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
Select RYG status for each plan item. Status for each section is set automatically by a formula
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)
Set approval due dates using the date picker
Enter the next steps for each item
Detail suggested changes or additions from stakeholders
Check the boxes as each stakeholder approves the plan items
Store forecasts, budgets, & reports
Alerts & Reminders
Set alerts for key dates & sheet changes
Log emails & meeting notes
Enable Gantt view to see a timeline
View & edit items in a calendar
Organize items into collapsible sections
Collaborate in real time with your team
Request updates on approval status
Collect new rows & take action
View & update your plan on the go
Sharing with different access levels
Sharing Your Sheet
Share your plan with stakeholders
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
Collaborating on the plan with your stakeholders
Collaborating on Sheets
Collaborate in real-time
Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.
Highlight everyone's changes
Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.
Get a revision history on any cell
Right click on a cell and select View History to see previous values, who made each change, and when.
Format content automatically
Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Status or % Complete.
Getting updates from your stakeholders
Alerts & Reminders
To set an email reminder on any item in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.
Get automatic updates from your team
Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.
How to Set Up a Sheet
Columns in Smartsheet
Attachments in Smartsheet