Strategic Planning: Team-Level Workbook
Team Vision
What does success look like for our team? _________________________________________
Current State Assessment
Strengths: ________________________________________________________________
Challenges: ________________________________________________________________
Capabilities needed: ________________________________________________________________
Goals and Priorities
Action Plan
| Goal | Actions | Owner | Timeline |
|---|---|---|---|
Success Metrics
Metric 1: ________________________________________________________________
Metric 2: ________________________________________________________________
Metric 3: ________________________________________________________________
Review Schedule
Quarterly review: _________________ Team conversations: _________________
Adjustment triggers: _________________________________________________________________