How to Create a Stakeholder Engagement Plan (+ Templates)
Strategic planning is a key driver of business success. It doesn’t just map out your vision for your company’s growth but also explains how you’ll get there. Even the most successful organizations depend on strategies to boost profitability, value and impact.
However, strategic planning doesn’t stop at the corporate level. Every type of business plan created at the business and functional level—from sales to marketing to finance to project plans—ultimately feeds into the larger strategic plan.
Whether you're mapping out a business strategy, launching a new initiative or improving your business process, you will need the right tools and templates. That's why we’ve created this ultimate list of strategic planning templates to guide you through your journey.
Let’s dive in!
Develop a robust strategic plan for your company using this stunning template. It captures everything you need for strategic planning—company vision and mission, goals, implementation strategies, resource allocation, measurement and evaluation.
Use it as a guide to make decisions that move your company in the right direction. You can also deploy this strategic plan template as a communication tool to keep internal and external stakeholders focused and engaged.
The monochromatic color scheme conveys a sense of simplicity and elegance. With Visme’s intuitive editor, you can edit content, change images, utilize custom colors and input your typefaces, logo and other visual assets.
Entering a new market or launching a new product? This strategic business plan provides detailed information about your business, where it's headed and a clear roadmap of how you'll achieve your goals. It can serve as a guide for decision-making, allocating resources and managing the organization to secure long-term success.
The dark-themed background gives it a sleek and sophisticated appearance, while the white font, shapes and widgets create visual contrasts. Use stock photos, animated widgets and graphics from Visme’s library to boost your readers' engagement.
Leverage the power of this professionally designed communication plan template to craft a robust communication strategy. Be it for a business, nonprofit or governmental organization.
This visually appealing template—tailored for clarity and impact—is equipped to outline your objectives and strategy.
The rich blend of gray, yellow and dark green hues allows you to convey your strategy with precision and visual appeal. Thanks to Visme's intuitive drag-and-drop template editor, customizing this template is painless. You can easily enhance every page of this document to match your brand identity.
Change is inevitable and businesses aren’t left out. That’s why you need a change management plan to ensure things don’t get out of hand.
Use this template to communicate change, develop an action plan, provide training and support and ensure changes are implemented in a controlled manner.
This change control management plan template explains the process and procedure for switching to hybrid work. It helps you plan ahead, identify risks, manage the strategic planning process and mitigate the impact.
However, you can tweak it to manage any change happening across your organization. Easily navigate the Visme editor with the shortcut tool. All you need to do is press the forward slash (/) on your keyboard and then use the search bar to find any feature.
Our final pick for this category is a merger and acquisition exit plan. With this template, you can develop a business exit strategy. It defines how you’ll merge with another company or sell a controlling interest to another profitable investor.
In addition, this template covers everything you need about the M&A exit strategy, plus the different stages you’ll need to go through to close the deal. The geometric and minimalist design gives the plan a modern look and creates a powerful visual impact.
Develop a comprehensive marketing plan for your business using this template. It strikes an excellent balance between text and visual content, helping your team understand which steps to take and track progress toward your company goals.
This marketing plan starts with a flowchart of how the product works and how it stacks against other competitors. The other pages share relevant information like SWOT analysis, key value proposition and promotional strategies. Visme has an extensive library of flowcharts, diagrams, timelines and other widgets for displaying information in an engaging way.
Launching a new product or service or expanding into new markets? This visually striking go-to-market strategy plan is just what you need to launch your product with confidence and drive sales over the top.
Beyond its vibrant orange theme, the charts, maps and widgets make this IT strategic planning template easy to read and understand. Edit this template to easily establish product market fit, identify the right target market profiles, draft a marketing plan and develop a solid sales and distribution strategy.
Personalize this document for your business using Visme’s brand wizard. Simply enter your web URL and let Visme automatically pull design elements from your website and suggest customizable branded templates.
If you’re looking for an energetic marketing plan for your business, this template is for you. Featuring a rich blend of lively colors, this template streamlines your planning process and paves the way for success. It comes with relevant sections that address every facet of your marketing strategy, from goals and target personas to pricing and promotion.
