flows. Also, crisis managers can use this template when preparing a strategy for getting a company out of a crisis situation.
This template consists of four professional slides, each with its own unique infographic. If necessary, you can independently change the color and size of infographics, type and size of fonts in accordance with your corporate requirements. This template’s slides will organically complement and update your old presentations. The 3 Year Plan template will be a great addition to your collection of professional presentations.
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3 year strategic plan
- 3 Year Strategic Plan
Author: zubin67
Post on 01-Nov-2014
web services
Form server, adobe designer.
Embed Size (px) 344 x 292 429 x 357 514 x 422 599 x 487
DESCRIPTION
- 1. Adobe LiveCycle TM Using XML and SOA to link People with Systems Duane Nickull, Senior Standards Strategist Adobe Systems
- 2. Adobe and the Enterprise Adobe LiveCycle TM - Introduction and overview - Demonstration (Designer) Summary Q & A Adobe and the Enterprise
- 3. Adobe in the Enterprise - XML is The Language of Business Transactions - Service Oriented is the Architectural Paradigm Adobe connects documents, data, people and processes ensuring better communication and interaction across the value chain SCM ERP EAI CRM Portal Partners Customers Employees
- Adobe is visionary in use of Service Oriented Architecture (SOA) for Enterprise:
- Leveraging SOA within its products (2003+)
- Leveraging SOA for integration (2004+)
- Adobe personnel involved in SOA standards (1999 2004+)
- Using XML data bridges - systems to people:
- User interactions with systems.
- Format for transactions, metadata.
- Adobe enables people to participate in business processes anytime, anywhere, on any device
- Combination of SOA, XML and PDF enables this vision.
- Adobe has built an SOA platform that embraces XML and web services; solves real business problems today.
- Used by Adobe internally (2004+).
- 5. XML Data Workflows XML document sent between processing steps XML Data File Consuming systems processes data Initiating system creates data Most enterprises run on human and paper-based interactions XML Data File Initiating system creates data Consuming systems processes data PDF, User Interaction through Acrobat
- eBusiness interactions REQUIRE human being interactions.
- Most human beings are FAMILIAR with paper documents.
- A DOCUMENT may act as an interface to an enterprise process.
- Such documents require embedded INTELLIGENCE in order to ensure the policies of the process are enforced at runtime.
- Enterprises need more
- 7. Adobe and the Enterprise Adobe LiveCycle TM - Introduction and overview - Demonstration (Designer) Summary Q & A
- 8. Adobe Intelligent Document Platform Enables organizations to automate and accelerate the flow of business-critical information between employees, customers, suppliers, and constituents.
- 9. Adobe LiveCycle Support for both Design and Runtime views Fix this slide. Tools do not sit on Bedrock User Interfaces (Web Applications) Tools Orchestration Services Integration Services (Web Services, Java APIs, Email, Drop folders, Print queue) Document Generation Collaboration Document Control & Security Process Management Common Server Architecture Application Server / J2EE ERP, CRM, ECM Database IDE
- Adobe Form Server serves forms, captures form data.
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- Control document access and usage rights online or offline, inside or outside the firewall
- Always know when a document has been viewed, printed, or altered
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- 16. Adobe Policy Server 1 minute DEMO
- 17. Adobe Barcoded Forms Crosses the Digital Divide! Key issue facing developed, developing and transitioning nations.
- Allows quick design of forms based on XML schema, instance or data base.
- Can bind forms to web services.
- Can be used to add signature fields or other form widgets.
- Ties together functions of LiveCycle into form at Design Time.
- Publishes form templates to Forms Manager for Run Time
- So simple a standards strategist can use it.
- Extends the enterprise to new places
- United Nations Trade Documents UN eDocs
- Details: Medway Council providing services to over 250,000 people in the Medway region.
- Size: 9,000 employees
- Industry: Government
- Solution: Online Forms, expedites service efficiency.
- IDP Components:
- LiveCycle Designer
- LiveCycle Form Server
- Workflow Designer
- Workflow Server
- http://www.adobe.com/government/pdfs/medway_ss.pdf
- CNA Adopts Adobe Intelligent Document Platform for Insurance Claims Processing.
- Using Adobe LiveCycle document services software, the solution will enable the rapid handling of business processes.
- Deployed in an IBM WebSphere environment.
- Java APIs, uses XML for data interchange and supports web services.
- Adobe LiveCycle's support of these industry standards means organizations can deploy document services in today's Service Oriented Architectures (SOA).
- Adobe has core competence connecting people with the enterprise.
- Early adopter of SOA (including webs services) and XML technology within enterprise and server products.
- Adobe providing service oriented solutions today.
- Adobe LiveCycle Products available now (see references next slide).
- Come and talk to us.
- Duane Nickull [email_address]
- Adobe References
- Enterprise Software - http:// www.adobe.com /enterprise/
- Enterprise customer references - http:// www.adobe.com/enterprise/customers.html
- Standards Links
- http://www.oasis-open.org/committees/comments/form.php?wg_abbrev = ebsoa
- http://www.w3c.org
- http://www.ws-i.org
- http://www.ebxml.org
- http://www.oasis-open.org
- http://www.unece.org/etrades/unedocs/toolset.htm
- More on next page
- Form Server - http://www.adobe.com/products/server/formserver/main.html
- Form Manager - http://www.adobe.com/products/server/formmanager/main.html
- Reader Extensions Server - http://www.adobe.com/products/server/readerextensions/main.html
- Adobe Document Security Server - http://www.adobe.com/products/server/securityserver/
- Adobe Policy Server - http://www.adobe.com/products/server/policy/main.html
- Adobe 2D Barcode - http://www.adobe.com/products/server/barcodedpaperforms/
- Adobe Designer - http://www.adobe.com/products/server/adobedesigner/main.html
- Download links are available from some pages
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Home Blog Business A High-Level Overview on Strategic Planning
A High-Level Overview on Strategic Planning

Every organization has grand goals on their business agenda. However, there’s a long way between formulating those goals and seeing the results of their successful accomplishment. A lot of things can happen in-between – the project can get side-tracked, the timeline may change and new threats may emerge. To get a better sense of what needs to be accomplished and how? most managers regularly engage in strategic planning (short and long term).
What is Strategic Planning?
A strategic plan is a document that reflects how a company plans to function and grow over a significant period of time, usually three-to-five years. It is based on a mission/vision statement, stated core values, and goals.
A strategic plan also includes all the steps an organization needs to take in order to get where it needs to be. Why is strategic planning important? Because it focuses on an entire organization on long-term goals and allows managers and supervisors to develop plans that will work toward meeting them.
There are many benefits to strategic planning:
- It allows a company to be proactive, rather than simply engaging in tasks randomly.
- If the process is conducted well (inclusion of all stakeholders in the strategic planning process), there is buy-in by leaders of all functions of a business.
- It determines the allocation of resources in a way that promotes the plan.
- It lets an organization measure where it is and how it has progressed toward the objectives it has set, and then to modify accordingly.
Business plan vs. Strategic plan: What’s the Difference?
Strategic plans should not be confused with business plans. A business plan is a document that is developed when launching a business describing the business model and its components, explaining the business potential and attempting to raise capital (loans or investment). Once a company is established (up and running), it is time for a detailed strategic plan that would outline growth and perhaps digital transformations .
When Strategic Planning Should Occur?
There is no single time that is right for all businesses, but, rather, it depends on the company’s unique situation and its industry. But there are certain times when it’s worth to think about it:
- If the industry is evolving quickly and competition is becoming brisk.
- At the time of product launch, if the products/services are fully developed, as part of the go-to-market strategy.
- At the beginning of a new fiscal year.
- If government regulations are causing a change in process, production, etc.
- If the company itself is contemplating a new initiative.
- If a previous strategic plan is old and in need of re-evaluation.
So, how does a manager go about designing a strategic plan? The first step would be to choose the right model or framework.
The Basics of Strategic Planning: Models and Frameworks
All strategic plans sit atop of a model and a framework. A model is a structure that you design for your plan, while the strategic planning frameworks are the details that you place within that model to achieve and evaluate progress toward the goals of your plan – for example, specific objectives, action plans, resources, and evaluative process.

