Get Strategic Planning - Onstrategyhq.com

This guide offers a comprehensive overview of the Strategic Planning form on Onstrategyhq.com, ensuring that users can effectively navigate and complete their entries. Whether you are familiar with strategic planning or new to the process, this step-by-step guide will help facilitate your journey.

Follow the steps to complete your strategic planning form online.

1. Click the 'Get Form' button to access the form and open it for editing.
2. Begin by filling in the introductory section, which sets the context for the meeting. This may include the names of attendees and the meeting's purpose.
3. Proceed to the financial perspective section. Here, report on the performance of key metrics. Specify movements in results from the previous month, noting achievements and areas of concern.
4. Move to the operational perspective. Similar to the previous section, assess corporate goals and metrics, while discussing learnings from the prior month.
5. Next, address the customer perspective. Illustrate how initiatives are progressing and report on their performance relative to goals.
6. In the people perspective section, evaluate the status of corporate goals and report on key metrics, as well as any significant learnings.
7. Discuss special topics where necessary, including whether targets are on track and planning for the next month.
8. Finally, wrap up the meeting by reaffirming the date for the next meeting, outlining any changes to the strategy, and detailing the next steps.
9. Once all sections are completed, you can save your changes, download the document, print it, or share it with relevant stakeholders.

Start completing your strategic planning document online today!