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🤔 AI Strategy Templates

Business strategy templates for client proposals, KPI trackers, project kickoffs, SWOT analysis, and more to keep your business on track towards your goals.

SMART Goals Worksheet

This SMART Goals Worksheet is designed to help you set clear, achievable goals and stay on track with your success.

Grant Proposal Evaluation

Get the most out of your grant application process with this free template for evaluating grant proposals—compare different proposals side-by-side.

New Technology Evaluation Checklist

Use this comprehensive checklist to evaluate new technology, helping you make informed decisions on implementation and purchases. Assess features, compatibility, implementation timelines, and more.

Team KPI Tracker

Monitor your team’s performance, measure their impact, and set meaningful goals. Includes dashboards, metrics, and reporting to help your team stay on track.

Content Sponsorship Request

A content sponsorship request template that helps you craft a professional, persuasive pitch to potential sponsors. Make your proposal stand out!

Mission-to-Metrics Framework

A holistic approach to understanding and evaluating your business goals, objectives and performance. Find out how leveraging data can help you better understand your business!

M&A Due Diligence Checklist

Get the most out of your merger & acquisition with this checklist. It contains crucial questions to help you make sure your M&A is successful.

Business Framework

This business framework template provides an organized approach to help you create a comprehensive and detailed plan for your business.

Corporate Strategy Plan

Get the guidance you need to create a corporate strategy plan that sets the direction for your company’s success.

Lean Canvas Model

The Lean Canvas Model is a simplified business plan designed to provide entrepreneurs with an effective tool to quickly organize and define key elements of their business idea.

SWOT Analysis

Identify your company’s strengths, weaknesses, opportunities, and threats with this free strategic template.

Deal Closing Checklist

Get your deal closing checklist to ensure you have all the necessary documents, contacts and information to close your deal quickly and efficiently.

Product Vision Board

Get inspired to create your best product yet—use this product vision board to explore your ideas and turn them into real products with unlimited potential!

Product Launch List

Find all the latest products launching soon! Get the inside scoop on the newest gadgets, technology, and more!

Business Goals Tracker

Streamline your goals and track progress in one centralized place. Easily customize this template to suit your individual business needs.

Speed vs. Quality Confidence Model

Get the most out of your data with this powerful too—identify areas where improvements can be made and optimize performance.

Product Hypothesis Board

This product hypothesis board is designed to help teams hypothesize and brainstorm product ideas easily. Perfect for idea drafting, structured feedback, and more.

Porter’s Five Forces

Need help understanding Porter’s Five Forces? This free template provides explanations to help you identify the threat of competition and the power of buyers and suppliers.

Second-Order Thinking

Master second-order thinking with this template—by examining the “why” and “how” of existing situations. Evaluate outcomes, plan for the future, and develop creative solutions.

Simple Investor Update

A quick and easy way to craft investor updates that are friendly and informative. Keep your investors in the loop with this straightforward template.

FOMO Marketing Checklist

Get your business ahead of the competition with this comprehensive FOMO marketing checklist. Learn how to take advantage of your customers’ Fear of Missing Out on sales and deals.

Client Proposal Checklist

An essential checklist for any business proposal. Get the best out of your client relationships by following this guide that covers everything from deadlines to negotiation tips.

Iceberg Model Checklist

This iceberg model checklist provides an overview of the key considerations for building and maintaining effective change models.

Remote Customer Mapping

Quickly map your customers by geography, demographics, and purchasing habits—create a full understanding of your customer and market needs!

IT PMO Getting Started Checklist

Get your IT PMO off the ground. This template includes key steps to setting up an IT PMO, from laying out a purpose to establishing key processes and resources.

IPO Project Investment Banking Checklist

A comprehensive investment banking checklist for IPO projects, outlining the key steps and important considerations for a successful Initial Public Offering.

Side Project Marketing Tips

Got a side project you want to promote? Use this template to create a successful marketing plan and find the best ways to reach your audience.

Press Launch Process

This template provides a step-by-step guide to launching your press event, from planning to post-event follow-up. It covers all the essential elements for a successful press launch.

Remote Personas Workshop

This remote personas workshop template makes it easy to create meaningful personas for your remote team. It includes step-by-step instructions to help you get started.

Looking to get organized to come up with a solid business strategy? Do you need some guidance on how to best plan and prepare for success? With the right tools and templates, you can effectively plan and strategize for your business.

Use our free business strategy templates to build client proposals, KPI trackers, SWOT analysis, and more to keep your business aligned with your goals.

How to Come Up With a Good Business Strategy?

Are you trying to come up with a good business strategy? Not sure where to start? Follow these steps for success:

  • Set specific and measurable goals: Identify your business’s aspirations and values, and then set goals that are tangible and achievable. For example, you might aim to sell a certain number of products within a set time frame.
  • Determine your unique advantage: What sets your business apart from the competition? What skills or resources do you have that are unique to your company?
  • Identify your target market: Who are you trying to reach, and how can you best reach them? Consider the interests of your target audience and the most effective ways to communicate with them.
  • Create a plan: Based on your goals, unique advantage, and target market, develop a plan that includes specific tasks you can do to measure success and a timeline for completing them. Don’t forget to include both long-term and short-term objectives.
  • Check-in and adjust as needed: Regularly check in on your progress and adjust your tactics as needed to ensure that you are on track to achieve your goals.

To help you stay organized and on track, our free business strategy templates can be a helpful tool. With these steps, you’ll be well on your way to creating a solid business strategy.

What Can I Use Taskade’s Strategy Templates For?

