1. Strategic Plan 20?? – 20?? Presented by: Date:
Organization Name
Strategic Plan
20?? – 20?? Presented by: Date:
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2. Organization Name Introduction/Executive Summary Background Goals
Agenda
Next Steps
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3. Organization Name
Our Vision To be…(something important, at some point in the future)
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4. Organization Name
Our Mission To do…..(something meaningful for our customers and/or stakeholders – who we serve and how)
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5. Organization Name
Our Strategic Goal(s) 20?? – 20?? (3 years)
To achieve…(a new state in our business consistent with moving towards our vision and mission)
To achieve…(another new state in our business that is consistent)
To achieve…(another new state in our business that is consitent)

6. Organization Name Our Strategic Priorities 20?? – 20??
We must do this (activity) to achieve our strategic goals.
We must also do this activity.

7. Organization Name
Strategic Priority #1: Do this to achieve our strategic goals
Intent: When this priority is achieved….
Rationale: Completing this priority helps us achieve our strategic goals by…..
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8. Organization Name
Strategic Priority #2, etc.: Do this to achieve our strategic goals
Intent: When this priority is achieved….
Rationale: Completing this priority helps us achieve our strategic goals by…..
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9. Organization Name Core (People) Values We will operate….
We will treat our people...
We will expect this from our people...
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10. Organization Name
Questions and Answers
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11. Organization Name Next Steps Activity, timing, who is responsible
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12. Thank You.
This strategy presentation template was prepared by Boardroom Metrics, Inc.. We use this template ourselves. Boardroom Metrics provides practical governance and strategy advice to public, private and not-for-profit organizations. For more information contact: