Free Strategy & Planning Templates
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Strategy & Planning

Strategy & Planning Templates

Advance your plans from conceptualization to implementation with templates for planning meetings, plan prioritization, visual demonstrations, and more. Graphically depict processes and establish a common understanding of next steps.

Pros & Cons

Separate thoughts into a pro/con list
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REAN

Use the REAN template to evaluate marketing activities related to reach, engagement, activation, and nurture.
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What's on Your Radar

Organize items by importance and track if your ideas are likely to solve a problem.
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Assumption Grid

Using a risk vs certainty grid template helps to clearly visualize and prioritize options based on their level of risk and certainty, allowing for informed decision making.
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Ansoff Model

The Ansoff Model is useful for evaluating and deciding on different strategies for a business to achieve its goals, such as market penetration, market development, product development, or diversification.
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4 Ls Retrospective

The 4 L's Retrospective Template is a tool used to reflect on past experiences and events, and it is designed to provide a structured and efficient approach to reviewing and improving upon past performance
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Design Brief

Create an eye-catching and memorable design that aligns with the brand identity.
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2x2 Prioritization Matrix

Make an informed decision based on a weighting the possibilities.
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3x3 Prioritization Matrix

Make an informed decision based on a weighting the possibilities.
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Creative Brief

Gain clear direction and understanding of the project goals, target audience, and key messaging, ensuring that all stakeholders are aligned and that the creative work produced is effective and on-strategy.
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Impact Effort Matrix

The Impact/Effort matrix is a tool that helps individuals or teams prioritize tasks, projects, or initiatives based on their potential impact and the effort required to complete them.
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Cost Benefit Analysis

Cost-Benefit Analysis (CBA) is a systematic approach to evaluating the potential costs and benefits of a project, policy, or investment decision. The goal of CBA is to determine whether the benefits of a project or decision outweigh the costs, or vice versa.
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Product Canvas

Canva templates are pre-designed templates that you can customize according to your needs. This saves you a lot of time that you would otherwise spend designing a product from scratch
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Buyer Persona

Use a Buyer Persona template to create a detailed and accurate representation of your ideal customer, which can inform marketing and sales strategies.
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Project Scope

A project scope template helps define project goals, deliverables, tasks, timelines, and resources to ensure project success and stakeholder alignment.
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Porter's 5 Forces

Use the Porter's Five Forces template to analyze the competitive forces in your industry and make informed strategic decisions.
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Visual Story Map

Visual story mapping offers a comprehensive view of how different parts of your project come together. Use a step-by-step process to plan out your story.
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Growth experiments

A project scope template helps define project goals, deliverables, tasks, timelines, and resources to ensure project success and stakeholder alignment.
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Timeline Workflow

The Timeline Workflow template is a visual tool that can be used to plan and track the progress of a project over time. It allows team members to see the project schedule at a glance, and provides a shared understanding of the tasks and milestones that need to be completed.
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Product Roadmap

Using a product development roadmap template can help teams plan, visualize, and communicate the stages and goals of their product development process efficiently.
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Strategy Diamond

The Strategy Diamond template is a strategic framework that can be used to develop and communicate a clear and coherent strategy for an organization.
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Strategy Map

A Strategy Map Template is a visual tool that is designed to help organizations articulate their strategy and communicate it to stakeholders in a clear and concise way.
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SWOT Analysis

SWOT analysis is a powerful strategic planning tool used by individuals and organizations to identify and analyze internal and external factors that impact their goals and objectives.
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Quick Retrospective

Quickly reflect on past successes and failures, identify areas for improvement, and develop action plans with Slatebox's Quick Retrospective template.
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Value Stream Map

A Value Stream Mapping template is used to analyze and improve the flow of materials and information in a process, identifying areas for optimization and waste reduction.
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SIPOC

A SIPOC template is used to provide a high-level overview of a process and its inputs/outputs to help identify areas for improvement.
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Business Model Canvas

The Business Model Canvas template is a powerful tool that entrepreneurs and business professionals use to develop and refine their business ideas.
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RICE Prioritization

The RICE prioritization template is a useful tool for prioritizing ideas or projects based on their potential impact, effort required, and resources available.
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3 Horizons of Growth

The 3 Horizons of Growth Template is a strategic planning tool that helps organizations map out their growth and innovation plans over the short, medium, and long term.
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Product Roadmap

Product roadmap template can help businesses manage complex projects, stay focused on their goals, and communicate their plans effectively to stakeholders and team members.
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Project proposal

Overall, using a project proposal template can save time, improve consistency and clarity, enhance professionalism, and facilitate the proposal creation process.
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PI Planning

PI (Program Increment) Planning is a collaborative planning event used in agile methodologies to coordinate and align multiple teams towards a shared vision and goals.
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PI Planning

PI (Program Increment) Planning is a collaborative planning event used in agile methodologies to coordinate and align multiple teams towards a shared vision and goals.
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Timeline Workflow

Overall, a Timeline Workflow Template can help to improve project management, increase efficiency, and ensure that everyone involved in the project is working towards the same goals.
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Project Canvas

The Project Canvas Template is a framework that helps organize and visualize a project's key components in a clear and concise manner. Using the template can bring several benefits to a project.
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