Strategic Plan Template

A strategic plan sets direction for an existing business over the next three to five years. It is common for family businesses, farms and nonprofits, and follows a simple path: mission and vision, a situation analysis, long-term goals, and the action plans and owners that make them happen.

Preview of the Strategic Plan Template

Free download. No sign-up, no email.

Download Word (.docx)37 KBDownload PDF35 KB
  • 2 pages, portrait layout
  • Edit in Word, Google Docs or LibreOffice
  • Print and fill in by hand if you prefer

Who this template is for

  • Family businesses and farms
  • Nonprofits and boards
  • Established businesses planning growth

How to fill it in

  1. Write a mission statement: why the business exists.
  2. Write a vision: what it will look like in five years.
  3. Agree on core values.
  4. Complete a SWOT analysis.
  5. Set three to five long-term goals.
  6. Break each goal into actions with an owner and deadline.

What is inside

  • Strategic Plan
  • Mission statement
  • Vision statement
  • Core values
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
  • Long-term goal table
  • Action step table

Writing a full business plan?

Browse 39 free sample plans by industry, each with startup costs and projections.

See sample plans

Frequently asked questions

What is the difference between a strategic plan and a business plan?

A business plan often explains a business to outsiders. A strategic plan is an internal tool for setting long-term direction and priorities.

How often should a strategic plan be reviewed?

Review progress quarterly and update the plan every year.

Is this strategic plan template free to use?

Yes. Download it, edit it and use it for your own business at no cost. No account or email address is required.

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