Strategy Templates

Utilize our collection of strategy templates to perform in-dept strategic analysis of a business to help improve its operational performance!
Competitive Forces (Porter's Five Forces Template) Competitive Forces (Porter's Five Forces Template)
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Download a free Porter's five forces template to analyze the competitive dynamics in an industry. In the strategic planning process,…
One Page Plan - Cheat Sheet One Page Plan - Cheat Sheet
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This template is the cheat sheet for the course "Building a One Page Plan" by Getting People Right. You can…
Personal One Page Plan Personal One Page Plan
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The personal one page plan helps clarify your 10 year vision, orients you on the right track with new habits,…
Strategic Plan Template Strategic Plan Template
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Strategy is a general plan to achieve one or more long-term or overall goals under conditions of uncertainty.Here is a strategic planning template based on best…
Alpha Growth Equity Strategy Alpha Growth Equity Strategy
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 This Growth Strategy Portoflio is actively managed by professional portfolio managers, meaning that the team make all the buy and…
Quantitative Algorithm Growth Equity Strategy Quantitative Algorithm Growth Equity Strategy
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 What do we offer? Our portfolio is a Quantitative Algorithm Growth Equity Strategy and is updated regularly ( every week is…
Capital Budgeting Decision Model Capital Budgeting Decision Model
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General overview  The capital budgeting model is constructed to evaluate potential major projects or investments that would require capital budgeting…
Commercial Project and Task Manager Commercial Project and Task Manager
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This is an Excel based Project Management tool which includes: Up to 10 years project storage Fully customisable View projects…
Growth Opportunity Landscape Framework Growth Opportunity Landscape Framework
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A water-tight, proven 3-step framework to discover hidden growth opportunities in your product. For whom: Marketers, Product Managers, UX designers…
Discover Option Strategies : The practical and theoretical aspects of various option trading Discover Option Strategies : The practical and theoretical aspects of various option trading
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A million-dollar question!!! is the options market really helpful to maximize investor's wealth ?? and the answer is yes of…
Balance Scorecard template Balance Scorecard template
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One approach to evaluating both financial and non-financial measures is to use a balanced scorecard.Suppose you work in retail and…
Volume Discounts: Sensitivity Analysis Volume Discounts: Sensitivity Analysis
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Any business that wants to offer discounts for higher volume purchases will benefit from this volume discount template. Simply enter…
Marketing / Advertising Return-on-Investment Tracker Marketing / Advertising Return-on-Investment Tracker
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 This is a really cool Excel calculator for tracking the average return on investment (ROI) and the Internal Rate of…

Business Strategy Templates

Browse and download free business strategy templates from CFI marketplace. Get strategy templates and begin tour strategic analysis today!

What is Strategy?

Strategy is a plan of actions taken by managers to achieve a company’s overall goals. It’s essentially about deciding where the company wants to play in the market and how it is going to win customers. Strategy is a critical part of a business plan because it is closely tied to financial analysis and other aspects of a business. When a company develops its strategy, it has to consider different factors including the internal and external environment, opportunities and risks, as well as the company’s current and future performance.

Levels of Strategy

There are three different levels of strategy:

1. Corporate-level (Portfolio): Decisions about managing multiple businesses in the form of horizontal integration, vertical integration, diversification, acquisitions, etc.

2. Business-level: Market positioning strategies to help the company gain competitive advantage in one or multiple industry.

3. Functional-level: Activities within and between various functions of a company with the aim of improving efficiency of the overall business.

Strategic Analysis Process

Strategic analysis is an ongoing process. The essential steps are:

  • Assess the external environment which the business operates in and the internal environment of the company, which directly influences the current strategy the business is using.
  • Evaluate and assess current strategy relative to the market, goals, and expected future performance.
  • Generate strategic alternatives which will create value for the company and evaluate them based on certain key criteria.
  • Recommend and implement the optimal strategic alternative, which will be constantly monitored and reassessed.

Management Templates

Free Breakeven Point Analysis
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What is a break even analysis? How to find the break even point? The new year is a valuable time…
Meeting Schedule Framework
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This meeting schedule template slide can be used to organize and structure your team meetings at your company.
Free Project Planner Gantt Chart Excel Template
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Free Project Planner Gantt Chart Excel Template   https://youtu.be/4CjYe_jQ72A That should cover the basics for most projects. But if you…
Moving Average and Linear Forcast Charts based on Şişecam Group of Companies' Sales Numbers
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Source: https://www.sisecam.com.tr/en/investor-relations/presentations-and-bulletins/annual-reports   In statistics, a moving average (rolling average or running average) is a calculation to analyze data points by creating a…
Dynamic Diagram...
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Dynamic Diagram based upon the data (import from geographic regions) of the State Statistical Committee of the Republic of Azerbaijan...One…
Sales_Analysis_Reportin Power BI
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Hello, After participating in Enterprise DNA programs, I prepared reports on three topics in Power BI. The first report I…
What_If_Analysis_Data_Table
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Data Table: It is a range of cells where one column consists of a series of values, called input cells…
Migration Tornado Chart by Gender & Age Group
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Attached Excel Migration Tornado Chart (by Gender & Age Group in Azerbaijan, 2018) is like a four-sided (the first 2…
HR INSIGHTS DASHBOARD
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 This report includes the necessary analyzes according to some characteristics of the people who made and participated in the job…
Supplier_Insights
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 Hello, This report is consisted of four pages. 1-Supplier Quality Metrics 2-Supplier Quality Regional 3-Top - Bottom Analysis 4-Downtime Analysis…
Kebabs, Pizzas and Sandwiches Recipes and Ideas
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Dear Excel Lovers! Dear Fast Food Lovers! The Excel template contains menus, including the foods and quantities used in the…
Quote Builder
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Quote Builder pulls the data from 1 sheet to another.