When fleshing out your plan, you can leverage Visme's AI text generator to create your first draft, proofread your content or adjust your tone.
Want to communicate your marketing strategy to stakeholders, team members or decision-makers? This simple yet modern template provides the perfect structure to help you do that.
With segments dedicated to market research, competitor analysis, SWOT analysis and key performance indicators, this template provides a detailed blueprint for your marketing team.
This flexible marketing strategy template is designed for SaaS-based businesses yet can be tailored to other industries as needed. With Visme’s Presenter Studio, you can record your presentation so your audience can view it at their own pace.
A study by Gallup shows that companies with a highly engaged workforce are 22% more profitable than disengaged ones. Drive effective employee engagement for your business with this customizable template. The summary page captures the employee engagement goals, while the subsequent pages include the engagement score, focus areas and action plans.
What we love about this template is that it uses different shades of red across the entire document. This color combo instantly grabs attention and evokes emotions. If you’re short on time, you don’t need to create your action plan from scratch. Use Visme’s AI document generator to create your strategic plan in seconds.
Just describe in detail the document you want to create and the chatbot will propose styles for you to choose from. Choose the one that matches your needs and watch the tool unleash its magic. You can customize every part of the document using the tools in Visme’s editor.
RELATED: 11 Practical Employee Engagement Strategies to Improve Your Work Culture
Your organization's continued growth and success rely on robust succession planning. With this easy-to-use template, you can map out the development, promotion and transition of leaders within your organization.
Whether you are running a small business, a non-profit or a large corporation, this modern-looking template will help ensure you are prepared for the future. Customize it to suit your specific needs and align your team with your vision.
You can browse our visual assets library to find icons, stock photos, videos and other elements that match your theme. Feel free to change colors, resize them and add texts and shapes to draw attention to important information.
Creating a standard operating procedure is crucial for establishing a consistent and efficient process within your HR department. Not only does it serve as a guide for HR professionals, managers and employees, but it also eliminates confusion, errors and inconsistencies in HR practices.
With this standard operating procedure plan, you can easily streamline your corporate HR activities. This template covers all the essentials—objectives, onboarding, performance evaluations, recruitment, and payments.
If you don’t like the images in this template, you can generate unique visuals with the help of Visme’s AI image generator. You have the luxury of choosing from several output styles—photos, paintings, pencil drawings, 3D graphics, icons, abstract art and more.
Onboarding a new HR hire or providing a roadmap for existing employees? Creating a 30–60–90 day plan facilitates a smooth transition into their role and sets them up for success.
This template lays out a detailed plan structured around key priorities and deliverables. With its visually striking design, vibrant colors and easy-to-edit elements, this template brings clarity to an employee’s early days on the job.
Enhance your reader’s experience with Visme’s interactive and animation features. You can link slides, pages or content blocks to objects or external web pages that reveal more information about each section.
Put together an eye-catching business plan with this creative and customizable template. It features a sleek design, captivating visuals and easy-to-read sections, making it perfect for presenting innovative ideas and plans.
Although it’s designed with creative industries in mind, this business plan template can be adapted to suit any type of project or venture. The attractive visuals spread across the different pages make this business plan stand out from the competition.
Edit this elegant, creative business plan template to captivate your investors and bring your vision to reality.
When designing a website or logo, a design brief is an essential strategic plan document. This logo design brief template wears two hats.
Firstly, this design brief sets the direction for the design work, providing a structured foundation for the designer to follow. Secondly, it acts as a reference point, giving clients an idea of what to expect.
Easily download this design in multiple formats—image (JPG or PNG), PDF with bleed marks for professional printing or PDF without bleed marks for regular printing. You can also share your brief using a link or embed it on a website or blog with a code.
Planning to redesign your logo or revamp your brand image? Use this creative brief template to highlight key changes in your brand assets and target audience information.
The beauty of using this template is that it is 100% customizable. This design can be easily tailored to your style preferences. Make your content stand out by choosing the perfect typeface from Visme’s wide range of modern and classic fonts.
