Get a complete, guided strategic planning solution – not just another free template. This professionally designed bundle gives you everything you need to lead a one‑year strategic planning process with your team: a 40‑page interactive strategic planning workbook and two facilitation checklists for virtual and in‑person workshops, all as fully fillable PDFs you can complete directly on screen.
What’s Included
1. 40-Page Interactive Strategic Planning Workbook (fillable PDF)
This strategic planning workbook walks you from “Where are we now?” through “Where do we want to go?” “How will we get there?”, and “How will we measure success?” It includes practical tools such as a SWOT analysis, stakeholder mapping, strategic priorities, action-planning grids, KPIs, quarterly review templates, and accountability charts.
Fully fillable PDF: type directly into every worksheet, table, and section
Hyperlinked table of contents: jump instantly to any page or section you need
Designed for small and medium‑sized businesses and nonprofits
2. Virtual Strategic Planning Workshop Checklist (fillable PDF)
This checklist helps you facilitate a strategic planning workshop with a virtual or hybrid team. It covers:
Pre‑session setup (tech, invites, pre‑work)
Live facilitation steps using the strategic planning workbook on screen
Engagement tactics for remote participants (breakouts, chat prompts, polls)
You can customize every step directly in the fillable PDF, so it fits your team, your timing, and your tools.
3. In-Person Strategic Planning Workshop Checklist (fillable PDF)
This version is tailored for in‑room strategy sessions with your leadership team, board, or staff. Use it to:
Plan the agenda and room setup
Assign roles (facilitator, timekeeper, note‑taker)
Map how you’ll move through each section of the strategic planning workbook
The checklist is also fully fillable, making it easy to adapt for different sessions and teams.
Why This Strategic Planning Toolkit Is Different
Many free strategic planning templates are out there, but most leave you stitching together documents and guessing how to run the session. This bundle brings everything together in one system:
A structured, interactive strategic planning workbook to design your strategy
Clear, practical facilitation checklists to run strategic planning workshops with both virtual and in‑person teams
Smart navigation and on‑screen completion so you can work efficiently and revisit your plan throughout the year
Use it for annual planning, leadership retreats, board strategy sessions, or as a reusable framework for multiple teams.
If you’re ready to move beyond generic templates and use a practical, guided, and interactive strategic planning workbook with your team, this bundle is built for you.
Strategic Planning Toolkit
2-5 Licenses Discount · 6+ Licenses Discount
Your purchase includes a Base Licence for one (1) individual to use this product for your organization’s internal business purposes. Need more users? Team Licences can be added so that additional individuals in the same organization can use the product. Each Team Licence covers one (1) additional individual and is valid only with an active Base Licence. If your organization already holds a Base Licence and you would like to add Team Licences, please contact us at info@phoenixrisingconsultinggroup.ca. We will send you an invoice, and each new user will be asked to accept the End User Licence Agreement before getting access. Using this product to deliver paid consulting or facilitation services to external clients requires a separate Commercial Facilitator Licence. Please contact us for details. This is a digital product delivered electronically immediately after payment. All purchases are subject to our End User Licence Agreement and Refund Policy. As this is a digital product, all sales are final once the product has been accessed or downloaded, except as described in our Refund Policy.
