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Strategic Planning Meeting Template

Strategic planning is a process used to define goals and the steps required to accomplish them. Use this meeting template to align the goals of a team or department with the company at large.

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What’s inside this Strategic Planning Meeting Template:


Why are we developing this plan? What is the time frame to this plan?

2 Background Statement

Research the target audience to understand who the rebrand will be targeted towards.

3Vision, Values and Mission Statement

Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.

4Problem Statement

What is the problem we are trying to solve?

5SWOT Analysis

Conduct a SWOT analysis to help formulate your strategy.

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

6Define Goals

What are you hoping to achieve? How are you hoping to achieve it?

7Executive Summary

Formulate a quick overview of your strategic plan.


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