FREE 36+ Strategy Checklist Samples in MS Word | Google Docs | Apple Pages | PDF

In today’s dynamic and complex business environment, devising effective strategies is crucial for organizations seeking to achieve their goals and maintain a competitive edge. However, the process of crafting a strategy requires a systematic and comprehensive approach to ensure its viability and success. This is where the strategy checklist comes into play—a powerful tool that assists businesses in formulating, implementing, and evaluating strategies. A strategy checklist provides a structured framework that guides decision-making throughout the strategic planning process. It ensures that all critical elements are considered, reducing the risk of overlooking essential factors and promoting a well-rounded strategy.

FREE 36+ Strategy Checklist Samples

1. Sample Restaurant Service Strategy Checklist Template

2. Sample New Strategy Checklist Template

3. Sample Strategy and Tactics Checklist Template

4. Sample Strategy Selection Checklist Template

5. Sample Strategy Checklist Basic Template

6. Sample Reading Strategy Checklist Template

7. Sample Strategy Implementation Checklist Template

8. Sample Exit Strategy Checklist Template

9. Sample Strategy Design Checklist Template

10. Sample Intervention Intensification Strategy Checklist Template

11. Sample Marketing Strategy Checklist Template

12. Sample Sales Strategy Checklist Template

13. Sample Strategy Checklist Formal Template

14. Sample Release Strategy Checklist Template

15. Sample Mitigation Strategy Checklist Template

16. Sample Strategy Checklist Blank Template

17. Sample Data Strategy Checklist Template

18. Sample Communities Strategy Checklist Template

19. Sample Prospect Strategy Checklist Template

20. Sample Nonstructural Strategy Checklist Template

21. Sample Social Media Strategy Checklist Template

22. Sample Test Strategy Checklist Template

23. Sample General Contractor Strategy Checklist Template

24. Sample Strategy Self-Assessment Checklist Template

25. Sample Procurement Strategy Checklist Template

26. Sample Job Strategy Checklist Template

27. Sample Strategy Checklist for Medical Practice Template

28. Sample Assessment Strategy Checklist Template

 

29. Sample Strategy Discussion Checklist Template

 

30. Sample Content Strategy Audit Checklist Template

31. Sample Keyword Strategy Checklist Template

32. Sample Municipal Development Strategy Checklist Template

33. Sample Strategy Checklist Standard Template

34. Sample Child and Youth Strategy Collaboration Checklist Template

35. Sample Food Facility COVID-19 Strategy Checklist Template

36. Sample Strategy Planning Checklist Template

37. Sample Communication Strategy Checklist Template

What is Strategy Checklist?

A strategy checklist is a systematic and organized tool or framework used in strategic planning and management to ensure that all essential elements, considerations, and steps are taken into account during the development, execution, and evaluation of a business strategy. It serves as a guide to help individuals and teams navigate the complexities of strategic decision-making, while also promoting consistency, alignment, and effective implementation of the chosen strategy.

How To Make Strategy Checklist?

Creating an effective strategy checklist involves a thoughtful and systematic approach. Here’s a step-by-step guide to help you develop a comprehensive strategy checklist for your business or project:

Step 1- Define the Purpose and Scope

Clearly outline the purpose of the strategy checklist. What type of strategy (e.g., marketing, growth, innovation) are you developing the checklist for? Specify the scope of the checklist. Will it cover the entire strategy process or focus on specific phases (e.g., planning, execution, evaluation).

Step 2- Identify Key Components

Determine the essential components or stages of the strategy process. Common components may include goal setting, situational analysis, resource allocation, action planning, risk assessment, and monitoring.

Step 3- List Sub-Tasks and Considerations

Break down each key component into sub-tasks, steps, or considerations. For example, under “Situational Analysis,” you might list items like SWOT analysis, competitor analysis, and market trends.

Step 4- Prioritize and Organize

Arrange the sub-tasks or considerations in a logical order. Prioritize them based on their importance and sequence within the strategy process. Write a brief description or guidance for each sub-task. Explain what needs to be done, why it’s important, and how to approach it effectively.

 

In a rapidly changing business landscape, the formulation and execution of effective strategies are essential for organizational success. The strategy checklist serves as an indispensable tool that ensures all vital elements are considered, guiding the strategic management process from inception to evaluation.