Over the years, a number of models and related frameworks have been developed. So, let’s take a look at some of the most popular ones, along with several strategic planning templates.
Strategic Planning Models
The Basic Plan : Open up with a mission statement, formulate the mid-range goals, and specify strategies for achieving these. Sometimes, loftier goals may be divided into smaller strategic objectives. In any case, however, there should be action plans for each objective, spelling out what is to be done, when it will be done, and who will be responsible for each task.
The Cascade Strategy Planning Model : The model begins with a vision statement, much like the mission statement in the model above. It states why the organization is in existence. Beyond this, the structure includes value statements/core beliefs, areas for focus (goals), and then specific objectives that are translated to action plans or projects. The model includes lists of KPI’s and how those will be measured.
The Scenario Model : The idea behind this model is to construct a variety of scenarios that could occur due to external events or changes – regulations, demographics, etc. – and make plans for addressing those issues. The business identifies its vulnerabilities or threats, including the best and worst-case outcomes, and then develops a series of action plans for each one. Usually, the scenario model attempts to anticipate issues that might be faced over a long period of time, generally three-to-five years.
The Goal-Based Model : As the title implies, organizations establish prioritized goals/objectives, and then align them with respective action plans. Some goals will be short-term, some – intermediate, and some long-term. The structure is created after goals a prioritized and followed by action plans for achievement. This model also includes monitoring and assessment of progress at stated intervals.
Strategic Planning Frameworks
Remember, frameworks are the actions you will take as you develop your strategic plan and the details that will go into its structure. Here are some of the popular ones in strategic management:
SWOT stands for strengths , weaknesses , opportunities and threats . Strengths and weaknesses are internal conditions; opportunities and threats refer to external forces. Identifying each of these elements will point out to the organization their areas for growth and improvement are and will assist them in developing the goals for their strategic planning.
SWOT Diagram for PowerPoint by SlideModel.
PEST is an acronym for Political, Economic, Socio-cultural, and Technological . These are all external factors that could impact a business, for good or bad. They are identified and plans then made to respond to each factor.

PEST Analysis Template for PowerPoint by SlideModel
Gap Planning : As the name implies, the gap planning framework allows an organization to identify where it is now and where it would like to be at some point in the future. This framework is generally used when internal, not external, conditions can be changed/improved. Check our separate post about how to perform a gap analysis for more insights.

Gap Analysis PowerPoint Template by SlideModel
Blue Ocean : Organizations often live in a red ocean – an environment in which there is lots of competition, and strategic goals must relate to competing in an existing marketplace, beating that competition, and working to gain more of an existing customer base. The goal of this framework is to determine how an organization can move into a blue ocean of new marketplaces and new customer bases.

Blue Ocean Strategy PowerPoint Template by SlideModel
VRIO stands for “value, rarity, imitability, organization.” The framework allows a company to identify opportunities for growth, how to become more competitive with products/services that cannot easily be imitated, and how an organization can be structured to take advantage of the value and rarity it has planned for.

VRIO Model PowerPoint Template by SlideModel
Now that you have some tools and editable strategic planning templates at your disposal, let’s take a closer look at the key strategic planning steps.
How to Write a Strategic Plan Using The 7 Elements Technique
Strategy development and planning are complex tasks and it’s easy to approach them from the wrong angle. The easiest way to approach this task is to base your strategic planning outline around the following 7 elements.

1. A Vision Statement
This is your “big” statement, taking into account what the ultimate goal for your business is. It’s what you want when you finally can say, this organization is a great success.
Here are several inspiring vision statements for reference:
- Teach for America: One day, all children in this nation will have the opportunity to attain an excellent education.
- WWF: We seek to save a planet, a world of life.
- Toms Shoes: The responsibility of providing for the comfort of children in impoverished regions worldwide.
2. The Mission Statement
A mission statement is one of the key elements of a strategy. It helps to formulate and formalize what your organization does, why it does what it does, and who it does it for. What value does your product or service bring to your target customers? What gap in your niche/industry are you filling? How will you improve people’s lives through your product or service? Brainstorm answers to these questions as part of your strategy development session.
3. Core Values
These relate to how you intend to do business and usually reflect a larger picture . Are you committed to product quality? How about diversity? Are environmental sustainability and social responsibility a part of your company’s actions and behaviors? Is full customer satisfaction an abiding focus? Sit down with your team and come up with values to which everyone should commit – three or four that will guide everyone’s behaviors. To complement this section, you can use one of the core values slides for presentations.
4. SWOT Analysis
Performing a SWOT analysis will help you understand how you currently stand out in your niche, what will it take to grow your business further and what vulnerabilities and risks you should address. A standard SWOT analysis accounts for both internal and external factors . To complement this section, you can reuse one of our SWOT slide templates for PowerPoint and Google Slides.
5. Long-Term Goals
Looking beyond just the next year is critical for a business that intends to grow. These may not necessarily be included in your current strategic plan, but you must have those in mind as you develop annual goals/objectives. And you may want to develop a three or five-year strategic plan and then strategic sub-plans on an annual basis.
6. Shorter-Term Goals
These should usually be annual in nature, and they may relate to various parts of an organization, depending on its needs. You might have an annual sales increase goal; you might develop a goal that relates to bringing technology up to date to streamline supply chain management or customer service.
7. Action Plans
Next, for each goal you’ll have to develop an action plan that accounts for the following:
- What activities will occur to bring about the change?
- Who is responsible for the activities that will take place?
- What is the timeline for the completion of the activities?
- What resources (money, staff, etc.) will be required?
- What stakeholders need to be kept informed of activities and progress?
Once you’ve developed a draft, ask the following questions:
- Is the plan clear, and do all participants understand exactly what their roles are?
- Have any outside participants been included (e.g., are there regulatory agencies that must be involved or communicated with)?
- Does the plan anticipate potential events that could have positive or negative progress?
- Is there an activity in place to evaluate progress and success?
These 7 elements are sufficient for creating a detailed 3- to 5-year strategic plan. However, you can also settle for a shorter, more agile version – a one-page strategic plan.
How to Create a One-Page Strategic Plan (OPSP)
Can this even be done, given all that must-go into a strategic plan? The short answer is yes. Verne Harnish, CEO of Gazelles consultancy, originally popularized this concept. His main idea is that if you want to ensure that all people in your company are on board with the new strategy, you should be able to fit it into just one page.
There are plenty of OPSP templates that a manager can use to develop this type of plan, and here are a few tips as one is completed:
- Include mission/vision statement(s) and goals (targets) – include long-term goals and from those the focus goals for the next years.
- Answer the questions who, what, when, where, how, and why relative to goals/action plans.
- Ask and answer the challenging questions: Should We do this? Why? These identify the core values.
- List action plans and responsibilities, as well as time frames.
Note : Full action plans will obviously include much more detail than space will allow on the OPSP. These can be developed separately, including stakeholders in the process, and available for anyone to view if and when they wish.

Conclusions
Strategic planning is a complex process. It involves many steps and many key elements of a plan, no matter what specific frameworks or templates are chosen for the design and development. To recap, the keys to successful planning are the following:
- Involve as many stakeholders as possible, especially those who will be responsible for managing the implementation and the action plans.
- Involve representatives from top to bottom of an organization, so that there is much buy-in and sense of ownership as possible.
- If a business is new to this process, it may be wise to bring in a strategic planning consultant for the initial plan development.
- Without the element of measuring progress and achievement, a strategic plan is just a document to go into a file. Focus and accountability will just not happen.
Most of all, remember this: strategic plans are not inflexible documents. Internal and external environments change; things just happen. Re-visiting, modifying, and updating will always be necessary.

