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Strategic planning tool

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strategic planning template

The strategic planning software that puts your company ahead

  • strategic planning framework

    Prepare, create, and carry out your plan

    Strategic planning involves three phases: gathering data in preparation to plan, creating a strategic plan, and finally putting the plan into motion and tracking improvement. A strategic planning tool can help you analyze your mission and make sure your strategy supports it. Lucidspark makes it easy to execute each phase—all in one central location. With an infinite canvas that’s built for collaboration, you can loop in leadership from finance, ops, and sales in real time to carry out key ideas with your entire team.

  • strategic planning tool

    Visualize your goals to craft the ideal plan

    Our strategic planning software lets you lay out, step by step, the way to reach your goals from beginning to end. Visually craft your plan as you call out strategic issues, identify strengths and weaknesses, and predict setbacks. Strategic planning looks different for every company, so Lucidspark offers several strategy planning templates to set your team on the right path. With unlimited space available, your plan can grow and improve with your strategy—plus it remains accessible and up to date for anyone interested.

  • strategic planning software

    Easily get your entire organization on board

    Lucidspark helps you improve organization-wide goal setting through constant collaboration. Work in real time across teams to get input from stakeholders using comments, @mentions, and even emoji reactions. Sticky notes, shapes, images, and freehand drawing let your team contribute and connect ideas freely—however team members want to express them. Use Breakout Boards for small group work, vote on ideas to make sure everyone’s voice is heard, and organize the whole process using Collaborator Colors that illustrate who’s done what.

  • Lucidspark integrations

    Stay connected to the apps you know and love

    Our integrations support each stage of your strategic planning. Insert your strategic planning framework into Slack, MS Teams, or a Zoom call to generate ideas and get immediate feedback from collaborators. Export boards directly to Lucidchart for polished documentation, and then import them back to Lucidspark when you need to return to the drawing board. You can even integrate your work with Google Drive to access, edit, and share your work from anywhere. And if you’re currently using Miro, don’t worry—our import helps you move existing boards over to our flexible workspace.

Create or review your vision statement

1

Create or review your vision statement

A vision statement will align your team through every phase of your strategic planning. Yours should summarize what your company values and what you want to become in the future.

2

Incorporate your mission statement

Your mission statement outlines the immediate goals and actions your team needs to focus on in order to carry out your project and uphold your company’s values.

3

Focus on goals and objectives

When setting goals and objectives, make sure they’re measurable and realistic. Establish how you’ll track and measure each goal as you go.

4

Create an action plan with strategic planning software

Develop your action plan by discussing what actions are required to meet your objectives. Using a strategic planning tool helps determine what initiatives you need to work on your actions and which are your main priority.

5

Settle on a timeline

Keep team members in the loop and show stakeholders when to expect progress by creating a timeline that shows key milestones and projects.

Frequently asked questions about our strategic planning software

strategic planning template

Strategic planning

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