Corporate Strategy Planner Template

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Corporate Strategy Planner

Corporate Strategy Planner
 

Use this template to develop and collaborate on your corporate strategy. Share with your executive team, management, and board of directors to coordinate stakeholder input and approval of vision, mission, objectives, and tactical initiatives.

Template design and key features

 

Customizable Columns

 
Status
Select RYG status for each plan item. Status for each section is set automatically by a formula
 
% Complete
Harvey balls are set automatically by a formula, based on the number of stakeholder approvals
 
Annual Plan Item
Enter your plan items in the Primary Column (used for Smartsheet automated emails)
 
Approval Due
Set approval due dates using the date picker
 
Next Steps
Enter the next steps for each item
 
Suggestions
Detail suggested changes or additions from stakeholders
 
Approvals
Check the boxes as each stakeholder approves the plan items

Collaborative Features

 
File Attachments
Store forecasts, budgets, & reports
 
Alerts & Reminders
Set alerts for key dates & sheet changes
 
Comments
Log emails & meeting notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit items in a calendar
 
Row Hierarchy
Organize items into collapsible sections
 
Sharing
Collaborate in real time with your team
 
Update Requests
Request updates on approval status
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your plan on the go

Sharing with different access levels

 

Collaborating on the plan with your stakeholders

 

Getting updates from your stakeholders

 

Learning resources