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All strategy examples, page 2

74 worked strategy examples, each with priorities, measurable outcomes and initiatives.

Marketing strategy
Influencer marketing strategy template
An influencer marketing strategy sets which creators a brand works with, how they are chosen, briefed and paid, what rights the brand has to their content and how results are measured.
Priorities
1. Move budget from one-off posts to ambassadors on retainer
2. Turn creator content into our main ad creative
3. Seed fewer strangers and more customers
View template 4 priorities · 10 outcomes
Sales and customer strategy
Sales strategy template
A sales strategy states which accounts the team will pursue, how it will cover and win them, and the pipeline, conversion and quota math that add up to the revenue target.
Priorities
1. Point the team at regulated mid-market
2. Beat no decision
3. Sell larger, longer contracts in less time
View template 4 priorities · 11 outcomes
Sales and customer strategy
Sales enablement strategy template
A sales enablement strategy sets out the skills, content, tools and coaching sellers need to win, the programs that will provide them, and the sales results that show whether it worked.
Priorities
1. Get new territory managers to quota sooner
2. Win the value analysis committee
3. Widen what each rep can sell
View template 4 priorities · 10 outcomes
Sales and customer strategy
Account strategy template
An account strategy is the plan for one key customer: what they are trying to achieve, who decides, where the supplier can grow, what could go wrong, and the results expected over the coming year.
Priorities
1. Restore delivery performance before the tender
2. Secure the supply agreement early
3. Grow share in fiber-based fresh and frozen packaging
View template 4 priorities · 10 outcomes
Sales and customer strategy
Customer engagement strategy template
A customer engagement strategy sets out how a business stays useful to customers after the sale: how they are segmented, what happens at each lifecycle stage, which signals show health or risk, and how the team responds.
Priorities
1. Get every new customer to a first rent cycle in 45 days
2. Bring residents and maintenance teams into the product
3. See churn coming 90 days out
View template 4 priorities · 10 outcomes
Sales and customer strategy
Customer experience strategy template
A customer experience strategy describes the experience a business intends to deliver across the whole customer journey, where today's experience falls short, and the changes, owners and measures that will close the gap.
Priorities
1. Get the first 60 days right
2. Tell customers about outages before they call
3. Fix problems on the first contact
View template 5 priorities · 13 outcomes
Sales and customer strategy
Fundraising strategy template
A fundraising strategy sets how much an organization needs to raise, which income streams and donors it will come from, and how supporters will be found, asked, thanked and kept.
Priorities
1. Build a major gifts program
2. Keep the donors we already have
3. Reduce dependence on two foundations
View template 4 priorities · 12 outcomes
Product and technology strategy
Product strategy template
A product strategy states who the product is for, which problems it will solve first, and why customers will choose it over the alternatives.
Priorities
1. Get purchase-order invoices through untouched
2. Go deep on four ERPs and freeze the rest
3. Win competitive evaluations in the target segment
View template 4 priorities · 9 outcomes
Product and technology strategy
IT strategy template
An IT strategy sets out which technology investments an organization will make over the next two to three years, in what order, and how they support its business goals.
Priorities
1. Stop IT failures from stopping production
2. Bring three plants onto one ERP
3. See every machine and trace every lot
View template 4 priorities · 11 outcomes
Product and technology strategy
AI strategy template
An AI strategy sets out where an organization will apply artificial intelligence first, the data, platforms and skills those uses depend on, and the rules that keep them safe and lawful.
Priorities
1. Fill orders from the candidates already on file
2. Keep associates working between assignments
3. Take administration off recruiters' desks
View template 4 priorities · 10 outcomes
Product and technology strategy
Data strategy template
A data strategy sets out which decisions an organization most needs data to support, and how data will be collected, governed and made available so that people trust it.
Priorities
1. Agree one version of sales, margin and shrink
2. Fix item and stock data where it is created
3. Order fresh from a forecast, not from memory
View template 4 priorities · 11 outcomes
Product and technology strategy
Cloud strategy template
A cloud strategy sets out which workloads an organization will move to the cloud, in what order and on which platforms, and how security and cost will be controlled along the way.
Priorities
1. Leave the data center before the refresh falls due
2. Make the transportation system survive a failure
3. Give developers environments in hours
View template 4 priorities · 10 outcomes
Product and technology strategy
Digital transformation strategy template
A digital transformation strategy explains why an organization needs to change how it delivers services and runs its operations, which few areas it will change first, and in what order.
Priorities
1. Make the 40 highest-volume services finish online
2. Cut the time residents and businesses wait
3. Retire the legacy systems
View template 4 priorities · 11 outcomes
Product and technology strategy
Knowledge management strategy template
A knowledge management strategy sets out which knowledge an organization depends on, how it is captured and kept current, and how people find and reuse it in their work.
Priorities
1. Make the current answer easy to find
2. Turn project lessons into changed practice
3. Keep expertise when experts leave
View template 4 priorities · 11 outcomes
People strategy
HR strategy template
An HR strategy sets out what the business plan requires from the workforce and how the organization will hire, develop, pay and keep the people needed to deliver it.
Priorities
1. Keep hourly team members past their first 90 days
2. Grow general managers from within
3. Staff every opening before the doors open
View template 4 priorities · 11 outcomes
People strategy
Recruitment strategy template
A recruitment strategy sets out how many people an organization needs to hire and when, where it will find them, and how it will select and win the ones it wants.
Priorities
1. Get aides from application to first shift in two weeks
2. Fill nursing vacancies without agencies
3. Hire aides who stay past 90 days
View template 4 priorities · 11 outcomes
People strategy
Talent management strategy template
A talent management strategy sets out which roles the organization cannot run without, how successors for them are identified and developed, and how the people in them are kept.
Priorities
1. Fill the craft pipeline four years ahead of demand
2. Transfer critical knowledge before it retires
3. Have a ready successor for every critical position
View template 4 priorities · 10 outcomes
People strategy
Compensation strategy template
A compensation strategy sets out what the organization pays for, where it positions pay against the market, how pay is structured across levels, and how decisions are checked for fairness.
Priorities
1. Put every role in a level and a range
2. Win and keep scarce clinical development talent
3. Make equity retain again within the share pool
View template 4 priorities · 9 outcomes
People strategy
Change management strategy template
A change management strategy sets out who is affected by a change, how ready they are, and how they will be informed, trained and supported until the new way of working is routine.
Priorities
1. Make managers and chiefs the face of the change
2. Have every user proficient before day one
3. Keep care safe through go-live
View template 4 priorities · 11 outcomes
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