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…
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…
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…
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…
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…
Delegation - Cheat Sheet Delegation - Cheat Sheet
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The cheat sheet for the course "Enhancing your Career Through Delegation." For the full course, visit www.gettingpeopleright.com
Team Member vs Team Leader Team Member vs Team Leader
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When delegating in your work, use this template to differentiate a team member versus a team leader. For a full…
Example Organization Chart Example Organization Chart
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An example of the organization chart for you to refer back to. The full course is available at www.gettingpeopleright.com
Core Values Cheat Sheet Core Values Cheat Sheet
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Here is a cheat sheet that will help you remember the core values creation process. For the full course on…
My Vision and Goals My Vision and Goals
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Track your vision and your goals on this template from Getting People Right. Take the Personal Annual Plan course at…
Where am I in 10 Years? Where am I in 10 Years?
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Orient your life in the right direction with this worksheet from Getting People Right.
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,…

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

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 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…
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…
Internal Control Self-Assessment
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The template shows is a modern concept in the field of control and risks. It is a system that helps…
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…
Credit Control & Debt Recovery Procedures
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Download Credit Control & Debt Recovery Procedures
Quote Builder
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Quote Builder pulls the data from 1 sheet to another.
Risk Management Calculator
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Simple   ''All-in One''   Trading  Risk  Management  Calculator   Calculation Features:   Risk percentage on Account Equity/Portfolio Value Reward to Risk…
Commercial Project Management
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Commercial Project and Task manager includes features: Setup your business environment Include available resources Set up Tasks and Milestones within…
Excel template: Basic CRM solution
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This is an Excel template that can provide some Customer management features in an easy and simple to use format…
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