Strategic Planning Document

A Strategic Planning Document is a planning document that formalizes strategic objectives, implementation approaches, and resource allocations for achieving organizational goals or project objectives.

• AKA: Strategic Plan Document, Strategy Document, Strategic Planning Report.
• Context:
  • It can typically define Strategic Objectives with measurable outcomes and success criteria.
  • It can typically establish Strategic Initiatives through implementation roadmaps and milestone plans.
  • It can typically specify Resource Allocation Decisions with budget allocations and staffing plans.
  • It can often incorporate Strategic Planning Frameworks through structured methodologies and assessment tools.
  • It can often include Performance Indicators with baseline metrics and target benchmarks.
  • It can often support Organization-Related Policy through policy alignment and governance structures.
  • It can range from being a High-Level Strategic Planning Document to being a Detailed Strategic Planning Document, depending on its planning granularity.
  • It can integrate with Strategy for strategic direction setting.
  • ...
• Examples:
  • Technology Strategy Documents, such as:
    • AI Strategy White Paper for AI adoption planning.
    • IT Strategy Document for technology infrastructure planning.
  • Project Planning Documents, such as:
    • Project Roadmap for project milestone planning.
    • Implementation Strategy Document for project execution planning.
  • Analysis-Based Strategy Documents, such as:
    • Build vs Buy Analysis Report for technology acquisition decisions.
    • Procurement Evaluation Analysis Report for vendor selection strategy.
  • Application Strategy Documents, such as:
    • Agentic Vibe-X Application strategy for application development planning.
    • Digital Application Strategy for software portfolio planning.
  • Framework-Based Strategy Documents, such as:
    • Documents using Balanced Scorecard Framework for multi-perspective planning.
    • Documents using V2MOM Framework for vision-to-metrics planning.
  • Organizational Strategy Documents, such as:
    • Corporate Strategy Document for enterprise-wide planning.
    • Business Unit Strategy Document for departmental planning.
    • Documents supporting Organization-Related Policy for policy implementation.
  • ...
• Counter-Examples:
  • Operational Procedure Document, which focuses on task execution rather than strategic planning.
  • Project Status Report, which documents current state rather than strategic direction.
  • Meeting Minutes, which records discussions rather than strategic decisions.
• See: Strategy, Organizational Strategy, Project Roadmap, AI Strategy White Paper, Build vs Buy Analysis Report, Procurement Evaluation Analysis Report, Agentic Vibe-X Application, Balanced Scorecard Framework, V2MOM Framework, Organization-Related Policy, Strategic Planning, SWOT Analysis Task.

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