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One Response to “A High-Level Overview on Strategic Planning”
An excellent summary of how a strategic plan is done. A must have for business administration students.
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- 1. Strategic Planning for SLA Chapters & Divisions Building a 3 Year Plan
- 2. Agenda • Current situation and session objectives • Working session to share ideas about strategic goals and objectives • Selective report backs • Next steps
- 3. Current Situation • Unit level planning is not consistent – Only 1/3 of units have a strategic plan – Many plans have not been updated in the last 4 years • SLA has many association-level initiatives in progress – Examples: Centennial, Strategic Alignment, Information Ethics – Increased need for units to plan now for activities that will happen in 2009 and 2010.
- 4. Objectives for Today’s Session • Address key questions such as: – How much should unit level plans dovetail with the Association's initiatives? – How much of a unit level plan will be unique based on factors as mix of industry, concentration of members, geography etc? • Review the planning process and resources – Define steps for establishing an ongoing strategic planning process at unit level – Provide resources and tools to aid in continuity as unit leaders change over time
- 5. Starting Point for Planning • Situation assessment: where are we now? • Desired direction: Where should we go? • Strategic plan: How will we get there? – Start with a unit level mission statement – Assess impact of association level initiatives for unit – Set goals and objectives ranging over 1-3 year time frame
- 6. Mission Statement • A mission statement should answer these questions: – What unique attributes make this unit special? – What are the opportunities or needs we exist to address? – What are we doing to address these needs? – What principles or beliefs exist to guide our work?
- 7. Sample Mission Statements • The San Andreas Chapter, the Technology Chapter of the Special Libraries Association, proactively advances our profession such that we direct the evolution of our future roles. • We foster knowledge management’s critical role in the workplace by providing educational courses and establishing communities of practice to discuss knowledge management and its implications in an economy which values innovation, software, services and relationships.
- 8. Goals & Objectives – Plan should outline 4-5 high level goals – Each goal should have 2-3 specific, action oriented objectives – Goals and objectives should address a three year time frame
- 9. Goals & Objectives - examples Goals Objectives 1. Develop PR plan for member achievements 1. Build awareness of SLA and of unit 2. Identify and build ties to other regional associations 1. Create a unit wiki to maintain archives 2. Leverage new technologies to enhance member services 2. Offer a mix of live and virtual events
- 10. Example focus areas for goals • Aligning with Association initiatives • New membership outreach and development • Fundraising and financial planning • Expanding member services and communication • Planning for milestone events
- 11. Break out groups • Gather in tables by chapter or division • Each person shares 1-2 key issues or desired goals for their unit (10 minutes) • As a group, identify 4-5 goals to work on (5 minutes) • Identify 3 objectives for each goal (15 minutes)
- 12. Goals and Objectives Worksheet • Goal 1: Increase unit membership and member satisfaction – Establish plan for member needs survey – Ensure ongoing communications from leaders via discussion list – Define set of activities to welcome new members • Goal 2: – Obj 1 – Obj 2 – Obj 3 • Goal 3: – Obj 1 – Obj 2 – Obj 3 • Goal 4 – Obj 1 – Obj 2 – Obj 3
- 13. Next Steps • Appoint a Strategic Planning Chair and Committee (if not already in place) • Schedule a brainstorming session to review current situation and create or update goals • Write 3 year plan or revise existing plan to address current goals • Establish an ongoing process to incorporate member input and revise/update plan
- 14. SLA Resources • SLA Info Portal Page on Library Strategic planning – Citations and links to articles – Samples of library strategic plans http://www.sla.org/content/resources/infoportals/libstrat.cfm • SLA Strategic Planning Handbook – Available at http://www.sla.org/pdfs/sphand.pdf – Includes citations for additional resources – Lays out a basic process for compiling a strategic plan
- 15. SLA Resources • Many units post their strategic plan on their website – Washington, DC: http://units.sla.org/chapter/cdc/ – San Andreas: http://www.san-andreas- sla.org/archives/stratplan.html – Food & Agriculture http://units.sla.org/division/dfan/2007stratplan.doc – Knowledge Management http://wiki.sla.org/display/SLAKM/2007-2009+Strategic+Plan
- 16. Sample Chapter Plan Outline (For facilitators to use at tables) • Mission Statement • Goal: Increase chapter membership and member satisfaction – Establish plan for member needs survey – Ensure ongoing communications from leaders via discussion list – Define set of activities to welcome new members • Goal: Develop awareness of SLA in community – Identify regional association partners – Strengthen library school outreach – Develop PR plan for member achievements • Goal: Diversify programming mix – Encourage special interest groups and programs (eg solo, law) • Goal: Ensure continuity of chapter leadership – Establish new leader mentoring program • Goal: Engage unit in Association-level initiatives – Create local plan for SLA Centennial – Assess opportunities for promoting sustainability – Support ethics ambassador
- 17. Sample Division Plan Outline (for facilitators to use at tables) • Mission Statement • Goal: Increase division membership and member satisfaction – Establish plan for member needs survey – Ensure ongoing communications from leaders via discussion list – Define set of activities to welcome new members • Goal: Develop awareness of SLA in <division specific> community – Develop PR plan for member achievements – Establish plan for identifying and developing sponsors and industry partners • Goal: Diversify programming mix – Develop plan for interactive program components – Assess potential for programming delivered outside of conference • Goal: Ensure continuity of division leadership – Establish leader mentoring program • Goal: Support Association-level initiatives – Create committee for SLA Centennial – Identify ethics ambassador – Assess opportunities for promoting sustainability
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3 Year Plan

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More From Forbes
How to create a three-year plan in three, practical steps.

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In my last article , I talked about how my big vendetta against 5-10-plus year plans is that they are rarely practical .
Today, we are going to focus on how to create your own practical plan.
Due to requests I got for more details about the plan itself, I wrote this article to dive deeper into the three-phase practical plan I use for myself and my clients to outline exactly how you can create it on your own.
So, let’s dig in!
The Three-Phase Plan That’s Actually Practical
The three-phase plan I’m about to give you was inspired by my mentor Michael Gerber, who once gave me this great nugget of wisdom: “You need to dream big, think small and act even smaller.”
The key to this nugget of wisdom is that it helps us break our future plans into three phases so we can think in the long-, mid- and short-term. It looks like this:
• The Three-Year Vision (dream big in the long-term)
• The One-Year Goal (think small in the mid-term)
• The 90-Day Milestones (act even smaller in the short-term)
Separating your plan into these three distinct phases will give you just the right balance of those two types of connections (motivational and rational) necessary to create real results. But you must have all three phases for this to work.
If you just have the long-term vision, there won’t be enough implementation -- you’ll just be daydreaming all day without any clear, short-term actions.
And if you just have the short-term milestones? You might be doing plenty of implementation and feel like you’re getting a lot done, but without looking to the future, you may be doing things that ultimately hold you back from reaching your goals.
Let’s look at what each of these three phases consists of, why they work and how you can fulfill each one on your own.
Dream Big: The Three-Year Vision (Long-Term)
For most of us, putting our vision out as far as 5-10 years in the future just doesn’t make sense. The entrepreneurial world (and our world in general) changes much too quickly for that.
Plus, if we put our plan out too far, we quickly lose focus and that motivational connection we’ve been talking about.
So, I’ve found right around three years to be the sweet spot for creating a vision that gives you that “just-right” gut feeling.
To create your own three-year vision, ask yourself: “What results do I want to create for myself and my business three years from now?”
Keep in mind that here you are defining what you want to do, not how you want to do it. We’ll save the "how" for another time.
Some examples of three-year visions include:
- Have 100 new clients
- Increase annual revenue 35%
- Take six times the vacation you do now
Once you’ve dreamed big and established your vision, it’s time think small.
Think Small: The One-Year Goal (Mid-Term)
Only looking three years in the future is still pretty far out. To make sure you actually reach that vision, you need to break things down even more.
That’s why you should take that three-year vision and create a more precise, practical mid-term version of it: one-year goals.
This will help increase that motivational connection (without losing any of the rational connection) and help you make more short-term progress.
To create your one-year goals, consider the type of work that needs to be done to achieve your three-year vision. Then, take roughly one-third of that work from the vision and make that your one-year goal.
As an example, if your three-year vision is to have 100 new clients, your one-year goal might be to have 25 new clients.
Obviously, this isn’t exactly one-third of that three-year vision.
And this is an important thing to keep in mind: Likely, your first bout of growth will start more slowly. Between the initial setup, learning what you need to do, and adopting the right systems, progress will be smaller in the beginning. So, make sure you first year’s goal reflects this.
Then, as time goes by, your one-year goals can get bigger, faster and stronger.
But don’t worry about your other one-year goals just yet! Simply get your first one down on paper and create the other two as each year finishes.
After you dream big and think small, you move on to acting even smaller.
Act Even Smaller: 90 Day Milestones (Short-Term)
Your three-year vision and one-year goal push your plan closer to practicality. But on their own, they still don’t naturally transition into practice or day-to-day actions.
So, your next step is to simplify and break down your plan even more by taking each one-year goal and dividing it into four 90-day milestones.
Now, with a clear image in mind for what you need to achieve in the long-, mid- and short-term, you can easily transition these images into practice with your day-to-day and week-to-week actions.
Ask yourself: "How can I divide my one-year goal into four 90-day milestones?" Then, divide and conquer.
So, if my three-year vision is to have 100 new clients and my first-year goal is to have 25 new clients, my 90-day milestones might be four new clients, six new clients, seven new clients, then eight (or maybe even more) new clients.
Once you have this, you can continue dividing your 90-day milestones into smaller chunks (one-month check-ins, weekly tasks, etc.) if you like.
What’s Next?
Once you’ve created your three-phase practical plan, make it real and record it! Create a mindmap, write it in a journal, design a graphic — just don't leave it floating around in your head (otherwise, we both know it'll never get done).
Let's get planning!

