Strategic Planning Manager Templates

Looking for Strategic Planning Manager Templates to download? See the main templates that a Strategic Planning Manager would use in their day-to-day work.

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Strategic Planning Manager Templates

There is a huge number of templates that someone in the Strategic Planning Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Strategic Planning Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Financial Forecast
3. Competitive Analysis
4. SWOT Analysis
5. Project Status Update
6. Budget Proposal
7. Performance Dashboard
8. Market Research Summary
9. Strategic Plan Review
10. Team Meeting Agenda


Reports are often prepared by a Strategic Planning Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Performance Report
2. Financial Analysis Report
3. Market Research Report
4. Competitive Analysis Report
5. Customer Satisfaction Report
6. Product Development Report
7. Marketing Campaign Report
8. Operational Efficiency Report
9. Employee Performance Report
10. Strategic Planning Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Strategic Planning Manager does and how they do it.

1. Annual Strategic Planning Template
2. Monthly Performance Review Template
3. SWOT Analysis Template
4. Budget Planning Template
5. Project Management Template
6. Risk Assessment Template
7. Market Research Template
8. Competitive Analysis Template
9. Goal Setting Template
10. Communication Plan Template


Strategic Planning Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Executive Summary Template
2. SWOT Analysis Template
3. Financial Performance Template
4. Market Research Template
5. Action Plan Template

Legal Docs

There are several key times when a Strategic Planning Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Consulting Services Agreement Template
4. Intellectual Property Assignment Agreement Template
5. Vendor Agreement Template

Health & Safety Templates

Health & Safety templates for a Strategic Planning Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Agenda Template
4. Emergency Response Plan Template
5. Workplace Inspection Checklist Template


Setting up Strategic Planning Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Planning Calendar
2. Team Meeting Calendar
3. Project Timeline Calendar
4. Marketing Campaign Calendar
5. Budget and Financial Calendar

Invoice Templates

Several types of Strategic Planning Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Strategic Planning Consultation Invoice
2. Quarterly Strategic Analysis Report Invoice
3. Annual Strategic Planning Workshop Invoice
4. Monthly Performance Metrics Tracking Invoice
5. Bi-Weekly Strategic Planning Meeting Invoice

Survey Templates

For a Strategic Planning Manager to get insights related to the work they do, they need to send out Strategic Planning Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Market Research Survey
4. Competitive Analysis Survey
5. Product Development Survey

Meeting Agendas

Having premade Strategic Planning Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Strategic Planning Meeting
2. Team Performance Review Meeting
3. Budget and Resource Allocation Meeting
4. Stakeholder Engagement Meeting
5. Project Status Update Meeting

Budget Templates

To manage finances well, a Strategic Planning Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Operating Budget Template
2. Sales and Revenue Forecast Template
3. Expense Tracking Template
4. Capital Expenditure Budget Template
5. Cash Flow Projection Template


Dashboards are a useful way for a Strategic Planning Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Financial Analysis Dashboard
3. Market Research Dashboard
4. Competitive Analysis Dashboard
5. Project Management Dashboard

Proposal Templates

For bidding or requesting work, a Strategic Planning Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Budget Proposal
2. Market Research Proposal
3. Competitive Analysis Proposal
4. Strategic Initiatives Proposal
5. Performance Evaluation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Strategic Planning Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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