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A glossary of key terms used in the strategic planning process.


Get organized with this strategic planning checklist.

SWOT Analysis Template

Download this template to create a SWOT Analysis.

Strategic and Operational Planning Cycle - Compass

Organizational Readiness Assessment

Organizational Readiness Assessment for cultural and structural readiness.

Sample Research Scorecard

An example of Research Score Card.

Scenario Planning Matrix

A matrix to help you think about the future and planning for uncertainty.

Responsibility Matrix

An example of a matrix for managing staff and their responsibilities.

PEST Analysis Worksheet

Download this worksheet to assist with a PEST Analysis.

Balanced Scorecard Template

Download this template to create a Balanced Scorecard.

Program Assessment Matrix

Program Assessment: mission contribution and financial performance.

Communications Plan

How to develop a robust communications plan.


An overview of the Lean strategy.

Proposed Timeline & Process for Updating the Strategic Plan

Regional Health System: Proposed Timeline & Process for Updating the Strategic Plan