What's in the strategic plan template?

A structured outline: vision, mission, core values, 3–5 strategic goals, 2–4 KPIs per goal with targets and RAG thresholds, and a quarterly initiative list with owners and due dates. Designed to be filled in during a one-day offsite.

Can I import it into Strategy Hub?

Yes — that's the point. Fill out the template, upload it during signup, and the AI importer will scaffold your goals, KPIs, and initiatives in your first workspace.

Is the template free?

Yes, free. We make money when consultants pick Strategy Hub to manage the plans they build with it — not from the template itself.

Free template

The strategic plan template consultants actually use.

A clean, structured outline you can fill in during a one-day offsite — and then import straight into Strategy Hub to track it for the next 12 months.

Get the template + start free trial See it in action

What's inside

Seven sections, ~12 pages, no fluff.

Vision & mission

Crisp one-sentence statements that pass the elevator-test.

Core values (3–5)

What you'll hire, fire, and promote against. Concrete behaviors, not platitudes.

Strategic goals (3–5)

12–36 month outcomes the org will be measured against.

KPIs per goal (2–4)

Leading + lagging measures with baseline, target, and red/amber/green thresholds.

Initiatives per goal

The work that will move the KPIs. Owner, due date, percent-complete.

Budget alignment

A single sheet mapping each major spend line to the goal it serves.

Cadence

Weekly KPI updates, monthly initiative reviews, quarterly strategic review.

Why we give it away

Most strategic plan templates online are corporate fluff or a Word doc with placeholder headers. We wrote one we'd actually use ourselves. We also know that once you fill it in, the next problem is: how do we keep this alive past month one?

That's the part Strategy Hub solves — and the reason we'd rather hand you the template free, walk you into our free trial, and earn the platform subscription if it's a fit.

No email gate — sign up and it's pre-loaded into your workspace.
AI-importable: upload your filled-in version and we scaffold your goals & KPIs.
Pair it with a sample plan that demonstrates each section in context.

FAQ

What's in the strategic plan template?: A structured outline: vision, mission, core values, 3–5 strategic goals, 2–4 KPIs per goal with targets and RAG thresholds, and a quarterly initiative list with owners and due dates. Designed to be filled in during a one-day offsite.
Can I import it into Strategy Hub?: Yes — that's the point. Fill out the template, upload it during signup, and the AI importer will scaffold your goals, KPIs, and initiatives in your first workspace.
Is the template free?: Yes, free. We make money when consultants pick Strategy Hub to manage the plans they build with it — not from the template itself.