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Strategic Planning Workflow

Annual strategic planning with market analysis, SWOT, goal setting, and initiative prioritization

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: strategic-planning annual-planning swot market-analysis vision

Workflow Diagram​

Steps​

Step 1: Market analysis​

Agent: /analyze

market - Research industry trends, competitive landscape, TAM/SAM

Step 2: Internal assessment​

Agent: strategic

planner - Evaluate current state, capabilities, resources

Step 3: SWOT analysis​

Agent: /conduct

swot - Identify Strengths, Weaknesses, Opportunities, Threats

Step 4: Vision refinement​

Agent: strategic

planner - Align on 3-5 year vision and mission

Step 5: Goal setting​

Agent: strategic

planner - Define strategic objectives and success metrics

Step 6: Initiative prioritization​

Agent: /prioritize

initiatives - Rank initiatives by impact and feasibility

Step 7: Plan documentation​

Agent: strategic

planner - Create strategic plan document and presentations

Usage​

To execute this workflow:

/workflow business/sales/strategic-planning-workflow.workflow

See other workflows in this category for related automation patterns.