Org Strategy & Leadership / Strategy and Planning

Creating a Strategic Roadmap

Template
Intermediate Sattva Consulting

Strategic planning is important for organisations because it provides a roadmap for achieving long-term goals and objectives. It helps organisations anticipate changes in their internal and external environments, identify opportunities and threats, allocate resources effectively, and align efforts across different departments or teams.

This resource provides:

  1. A template to think about your strategic objectives as an organisation and further define an operating plan around it. The key sections covered are:
    • a. Organisation overview which includes: vision/mission, impact, budget, etc
    • b. Organisation assessment to reflect on internal strengths, areas of improvement, and external opportunities and threats
    • c. Annual strategic objectives
    • d. Translation of the objectives into an operational plan through the timeline, people, and resource mapping
  2. A short tutorial video on how to fill and use the template

This resource is recommended for organisational leadership and program leads.

Note: This is only a reference template. It is highly encouraged that you customise this template according to the requirements of your organisation. We are happy to guide you in this process. Please reach out to ipn@indiapartnernetwork.org 


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Strategic-Roadmap_Template.pptx
3 MB
Setting Strategic Objectives and Operating Plans for an Organisation: A step by step guide
11:22
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