Quarterly Strategy Plan Template

Achieve success with our Quarterly Strategy Plan Template. Create a comprehensive plan to execute your strategy.
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Quarterly Strategy Plan Template

What is a Quarterly strategy plan?

A Quarterly strategy plan outlines an organization's goals, objectives, priorities, and tactics for a specific quarter. The plan provides a roadmap for the organization to achieve its desired outcomes in the short-term, while also aligning with its long-term strategic goals.

What's included in this Quarterly 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 Quarterly strategy plan template for?

The Quarterly strategy plan template is designed for teams and organizations of all sizes and industries. It is a useful tool to help create a successful strategy that can be realistically executed on a quarterly basis. It helps to ensure that all objectives, targets and actions are clearly defined, measurable, and achievable.

1. Define clear examples of your focus areas

When creating a Quarterly strategy plan template, it is important to start by defining your focus areas. A focus area is a broad term that encompasses the main goals or objectives that your team wants to accomplish. Examples of focus areas could include increasing productivity, increasing sales, improving customer experience, or any other goal that your team or organization has set.

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

Once you have identified your focus areas, it is important to break them down into specific objectives. Objectives should be specific, measurable, attainable, and time-based. They should be SMART goals that can be worked towards and achieved in a timely manner.

Examples of some objectives for the focus area of Increase Productivity could be: Increase Employee Efficiency, and Improve Employee Communication.

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

KPIs, or Key Performance Indicators, are measurable goals that are used to track the success of a strategy. When setting KPIs, it is important to make sure they are well-defined, measurable, and achievable. This will help to ensure that objectives are being met and the strategy is progressing as planned.

An example of a KPI for the focus area of Increase Productivity could be: Decrease avg time spent on task from 20 minutes to 10 minutes .

4. Implement related projects to achieve the KPIs

Once the objectives and KPIs have been established, it is important to create projects or actions that will help to achieve them. Projects should be specific, measurable, and related to the objectives in order to ensure that they are achievable and will help to move the strategy forward as planned.

An example of a project related to Increase Productivity could be: Implement Automation.

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

The Cascade Strategy Execution Platform is a powerful tool that can help teams and organizations to create, manage and execute their strategies towards success. It offers a range of features tailored to help strategists plan, set objectives and KPIs, track progress, and collaborate with the team. With the Cascade Strategy Execution Platform, teams can see faster results from their strategy and achieve their goals more efficiently.

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