Your company likely has a few documents that cover what your business is and what you're working toward. One of the most helpful things you can do for your team is summarize this information into concise, bite-sized statements. 

That's what you'll do in the first two sections of this free template. Fill in who you are and why you exist so that everybody is on the same page about these core elements.

The top of the template is called ‘the destination’ for a reason—it's all about setting your medium- and long-term goals. 

Use the rest of the table to establish where your company will be in the next ten years. Are you aiming to achieve a certain amount of profit? A specific team size? A position as an industry leader? Note those goals here. 

There's also space to map out your market approach, including information about your targets, your value proposition, and the process you use to deliver that value to your customers.

Long-term strategies can make you feel like you have too much to do. The mid-term view is where you can identify what you'll work toward within the next two to four years. These mid-term tasks should support the larger goals and make achieving them more attainable. 

This section also includes space to set a date and note your target market, revenue and profit, metrics you'll monitor, and a clear definition of success.

The path is where you'll lock in your marketing strategy, goals for the year, the quarter, and even issues to discuss this week. You'll also record your revenue, profit, losses, and key reporting metrics for your annual and quarterly goals. 

Unlike your long-term strategies, plan to create this page every quarter so that you successfully track progress and keep things current.