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Automated Strategic Planner

  • Welcome to your semi-automated strategic planner! This beta-service is a 2 step process that you can use to build your Strategic Plan in 5 minutes! Just fill out the questions below then we will give you a read out with a one-page excel spreadsheet to paste your answers into super simple cut and paste instructions. This workflow works much better for ideation because it's easier to answer straightforward questions in one phase and then deciding where to put it and formatting into another! You'll end up with a glorious one-page print out of your strategic plan which is used by Fortune 100 company executives worldwide! Enjoy!
  • Add a new row
  • (Consider major categories or departments like Thought Leadership or Marketing)
    CFA 1 CFA 2 CFA 3 
  •  CFA 4 CFA 5 CFA 6 
  • (Examples include hiring new sales manager, and implementing new website.)
    CFA1 Project 1CFA1 Project 2CFA1 Project 3 
  • (Examples include hiring new sales manager, and implementing new website. Scroll up anytime to see your answers!)
    CFA2 Project 1CFA2 Project 2CFA2 Project 3 
  • (Examples include hiring new sales manager, and implementing new website.)
    CFA3 Project 1CFA3 Project 2CFA3 Project 3 
  • (Examples include hiring new sales manager, and implementing new website.)
    CFA4 Project 1CFA4 Project 2CFA4 Project 3 
  • (Examples include hiring new sales manager, and implementing new website.)
    CFA5 Project 1CFA5 Project 2CFA5 Project 3 
  • (Examples include hiring new sales manager, and implementing new website.)
    CFA6 Project 1CFA6 Project 2CFA6 Project 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA1 Results 1CFA1 Results 2CFA1 Results 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA2 Results 1CFA2 Results 2CFA2 Results 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA3 Results 1CFA3 Results 2CFA3 Results 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA4 Results 1CFA4 Results 2CFA4 Results 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA5 Results 1CFA5 Results 2CFA5 Results 3 
  • (Examples include: 20% sales increase, and 25% more web traffic.)
    CFA6 Results 1CFA6 Results 2CFA6 Results 3 


  • You've just answered all the questions needed to fill out your Annual Strategic Plan! If you'd like to generate the plan now then click here, if you would like to add the optional fields to make your final document even better then continue to answer the optional questions below.


  • Add a new row
  • (How is your brand going to make the world a better place for whom? For example, Spiral Marketing elevates the brands of our clients and audience of Executives, Entrepreneurs, Marketers and Creatives through Digital Marketing Services, along with bettering the industry through our Podcasts.)
  • (Who will you be serving and how will they benefit - the more specific and actionable the better. For example, Our Company will increase the revenue of our customers including CEOs and VPS of Marketing by X% through a combination of services including Y, and Z as part of a Value and Best Cost Positioning against regional competitors.)
  • (For example: Accountability, Technical Expertise, Innovation, Experience, Compassion, Problem Solving.)
    1st shared value2nd shared value3rd shared value 
  • 4th shared value5th shared value6th shared value 


  • That's it! You've answered all the questions! Click submit to get your results!


  • This field is for validation purposes and should be left unchanged.
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