Description
Build a real strategic plan the way strategy consultants and MBA programmes do, without a stack of spreadsheets. Strategic Planning System walks you through 8 guided steps, from vision and mission to a ranked strategy and a dated action plan. You type facts and simple 1–4 ratings; 12 linked Notion databases do the maths, draw the charts and rank your options. It follows Fred R. David's strategic management model (IFE, EFE, CPM, SWOT, SPACE, BCG, IE, Grand Strategy and QSPM), taught in most strategy courses.
Who it’s for
- Founders and small-business owners writing their first proper strategy or yearly plan
- Consultants and freelancers who run strategy workshops for clients
- MBA and business students working through strategic management case studies
- Strategy and leadership teams that want one shared, repeatable planning cycle
What’s inside
- Step 1 · Your organization: your company and two rivals; live totals (IFE, EFE, CPM, IE cell and suggested strategy) roll up here
- Step 2 · Set your direction: vision, mission and SMART objectives, each scored 0–100% by quality checklists (including Fred R. David's 9 mission components)
- Step 3 · Look inside (IFE matrix): strengths and weaknesses with weights and 1–4 ratings, a weights check and a weighted-score chart
- Step 4 · Look outside (EFE matrix): opportunities and threats, rated on how well you respond today
- Step 5 · Compare with competitors: critical success factors with a weight-split chart, plus a Competitive Profile Matrix that scores you and two rivals head to head
- Step 6 · Generate options: SWOT pairings (SO, WO, ST, WT), SPACE matrix, BCG matrix (star, cash cow, question mark, dog), IE matrix and Grand Strategy matrix, each with a diagram
- Step 7 · Decide (QSPM): score each option against your key factors; Sum of TAS ranks the strategies and you mark one Chosen, Backup or Rejected
- Step 8 · Act & track: Strategic Action Plan with owners, priorities, KPIs and budgets on a status board, timeline and calendar, plus a Strategic Scorecard executive summary
- Results at a glance: a live totals table and inside/outside weighted-score charts at the top of the front page
- Strategic Analysis Suite: interactive calculators to sanity-check your scores
- User Manual: 15-minute quick start, what to type and how each score is calculated for every step, a glossary of strategy terms and Q&A
- A complete worked example for a fictional company (Northwind Outdoor Gear Co.) so you can see a finished plan before you start
What you walk away with
- A clear vision, mission and SMART objectives you can share with your team
- An honest, numbers-based read of your strengths, weaknesses, opportunities, threats and competitive position
- Two or three strategy options that several frameworks agree on, ranked by score instead of gut feeling
- A dated action plan with owners and KPIs, and an executive scorecard that sums up the whole plan for leaders
How it works
Work down the front page from Step 1 to Step 8. Every rating runs from 1 (weak) to 4 (strong) with 2.5 as average, and every list's weights add up to 1.00. Weighted scores, totals, the IE cell, BCG quadrants and the strategy ranking all calculate themselves, and the front page shows your results as you go.
Set up in 3 steps
- Open the template link in your PDF and click Duplicate to copy it into your own Notion workspace.
- Open User Manual — Start Here first and follow the 15-minute quick start.
- Work through the 8 steps on the front page, replacing the demo company’s rows with your own.
What you get
- The Notion template (instant download: a PDF with your duplicate link)
- Setup Guide PDF (10 pages): quick start, all 8 steps, how every score is calculated, glossary and Q&A
- User Manual inside the template
- Video walkthrough (being added soon)
Free plan
Works on the Free Notion plan, on desktop, web and the Notion mobile app.
Please note
This template is a planning tool, not financial or investment advice. Scores depend on the facts and ratings you enter.
Digital product: nothing physical is shipped. Sample data is fictional.
Notion is a trademark of Notion Labs, Inc.; this is an independent template by Create Digital Tools (createdigitaltools.com).
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