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Strategy Tree

Strategy Tree

This template helps you to formulate a business, product, or service strategy, by using the metaphor of a tree to connect your capabilities, actions and outcomes.

Tags in this template strategy business strategy team strategy

 

How to use this template

Most strategy documents and charts have lots to say about the goals that a team or organization wants to take on, but not much about the results or impact the goals represent. The Strategy Tree template lets you visually connect your actions or goals – the branches of the tree – to the results – or 'fruit' – they're meant to achieve. You can express the results as targets, based on specific metrics you'll use to measure progress.

Below the actions (branches and trunk) is the capabilities area ('roots'): what capabilities will you need to achieve these actions and goals? This is often an area that is overlooked too.

You can use this template as a workshop structure with a team, as well as a visual summary of the workshop results in a presentation, or as a guide for your own strategic efforts. Don't forget to revisit it and update it regularly to check your progress and make any necessary adjustments.

Outcomes

- Better quality strategy, that shows the logical connections between capabilities and advantages, goals, and desired results
- Increased alignment of teams to the company's overall strategy
- Improved decision-making processes
- More efficient resource allocation
- Enhanced communication and collaboration among teams
- Greater clarity and transparency in goal-setting and progress tracking

PRO TIP

As a group, play with the metaphor a bit: what would the leaves of the tree represent? Are the 'fruit' different sizes, to represent different priorities or amounts?

If you use OKRs, smaller branches of the tree can represent the key results, that stem from the larger fewer branches of the objectives.

Customize the layout, content, and colors of this template, or swap elements for others to match your purpose.

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