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?