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Description of the Template and Guide

A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s going to get there.

Strategic planning with a remote team can present both challenges and opportunities. Although this is typically done face to face, when coordinated and planned properly, remote participants get the added benefit of being able to think through what’s most important to them on their own then contribute these ideas to the process.

To support this process, we worked with Anna O'Byrne from Upstream Meetings to create the ​​complete toolkit for strategic planning with remote teams​. Here you'll find a basic strategic plan template, meeting agenda templates designed to walk you through creating the plan with your remote team, downloadable agendas in MS Word (docx) format, and detailed instructions from our blog.

Happy planning!

Strategic Planning with Remote Teams: Strategy Map
Plan Outline: The 5 Elements of the Essential Strategic Plan

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Anna O'Byrne

Conversion Copy Co.

Anna O’Byrne is the founder and Chief Conversion Copywriter at Conversion Copy Co. Which means... she helps clients grow by: understanding ideal customers and what makes them tick; assessing the competition and what it will take to make offers more attractive; creating website and sales funnel copy that attracts and converts more leads.