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):
- One line purpose
- General – fit on one line
- People – fit on one line
- One line description of your market
- One line brand promise
- No more than three sentences for the elevator pitch
3 Year Target
- One line with the goal
- 3-5 annual goals in table format with the start value, current value, and target value
- 3-5 quarterly goals in table format with the start value, current value, and target value
Quarterly Priority Projects
- Three one-line priority projects with the percent complete for each
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?