Strategic Planner Best Practices


Determining Goals and Objectives for success is a lofty task, so we have come up with some best practices tips to make the process a little simpler.

    1. Be Collaborative

      Strategic Planner is a collaborative solution where all users have access to the same Activity Plans. Book a meeting room and use Strategic Planner to guide your session just like an electronic whiteboard. This allows for quick collaboration and decision making.

      Note: All users who have permission to access Strategic Planner share the same Activity Plans! Adding, modifying or deleting Objectives at any level will cause a change for everyone. Be collaborative.
    2. Make Time for Planning

      Planning takes time, don't underestimate the time it takes to think through what will make your business and teams successful. Initial brainstorming and research, collecting feedback and talking through big ideas are the first steps to crafting creative objectives that will filter through to all levels of your business.

    3. Think Top Down

      Setting a solid foundation at the Corporate level will have a positive trickle-down effect, allowing Marketing Departments and smaller Marketing teams to align. When Objectives are clear and visible, individuals have the ability to align their individual goals.

    4. Plan for Measurable Results

      Set Key Results for Objectives to ensure your goals are specific, measurable and easier to achieve. Setting relevant and timely goals that are quantifiable allows you to track progress, review and evaluate successful completion.

    5. Link Objectives at Every Tier

      Linking Objectives and visually showing alignment, between columns allows individuals to see the big picture and feel part of the organization, knowing they are making a contribution to key initiatives. Use the View Connections mode to make connections to see which Objectives are connected.

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