Strategic Planning Matrix

	A	B	C	D	E	F	G	H	I	J	K	L	N	O
1	[INSERT COMPANY NAME & YEAR] Strategic / Functional Plan Matrix
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3		Strategic Area	Marketing	Direct Response Performance	Data Solutions	Full Funnel	SMB	Data	Renewals	Margin	Cash Mgmt Strategy	Ops Efficiency	Other Key Documents
4		Strategic Rank	1	2	3	4	5	6	7	8	9	10	Target Proforma	INSERT DOC LINK
5		Owner	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	INSERT NAME	Roadmap	INSERT DOC LINK
6		Strat Plan	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	LINK TO PLAN HERE	Porter Meeting Minutes	INSERT DOC LINK
7		Read By	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020	10/18/2020
8		Execs
9		NAME 1	No	No	No	No	No	No	No	No	No	No	Templates
10		NAME 2	No	No	No	No	No	No	No	No	No	No	Strat Plan	INSERT DOC LINK
11		NAME 3	No	No	No	No	No	No	No	No	No	No	Functional Plan	INSERT DOC LINK
12		NAME 4	No	No	No	No	No	No	No	No	No	No	Team Functional Plan	INSERT DOC LINK
13		NAME 5	No	No	No	No	No	No	No	No	No	No
14		NAME 6	No	No	No	No	No	No	No	No	No	No	Misc
15		NAME 7	No	No	No	No	No	No	No	No	No	No	NAME 1	INSERT DOC LINK
16		NAME 8	No	No	No	No	No	No	No	No	No	No	NAME 2	INSERT DOC LINK
17		NAME 9	No	No	No	No	No	No	No	No	No	No	NAME 3	INSERT DOC LINK
18		NAME 10	No	No	No	No	No	No	No	No	No	No
19		NAME 11	No	No	No	No	No	No	No	No	No	No
20		Functional Plan	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK	INSERT PLAN LINK
21		Read By	10/18/2020	10/19/2020	10/20/2020	10/21/2020	10/22/2020	10/23/2020	10/24/2020	10/25/2020	10/26/2020	10/27/2020
22		Functional Leaders
23		Sales [NAME]	No	No	No	No	No	No	No	No	No	No
24		Account Management [NAME]	No	No	No	No	No	No	No	No	No	No
25		Finance [NAME]	No	No	No	No	No	No	No	No	No	No
26		HR [NAME]	No	No	No	No	No	No	No	No	No	No
27		AdOps Sales Ops [NAME]	No	No	No	No	No	No	No	No	No	No
28		Marketing [NAME]	No	No	No	No	No	No	No	No	No	No
29		Product [NAME]	No	No	No	No	No	No	No	No	No	No
30		Development [NAME]	No	No	No	No	No	No	No	No	No	No
31		Channel [NAME]	No	No	No	No	No	No	No	No	No	No
32		Other [NAME]	No	No	No	No	No	No	No	No	No	No
33		Other [NAME]	No	No	No	No	No	No	No	No	No	No
34		Other [NAME]	No	No	No	No	No	No	No	No	No	No
35		Roadmap [NAME]	No	No	No	No	No	No	No	No	No	No
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37												Picklist Options:
38												Yes
39												No
40												Yes/exceptions
41												N/A
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