A Simple Tool for Powerful Strategies
Strat*Plan turns strategic planning into a simple, affordable process. Built in Google Sheets, it helps Professional Services Firms clarify priorities, align teams, and track measurable goals. Its structured templates turn insights into action, ensuring better client service, stronger financial control, and long-term competitive positioning through clear strategy execution.
A proven Strategic Planning roadmap:
• Vision Statement
• Values Statement
• External & Internal Assessments
• SWOT Analysis
• Short Term Mission
• C.G.C.'s & KPIs
• SMART Goals & Steps
• One-Page Strategic Plan
Professional Services Edition
A tailor-made Strat*Plan edition that helps Professional Services firms streamline decision-making, improve collaboration, and focus on results. The guided framework translates vision into achievable objectives, strengthening efficiency, profitability, and adaptability in fast-changing professional environments.Great plans start with great questions — and the Strat*Plan Professional Services Edition helps you ask them. Its comprehensive 360° evaluation examines the critical factors necessary to uncover the insights required for effective strategy formulation. For example, the Professional Services Edition considers the evaluative factors below, each supported by numerous examples that serve as prompts to guide and inspire your thinking.
| Values | External Assessment | Internal Appraisal |
|---|---|---|
| Client Centered Service | Economic Environment | Financial Management |
| Competence & Continuous Learning | Competition Landscape | Technology & Operational Effciency |
| Integrity & Professional Ethics | Market Trends | Human Capital |
| Innovation & Adaptability | Technological Environment | Marketing & Client Relationship |
| And more. | And more. | And more. |
Pay once, plan forever — get Strat*Plan for just $199, no subscription needed!
No Subscriptions!
Have your own Strategic Planning Tool for a simple one-time $199 fee—no ongoing subscriptions.
Flexible Workshops
In-person or virtual? Strat*Plan makes your strategic planning sessions easy either way.
Run in Google Sheets
Powered by Google Sheets, so your team can get started instantly—no convoluted training required.
Valuable Deliverables
Deliverables include a concise One-Page Strategic Plan and trackable online action spreadsheets.
The Power of Strategic Planning in Times of Change
Strat*Plan helps Professional Services Firms navigate rapid change by clarifying strategic priorities, aligning teams, and focusing resources where they matter most. It provides a structured process to evaluate internal strengths and external pressures, ensuring agility and foresight.By translating analysis into actionable goals, Strat*Plan enables firms to anticipate client needs, adapt service models, and sustain profitability even as markets, technologies, and professional standards evolve.Built for forward-thinking leadership teams, it transforms strategic vision into clear, actionable plans using a practical, easy-to-use Google Sheets format—no consultants, no subscriptions, just results.
Get your copy of Strat*Plan today for $199—one-time payment, no recurring charges.