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Free Strategic Plan Template

By Amanda Ferenczy

Many strategy executives are curious as to whether or not their strategic plan is following execution best practices. This five level strategic plan template will help you create a plan that’s optimized for execution.

The five-level strategic plan template will help you:

  • Build and implement a best practice strategic plan
  • Visually align themes, goals and strategies
  • Hold people accountable
  • Keep an eye on due dates
  • Drive results

Free SMART Goals Excel Template

By Amanda Shelley

Goal setting is your framework for success. Goal setting is the most critical step in the process of planning and executing against any key objective, initiative or campaign designed to achieve measurable results.

There are a number of goal management methodologies organizations and individual contributor use to obtain their goals. One of the most common methods is creating SMART Goals. SMART goals are relatively easy to understand and universally applicable to a wide range of projects and initiatives. Creating SMART goals can help you better manage and ultimately achieve your vision.

So what exactly makes a SMART goal?

S: Specific. A goal of “being the best” is too broad for specific execution. Make your goals more specific steps that will ultimately lead to you being the best.
M: Measurable. How will you tell if you are heading towards your goal? If you have metrics that will measure it, you will be much more likely to execute it.
A: Attainable/Achievable. Your goals should be lofty enough to inspire but not so big as to be unrealistic. Have big dreams for your company overall, but set smaller goals during the S.M.A.R.T. planning process in order to reach those lofty heights.
R: Relevant. Make sure your goals apply to you, your company, and what you want to accomplish.
T: Timely. Set a date for completion.

Download this SMART Goals template for a quick-reference guide that walks you through the steps to build your own set of S.M.A.R.T. goals, and start achieving success today.


Six Sigma DMAIC Excel Template

By Amanda Shelley

Six sigma methodology is one of the cornerstones of operational excellence and process efficiency. DMAIC is a five-phase quality improvement strategy that is often used to drive six sigma projects, but can also be used as its own standalone framework.

DMAIC is defined by the phases necessary to:

  • Define the problem, the system for improvement and the improvement target.
  • Measure the current state and set metrics for improvement.
  • Analyze data.
  • Improve processes based on the data analysis.
  • Control the process, using set quality control inspection points.