Simplified One Page Strategic Plan from Rockefeller Habits

Early last year I mentioned that the Rockefeller Habits One Page Strategic Plan is too complicated, cluttered, and jargon filled. Answering all the questions and providing it in one page form is a great exercise but team members need something that is much more digestible. Well, here’s a simplified one page strategic plan that fits on one page of a Google Doc with margins set at .3 inches and a font size of 10 (Google Doc template):

S.W.O.T. Analysis

  • Strengths – answer on the same line
  • Weaknesses – answer on the same line
  • Opportunities to exceed plan – answer on the same line
  • Threats to making plan – answer on the same line

Core Values

  • General – fit on one line
  • People – fit on one line

Purpose

  • One line purpose

3 Year Targets

  • One line with the year and three goals

Annual Goals

  • Four annual goals in table format with last year’s values of each as a baseline

Quarterly Goals

  • Four quarterly goals in table format with the value of the same quarter last year as a baseline

Quarterly Priority Projects

  • Three priority projects with one bullet point for each

Market

  • One line description of your market

Brand Promise

  • One line brand promise

Elevator Pitch

  • No more than three sentences for the elevator pitch

Now, it’s still a significant amount of information but the jargon has been removed, it flows top to bottom, and it fits on a single side of one sheet of paper. My recommendation is for entrepreneurs to do an updated one page strategic plan on a quarterly basis following the ideas from Mastering the Rockefeller Habits (Google Doc template).

What else? What do you think of this simplified one page strategic plan from Rockefeller Habits?

6 thoughts on “Simplified One Page Strategic Plan from Rockefeller Habits

  1. In the ‘One page strategic plan’, maybe there should be a section on your strategy also? SWOT, goals, purpose, etc are great to clarify but the strategy is the how and arguably as important as all those other things put together.

    If the environment is competitive (the war for talent, competition for resources, product competition etc), the strategy is the thing to allow you to reach the goals and achieve the purpose. If it’s a good strategy, then even with new types of competition, or competitors changing their tactics, the strategy will endure. Question: If you develop and communicate a ‘winning strategy’, is the job of leadership then virtually child’s play (especially if the start up relies heavily on automation)?

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