Strategy Workbook, Step by Step for 2027

Fifteen printable one-page templates for the classic tools of strategy: analysing your position, choosing a direction and keeping the strategy on track through the year.

Who it's for

Owners, directors and senior teams who run an annual strategy cycle, and managers who want to use a single strategy tool well. Each template comes with a short guide and a completed example, so you can use any of them on its own.

What you'll learn

• Define your mission and your business by who you serve, the needs you meet and how you meet them
• Scan the environment with a PESTLE analysis and judge your industry with Michael Porter’s Five Forces
• Map strategic groups of competitors and break your organisation into Porter’s value chain to see where cost and value arise
• Test your resources with Jay Barney’s VRIO questions, then bring the findings together in a SWOT and Heinz Weihrich’s TOWS matrix
• Lay out growth options with Igor Ansoff’s matrix and place your units on the Boston Consulting Group’s growth-share matrix
• Choose how to compete with Porter’s generic strategies of cost leadership, differentiation or focus
• Plan a strategy away-day, then turn its decisions into a roadmap, a strategy on a page and a quarterly review

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK organisations: a chain of garden centres and an online technical training company
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Mission and Business Definition Sheet
2. PESTLE Analysis
3. Porter’s Five Forces Assessment
4. Strategic Group Map
5. Value Chain Analysis
6. VRIO Resource Assessment
7. SWOT Analysis
8. TOWS Strategy Matrix
9. Ansoff Growth Options
10. BCG Growth-Share Portfolio
11. Generic Strategy Choice
12. Strategy Away-Day Planner
13. Strategic Initiatives Roadmap
14. Strategy on a Page
15. Quarterly Strategy Review

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).