The new year might still be a couple of months away, but there’s no reason why you can start achieving your business New Year Resolutions now and plan out a stellar 2023.

That’s where my Strategic Planning Template will come in handy!

Planning is the only way to achieve success and longevity in business, and now is the perfect time to look at the areas you may need to review before the end of the calendar year (when the school holidays start and Christmas madness sets in).

If streamlining your business’s systems and processes to improve efficiency and increase revenue is your new year goal, my Strategic Planning Template is ideal for you as a visionary with big dreams.

Simply fill out the template, then discuss it with your Online Business Manager (OBM) so they can help you to implement your big plan.

Why partner with an Online Business Manager (OBM)?

An OBM is your right hand person and knows your big vision and the dreams you want to turn into reality. When they are working with you, an OBM will keep your vision in mind as they help you implement and achieve your goals.

A partnership with an OBM will help you have optimum growth now and in the future.

What is the Strategic Planning Template?

What is my Strategic Planning Template? That’s a great question! You can use it as a guide to go over each area of your business.

It’s a place where you can record your goals, write down your vision, work out your priorities, resources you need and how you are going to implement them for each business function.

You can download your own template here.

Run down of the Strategic Planning Template

There are 7 distinct areas to work through in this Strategic Planning Template.


Why does your business exist? Your mission is important in the grand scheme of your business because it lets you know if you’re on track. However, it may change. So look at your mission statement again. Is it still the same or has it changed and evolved?


What are you in business to do? What’s your long-term vision? Your why? This is the statement you come back to when you need a pick-me-up and reminder of what you are achieving and working towards each day. Is your vision still the same or has it evolved as you have?


Understanding and knowing your business values allows you to work with people who have the same values as you do. This relates to clients, team members, contractors, partners and, yes, even your OBM! Have you updated your values recently? Maybe now is the perfect time.


What’s the main area you want to concentrate on to move the needle in the right direction for you? Then keep what’s working and get an OBM to streamline what’s not working.


Forecast your goals next year based on your past 11 months of historical data. Are your goals realistic? What resources do you need to achieve your goals? Resources include software, apps, programs, a coach, team members, funding and so on.


How will you know if you have reached your goals? Key Performance Indicators! How do you currently measure your results? For example, a KPI for an ad might be social media inquiries or website clicks. If you don’t have KPIs in place, there’s never been a better time!


What are you working on this quarter? What projects will you implement or finish, what team members will you put on, how many sales will you get, and so on. This section is personal in nature to your business and might differ to others.

Responsibility – The ultimate accountable person to meet the KPIs to achieve this priority and ultimate goal.
Implementation – How this will be accomplished. This section will help you consider the resources you need or improvements to the current process.

HOT TIP: Break down your goals into quarters so you don’t have to wait for the next 12 months to see your results. Quarterly goals enable you to keep your motivation and give you a chance to celebrate your wins and tweak what isn’t working each quarter.

Ready for your best year in business yet?

To get started on planning your goals to make 2023 your best year in business, download this Strategic Planning Template.

strategic planning template
If streamlining your business’s systems and processes to improve efficiency and increase revenue is your new year goal, this strategic planning template is ideal for you as a visionary with big dreams.