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If you are looking for a professionally-designed slide to depict your company's growth plan for the next three years, our 3 Year Strategic Plan PPT is the best pick. The fully customizable slide presents a chronology of strategic planning through graphic-rich layouts so that professionals can conveniently craft compelling slideshows for their intended audiences. The creative designs, high-definition infographics and icons will help you delineate your ideas in a visually compelling manner, with less amount of textual content.
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A 3-YEAR STRATEGIC PLAN
A 3-YEAR STRATEGIC PLAN. for THE ASIAN INSTITUTE OF SCIENCE AND TECHNOLOGY By: Michele Leslie B. David. INTRODUCTION WITH PURPOSE OF THE STUDY:.

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A 3-YEAR STRATEGIC PLAN for THE ASIAN INSTITUTE OF SCIENCE AND TECHNOLOGY By: Michele Leslie B. David
INTRODUCTION WITH PURPOSE OF THE STUDY: • This study, A 3-year Strategic Plan, is geared towards achieving 100% increase in the population of the entire system. June 2009 is the target commencement of the program and shall end on March 2012. The key result area shall be checked by second semester of school year 2011-2012. • The Asian Institute of Science and Technology, which is the subject of this study, is a technical-vocational school offering 4 courses which are Computer Science, Computer Technology, Business Information Management and Hotel and Restaurant Management. All 4 courses are associate degrees which programs are for 2 years only. The school is TESDA accredited.
TABLE OF CONTENTS • EXTERNAL ASSESSMENT • THE SWOT ANALYSIS • THE STRATEGIC PLAN • THE TACTICAL PLANS • THE OPERATIONAL PLANS • THE MODIFIED VISION AND MISSION STATEMENTS • HISTORY • COMPANY PROFILE • PRIMARY COMPETITORS • SECONDARY COMPETITORS • INTERNAL ASSESSMENT • LOCATIONS
PRIMARY COMPETITORS 1. Asian Institute of Computer Science (AICS) 2. Clark International College of Science and Technology (CICST) 3. ACLC - AMA Back to TOC 4. Mabalacat Community College (MCC) 5. Asian Institute of E-Commerce
SECONDARY COMPETITORS Systems Plus College Foundations (SPCF) St. Mutien College (SMC) Mary, Our Help Technical School (MHCS) St. Anthony College of Tecnology (SACT) 5. Jose C. Feliciano College (JCFC) 6. Dee Hwa Liong College (DHLC) Back to TOC
Factors considered to be a primary competitor: back to TOC • Same courses offered • Almost the same tuition fee • Almost the same size in building/ area (rented property) • Same government accreditation • Located in the same vicinity • Same feeder school • Same curriculum type • Similar vision and mission statements
Factors considered to be a secondary competitor: back to TOC • Offers other courses apart from associate degrees (has basic education to 4-yr courses in college) • Located in the same vicinity • Tuition on courses similar to ours is parallel • Same government accreditation • Bigger land area (owns the property) • Better employee compensation
LOCATION IN THE MAP (back to top) • PROVINCE • REGION • MARKET • LANDMARKS OF THE SCHOOL
. MAP OF PAMPANGA
REGIONAL MAP
MARKETING MAP OF AISAT
LANDMARKS • Near Dau Bus Terminal
Near Dau Intersection • Coming from Dau Bus Terminal, turn left at Dau Intersection.
Beside McDonald's Dau • Coming from McDonald's, AISAT is the fourth building.
Above Land Bank of the Phils. • LBP is located at AISAT Bldg., McArthur Hwy., Dau, Mabalacat, Pampanga. • In front of Angelique Square Commercial Building
THE SWOT MATRIX
Since the school is near the well known establishments like McDo, etc., it adds up to easier access going to the school. Since it is located along the main thoroughfare, the signboard is very visible to all passersby. STRENGTHS • LOCATION • - Since the school is along McArthur Hiway, it is accessible via PUVs. • - Since Dau is the business center in Mabalacat, the school is accessible to important establishments particularly SM Clark which is 2 kms away only.
STRENGTHS • LOCATION • - Since the school is in Dau, the students coming from the north need not hurdle themselves amidst the traffic in Angeles City. • PE AREA • - Since the front parking lot is utilized as PE Area for both gymnastics and dance, it is very inviting for the passersby to watch the students as they perform.
STRENGTHS • POPULATION • - Having the biggest population among the tech-voc schools in Mabalacat, the previous schoolmates in high school of our students are enticed to enroll in our school. • HISTORY WITH AICS • - Carrying the name of AICS before, we are able to build rapport with our feeder schools. • - When the feeder schools learned about the issue, we are able to get the sympathy from them. • - Only the name had changed, the people were retained in the service.
STRENGTH • HRM COURSE OFFERING • - Only our school has a separate building for HRM students which is not available among the primary and secondary competitors. • - The international OJT program of the HRM department of our school is not available in other schools. • - Just very recently, the school has been chosen by TESDA as the second testing center in the region for HRM major courses and for certification purposes for the teachers in HRM for all TESDA accredited schools.
STRENGTHS • COMPUTER UNITS • - Computer unit availability is one per student. • - Students may use the computer laboratory is there are no classes going on. • - Better internet connection now. • MAJOR SCHOOL ACTIVITIES • - It has always been a tradition of AISAT to hold beauty pageants every second semester during the Intramural season at SM City Clark. • - The dance competitions on modern, ballroom and cheering are also at the Event Center at SM City Clark. • - The ballgames are in Bayanihan Park which is also open for everybody to watch. • - The Acquaintance Party which happens every first semester is hold in Century Hotel in Angeles City.
NO ENTRANCE TEST - Any high school graduate with complete requirements may enroll. STRENGTHS • LOW TUITION FEES • - Compared to the secondary competitors, we have the lowest tuition fees on all courses offered. • - We have comparable tuition fees with the primary competitors on all courses offered.
WEAKNESSES • 1. POOR FACILITIES • SIZE OF CLASSROOMS • - The classrooms are too big to accommodate 45 heads. • - The walls are just dividers that the noise in the other rooms can be heard. • NO CANTEEN • - There has been no canteen concessionaire for 2 years now in the campus. • - There is no canteen nearby fit for student’s budget.
WEAKNESSES • NO WIFI • - Students with laptop can not access the internet because the campus is not wifi ready. • NO STUDENT LOUNGE • - Students are scattered in the nearby establishments due to non-availability of student’s lounge while waiting for their next class or while on break.
WEAKNESS • PARKING LOT • - The campus’ parking lot has been converted into PE Area thereby depriving the students who are driving their own car to park in the campus. They park in the nearby establishments.
WEAKNESSES • POOR AIR CONDITIONING • - All rooms in the main building have poor air conditioning units particularly the laboratories. • POOR WASHROOM MAINTENANCE • - All washrooms have always been an area of concern for poor maintenance particularly the male’s.
WEAKNESS • 2. POOR TEACHER QUALIFICATION • - 50% of the teachers do not have master’s degree. • 3. POOR CONTACTS WITH OTHER COMPANIES • The school has no much tie-ups with other companies for seminar availabilities particularly for BIM, Comp Tech and Comp Science.
WEAKNESSES • 4. ADMIN-FACULTY RELATIONSHIP • - There is a wide gap between the administrator and the faculty members due to regularization issue that is not granted to faculty members. • 5. FACULTY TURN-OVER • - Faculty turn-over in major subjects like CISCO is very fast. (2 teachers in 1 sem) • - Teachers in English have the highest rate in faculty turnover. (3 teachers per sem)
