# Free Strategic Planning Templates

> Strategic planning is a crucial component of your organization’s success. Coordinate your most important planning processes with a strategic planning template.

Source: https://asana.com/templates/use-case/strategic-planning

### Strategic planning, simplified

Your strategy can be complex and varied—but your planning should be simple to execute. See how you can simplify every aspect of your strategic planning, from ideation to launch.

- [Sign up](/create-account)

### Strategic planning templates

Design custom strategic planning templates to support your most important initiatives. Templatize workflows and processes that help you accomplish revenue-driving objectives.

- [Get started](/create-account)

templates

Use Case

Strategic planning requires coordination and organization. Browse Asana templates and discover ways to prioritize work and connect goals throughout your strategic planning process.

### 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.

- [See template](/templates/strategic-planning)

### Competitive analysis template

The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition.

- [See template](/templates/competitive-analysis)

### Nonprofit business plan

Success doesn’t just happen—it’s planned. Stay focused on your most crucial work with a custom nonprofit business plan template.

- [See template](/templates/nonprofit-business-plan)

### Marketing strategy

A marketing strategy template is a useful tool that helps your marketing team achieve their goals. Learn how to create your marketing strategy with Asana.

- [See template](/templates/marketing-strategy)

### Scale cross-functional collaboration

Bringing company strategy to life requires more than a fancy outline. Build your process with the Asana platform to create a connected, dynamic workflow designed to support strategy.

- [Read case study](/case-study/xero)

We can all agree on company strategy in a slide, but activating that at an operational level is hard to do. Now that our plans are connected in Asana and cascade into a collective view, we can execute on a global cross-functional strategy at the scale we need to.”

### Integrations built for strategy

Strategic planning requires coordination and efficiency—two things that are hard to get when you’re switching between tools. With Asana’s 200+ app integrations, you can simplify how you work, plan, and communicate, all in one space.

- [Explore all apps](/apps)

- [Explore all apps](/apps)

#### Zoom

Make meetings actionable with tasks, action items, and searchable transcripts in Asana.

- [See integration](/apps/zoom)

#### Microsoft Teams

Connect your team’s conversations to actionable items in Asana.

- [See integration](/apps/microsoft)

#### Microsoft Outlook

Turn emails into trackable, actionable work with Asana for Outlook.

- [See integration](/apps/outlook)

#### Salesforce

Your favorite work management and CRM tools, together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences.

- [See integration](/apps/salesforce)

#### Google Drive

Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected.

- [See integration](/apps/google-drive)

#### Microsoft 365

Seamlessly deliver Asana notifications to your Microsoft Groups.

- [See integration](/apps/microsoft-office365-connector)

#### Tableau

Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions.

- [See integration](/apps/tableau)

#### Looker

Explore, analyze, and share real-time business analytics, with actionable Looker dashboards in Asana.

- [See integration](/apps/looker)

#### PowerBI

Bring your team’s data to life with the Power BI + Asana integration.

- [See integration](/apps/powerbi)

#### Zoom

Make meetings actionable with tasks, action items, and searchable transcripts in Asana.

- [See integration](/apps/zoom)

#### Microsoft Teams

Connect your team’s conversations to actionable items in Asana.

- [See integration](/apps/microsoft)

#### Microsoft Outlook

Turn emails into trackable, actionable work with Asana for Outlook.

- [See integration](/apps/outlook)

#### Salesforce

Your favorite work management and CRM tools, together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences.

- [See integration](/apps/salesforce)

#### Google Drive

Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected.

- [See integration](/apps/google-drive)

#### Gmail

Turn emails into actionable, trackable tasks in Asana without leaving Gmail. Automate key actions to move work forward, all within your inbox.

- [See integration](/apps/google-gmail)

#### Microsoft 365

Seamlessly deliver Asana notifications to your Microsoft Groups.

- [See integration](/apps/microsoft-office365-connector)

#### Tableau

Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions.

- [See integration](/apps/tableau)

#### Looker

Explore, analyze, and share real-time business analytics, with actionable Looker dashboards in Asana.

- [See integration](/apps/looker)

#### PowerBI

Bring your team’s data to life with the Power BI + Asana integration.

- [See integration](/apps/powerbi)

#### Integrations built for strategy

Integrations built for strategy

Strategic planning requires coordination and efficiency—two things that are hard to get when you’re switching between tools. With Asana’s 200+ app integrations, you can simplify how you work, plan, and communicate, all in one space.

### Project closure

Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.

- [See template](/templates/project-closure)

### Business plan

A business plan is the first step to start your business and secure financing. Use our business plan template so you don’t have to start from scratch.

- [See template](/templates/business-plan)

### Annual planning

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

- [See template](/templates/annual-planning)

### Competitive analysis template

The more you know about your competitors, the better your strategy will be. Competitive analysis templates use a data-driven approach to see exactly how your business, products, and features compare to your competition.

- [See template](/templates/competitive-analysis)

### Crisis management plan

Does your team know what to do during a crisis? Using a crisis management plan template can help keep all your employees on the same page.

- [See template](/templates/crisis-management-plan)

### OKRs (Objectives and key results)

Learn how to create an OKR template in Asana so you can standardize the goal-setting process for everyone.

- [See template](/templates/okr-objectives-key-results)

### Marketing strategy

A marketing strategy template is a useful tool that helps your marketing team achieve their goals. Learn how to create your marketing strategy with Asana.

- [See template](/templates/marketing-strategy)

### Cost benefit analysis template

Digital cost benefit analysis templates are a useful framework to see if a new project or idea is viable. Learn how to create your own in a few simple steps, with Asana.

- [See template](/templates/cost-benefit-analysis)

### Requirements traceability matrix

A requirements traceability matrix template is a tool to help organize project requirements in a concise manner. Learn how to create one for your team.

- [See template](/templates/requirements-traceability-matrix)

### Social media reporting

This free and customizable social media reporting template saves time, reports faster, and drives smarter decisions across all your social platforms.

- [See template](/templates/social-media-reporting)

### Strategic roadmap template

Use this strategy roadmap template to structure your goals, manage dependencies, and better organize your strategic planning process.

- [See template](/templates/strategic-roadmap)

### Goal setting

This goal setting template helps you move faster! Set goals, share them with your team, and keep everything on track.

- [See template](/templates/goal-setting)
