Strategic Planning

Course overview

A strategy is a small set of choices, not a list of wishes. In this course you make those choices with evidence: a proper situation analysis, a clear decision about customers and offers, and goals with owners.

Then you connect the strategy to money and people with a simple budget and three scenarios, put it on one page your team understands, and set up the quarterly review that keeps it alive.

What you will learn

• Write a mission, vision and values that guide real decisions
• Run a SWOT and PESTEL analysis backed by evidence
• Choose where to play and how to win, and what to stop doing
• Set objectives, key results and KPIs with owners
• Build a one-year plan with a budget and a quarterly review

The 8 lessons

Every lesson is unlocked the moment you pay. Each one explains a method, shows a worked example and ends with a task.

1. 01

   What a strategy is and what it is not

   You will be able to tell a real strategy from a wish list, see which lessons matter most for your stage and set up the eight weeks of this course.

   11 min read

2. 02

   Mission, vision and values that guide decisions

   You will be able to write a mission, vision and values in plain language and test them against decisions you have already made.

   12 min read

3. 03

   Situation analysis: SWOT and PESTEL done properly

   You will be able to build a SWOT and a PESTEL sweep where every item has evidence behind it and a clear consequence for your choices.

   13 min read

4. 04

   Where to play and how to win

   You will be able to choose which customers, markets and offers to focus on, write a positioning sentence and agree a list of what you will stop doing.

   13 min read

5. 05

   Objectives, key results and KPIs that drive action

   You will be able to turn your strategic choices into a short set of OKRs and KPIs, with leading indicators and one owner for each result.

   13 min read

6. 06

   From strategy to budget and resources

   You will be able to build a simple 12-month budget from your strategic choices, compare base, best and worst scenarios and decide what to fund first.

   14 min read

7. 07

   Communicating the strategy and aligning the team

   You will be able to write a one-page strategy, present it so your team can explain it back, set a meeting rhythm and handle disagreement without reopening every decision.

   12 min read

8. 08

   Your one-year plan and the quarterly review

   You will be able to lay out your strategy as a calendar of four quarters, run a quarterly review with clear questions and decide when to change course.

   13 min read

Templates included

You copy these into your own spreadsheet and fill them in as you go:

• Strategy self-check
• Mission, vision and values draft
• SWOT with evidence
• Strategic choices grid
• OKR sheet
• Budget scenario table
• One-page strategy
• Quarterly review template

Who it is for

• Owners who want the business to grow on purpose, not by accident
• Leadership teams that plan every January and forget by March
• Founders preparing a plan for partners, a bank or new hires

How you receive it

Straight after payment you get a button to open your library and an email with your personal link. There is no account to create and no app to install.

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The courses are business education, not legal, tax, accounting, financial or investment advice. Professional disclaimer.