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 and example plan):
- 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 and example plan).
What else? What do you think of this simplified one page strategic plan from Rockefeller Habits?