Mar 2 2018

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Sample Strategic Plan

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Strategic Plan

This document sets out a strategic plan for AnyBiz Inc. It reviews strengths, weaknesses, threats and opportunities; presents a series of statements relating to AnyBiz Inc’s vision, mission, values and objectives; and sets out its proposed strategies and goals.

Strengths, Weaknesses, Threats Opportunities

This strategic plan addresses the following key strengths, weaknesses, threats and opportunities for AnyBiz Inc:

  • R and D almost complete
  • Basis for strong management team
  • Key first major customer acquired
  • Initial product can evolve into range of offerings
  • Located near a major centre of excellence
  • Very focused management/staff
  • Well-rounded and managed business
  • Overdependent on borrowings – Insufficient cash resources
  • Board of Directors is too narrow
  • Lack of awareness amongst prospective customers
  • Need to relocate to larger premises
  • Absence of strong sales/marketing expertise
  • Overdependence on few key staff
  • Emerging new technologies may move market in new directions
  • Major player may enter targeted market segment
  • New technology may make products obsolescent
  • Economic slowdown could reduce demand
  • Euro/Yen may move against $
  • Market may become price sensitive
  • Market segment’s growth could attract major competition
  • Market segment is poised for rapid growth
  • Export markets offer great potential
  • Distribution channels seeking new products
  • Scope to diversify into related market segments


The promoters’ vision of AnyBiz Inc in 3-4 year’s time is:

Mission Statement

The central purpose and role of AnyBiz Inc is defined as:

Business plan sample

Corporate Values

The corporate values governing AnyBiz Inc’s development will include the following:

  • AnyBiz operates in accordance with the highest standards in all relationships with customers, suppliers, environment and the community.

  • AnyBiz fosters a climate which encourages innovation and diligence amongst staff and rewards accordingly.
  • Business Objectives

    Longer term business objectives of AnyBiz Inc are summarized as:

    • To expand the business aggressively and offer above-average returns to shareholders.

  • To become the leading, innovative systems company within the xx market segments.
  • Key Strategies

    The following critical strategies will be pursued by AnyBiz Inc:

    1. Accelerate product launches by strengthening R and D team
    2. Extend links with key technology centres
    3. Raise additional venture capital
    4. Expand senior management team in sales/marketing
    5. Recruit non-executive directors
    6. Strengthen human resources function and introduce share options for staff
    7. Appoint advisers for intellectual property and finance
    8. Seek new market segments/applications for products

    The following important strategies will also be followed:

    1. Locate new premises adjacent to xxx
    2. Commission assessments of key markets
    3. Start participating in trade shows and missions
    4. Develop overseas market entry plans
    5. Pursue strategic alliances with complementary players
    6. Strengthen web presence and promote
    7. Seek new market segments/applications for products

    Major Goals

    The following key targets will be achieved by AnyBiz Inc over the next 3-4 years:

    • Achieve sales of $xx million by 200X
    • Report annualized profits of $xx million in 200X
    • Secure xx% of the xx market segment by 200X
    • Become largest supplier of xxx systems in xx countries within xx years
    • Undertake an IPO by 200X
    • Employ xxx people including xx% technically qualified by 200X
    • Have sales offices or agents in xx key markets before 200X

    Strategic Action Programs

    The following strategic action programs will be implemented:

    1. CEO: Prepare comprehensive business plan and develop contacts to raise VC within 6-9 months.

  • CFO: Recruit Marketing Director and other key staff for marketing/sales and HR Director within 3-4 months.

  • TechDir: Review R and D resources and scope for technical alliances – expand with arrival of VC.

  • Board: Expand BoD to include further independent financial, technical and industrial expertise prior to seeking VC.

  • All: Develop and implement accelerated market entry and development plans.

    Compiled using Online Strategic Planner at

    Get Further Help

    For further information on many aspects of preparing a strategic plan, review the white papers on Getting Business Ideas (if a startup), Devising Business Strategies and Preparing a Strategic Plan. If a strategic plan is being prepared as part of a comprehensive business plan, see also How to Write a Business Plan and Free-Plan.

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