Strategic Planning Toolkit

This toolkit will help you assess both where you are and where you want to go. It will give you a start in developing your mission, vision, and values, as well as your long-term goals and the action plans you will use to reach them.

Business Plan Template for New Business
This business plan template is available to help you put together a written document describing the nature of your business, the sales and marketing strategy, and the financial background along with a projected profit and loss statement. A business plan is your road map that provides directions so a business can plan its future and helps it avoid bumps in the road.

Priority Decision Matrix 
This decision matrix can help you distinguish between what is important and not important and what is urgent and not urgent to help you focus on those items which are important. 

SWOT, TOWS and SWOT Competitor Analyses 
SWOT analysis is a strategic planning technique used to help a person or organization identify strengths, weaknesses, opportunities, and threats related to business competition or project planning. 

TOWS analysis will help you make connections between each quadrant of your analysis. You will work around the 2x2 matrix, combining information from two quadrants to create actionable strategies. 

Medical Practice Pro Forma Template 
This template can be used to guide a practice leader in decisions on the viability of new business ventures.