Simple Strategic Planning Exercise

strategic planning
strategic planning

Do you struggle with strategic planning for your business? Something just seems to be off and you are not enthusiastic about following the plan.

You have a clear vision, but you just can’t get there. What is going on? You wish you had a simple solution, so that you could get back to focusing on the task at hand.

Give this exercise a try and see if your enthusiasm for work has come back.


What is your goal?

You need a clear vision of where you want to go, not just of where you currently are.

  • What projects are you most excited about?
  • Order the projects from best to worst.
  • Now rewrite your goals based on achieving the projects that inspire you most.


Examine your mission statement

  • Does it line up with your talents?
  • Does your work line up with your mission statement?
  • Do you enjoy your work?


Replace the traditional S.W.O.T. analysis which focuses on

  • Strengths:
    Characteristics of the business or project that give it an advantage over others.
  • Weaknesses:
    Characteristics that place the business or project at a disadvantage relative to others
  • Opportunities:
    Elements that the project could exploit to its advantage
  • Threats:
    Elements in the environment that could cause trouble for the business or project

with T.E.A.M. analysis

  • Talents
    What talents do you have?
  • Engagement
    What projects are you engaged in?
  • Advantages
    What skills can you take advantage of to set you apart?
  • Motivation
    What motivates you?

This small exercise is very powerful and helps you clarify your vision for where you want to go and allows you to write your strategic plan for how you will get there.

This article was inspired by the information from Britni Schwartz at

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