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

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
Detail suggested changes or additions from stakeholders
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
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
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