Our updated Excel spreadsheet for 2025 is the perfect tool for those seeking efficient and organized information management. With a modern and intuitive layout, this spreadsheet has all the necessary features for complete and efficient management. Furthermore, it is compatible with all versions of Microsoft Excel.
Every company struggles to implement its strategies and win in the market.
With this spreadsheet, you'll be able to stay focused on your business and monitor whether your plan is working through goals and action plans. You'll automatically receive reports showing what's working and where you need to improve!
Organizational Identity
Register the name of your company, the year the planning began, its duration (1, 3 or 5 years), as well as mission, vision and values.
Definition of Global Goals
Define the 10 most important strategies for your business, which involve all areas of the company.
Global Goals Success Index
When you enter your results into the spreadsheet, the success rates for your global goals are automatically generated.
Defining Goals and Objectives by Area
Choose a driver (increase or decrease) and set up to 8 goals for 6 areas of your business to guide the action plans of your strategic planning.
Results Monitoring
Record your results monthly and see your percentage of success in achieving your defined goals.
General and Specific Results
See how close your overall result is to what you had planned, as well as specific indicators of goal assertiveness and action plan implementation by area.
Area Analysis Dashboard
Visually analyze your results, the status of your action plans, and track your goals.
Employee and Team Registration
Exclusive area to facilitate the monitoring and control of action plans according to those responsible.
Action Plans
With your monthly goals defined, create and monitor the action plans needed to make your strategy a reality.
Action Plan Analysis Dashboard
View a dashboard with key information about your action plans.
Specific Analysis
View detailed analytics for specific areas or employees quickly and easily.
Strategy Analysis Dashboard
See the difference between your planning and the strategies outlined for your business in general and in detail for registered areas or global goals.
PACKAGE INCLUDES:
- Strategic Planning Spreadsheet in Excel
- Support via Whatsapp