Easily customize this template for multiple design projects or clients using Visme’s Dynamic Fields. It auto-populates custom fields across your projects with a single click.
If you’re looking to capitalize on opportunities beyond their existing product offerings or geographical locations, this document has everything you need to secure stakeholders' buy-in.
This strategic sales plan outlines how your company intends to grow sales and market share by expanding into new product lines or entering new markets. It features gorgeous colors, high-res images, creative icons, eye-catching fonts and a brilliant design layout.
Notice how the target market breakdown by methodologies or industries uses multi-colored charts while the timeline page deploys colored progress bars. Visme offers over 20+ charts, graphs, maps and 30+ widgets for your data visualization needs.
Identifying the right business location and optimizing your sales strategies gives you a competitive edge. With this sales plan, you can maximize the potential of your sales team. It lays a solid foundation for hitting sales targets and growing revenue.
The eye-catching colors, appealing fonts and sophisticated layout make your sales plan stand out. Notice how the template uses multiple charts and widgets to visualize numbers. Use this plan as a framework to identify crucial markets, analyze customer demographics, set performance metrics, allocate sales resources and devise effective sales techniques.
Unlike the previous sales plan, this sales action plan is concise and to the point. This one pager template zooms in on the specific steps and tactics needed to execute your sales strategy.
Use this professional action plan template to turn your plan into actionable steps that helps you surpass your sales target. The bold image doesn't just capture the essence of your brand; it also reinforces your journey. Edit it to fit your brand’s style or keep it as it is—the choice is yours.
Whether you're presenting your sales strategy to internal teams, executives, investors or potential clients, it’s important to put your best foot forward. This template gives you a creative head start, empowering you to present your sales strategy in a compelling way. It is also perfect for showcasing your company’s sales strategy, financial report or budget plan.
The sprinkle of royal blue on a gray-themed background adds a touch of elegance to the design. Notice how the blue color calls attention to key elements like headers, CTAs, charts and widgets.
The multiple features and customization options are what make Visme special. You can add more pages and change the color of fonts, backgrounds, charts and other elements. Choose preset color palettes or set up your own palette and use them in as many designs as you want.
Project action plans are essentially roadmaps for your project. They outline the tasks, timelines, resources and responsibilities needed to achieve project goals and objectives.
With a detailed action plan template, your team can stay on track and within budget. Use this project action plan to build consensus on project objectives, timeframe and how work should be done. It comes ready with all the essential sections, a clean layout, engaging visuals, eye-catching fonts and beautiful colors.
Projects, regardless of size and complexity, require a detailed work plan to succeed. This project work plan template is perfect for describing how work will get done, helping your team stay organized and focused.
The bright and modern color palettes throughout the pages evoke balance and harmony. Each page is adorned with carefully curated images and graphics that illustrate key concepts and contribute to the overall visual allure.
Use this template to provide a visual reference for the objectives, scope, tasks and team members responsible for every aspect of the project. It covers key steps to take over the course of a project, breaking them down into as much detail as possible and assigning individual activities to certain departments or people.
Organize and manage your web development project with this project plan template. This template provides a holistic view of every aspect of your project, including the specifics, wireframe, user story, features, timeline, milestones and budget.
Packed with stunning visuals, elegant fonts and eye-catching color schemes, this project plan template is perfect for any tech product development.
Not sure how to create a wireframe or mockup for your project? Thanks to its drag-and-drop technology, Visme’s wireframe software makes it easy for you to create high and low-fidelity wireframes.
Whether you’re creating a project plan or designing a wireframe, take advantage of Visme’s collaboration tool. Invite your team members to edit, comment or leave feedback on different sections of your plan.
Whether you’re implementing a new workflow or optimizing an existing one, this template can help keep things organized. It highlights the steps involved in implementing the workflow, from the point of integration to training your team to the final migration.
The process diagrams and step-by-step instructions make the workflow easy to understand. You can even create a checklist of processes to ensure nothing slips through the cracks. Or edit the flowchart to map out and streamline your business process.
And don't worry if you're not a design expert. This implementation plan template is simple to edit, with eye-catching visuals, easy-to-read layouts and a plethora of customization options.
