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[INSERT COMPANY NAME & YEAR] Strategic / Functional Plan Matrix
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Strategic AreaMarketing Direct Response PerformanceData SolutionsFull FunnelSMBDataRenewalsMarginCash Mgmt StrategyOps EfficiencyOther Key Documents
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Strategic Rank12345678910Target ProformaINSERT DOC LINK
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OwnerINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMEINSERT NAMERoadmapINSERT DOC LINK
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Strat PlanLINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HERELINK TO PLAN HEREPorter Meeting MinutesINSERT DOC LINK
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Read By10/18/202010/18/202010/18/202010/18/202010/18/202010/18/202010/18/202010/18/202010/18/202010/18/2020
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Execs
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NAME 1NoNoNoNoNoNoNoNoNoNoTemplates
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NAME 2NoNoNoNoNoNoNoNoNoNoStrat PlanINSERT DOC LINK
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NAME 3NoNoNoNoNoNoNoNoNoNoFunctional PlanINSERT DOC LINK
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NAME 4NoNoNoNoNoNoNoNoNoNoTeam Functional PlanINSERT DOC LINK
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NAME 5NoNoNoNoNoNoNoNoNoNo
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NAME 6NoNoNoNoNoNoNoNoNoNoMisc
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NAME 7NoNoNoNoNoNoNoNoNoNoNAME 1INSERT DOC LINK
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NAME 8NoNoNoNoNoNoNoNoNoNoNAME 2INSERT DOC LINK
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NAME 9NoNoNoNoNoNoNoNoNoNoNAME 3INSERT DOC LINK
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NAME 10NoNoNoNoNoNoNoNoNoNo
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NAME 11NoNoNoNoNoNoNoNoNoNo
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Functional PlanINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINKINSERT PLAN LINK
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Read By10/18/202010/19/202010/20/202010/21/202010/22/202010/23/202010/24/202010/25/202010/26/202010/27/2020
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Functional Leaders
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Sales [NAME]NoNoNoNoNoNoNoNoNoNo
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Account Management [NAME]
NoNoNoNoNoNoNoNoNoNo
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Finance [NAME]NoNoNoNoNoNoNoNoNoNo
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HR [NAME]NoNoNoNoNoNoNoNoNoNo
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AdOps Sales Ops [NAME]NoNoNoNoNoNoNoNoNoNo
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Marketing [NAME]NoNoNoNoNoNoNoNoNoNo
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Product [NAME]NoNoNoNoNoNoNoNoNoNo
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Development [NAME]NoNoNoNoNoNoNoNoNoNo
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Channel [NAME]NoNoNoNoNoNoNoNoNoNo
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Other [NAME]NoNoNoNoNoNoNoNoNoNo
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Other [NAME]NoNoNoNoNoNoNoNoNoNo
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Other [NAME]NoNoNoNoNoNoNoNoNoNo
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Roadmap [NAME]NoNoNoNoNoNoNoNoNoNo
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Picklist Options:
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Yes
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No
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Yes/exceptions
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N/A
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