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INSPIRATION: OPERATIONS TASK TEMPLATES

Strategy development_

Workiro is perfect for strategic development planning. Whether internally or with external partners, Workiro allows you to share commercially sensitive information securely – allowing key stakeholders to stay informed and input into decisions as required. Our strategy process templates set out some basic steps you can use to develop and implement a successful strategy within your business.

Example task templates for a strategy development process_

Set up your own templates or click on any of the below to create them as tasks in Workiro:

1. Gather company information to create a picture of the current situation

2. Review trends in external operating environment

3. Arrange meeting for senior team: analyse internal and external context

4. Share SWOT and PESTLE analyses with wider management team

5. Identify, map and prioritise stakeholders

6. Develop stakeholder communications and engagement plan

7. Review stakeholder feedback (staff and external)

8. Arrange meeting for senior team: initial prioritisation exercise

9. Test initial priorities with broader management team

10. Finalise strategic priorities, objectives and goals

11. Identify success measures and KPIs

12. Develop action plan: organisation

13. Develop action plans: directorate/ department/ service areas

14. Design timescales and methods for evaluation

15. Launch strategy

See more operations templates_

Process and system review procedure

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