You can even make the process design a collaborative effort with the help of Visme’s workflow feature. You can assign an entire project or sections of it and manage progress, deadlines and corrections—all in one place.
Stay on top of your financial goals with this outstanding product sales budget plan template.
This strategic business planning tool covers all essential aspects of sales budgeting, such as revenue targets, cost of goods sold, sales expenses and cost allocation for marketing and promotion initiatives.
The sleek visuals, customizable text and adaptable color options offer a stellar representation of your company's financial objectives. With this template, you can set realistic sales targets, allocate resources efficiently, identify growth opportunities and provide a basis for performance evaluation.
When working on your finances, you don’t need to input data manually. With just a few clicks, you can easily connect your table or charts to live data available on third-party apps like Excel and Google Sheets.
If you’re an entrepreneur or startup founder, this financial planning workbook is a must-have. It addresses the financial aspects of starting a business, enabling you to budget, forecast and make informed decisions. You can even share with investors so they clearly understand your financial position.
This strategic planning framework template has everything you need in a planning workbook—from amazing visual elements, such as colors, icons, images and data widgets, to several empty spaces. The green theme shows your company is still in its growth stage. In addition, the blend of gray, dark and light green adds a professional touch and increases visual interest in your document.
If you’re interested in capturing financial data, Visme has your back. Simply click Data on the left pane of the editor, drag and drop tables, charts and graphs and customize them according to your needs.
A financial budget is a critical component of your company’s strategic planning process. Designed for businesses of all sizes, this financial budget template is a reliable framework for managing your company's finances.
This annual strategic planning template features a sleek and organized layout, customizable tables and clear visualizations, ensuring your financial data stays organized and easily accessible. It breaks down revenues and expenses into categories, offering a clear overview of the company's financial landscape. At a glance, stakeholders can view financial performance and make sound, informed decisions.
If you’ve created your financials with Excel or Google Sheets, you can simply copy and paste the tables into your template. Download and share your financial budget in PDF format for offline viewing.
The HTML download option will preserve the interactivity and animation effects. Or generate a shareable link for your stakeholders to view online and leave feedback.
Investing in your employees' growth and development improves productivity, employee engagement and retention. This employee development plan template provides a structured framework for building a skilled and engaged workforce.
The captivating color scheme, elegant fonts and visuals make the document engaging. Utilize it to identify training needs, set learning objectives and plan appropriate training activities for each employee in your organization.
This document captures employee profiles, including their current roles, target positions and professional goals. Other key sections are skills assessment, training plan and evaluation. If you plan to share this training plan on your LMS, Visme lets you download your projects in LMS-ready formats, including SCORM and xAPI.
Onboarding training is a structured program designed to help new employees integrate into a company smoothly.
With an employee training plan template, you can effectively plan and manage every aspect of the program. It also ensures that new hires understand their roles, feel acclimated to the workplace and can contribute effectively from the start.
The best part about using this template is that it saves time for your HR team. It can be easily customized for different employees, roles or teams. The sleek and intuitive design will enhance the overall onboarding experience, making it more enjoyable and effective for new employees.
Equip employees with in-depth knowledge about products with this vibrant employee training plan. It empowers employees to better engage customers and close more deals.
This training plan provides information about the training objectives, knowing the product, helping customers know the product and when to escalate to management.
The decision table further explains how sales reps should engage the different customer categories and expected outcomes. Turn this table into a decision tree that visualizes your decisions and improves your process using Visme’s tree diagram maker.
After you’ve published your training plan, you can monitor how stakeholders have engaged with it using Visme’s analytics.
Strategic planning puts your company in the driving seat for success. However, this process can become a significantly tough nut to crack without the right strategic planning tools and templates.
This is where Visme comes in handy. In this article, we’ve rounded up 30 strategic planning templates you can use in your business.
From strategic business plans to sales, HR, financial and project plans, each template is crafted to help you chart courses that drive long-term business success. Beyond its professional templates and powerful editing tools, Visme offers AI-powered tools, real-time collaboration, interactive data visualizations, flowcharts, diagrams, analytics and much more.
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