Financial Strategy Plan Template

Create a financial roadmap to achieve your goals with this comprehensive strategy plan template.
Or import into an existing account
Financial Strategy Plan Template

What is a Financial Strategy Plan?

A financial strategy plan is a comprehensive roadmap for achieving short-term and long-term financial goals. It sets forth the initiatives, objectives and action plans to help organizations meet their financial targets. The plan outlines the steps necessary to increase revenue and reduce costs, while also improving efficiency and profitability. It also provides guidance on how to manage resources, allocate funds and develop a financial strategy for the future.

What's included in this Financial Strategy Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Financial Strategy Plan template for?

This Financial Strategy Plan template is designed for financial teams in organizations of all sizes and industries. It is an easy-to-use tool that enables teams to create a financial strategy plan that is tailored to their organization's specific needs. The template provides a framework that helps teams to identify their focus areas, set measurable targets, and implement related projects to achieve those targets.

1. Define clear examples of your focus areas

Focus areas are the main areas of focus that need to be addressed in order to achieve your financial goals. Examples of focus areas can include reducing costs, increasing revenue, improving customer service, and improving efficiencies. It is important to identify the focus areas to ensure that all areas of your financial strategy are addressed.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that need to be achieved in order to reach your financial targets. For each focus area, it is important to set objectives that are measurable and achievable. 

Examples of some objectives for the focus area of Increase Revenue could be: Increase Sales, and Improve Customer Retention.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are metrics that measure the success of the objectives. They provide a way to track progress towards the objectives and measure the success of the financial strategy. KPIs should be specific and measurable, and they should be set with realistic and attainable targets.

An example of a KPI for the focus area of Increase Revenue could be: Increase revenue by 10%.

4. Implement related projects to achieve the KPIs

Projects are the action plans that need to be implemented in order to reach the objectives. Projects should be specific and achievable, and they should be tailored to the needs of the organization. Projects should be broken down into manageable actions, with deadlines to ensure that the objectives are met.

An example of a project related to Increase Revenue could be: Implement Sales Incentives.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is an easy-to-use platform that enables teams to track and manage their financial strategy. The platform provides real-time visibility into the progress of your projects, and it allows teams to adjust their strategies as needed to meet their objectives. The platform also provides reporting and analytics to help teams monitor their progress and identify areas for improvement.

Getting started with your
Financial Strategy Plan Template
only takes 20 seconds.
Or import into an existing account