# Strategic Planning Template to Set Goals and Track Progress

> Use a strategic planning template to connect vision, goals, KPIs, projects, and timelines. See template types, key elements, and how to use one in Asana.

Source: https://asana.com/templates/strategic-planning.md

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templates

Strategic planning

Strategic planning

When you’re launching a new product, team, or even a new business, strategic planning templates keep you laser-focused and on task.

Strategic planning

Product management

Project planning

Cross-team planning

#### Customers that use Asana templates to work

#### Still have questions? We have answers.

#### Still have questions? We have answers.

#### Can I try strategic planning with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana](https://asana.com/create-account) Advanced for free, no credit card required.

#### Why do I need software for strategic management?

Effective strategic management isn’t just about planning your business strategy, but also executing it. With Asana, you can set, track, and report on revenue-driving work to ensure your teams are always focused on the most important initiatives. Because work and [reporting](https://asana.com/features/goals-reporting/reporting-dashboards) happen in the same place, it’s easy to track your critical initiatives and resolve issues before they become blockers.

#### How should I choose a strategic management tool?

Your strategic management platform should be more than just a planning tool. Look for software that allows you to plan, track, and report on work in one place. A good strategic management tool increases team and cross-team visibility so everyone understands how their work moves the business forward. 

The best way to know if a strategic management tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing).

#### How do I build a strategic marketing plan?

A strategic marketing plan can be built by using Portfolios and Goals to define objectives, assign initiatives, and track performance over time.

#### Are there templates for strategic marketing?

Yes, there are templates for strategic marketing as you can use the marketing strategic planning template to kick off cross-channel campaigns.

#### How can I align teams to the strategy?

Teams can be aligned to the strategy by linking campaign projects and goals into one portfolio for visibility across Marketing, Sales, and PR.

#### Can I visualize multi‑channel plans?

Yes, multi-channel plans can be visualized by using Timeline and Dashboard views to track tactics across channels and dates.

#### How do I track performance against KPIs?

Performance against KPIs can be tracked by using custom fields, dashboards, and goal alignment to track metrics like ROI and engagement.

#### Can I automate plan updates?

Yes, plan updates can be automated by using Rules and Goals to adjust plan progress, notify stakeholders, and sync task status.

#### How do I manage resource allocation?

Resource allocation can be managed by using Workload view to balance team resources across strategic initiatives.

#### Can external agencies collaborate?

Yes, external agencies can collaborate by being invited as agency partners who are guests to specific portfolio projects.

#### Can I present my plan to executives?

Yes, your plan can be presented to executives by using status updates and dashboards for formal reporting and executive briefings.

#### Can I try strategic planning with Asana for free?

Yes, you can. Learn about [pricing](https://asana.com/pricing), or [try Asana](https://asana.com/create-account) Advanced for free, no credit card required.

#### Why do I need software for strategic management?

Effective strategic management isn’t just about planning your business strategy, but also executing it. With Asana, you can set, track, and report on revenue-driving work to ensure your teams are always focused on the most important initiatives. Because work and [reporting](https://asana.com/features/goals-reporting/reporting-dashboards) happen in the same place, it’s easy to track your critical initiatives and resolve issues before they become blockers.

#### How should I choose a strategic management tool?

Your strategic management platform should be more than just a planning tool. Look for software that allows you to plan, track, and report on work in one place. A good strategic management tool increases team and cross-team visibility so everyone understands how their work moves the business forward. 

The best way to know if a strategic management tool is right for you is to try it. That’s why anyone can try Asana for free. [Try Asana today](https://app.asana.com/0/billing/pricing).

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