Top 10 Free Strategic Planning Templates in Notion

Strategic planning is crucial as it provides a sense of direction and outlines measurable goals. It is a tool that is useful for guiding day-to-day decisions and also for evaluating progress and changing approaches when moving forward. A Strategic Planning template in Notion can streamline this process, ensuring that you have a clear framework to follow, which can save time and help maintain focus on your objectives.

Before you dive into creating your own strategic plan, take a look at these Strategic Planning Notion templates to simplify the process and give you a head start.

1Business Planning Template

Use for planning significant features for a product or service. Individual task pages within the database are great for higher level tracking of features that require many steps to be completed. Checklists and notes go into the each task page, while the planning database keeps track of overall status.

A template preview for Business Planning Template

2Notion’s Annual Planning Exercise

Annual planning can be a huge pain point for companies, especially those that are scaling. Notion can help keep all your stakeholders aligned.

Using this all-in-one planning template helps you cascade down from your executive team to each individual team. Inspired by Notion’s own internal planning, there are pages to represent your company goals, projects, and planning calendar to keep everyone on the same page.

A template preview for Notion’s Annual Planning Exercise

3Roadmap Planning

The Roadmap Template provides a space for teams to create and visualize a roadmap with multiple initiatives and interdependencies. It also provides a way to manage those projects and tasks associated with executing on the roadmap. This supports a continual reference point for team alignment, activities associated with project management, and the ultimate achievement of functional goals.

A template preview for Roadmap Planning

4One-Page Business Plan

The One-Page Business Plan is a pre-made template that you can fill out and utilize. It assists you in understanding your business better and crafting a plan for the future.

Gain Business Clarity: Create a Vision for Success

A template preview for One-Page Business Plan

53-year Business Plan

Looking ahead is an important part of building a business strategy. Use this template to outline strategy, map goals, and plan for big product launches.

A template preview for 3-year Business Plan

6small business planner

plan and organize your small business!

this template contains:
- social media content planner
- product management
- team members
- important links

Lifetime updates!

A template preview for small business planner

7NOTION FOR LAWYERS (BASIC)

The first Notion template built by a full-time lawyer for other lawyers. The Notion for Lawyers Template helps you navigate the fast-paced law firm environment by utilizing buttons to quickly capture your notes and to-do items, which can then be automatically filtered into the appropriate client folders. The Notion for Lawyers Template also includes prepopulated notetaking templates made specifically with associate attorneys in mind: (i) detailed legal research notes; (ii) call notes; and (iii) meeting notes. Finally, in order to keep your workspace clean and manageable, all notes, to-dos, and client folders can be easily archived for later use.

A template preview for NOTION FOR LAWYERS (BASIC)

8Business Model Canvas

Business Model Canvas Template for Notion & FigJam
The Business Model Canvas splits a business model into 9 areas and invites you to brainstorm how your business will capitalize on each. Whether you're starting up a new business or trying to understand an existing one, the Business Model Canvas will help you map it out.

The Business Model Canvas is ideal for quick thinking and brainstorming with sticky notes, so grab your team and start thinking about:

Value Proposition. What does the business offer to meet the needs of its customers? What distinguishes it from its competitors? Is it something innovative? Price? Quality?

Key Activities. What does the business do to execute its value proposition?

Key Resources. What resources does the business have to give it an edge? People? Knowledge? Assets?

Key Partners. Does the business have any complimentary partnerships or relationships? Joint ventures or strategic alliances?

Customer Segments. Who are the customers? A niche market or mass appeal? Multiple different segments? Multi-sided market?

Customer Relationships. What sort of relationship will the business have with its customer segments? High touch sales? Self-service? Community-based?

Channels. What channels will the business use to get its value proposition to its customers? Marketing? Partnerships? Online or physical?

Cost Structures. How will the business expenses be structured? Fixed costs and variable costs? Economies of scale? Minimize costs or maximize value?

Revenue Streams. How will the business make money from its customers? Selling something? Subscription fees? Advertising?

A template preview for Business Model Canvas

9Notion’s company goals

Creating company goals is a sure-fire way to help drive clarity around day-to-day tasks and build morale, but it’s easy to get sidetracked and lose sight of the task at hand. Here at Notion, we use this template to consolidate all of our company goals and make it easy to track performance, timelines, status, and more! Use this template to systematize knowledge transfer and collaboratively build out your company goals.

A template preview for Notion’s company goals

10Company Databases

Company databases are essential for keeping track of information related to projects, documents, meeting notes, people, and more. Notion allows you to make simple, beautiful, and powerful databases that can be kept all in one place. With Notion, you can easily organize your data and keep track of everything related to your business.

A template preview for Company Databases

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