Save time and stay organized with our free business strategy templates! They’ll not only help you set goals, but also track and analyze your progress as you work towards them. 

Productivity is all about using your time efficiently, and our templates make it easy to plan and adjust your tasks and objectives as needed. 

Our templates are also designed for collaboration. Collaborate and get work done together with Taskade!

What Are Some Popular Strategy Templates That Taskade Have?

Ready to hit the ground running, develop your business strategy, and share it with your team? Here are some templates that have been a big help to other teams like yours:

  • SWOT Analysis Template – A SWOT analysis will help you assess your business’ strengths and weaknesses and will help you determine the best tactics for growth and success.
  • SMART Goals Worksheet Template – Our SMART Goals Worksheet Template helps you and your team work smarter to achieve your goals with comprehensive objectives.
  • Speed vs Quality Confidence Model Template – When your team is asking whether you want to focus on quality or quantity, this template helps you determine and track the trade-off between prompt work or excellent execution.
  • Iceberg Model Checklist Template – If your business has hit a roadblock, the Iceberg Model helps you not only find the root of the problem but also the factors and nuances underneath it.

Why Should I Use a Template When Strategizing for My Business?

Regardless of where you are in your business journey, these free business strategy templates can assist you in setting goals, creating a plan of action, and identifying potential challenges or obstacles. 

Use these free and fully customizable strategy templates to help you strategize and set the right trajectory for your business.

How To Use This Strategy Template in Taskade

  1. Click “Use Template” to create a project in your workspace or folder.
  2. Click “Save Template” to create a copy of the template for you and your team.
  3. Customize your project, make it your own, and get work done!
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All Template Categories

Featured

Automate your workflows with featured templates for free. Taskade is an all-in-one collaboration platform for remote teams with 500+ AI-powered templates.

ChatGPT

Use our free AI templates to write faster and smarter with high-quality generative content for your blog and more.

Personal

Templates to help you track all your personal task lists, goals, habits, and hobbies. Find templates for bullet journaling, personal task tracking, home hunting, and party planning.

Project Management

Here you will find project management templates to help you and your team complete tasks, collaborate on work, delegate assignments, and communicate effectively on what needs to get done. Everything you need for your scrums, sprints, and agile project solutions as well as simple team task lists to keep your team on track.

Task Management

Looking for free Task Management templates? Automate your workflows and get the upper hand with our free task management templates!

Engineering

Engineering and Programming templates for everything an engineer might need including onboarding, tech stacks, QA testing, managing sprints, and more.

Education

Free templates for students and school administrators. Track all your school assignments, exams, org charts, and other activities with our education templates!

Design

Templates for design team sprints, U/I designs and redesigns, web design and development, and for building SOPs for your design team. You will also find customizable templates you can use to build mobile UI's, product designs, for managing your remote design team.

Marketing

Use our ready-made free marketing templates and get a headstart! Organize campaigns and plan your marketing strategy with our templates today.

Mind Map

Use our free mind map templates to plan, organize, and brainstorm for your next project. You will find templates for product and business launch brainstorming, stand-up meetings, issue tree maps, and more. Use one of our templates to build your own ultimate mind map.

Organizational

Use one of these templates to build your organizational chart. You will find templates for hospitals, tech startups, human resources, educational institutions, and more. Track your team and organization as it grows.

Planning

Prepare for your next event, project, or retrospective meeting with our planning templates. You will find a template for everything from wedding plans, to birthday parties, to your next business trip.

Meetings

Use our templates to create and plan effective meetings that people want to attend. Whether it is your daily stand-up meeting or a quarterly meeting with your marketing team, our templates will make it easy for you to build agendas, assign meeting tasks, and track action items.

Team Management

Use one of our team management templates to build and guide your team to success. You will find templates for recruiting, onboarding new employees, employee reviews, goal setting meetings, and more.

Strategy

Business strategy templates for client proposals, KPI trackers, project kickoffs, SWOT analysis, and more to keep your business on track towards your goals.

Gaming

Here you will find templates built for game designers and developers to help game design teams collaborate, assign tasks, and communicate effectively.

Production

Templates for your video production needs. Create a pre-production checklist and make sure you hit every task with our video production template.

Product Management

Ready to launch the next great product in your market or have you already launched and need to track customer feedback and create a roadmap for future development? Our product management templates give you a great place to get started. You will find templates for roamaps, A/B testing, issue trackers, change requests, and product change logs.

Startup

Startups have a lot to keep track of and it can sometimes feel overwhelming. This is why we’ve created some of the best free templates to help your startup stay on track!

Remote Work

Here you will find templates to help you be more productive working from home or for managing a team of remote workers. There are templates for creating your remote work policies and procedures, building a tech stack, conducting remote meetings with your team, and managing a remote project.

Y Combinator

Templates for preparing for your Y Combinator interview, weekly planners, and guides from other founders

Roadmap

Templates for product roadmaps, sprints, project overviews, launches and more. Manage where you are going with your product with one of our easy to use templates.

Maintenance

Templates for property management, household maintenance, or creating a store cleanup list.

How-Tos

Utilize one of these templates to create your own list of tips for boosting productivity, managing remote teams, brainstorming a mindmap, or taking better meeting notes.

Research

Use these customizable templates for planning out case studies, gathering and analyzing product feedback, measuring UX metrics, or conducting your next A/B test.

Music

You will find templates you can customize for your music production. You will find templates for everything from producing your next new song to a mixing workflow checklist.

Trip Planning

These templates will help you to plan your ultimate trip itinerary, for everything from your next family vacation to an exotic getaway. You can also create your very own travel bucket list and check off the destinations as you hit them.

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