WEAKNESS • 6. OVER LOADS OF TEACHERS • - Teachers in all Computer subjects have loads no lesser than 55. • - Teachers in English have loads no lesser than 42. • - Part timers are still requested to have at least 24 units.
OPPORTUNITIES • TRAFFIC JAM • - Since Dau is located before Balibago, where the traffic jams start down to the city proper, the students from the north will not have to pass through the area. • HISTORY WITH AICS • - The issue had merited us sympathy from the community particularly the feeder schools.
OPPORTUNITIES • MABALACAT CITYHOOD PROGRAM • - The Office of the Mayor has a joint venture with the other companies for a mass employment particularly in computer related fields like call centers located in Clark. • NATIONAL PROGRAM AGAINST FINANCIAL CRISIS • - TESDA has opened new scholarship funds for specific programs that are skill-related particularly in HRM like cooking, baking, and bartending; also in computer-related courses.
OPPORTUNITIES • THE FIRE IN CICST • - Just recently, the entire campus of CICST, one of the primary competitors, was caught by the fire. The campus was transferred to a nearby building which is a lot smaller than the original. Most of their students have approached our office already for a possible transfer. • IN DEMAND JOBS IN JOB FAIRS • - All courses offered by the school are in demand jobs during job fairs, both municipal and city projects.
OPPORTUNITY • ABOLITION OF 2-YR COURSE IN SYSTEMS PLUS MAIN CAMPUS • - Systems Plus Main Campus in Balibago will be transferring all 2-yr courses to their annex in Miranda St. in Angeles City proper. This means that their students from the north will have to travel 30-minute farther from usual and have to pass by the congested area of the city. If students will transfer to AISAT, they will be able to save time and effort for travel and expenses for fare.
THREAT • NEW ENTRANT • - Mabalacat Community College is under the municipal government. • - It is located in the north where most of our students come from. • - Its course offerings are the same as ours on top of the 4-year courses that it also has. • - The tuition fees of those similar courses are lower by 40% versus ours.
THREATS • TRAFFIC JAM • - Coming from the south (Angeles City), the students do not bother anymore to enroll in our school because they have to pass by all the congested areas before reaching Dau.
THREAT • MABALACAT CITYHOOD PLAN • - The Municipality of Mabalacat is geared towards cityhood. Part of the plan is the existence of a community college that is now in its first year of operation, the Mabalacat Community College. This may take our share of the market coming from the north zone. • - The issuance of business permits to big businesses may cause traffic in the north zone; thereby, posing a threat for our students coming from the area.
THREAT • FIRE IN CICST (A PRIMARY COMPETITOR) • Since CICST was caught by the fire, it has gotten the chance to repair and renovate the place and added more facilities. It has become a marketing tool for them.
THE SWOT ANALYSIS
Strength-Opportunity • BILLBOARDS ON WALLS • - For additional income, the school may welcome co-lessee to place billboards on the walls of the school since the school is located in a primary business area. • DISPLAY TARPAULIN SIGNS RE SCHOLARSHIPS FROM TESDA • - TESDA has offered scholarship grants to deserving students under the title GAGANDA ANG BUHAY MO…PANGULONG GLORIA SCHOLARSHIPS limited only for 2-yr courses which will commence this first semester school year 2009-2010.
Strength-Opportunity • PROVIDE SCHOLARSHIPS FOR TRANSFEREES FROM SYSTEMS PLUS • - This is to entice students from Systems Plus who are taking associate courses since their 2-yr courses will be moved to their Annex Building. Students will be able to save time and effort for travel and expenses for fare.
Strength-Threat • PROVIDE SCHOLARSHIPS OR DISCOUNTS TO TRANSFEREES • This will entice students to transfer to our school. If discount is insufficient, we will assist the student in securing a scholarship from TESDA. • PROVIDE SCHOOL POOL SCHOLARSHIP • Based on the survey, our first year students in their first semester enroll by groups of 3 to 5. School Pool Scholarship is intended to entice peers of 10 belonging to same section in high school to enroll irregardless of the course they wish to take. This is to keep them together even in college.
Strength-Threat • NICHE FOR STUDENTS AND FACULTY • Since we have students who excel in other fields like modeling and pageants, they can be utilized in marketing activities of the school. Faculty members who have good contacts with other feeder schools may also be assigned in marketing endeavors. • OVERSHADOWING • Since MCC is now beginning to make their marketing activities very extensively, it is also possible to assign a staff to overshadow their marketing styles and target feeder schools.
Weakness-Opportunity • RENOVATION • CONVERT BIG ROOMS TO SMALLER ONES • The 2 big rooms at the 3rd floor can be renovated to become 3 rooms thereby making the 4 rooms into 6 regular sized rooms. It will be just enough for the population size of 45 per room. • CONVERT HRM BAR/KITCHEN TO CANTEEN • Since the school has no canteen, the conversion of HRM bar/kitchen to canteen will make the place useful, not idle. It will likewise generate more income.
Weakness-Opportunity • HAVE MONTHLY BUILDING MAINTENANCE CHART • Since the male washroom is always overlooked, the maintenance chart, both daily and monthly, will help ensure that all parts of the building are thoroughly cleaned and fixed. This will prevent further damage of the property and possible lump sum expenses if prevention system is in place. This will improve the cleanliness of the place also and optimize the service of the janitors and maintenance personnel. SEND TEACHERS TO TRAININGS / SEMINARS • This will uplift the morale of the teachers believing that he is given importance and, at the same time, will improve the performance of the teachers as well as the students thereby giving a quality effect to education.
WEAKNESS-THREAT • PROVIDE SCHOOL SERVICE FROM MCC • Since MCC may get a chunk from our population in the north, it is better to place a school service from the town proper to our school free of charge. • PROVIDE SCHOOL SERVICE FROM ANGELES CITY • To add to the population for those coming from the south, it is best to provide a school service for the students free of charge. The service will take a different route from the city proper to our school to get away from the traffic congestion.
WEAKNESS-THREAT • PROVIDE TEACHER TRAINING AND SEMINARS • This will enhance the skills of the teachers in teaching thereby improving the quality of education that the students get. • REVIEW TEACHERS’ BENEFITS • This will improve the morale of the teachers thereby incouraging them to stay specially the better teachers.
WEAKNESS-THREAT • HIRE TRAINABLE TEACHERS • Based on experiences, good teachers who are single particularly the fresh graduates do not last in the service for 1 year or 1 sem. It is best to hire teachers with good attitude and train them than those with high skills who have no much patience and will just leave the post in the middle of the sem. • PROVIDE RETREAT OR TEAM BUILDING FOR ADMIN-FACULTY • This is to strengthen the bond between the admin and the faculty for better camaraderie thus producing better quality of education through uplifted morale.
EXISTING MARKETING METHODS • PARTICIPATION IN CAREER INTRODUCTION AT FEEDER SCHOOLS • FLYERS • STREAMERS • FINANCIAL AID GRANTS • EXPOSURE AT THE MALL DURING SCHOOL ACTIVITIES • AM AND FM RADIO ADVERTISEMENT
THE STRATEGIC PLAN • This is a 3-year plan which goal is to have 100% increase in the population every second semester by school year 2011-2012. The growth must be from 738 student count in second semester of SY 2008-2009 to 1476 student count in the second semester of SY 2011-2012.
THE TACTICAL PLANS
- Plan & Pricing

