One-Page Strategic Plan Builder
Turn your vision, 3-year targets, annual priorities, and quarterly rocks into a one-page plan, scored for completeness.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- Purpose: why the company exists
- Keep families safe and comfortable at home with service they can trust.
- Vision: where you will be in 10 years
- The most recommended home services brand in our region, operating from 3 locations.
- Who you serve and how you win
- Homeowners in suburban metro areas; same-day service and upfront pricing.
- Revenue this year
- 4,000,000
- Revenue target in 3 years
- 8,000,000
- Profit (EBITDA) target in 3 years
- 1,200,000
- Active customers or accounts in 3 years
- 0
- This year's priorities (3-5)
- [{"priority":"Open second location","metric":"Location live and at $80K/mo by Q4","owner":"COO"},{"priority":"Launch maintenance plan","metric":"1,200 members by Dec","owner":"Sales lead"},{"priority":"Hire GM","metric":"","owner":"CEO"}]
- Quarterly rocks (90-day projects)
- [{"rock":"Sign lease for location 2","owner":"COO","quarter":"Q1","done":true},{"rock":"Design membership tiers and pricing","owner":"Sales lead","quarter":"Q1","done":false},{"rock":"Post GM role and interview 5 finalists","owner":"","quarter":"Q1","done":false},{"rock":"Install CRM with membership tracking","owner":"Ops manager","quarter":"Q2","done":false}]
Example results
Plan completeness: 82/100 (Strong); targets $8M revenue in 3 years (26%/yr), with 3 priorities, 4 rocks, and 2 gaps to close.
- Plan completeness
- 82/100
- Implied annual growth (3-yr CAGR)
- 26%
- Target profit margin in year 3
- 15%
- Annual priorities
- 3
- Quarterly rocks
- 4
- Gaps to close
- 2
What stands out
Missing: Every priority has a measurable target
Add a number to "Hire GM" so you know by December whether it was achieved.
Missing: Every rock has an owner
Assign an owner to "Post GM role and interview 5 finalists"; a rock without an owner rarely gets done.
Your 3-year target implies 26% annual growth
$4M to $8M at a 15% profit margin. Achievable with focused execution on the priorities above.
1 of 4 rocks complete
Healthy teams finish about 80% of rocks each quarter; well below that usually means too many rocks or unclear owners.
Next actions
- Add a number to "Hire GM" so you know by December whether it was achieved.
- Assign an owner to "Post GM role and interview 5 finalists"; a rock without an owner rarely gets done.
- Review rocks every week in a 15-minute check-in and re-set them at a half-day planning session each quarter.
Model assumptions & limitations
- Completeness score weights 12 checks (priorities and rocks weigh slightly more than vision statements); it measures structure, not strategy quality.
- Rule of thumb: 3-5 annual priorities and no more than 3 rocks per person per quarter.
- A target is treated as measurable if it contains a number, %, or $.
- Q1 is treated as the current quarter.