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Strategy Document Template

Most planning cycles start with a strategy, and more often than not, it begins in a document. Here’s a template for drafting your strategy and reviewing it with the team.
JS
John Scrugham

Vision

A vision statement is the overall direction of your organization. You may want to include how your product or users align with the work that you do. Here’s a great example:
“Build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis.”
Patagonia

Mission

Here, you’ll outline the different components of your mission that each support the vision. You’ll want to make it clear what you’re looking achieve as an organization, and you can do that by answering these 4 questions:
“What do we do?” — The mission statement should clearly outline the main purpose of the organization, and what they do.
“How do we do it?” — It should also mention how one plans on achieving the mission statement.
“Whom do we do it for?” — The audience of the mission statement should be clearly stated within the mission statement.
“What value are we bringing?” — The benefits and values of the mission statement should be clearly outlined.

How we manage our work

Projects ー or specific programs / initiatives that the team tackles ー roll up to support a mission and vision, whether that’s generally or through specific connection to your OKRs (Objectives and Key Results).
This is what you do to ensure all the projects within the program run smoothly.
Call out the Teams that are involved for success, Phases that your projects go through.
The cadence in which you meet and track progress.

Pull in some visuals

Pictures, charts, and graphs help augment your points and solidify the program and strategy ー especially for visual learners.
Embed visuals from other tools you may use such as board from
Miro
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or a design from Figma or InVision (either / + in the canvas or copy and paste a public board URL). Or bring your images in through copy and paste or typing /image and uploading.
Here’s an example of a Miro embed 👇

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Get the team’s thoughts

Ask your team to add discussion topics to the Dory below and sentiment to the Pulse table.

Dory: Topics for discussion

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Add a topic
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Idea
Author
Upvote
Downvote
1
Do we have budget for swag?
PR
Polly Rose
PR
JB
BD
+2
2
Can we open the thumb wresting tournament with magic?
JB
James Booth
3
How do we incentivize people to come to a virtual event?
JD
Joel Davis
CT
There are no rows in this table
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Pulse: How do you feel about ____?

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Add your sentiment
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Sentiment
Reflection
Author
No results from filter
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All sentiments (
3
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)

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3
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submitted with average sentiment of
3.67
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Sentiment
Reflection
Author
1
We’re making great progress on the magic show staging.
PR
Polly Rose
2
Are we all hands on deck?
JB
James Booth
3
I found a really great pair of gloves we can send to attendees.
JD
Joel Davis
There are no rows in this table
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