3 Year Strategic Plan Template for PowerPoint & Keynote

3 Year Strategic Plan PowerPoint Template
3-year strategic plan PowerPoint template is a business presentation slide created to plan your business strategies with a three-year time frame. A strategic plan is a roadmap to grow your career or business. To help you succeed, use this strategic plan PowerPoint and study the market situation continuously with an eagerness to succeed. The strategy template is designed with square columns; each column represents a strategy that is divided into three conceptual segments. These segments are; defining roles, develop an action plan, and ensure timeliness. The presenters can illustrate the action plan of the current year and the coming years. Similarly, role definition should be forecasted and documented for future success. Ensure your timelines accurately frame your strategy for current and future years. The 3-year strategy plan template is a simple box diagram that shows the chronology of strategy planning. This is a business PowerPoint template exclusively designed for presenting a 3-year strategy framework by visual illustration. You can access more free presentation templates & Strategy PowerPoint Diagrams here Grab the free ppt now!
The infographic design for strategy presentation contains 9 columns for business process presentation or marketing strategy presentation. Each column is decorated with infographic icons and subtitle placeholders. The presenters can use this multi-purpose diagram for presenting a different range of concepts. Along with business strategies, the business professionals can show company vision and mission, or business agenda within the confined areas. So, this is an agenda PowerPoint template that allows agenda presentation in a precise manner. It is useful for 3-day business meetings or seminars, after few modifications. Business managers or company owners can use this strategy ppt template for displaying three years strategy framework for boosting their sales and profitability.
The strategy planning ppt template is a box diagram divided into 9 columns pieces. Each column has infographic clipart’s that may support your business strategy presentation. Besides, the presenters can give a short note on three concepts that are driving factors of strategic planning. Each of the columns is created as PowerPoint objects, allowing the user to fully customize their appearance, color, and size, without damaging the resolution.
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Business Strategy Game 3-Year Strategic Plan - PowerPoint PPT Presentation

Business Strategy Game 3-Year Strategic Plan
Business strategy game 3-year strategic plan some thoughts and comments on preparing the 3-year strategic plan general model of strategic management earning ... – powerpoint ppt presentation.
- some thoughts and comments on preparing the 3-year strategic plan
- Annual EPS growth
- 7 in years 11-15 5 in years 16-20
- Annual stock price appreciation
- Credit rating of B
- Image rating of 70
- Present / discuss strategic vision
- Present / discuss expected outcomes for the five key performance objectives
- Think graphics, trends
- Focus on what you plan to accomplish, not how you plan to do it
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Feb 8, 2021
Business Strategic Planning: 11 PowerPoint Templates You Must Have
“Strategy is just a fancy word for coming up with a long-term plan and putting it into action.” Ellie Pidot
Strategy may just be a fancy word but for any organization, it is THE word that matters the most. It gives the company direction and without direction, anybody is lost.
A Business Strategy Plan outlines company’s vision for the next 5 years and the strategies to be followed to achieve those goals. It has to be guided as much by your business philosophy and values as much by market reality and industry trends. The long term vision pushes team members to work harder, take new initiatives, explore new market opportunities, set goals for the coming year as well as the next 3–4 years, and also continuously measure performance. For as Churchill remarked, “However beautiful the strategy, you should occasionally look at the results.”
If all this was to be condensed and presented in a single page, then your business strategy template would look like this:
Download Business Strategy Template Here
As trends change year after year and business initiatives meet or fail to meet targets, you continue revising your strategic plan. It is a continuous process and should never be halted. So, it is obvious that every business will have a different strategy based on its mission and market realities.
That said, formulation of any business strategic plan should follow a process so that a crucial factor (no matter how simple and obvious it may sound) is not overlooked. Here is the basic business strategy plan outline shared by experts. Include these 11 strategic planning templates to ensure you have a strong strategy capable of delivering the wanted results:
P.S. Download the Complete Business Strategy Presentation
Constituents of an Effective Business Strategic Plan
Template #1- executive summary.
This is the starting when you present your strategic plan. However, it is prepared the last. For executive summary is simply a summary of all the sections of the strategic plan. Why have it in the beginning of the deck? So that the stakeholders can at a glance know your strategic plan for the next 3–4 years.
Do not, however, stuff this slide with text and numbers. Just have the main sections- current sales, future target, and your marketing plan. If you want to add more sections, continue the same in next slide.
Download the Executive Summary Template
Template #2- company background.
The investors might not be fully aware about your company history and services offered. Have a slide on your company introduction showcasing the products and services you offer, journey from start till present, and a landmark achievement that everyone should know about.
Think of this slide like an elevator pitch. If you meet someone in an elevator and have 30 seconds to tell about your company, what would you say? That pitch should be the crux of this slide.
Download Company Introduction PPT Template
Template #3- the managing team & staff.
For a person new to your company, include a slide on the management board and staff so that the decision making process in a company can be known. Have an organization chart template so that the hierarchy followed in a company and roles and responsibilities can be understood. Accountability is fixed and there is no ambiguity regarding the roles of each person.
Download this Hierarchy Chart Here
You can also showcase brief profile of key team members in your business strategy presentation. This will help in fixing team goals and set targets for each team member for the coming year (although setting targets will be done in later stages). This section is simply to introduce the faces of your company to outsiders.
Grab this Team Introduction Template
Also Read : 25 Best Customer Service PowerPoint Templates For Success in Business
Template #4- Mission Vision Values
These are crucial to outlining your business strategy. All your set targets are simply a means to realize the mission and vision of your company. What is the difference between the two? While your mission statement summarizes the purpose of your organization — what it does, why and for whom, the vision describes what you want to be become in the future. Put simply, mission focuses on the present, vision on the future.
Company values are the moral principles and beliefs that govern the company’s dealing with its internal and external public. All three — mission, vision, and values — are centric to the strategy you are formulating. Although they can be revised according to the changing environment, changes to these are done rarely as they are the foundation of your company.
While designing your business strategy deck, you can either have a separate slide for each of the three or put all in one as they are closely related to each other. Like in the mission, vision, values slide below:
Download Mission Vision Values Slide Here
Related Blog: Mission PowerPoint Templates to Create a Strong Impression
Template #5- SWOT Analysis
SWOT is a must in any planning activity. It involves both internal evaluation (strengths and weaknesses) and external evaluation (opportunities and threats) of your company. An effective strategy formulation requires that you do SWOT analysis of not just your company alone but of your competitors as well.
This analysis has to be updated regularly as you might have overcome some of your weaknesses, new threats might have emerged and new opportunities might come knocking. You might also need to develop certain strengths to survive in the competitive market or strengthen already existing competitive advantage. The key to successful SWOT Analysis is to be brutally honest while doing it and involve both internal and external audience.
Grab this SWOT Analysis Template
Template #6- current performance.
Any targets for the coming year will be based on the company’s current performance in the market. This section includes your total sales, revenue by region, top performing markets, leads generated and converted into sales, profit and sales, cost per employee, revenue per employee, and other financial figures.
Download the Financial Summary Slide
Use data visualization tools like column charts, line graphs, funnels, and maps to showcase data. Do not dump numbers on the slide.
Use this Sales Dashboard Template
Download the world map template.
Also Read: How to Create an Impressive Business Flyer in PowerPoint
Template #7- Set Targets
Now is the time to set realistic targets for the next three to five years. These targets are aimed at realizing the company mission and vision shared in the beginning. You may also set up short term goals and long term goals to be achieved. This section, therefore, needs to be continuously tracked, updated and revised so that all stay on the same page.
Each team- engineering, marketing, sales- should have their specific goals so that all teams are aligned to achieve the organization targets.
Grab this Target Slide From Here
You can also include a table to compare the present figures versus target goals. That ways the audience won’t have to go back to the previous section and compare the figures.
Download Current Versus Target Slide Here
Template #8- key performance indicators.
Choosing the right Key Performance Indicators is another crucial step as these will measure how successful you are at attaining your targets. The KPIs you have to choose have to adhere to the SMART (Specific, Measurable, Attainable, Relevant, and Time Bound) criteria.
Each company as well as each team within the company will have its own set of KPIs. The KPI of an enterprise can be total revenue while for the HR team, the KPIs would be profit per employee, cost per employee, employee turnover rate, and training hours per employee. A call center would choose KPIs like average handle time, average abandonment rate, average time in queue and so on.
Keep measuring your KPIs in quarterly reviews, update the same if any KPI seems non-relevant and communicate to the entire team. Use a dashboard like the one below to depict the performance against the selected KPIs:
Download KPI Dashboard Slide Here
Template #9- marketing plan.
How will you attract new customers and generate more leads? The marketing team has to explore new channels to bring in more traffic, increase the returning visitors traffic, bump up the signs ups, and thus provide the sales team more qualified leads to turn them into customers. Including marketing plan in your strategic plan is a good practice.
Use this Marketing Plan Template
Here’s another digital marketing plan template you can use to track all initiatives at one place:
Access the Digital Marketing Plan Template From Here
Template #10- operational plan.
Strategic Plan provides an overall direction to the company. How will you reach that destination? What is exactly required from each team to achieve the strategic goals?
While strategic plan is usually for 5 years, Operations Plan covers only 1 year. The operational plan tells in detail the initiatives each team will take to attain the larger goals and who will be held accountable for the results. You can use this operations plan template to make everyone aware what is expected from each team:
Download Operational Plan Template
Operations plan should also include a timeline of project deliveries so that projects are managed smoothly and completed on time:
Download the Gantt Chart Here
If the manpower is less to attain the new goals or new skill sets are required, a Hiring Plan should be outlined over here so that the HR team can quickly recruit the required staff and close the gaps:
Use this Hiring Plan Diagram
Template #11- budget and financial projections.
What will be the operating costs of the strategies you outlined? Let the stakeholders be aware of the budget needed to achieve results using an Operating Cost template:
Download Operating Cost Template Here
Lastly, you can also include a section on financial projection to have a rough estimate of the revenue you will generate, costs you will incur, and other stats that the stakeholders may be interested in knowing:
Access the Financial Projections Slide
Your strategic plan can include more sections, depending on your company requirements. We have shared a general format prescribed by business experts to get started and proceed methodically. Save time in searching the perfect templates for describing your business strategy. Download the ready-to-use, professional Strategy Presentation by clicking the link below:
Download Strategic Planning PPT
In the end, your business growth will depend on how you marry execution with strategy. Strategic plan is the starting point and the foundation; spare no effort in crafting the perfect one!
Also Read: Top 50 Business Strategy PowerPoint Templates Used by Fortune 500 Companies
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- CIO strategy
- 8 free IT strategic planning templates and examples for CIOs
As technology becomes a business differentiator, a well-thought-out IT strategy plan is more crucial than ever. These IT strategy templates help CIOs make IT a business driver.

