STRATEGIC PLAN FORM

Ministry Lane: Strategic Plan Guide

Follow these four rules to ensure your individual plan is actionable, realistic, and ready for you to execute:

  • 1. Own the Calendar: Only list goals you can 100% complete within this specific reporting period. If your project is long-term, list only the “Phase 1” milestones you will finish now.
  • 2. Use the “How Many” Rule: Skip vague words like “improve” or “grow.” If you can’t count it, it’s not a goal.

    ✘ Bad: “Improve the greeting team.”
    ✔ Good: “Personally recruit and train 5 new greeters by the end of Q2.”
  • 3. Limit to 2 “Big Wins”: Trying to do everything means doing nothing well. Identify the two specific moves that will move the needle most for your ministry lane.
  • 4. Personal Ownership: Since you are the sole driver of these goals, ensure they are objectives you can realistically accomplish. You are the lead on these.
The “Quick Check” Test:
“If I look at this on the final day of the period, will I be able to say a definitive ‘Yes’ or ‘No’ to whether I finished it?”
QUARTERLY STRATEGIC PLAN
Name
Email

Time Frame for submission:

1st Quarter = by December 31
2nd Quarter = by March 31
3rd Quarter = by June 30
4th Quarter = by September 30

OBJECTIVE

Identify one major objective you are targeting for this period.

GOALS

Goal Setting: Please provide two specific, realistic goals with target dates to help measure your progress toward your objective.

ACTION STEPS

Action Steps & Procedures Document the sequential steps required to fulfill your goals. While the number of steps may vary, please identify at least two action steps for each goal below.

Goal 1: Action Step

Goal 2: Action Steps

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