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Strategic Planning Template Tool
This template is provided as an example for you to develop an action plan that meets
your specific needs.
PHASE
ACTION STEPS
DATE TO BE
COMPLETED
1. ASSESSMENT PROCESS
Self-Assessment
• A steering committee has been/will
be identified (may be an existing
committee)
• Focus Groups have been/will be
conducted, if necessary
• An organizational self-assessment
document has been/will be
completed
2. REVIEW ASSESSMENT DOCUMENT
Summary Report
• A summary report identifying the
process for conducting the
organizational self-assessment and
persons involved has been/will be
written
Prioritize
• Priority areas for implementing
systemic changes and training have
been/will be identified
Plan
• Develop specific outcomes and goals
the group intends to accomplish by
answering the question, “What do
we want to accomplish?”
• Identify current practices that must