- Linda Tucci, Industry Editor -- CIO/IT Strategy
An effective IT strategy plan clearly defines an IT organization's mission and requirements, and it translates that mission into long- and short-range actionable goals. An effective IT strategic plan also reflects and drives the enterprise's business strategy and goals. Sounds straightforward enough, right? But as technology has become a business differentiator , IT strategic planning is both more crucial and more challenging than ever before. The IT function no longer exists to simply support business goals; IT must help drive the business.
These free IT strategic planning templates and examples of IT strategic plans will help CIOs develop strategies that become powerful tools for the business.
What goes into IT strategic planning: Free templates and in-depth guides
SOURCE #1: Gartner Inc. OFFERING: Build an IT Strategic Plan That You Will Actually Use
Gartner is of the mind that IT strategic plans are WORN, i.e., written once, read never. To address the sit-on-the-shelf fate of such documents, Gartner analyst Heather Colella offers " Your one-page IT strategy template and guide ." A central tenet of this plan -- besides being on one page -- is that CIOs will help their companies perform better by using storytelling to show how IT strategies drive business success. "Storytelling helps CIOs and IT leaders to engage business leaders in a strategy business conversation by visualizing the business model in a way that can be easily shared for collaboration across the enterprise," Colella explained.
Gartner recommends following four steps in preparation for your one-page plan:
- Step 1. Know how you succeed.
- Step 2. Understand your differentiators.
- Step 3. Develop a rich story from a specific viewpoint.
- Step 4. Draw a picture to commit your strategy to paper.
The details on translating your strategy story into a strategic plan are spelled out in this downloadable PDF. The one-page document includes the three foundational elements of any strategic plan: business objectives, business capabilities and key performance indicators.
This article is part of
The evolving CIO role: From IT operator to business strategist
- Which also includes:
- 10 factors reshaping the role of the CIO in 2023
- Top 7 CIO challenges in 2023 and how to handle them
Download this entire guide for FREE now!
SOURCE #2: Info-Tech Research Group OFFERING: SME IT Strategic Plan Template
This free IT strategic plan template spells out simple yet effective procedures for aligning IT strategy with your company's strategic objectives and initiatives. It is designed for small and midsized enterprises. (Registration is required and can take a few minutes to gain access.)
The template includes the following sections:
- purpose of plan;
- corporate strategy;
- business initiatives to support corporate strategy;
- IT strategy;
- IT strategic plan to support business initiatives; and
- IT strategic plan -- Gantt Chart .

SOURCE #3 : CIO Index OFFERING : IT Strategy Template
This IT strategic planning template lists 21 questions aimed at helping IT executives develop a plan that reflects business pain points and objectives. (Registration required for the downloadable template.)
The 21 questions are grouped in five categories.
- Baseline. This section is designed to establish a baseline for IT and the business leaders by asking questions such as: "What are your top five business pain points?" "What are your top five business objectives?" "How do you plan to achieve these objectives?" "What will we gain by leveraging IT capability across the business?" Charts and tables help build an accurate picture of the current state of IT and the business.
- Business Analysis. This category deals with your company's customers, products and competition. Questions include: "Who is your customer?" "What is [your] current business model?" "What is each products' profitability, market and channel?" This section includes a SWOT chart to analyze the company's strengths, weaknesses, opportunities and threats.
- IT Strategy Analysis. This section of the IT strategy template digs into factors that thwart business success. Questions include: "What is in the way of achieving business imperatives?" (The template offers examples of several possible complications that hinder success.) "Can IT help achieve your business imperatives?" "What will we gain by leveraging IT capability (selling, manufacturing, buying or servicing) across the business?"
- Environment Trend Analysis. The two questions in this category ask you to think about the five top business trends and the five top technology trends, then assess which of the five in each area will affect your business and how.
- Current IT Capability Analysis. This section asks you to analyze how much you spend on IT, where you spend it and why. Questions include: "What is your technology ROI ?" "Does your business plan include a technology plan?"
SOURCE #4: Business 2 Community OFFERING: Strategic Plan Template
Clive Keyte, managing director of strategy at mapping consultancy Intrafocus, shared his expertise on developing strategic plans . "The mistake that is often made in strategic planning is to jump straight to initiatives or projects without considering business impact carefully," Keyte said. He offers the following five things to do to embed strategy into your culture:
- Include subject matter experts in strategy formulation.
- Solicit strategy ideas from staff through social media.
- Communicate your strategy through a simple diagram.
- Include your strategic measures in monthly reports.
- Publish your strategic wins frequently.
His editable strategic plan template, replete with planning charts and examples, includes sections for vision, mission, core values, strategic themes, a strategy map, business objectives, strategic initiatives and a financial summary.
SOURCE #5: Apptio OFFERING: 10 Essential KPIs for the IT Strategic Planning Process
Apptio's guide to developing an effective IT strategic plan lays out the 10 key performance indicators ( KPIs ) deemed essential for delivering business value. "IT strategic plans need KPIs that show financial fundamentals, delivery, innovation, and agility to support the business strategy. These aren't operational measures of "feeds and speeds" -- they are proof points that IT is delivering business value." (Registration required to access the full guide.)
Apptio's list of "10 essential KPIs for the IT strategic plan"
- IT spend vs. plan (Opex and Capex variance)
- Application and service total cost
- Percent of IT spend on cloud
- Product lead time
- Business value delivered by portfolio per quarter
- Percent of IT investment on run, grow and transform-the-business
- Percent of project spend on customer-centric initiatives
- IT spend by business unit
- Customer satisfaction scores for business-facing services
- Percent of IT investment by business initiative
Three IT strategic plan examples
IT strategic plans for higher education institutions and government agencies are readily found on the web. Here are three examples.
SOURCE #6 : Harvard University EXAMPLE: IT strategic plan
This IT strategic planning document takes pains to align IT initiatives with the broader business and academic priorities of the institution.
Harvard University's IT strategic plan updates the university's previous plan and sets forth eight new initiatives established by Harvard's CIO Council. To ensure that the IT initiatives reflected university-wide priorities, the report states that a working group interviewed sources across Harvard, including deans and vice provosts. "The collective input became the foundation on which we built the plan," the report asserts.
The current plan also includes an IT mission statement and lists the IT organization's ongoing priorities: information security; enterprise architecture ; shared service model; research computing and research data compliance; IT workforce development; IT procurement and vendor management; change management ; and sustainability and green IT. The new IT strategic plan document also includes an IT vision statement. (It is downloadable as a PDF.)
SOURCE #7: University of South Florida System EXAMPLE: Information Technology Strategic Plan 2019 - 2023
The University of South Florida (USF) Information Technology Plan includes an executive summary, mission statement, vision statement, list of current services, guiding principles and strategic goals. The executive summary notes that the Office of Campus Computing typically has a much faster planning cycle than other disciplines due to rapid technological changes. It also states that the system's information technology requests "continue to grow at unprecedented rates, and place significant stress on existing Campus Computing infrastructure." The plan lays out estimated costs per year to meet Campus Computing's strategic goals. (It is downloadable as a PDF .)
SOURCE #8: Department of Homeland Security EXAMPLE: DHS Information Technology Strategic Plan 2019-2023
As the introduction notes, the IT department of the Department of Homeland Security plays a powerful role in supporting the agency's mission to keep the country safe and secure. The eight-page plan includes a mission statement, vision statement and seven guiding principles. The plan is built around four goals: culture, connectivity, cybersecurity and customers. Each goal is broken down into a list of objectives and their focus areas.
Dig Deeper on CIO strategy

IT strategy (information technology strategy)

strategic management

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3) Develop and implement physician retention and engagement program: • Develop a plan for onboarding and assimilation into the community and organization that covers the span of the physician's first 2 -3 years. • Expand educational and physician leadership opportunities for medical staff. 4) Develop a physician recruitment plan.
The 3-Year Strategic plan template for Microsoft PowerPoint comes with three components (one for each year) where you can enter your strategic plan descriptions, goals and objectives. Download "9125-3-year-strategic-plan.zip" Format: zip Size: 143 KB ADVERTISEMENT Topics 3-Year Columns Planning Strategic plan License: cc by 2.0
3 Year Strategic Plan Powerpoint Templates One Pagers Strategy Proposals Kpi Dashboard Professional Roadmap Management Pitch Deck Background Resume Icons Business Plans Swot Analysis Gantt Chart Animated Budget Agenda Flowchart Business Proposal Marketing Plan Business Marketing Planning Org Charts Data Project Management Education Business Case
Propose a new business strategy with this accessible PowerPoint strategy planning template. Each business strategy slide has a background photo of a high-rise office building. Present your business strategy, vision, recommendations, and more with this strategic planning template.
Next steps to build your 3 year plan: Once you've identified the right mix of Winning Moves (no more than 3-5 total), you should do the following with each: Assign an Owner on your team—one person to be accountable for moving the idea forward.
Introducing our premium set of slides with name 3 Year Plan With Strategic Planning. Elucidate the three stages and present information using this PPT slide. This is a completely adaptable PowerPoint template design that can be used to interpret topics like 3 Year Plan With Strategic Planning.
3-YEAR STRATEGIC PLAN 2018-2020. EXECUTIVE SUMMARY Overview of the Process A fruitful strategic planning processes results in a written document that can be used as an internal reference and a road map for accountability and decision making, a resource for new staff, and a tool for measuring success.
A three-year business plan helps you focus on the steps you need to take get your business up, running and growing. The plan communicates to outsiders the nature and seriousness of your undertaking. This is especially important for fundraising purposes.
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.
3 Year Strategic Plan of 25 Author: zubin67 Post on 01-Nov-2014 987 views Category: Documents 0 download Report Download Facebook Twitter E-Mail LinkedIn Pinterest Tags: web services form server java apis www electronic adobe designer leveraging org http Embed Size (px)
These 7 elements are sufficient for creating a detailed 3- to 5-year strategic plan. However, you can also settle for a shorter, more agile version - a one-page strategic plan. ... Business Planning, Business PowerPoint Templates, Goals, One-Page Strategy Plan, Plan, Planning, Strategy, SWOT, Vision Filed under Business. Related Articles.
30. 3 Year Strategic Planning May. 19, 2009 • 8 likes • 32,060 views Download Now Download to read offline Business Technology Strategic planning templates & examples, Business, Finance, planning, Vision, Mission, Plan, objectives, strategy, swot, pest, Business plan, Strategic planning, bcg matrix Earl Stevens Follow
Three Years Strategic Business Plan Ppt PowerPoint Presentation Pictures Introduction 3 Year Marketing Plan For Product Promotion Elements PDF 3 Years Project Planning Gantt Chart 2013 Calendar PowerPoint Slides Ppt Templates Three Years Timeline To Execute Growth Strategy Ppt PowerPoint Presentation Slides Graphics
It looks like this: • The Three-Year Vision (dream big in the long-term) • The One-Year Goal (think small in the mid-term) • The 90-Day Milestones (act even smaller in the short-term ...
You can easily insert your 3 years plan with the catchy design. 3 Year Strategic Plan PowerPoint includes the latest PowerPoint designs and trendy pictures that help attain audience attention with maximum interactions. Yearly presentation demands actual participation and brainstorming.
What is Included in the PPT? The slide comprises impressively-designed infographics with relevant vectors, depicting three different years, which will let you explain your strategic plans, goals, and objectives. C-Suite leaders, business managers, senior executives, entrepreneurs, and start-up owners can use it to illustrate the following plans:
PPT - A 3-YEAR STRATEGIC PLAN PowerPoint Presentation, free download - ID:4725460 Create Presentation Download Presentation Download 1 / 54 A 3-YEAR STRATEGIC PLAN 362 Views Download Presentation A 3-YEAR STRATEGIC PLAN. for THE ASIAN INSTITUTE OF SCIENCE AND TECHNOLOGY By: Michele Leslie B. David. INTRODUCTION WITH PURPOSE OF THE STUDY:.
The 3-year strategy plan template is a simple box diagram that shows the chronology of strategy planning. This is a business PowerPoint template exclusively designed for presenting a 3-year strategy framework by visual illustration. You can access more free presentation templates & Strategy PowerPoint Diagrams here Grab the free ppt now!
3-year strategic plan 2 General Model of Strategic Management Company Profile ( SWOT ) Mission Objectives Strategies Tactics Industry Environmental Analysis ( SWOT ) 3 Earning Points for Strategic Plan 4 Minimum Investor Expectations16 Points for Each of Five Scores Annual EPS growth 7 in years 11-15 5 in years 16-20 Annual stock price appreciation
Template #3- The Managing Team & Staff. For a person new to your company, include a slide on the management board and staff so that the decision making process in a company can be known. Have an organization chart template so that the hierarchy followed in a company and roles and responsibilities can be understood.
This Program Strategic Plan sample presentation is designed to provide support to Network Development grantees to create an effective and participative strategic planning event with the result of having consensus of strategic objectives to guide the network over the coming 2-3 years. ... PowerPoint Presentation Last modified by:
Gartner recommends following four steps in preparation for your one-page plan: Step 1. Know how you succeed. Step 2. Understand your differentiators. Step 3. Develop a rich story from a specific viewpoint. Step 4. Draw a picture to commit your strategy to paper.