Value Statements Owner

Strategic Planning & Goal Setting Tool

Value Statements Owner

Strategic Plan - Generated on

CORE PURPOSE

2024 Revenue Goal

Owner:

Monthly

Yearly

Quarterly

ONE PAGE STRATEGIC VISION

CORE VALUES

10 YEAR

2024 Profit Goal

Owner:

Monthly

Yearly

Quarterly

3 YEAR GOAL

1 Year Goals

Owner

GOAL 1

GOAL 2

GOAL 3

90 Day Goals

Owner

GOAL 1

GOAL 2

GOAL 3

Quarterly Theme & Reward

Quarterly Theme

Quarterly Reward

Quarterly Critical #

Monthly Goals

Owner

GOAL 1

GOAL 2

GOAL 3

Branding Differentiating Activities

(3 - 5 Hows):

X-Factor (10x - 100x Underlying Advantage):

Activity 1

Activity 2

Activity 3

Trends & Strengths

Trends

Strengths

Weaknesses

Ideal Client

Who & Where • DESCRIPTION OF IDEAL CLIENT

Problem We Solve & Product Service/Offer • DESCRIPTION

Brand Promise

INTERCO

HOPE

GET

WHEN

KPIs

One-PHRASE Strategy

KPI1

KPI2

KPI3

Profit per X (Economic Engine):