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From strategy to execution

Strategy templates with worked examples.

Marketing, sales, product, technology and people strategies, each shown as a finished document with the measures that prove it is working. Copy the blank version and make it your own.

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Company strategy templates

Templates for organization-wide plans: strategic plans, corporate and business strategy, growth, scorecards and strategy maps.

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Marketing strategy templates

Templates for marketing, content, brand, search, social and go-to-market strategies.

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Sales and customer strategy templates

Templates for sales, account, customer engagement, customer experience and fundraising strategies.

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Product and technology strategy templates

Templates for product, IT, AI, data, cloud, digital transformation and knowledge management strategies.

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People strategy templates

Templates for HR, recruitment, talent, compensation and change management strategies.

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From across the library

Strategy examples by industry.

The same templates worked through for specific industries.

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  • SaaS

    Balanced scorecard example for a field service software company

    Reach $118 million in recurring revenue and positive free cash flow by the end of 2028 by keeping, and growing with, the contractors we already serve.

    Priorities
    1. Financial: grow from the installed base and fund ourselves
    2. Customer: a system contractors can count on in peak season
    3. Internal process: ship small changes daily and recover in minutes
    View template 4 priorities · 12 outcomes
  • Banking

    Balanced scorecard example for a regional bank

    Earn an 11% return on tangible common equity by FY29 by becoming the primary bank for more of the households and businesses we already serve.

    Priorities
    1. Financial: earn a return above our cost of capital
    2. Customer: be the primary bank for the customers we already have
    3. Internal process: make opening, lending and control work faster
    View template 4 priorities · 12 outcomes
  • Nonprofit

    Communication strategy example for a regional food bank

    Be known as a year-round hunger relief network that needs funds and public support more than cans, and make sure partners and staff hear our decisions from us first.

    Priorities
    1. Move the public from cans to funds, all year
    2. Make asking for food easy and free of shame
    3. Partners and staff hear it from us first
    View template 4 priorities · 11 outcomes
  • SaaS

    Content strategy example for a time tracking SaaS company

    Make content the main source of agency trials and the reason those trials activate, so content-sourced signups add $19,000 in new monthly recurring revenue each month by the end of 2027.

    Priorities
    1. Attract agencies, not freelancers
    2. Get team trials to a first invoice
    3. Teach paying accounts the features that keep them
    View template 4 priorities · 10 outcomes
  • Nonprofit

    Content strategy example for an adult literacy nonprofit

    Fill our classes, recruit and keep enough tutors to shorten the waiting list, and turn one-time donors into regular givers, using content a two-person team can sustain.

    Priorities
    1. Make it easy for a learner to find and join a class
    2. Recruit tutors who stay
    3. Give first-time donors a reason to give again
    View template 4 priorities · 12 outcomes
  • Ecommerce

    Content strategy example for an online cycling retailer

    Move the content team from covering the sport to helping riders choose, fit and maintain what they buy, lifting product page conversion and repeat orders while cutting returns for fit.

    Priorities
    1. Make the top 2,000 product pages answer the buyer
    2. Cut returns caused by size and fit
    3. Bring bike buyers back within 90 days
    View template 4 priorities · 9 outcomes
  • Healthcare

    Fundraising strategy example for a hospital foundation

    Complete the $90M campaign for the cancer and surgery pavilion by fiscal 2029, with grateful patients and their families becoming our largest source of new major donors.

    Priorities
    1. Close the $90M pavilion campaign
    2. Build a grateful patient program physicians trust
    3. Turn patients and employees into first-time donors
    View template 4 priorities · 12 outcomes
  • Nonprofit

    Fundraising strategy example for a large homeless services nonprofit

    Raise $13M a year in private support by fiscal 2029, half of it unrestricted, so that public contracts no longer drain the operating reserve.

    Priorities
    1. Double major gifts with portfolios small enough to work
    2. Grow unrestricted giving from mid-level and monthly donors
    3. Recover the full cost of programs from institutional funders
    View template 4 priorities · 11 outcomes
A template is just the beginning

Make a plan. Then make progress.

01

Start from a worked example.

Each template shows the context, the sections that type of strategy needs, and three to five priorities with outcomes that have a baseline and a target. The numbers are illustrative.

02

Make it yours.

Copy the blank version or download it in Word or Excel, then replace the priorities and targets with your own.

03

Keep it moving.

Use the plan in Tability: priorities become objectives, outcomes become key results, and initiatives become tracked work with weekly check-ins.