The Strategic Planning Template and Prioritization Tool

The Strategic Planning Template
The Strategic Planning Template helps organizations turn prioritized inclusion objectives into a clear, actionable roadmap. It guides teams through defining vision and goals, sequencing initiatives, assigning ownership, and tracking progress over time. Designed to bridge strategy and execution, the tool creates alignment across stakeholders while balancing ambition with organizational capacity. Ideal for teams ready to operationalize their inclusion strategy and move from plans to measurable impact.

Strategic Prioritization Tool
While the Strategic Prioritization Tool is embedded within the Strategic Planning Template, it can also be used on its own for teams seeking guidance solely on how to prioritize their efforts. The Strategic Prioritization Tool enables teams to make intentional, data-informed decisions about which inclusion objectives to focus on first. Using a structured scoring and weighting approach, it helps organizations assess readiness, impact, feasibility, and resourcing to create a sequenced roadmap. The tool supports inclusive, cross-functional decision-making and reduces bias by grounding priorities in shared criteria and evidence. It can be used on its own or as a foundation for deeper strategic planning.