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🤔 Strategy Templates

Business strategy templates for client proposals, KPI trackers, project kickoffs, SWOT analysis, and more to keep your business on track towards your goals.


Looking to get organized to come up with a solid business strategy? Do you need some guidance on how to best plan and prepare for success? With the right tools and templates, you can effectively plan and strategize for your business.

Use our free business strategy templates to build client proposals, KPI trackers, SWOT analysis, and more to keep your business aligned with your goals.

How to Come Up With a Good Business Strategy?

Are you trying to come up with a good business strategy? Not sure where to start? Follow these steps for success:

  • Set specific and measurable goals: Identify your business’s aspirations and values, and then set goals that are tangible and achievable. For example, you might aim to sell a certain number of products within a set time frame.
  • Determine your unique advantage: What sets your business apart from the competition? What skills or resources do you have that are unique to your company?
  • Identify your target market: Who are you trying to reach, and how can you best reach them? Consider the interests of your target audience and the most effective ways to communicate with them.
  • Create a plan: Based on your goals, unique advantage, and target market, develop a plan that includes specific tasks you can do to measure success and a timeline for completing them. Don’t forget to include both long-term and short-term objectives.
  • Check-in and adjust as needed: Regularly check in on your progress and adjust your tactics as needed to ensure that you are on track to achieve your goals.

To help you stay organized and on track, our free business strategy templates can be a helpful tool. With these steps, you’ll be well on your way to creating a solid business strategy.

What Can I Use Taskade’s Strategy Templates For?

Save time and stay organized with our free business strategy templates! They’ll not only help you set goals, but also track and analyze your progress as you work towards them. 

Productivity is all about using your time efficiently, and our templates make it easy to plan and adjust your tasks and objectives as needed. 

Our templates are also designed for collaboration. Collaborate and get work done together with Taskade!

What Are Some Popular Strategy Templates That Taskade Have?

Ready to hit the ground running, develop your business strategy, and share it with your team? Here are some templates that have been a big help to other teams like yours:

  • SWOT Analysis Template – A SWOT analysis will help you assess your business’ strengths and weaknesses and will help you determine the best tactics for growth and success.
  • SMART Goals Worksheet Template – Our SMART Goals Worksheet Template helps you and your team work smarter to achieve your goals with comprehensive objectives.
  • Speed vs Quality Confidence Model Template – When your team is asking whether you want to focus on quality or quantity, this template helps you determine and track the trade-off between prompt work or excellent execution.
  • Iceberg Model Checklist Template – If your business has hit a roadblock, the Iceberg Model helps you not only find the root of the problem but also the factors and nuances underneath it.

Why Should I Use a Template When Strategizing for My Business?

Regardless of where you are in your business journey, these free business strategy templates can assist you in setting goals, creating a plan of action, and identifying potential challenges or obstacles. 

Use these free and fully customizable strategy templates to help you strategize and set the right trajectory for your business.

How To Use This Strategy Template in Taskade

  1. Click “Use Template” to create a project in your workspace or folder.
  2. Click “Save Template” to create a copy of the template for you and your team.
  3. Customize your project, make it your own, and get work done!
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Do you have a template that you’d like to share with the community? Or is there a specific one that you'd like to see in our gallery? We want to hear from you!