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STRAT*PLANSTRATEGIC PLANNING TOOL
FOR PROFESSIONAL ASSOCIATIONS

Turning strategic vision into operational clarity


A Simple Tool for Powerful Strategies

Strat*Plan turns strategic planning into a simple, affordable process. Built in Google Sheets, it empowers Professional Associations to clarify their mission, align initiatives with member and industry needs, foster meaningful engagement, and drive sustainable growth and lasting impact.

Strategic plan image

A proven Strategic Planning roadmap:

• Vision Statement
• Values Statement
• External & Internal Assessments
• SWOT Analysis
• Short Term Mission
• C.G.C.'s & KPIs
• SMART Goals & Steps
• One-Page Strategic Plan

Professional Associations Edition

A tailor-made Strat*Plan edition that empowers Professional Associations to improve internal efficiency, optimize operations, and enhance member satisfaction—enabling stronger engagement, streamlined governance, and sustainable organizational growth.Great plans start with great questions — and the Strat*Plan Professional Associations Edition helps you ask them. Its comprehensive 360° evaluation examines the critical factors necessary to uncover the insights required for effective strategy formulation. For example, the Professional Associations Edition considers the evaluative factors below, each supported by numerous examples that serve as prompts to guide and inspire your thinking.

ValuesExternal AssessmentInternal Appraisal
ExcellenceEconomic ContextBranding
Member RepresentationIndustry TrendsFinancial Health
Professional IntegrityRegulatory EnvironmentMembership Management
Public ResponsibilityStakeholders & PartnersPrograms & Services
And more.And more.And more.

Pay once, plan forever — get Strat*Plan for just $199, no subscription needed!

No Subscriptions!

Have your own Strategic Planning Tool for a simple one-time $199 fee—no ongoing subscriptions.

Flexible Workshops

In-person or virtual? Strat*Plan makes your strategic planning sessions easy either way.

Run in Google Sheets

Powered by Google Sheets, so your team can get started instantly—no convoluted training required.

Valuable Deliverables

Deliverables include a concise One-Page Strategic Plan and trackable online action spreadsheets.

Ease of Use

Lead your own strategic planning sessions—easy to use, no outside consultant needed.

Industry Focused

Available in tailored industry versions so you can build a plan that truly fits your environment.

The Power of Strategic Planning in Times of Change

In today’s rapidly changing professional landscape, associations must adapt to meet the expectations of their members and remain relevant. Strat*Plan provides a structured framework to clarify mission, prioritize initiatives, and allocate resources efficiently. By assessing internal capabilities and external opportunities, it helps associations design actionable strategies that improve member services, engagement, and satisfaction.Fostering collaboration and accountability, Strat*Plan ensures coordinated, results-driven decision-making, enabling professional associations to proactively advance their members’ interests and achieve sustainable organizational growth in turbulent times.Built for forward-thinking leadership teams, it transforms strategic vision into clear, actionable plans using a practical, easy-to-use Google Sheets format—no consultants, no subscriptions, just results.

Get your copy of Strat*Plan today for $199—one-time payment, no recurring charges.

See What Other Industry Versions We Offer

Local GovernmentsLaw FirmsRetailNGOs
Faith-Based EntitiesGeneral ContractorsChambers of CommerceManufacturers