Strategic Planning
82 ready-to-use processes in Strategic Planning. Preview each one, then use it in Nova.
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- Landing page strategySession process
Turn your landing page traffic into customers.
- Multichannel content strategySession process
Discuss, define and approve your multichannel content strategy - on weekly basis.
- NHF DiscussionSession process
Discuss potential issues before a project ( Non-Negotiables , Hopes, and Fears)
- TimelineSession process
Establish a timeline and outline the primary activities required to ensure your success.
- Weekly SocialsSession process
Discuss and approve your social media posts. List format.
- MEDDICC Sales ProspectsSession process
Simple sales qualification process to help find better-quality prospects...
- 90-Day Plan (Quarterly Rocks)Session process
The few priorities that matter this quarter, who owns them, and how you'll execute.
- The OKR (Game)Session process
One critical number, a theme, a reward, and a 12-week scoreboard that makes winning the quarter fun.
- Checklist & Change LogSession process
Expected actions required to achieve the objective and a "Change Log"
- Action Plan + Change LogSession process
Define your action plan, add key links and record any changes, delays, or improvements
- Business GoalsSession process
Define your long-term business goals and the deliverables...achieve within the next 90 days...
- CAR/CER templateSession process
Guide the submission and executive approval of capital expenditure requests, ensuring all critical financial and strategic details are documented for a clear decision.
- Client Discovery QuestionnaireSession process
Gather essential insights to understand your client's business, goals, and needs for effective partnership.
- Content proposalSession process
Share this content marketing proposal, inform everyone involved, and get it approved
- Habit trackerSession process
Monitor and record whether you performed a desired behavior (a habit) on a specific day
- OKRs WorkshopSession process
Workshop to discuss objectives in dynamic brainstorming session using sticky notes.
- So What?Session process
Share updates and information efficiently and discuss next steps, and priorities.
- Social Media FunnelSession process
Plan your monthly social media content using a strategic funnel approach to build community, establish authority, and drive sales.
- Swiss Cheese ModelSession process
Used widely for safety and risk management
- 3 horizons modelSession process
This model helps you organize your priorities into three time-based horizons
- Animal Risk MatrixSession process
This is a creative and visual framework that categorizes risks using animal metaphors.
- Monthly CalendarSession process
Editable monthly calendar. Seven day columns (Monday → Sunday)
- Perception of ValueSession process
Define your sales strategy, by managing the perceived value of the product
- POR Initiative CanvasSession process
Define and plan your product initiative or epics. Define the problem, the objective and the...
- POWER CanvasSession process
Evaluate, and refine your overall strategy: service offerings, pricing strategies, and financial...
- Product-to-Marketing Handoff FormSession process
Collect essential product and design insights to inform and accelerate our go-to-market strategy development.
- ScriptwritingSession process
Write a script for a video, podcast, workshop, or even a sales pitch, start with a strong hook
- Visual MilestonesSession process
Divided into smaller steps or milestones that provide greater visibility...
- What, Why, ... How?Session process
Answer "what, why, when, where, who, and how" questions to ensures clarity, alignment to any plan
- 8 Product PhasesSession process
Define the overall product strategy if you are launching a new product or feature.
- Action PlanSession process
Develop your action plan
- Action Plan BoardSession process
Discuss and develop your action plan following our board template.
- Business prioritizationSession process
Discuss strategies, product, ideas and services and measure their relevance to the client following
- Creative BriefSession process
Define all the aspects of a creative piece of work and invite your creative team to submit their ideas.
- Daily Stand-upSession process
To optimize your daily team's performance and collaboration by synchronizing activities and creating a plan for the next 24h.
- Define successSession process
To define your goals and to define what success should look like.
Browse by category
Use cases
Workshops & Events
Top 3 · Top 3 (Whiteboard) · 90-Day Plan (Quarterly Rocks)
Product Management
NHF Discussion · Stakeholder requirements · Timeline
Design
Research Plan Canvas · Stakeholder requirements · Top 3
R&D & Innovation
NHF Discussion · Research Plan Canvas · Stakeholder requirements
Marketing & Advertising
Landing page strategy · Multichannel content strategy · Weekly Socials
Business Strategy
NHF Discussion · Strategy Clarity · Winning pitch
Six sigma
Timeline · 5Why's · Advantages vs Disadvantages
Startups
NHF Discussion · Strategy Clarity · Timeline
UX/UI Design
Research Plan Canvas · Stakeholder requirements · Pre-interview research (OUSS)
Agile workflows
Research Plan Canvas · Decision Log · Meeting Notes
HR & Training
Incident Report · KEAP Interview Process · RPO Employees' Self-evaluation
Market Research phase
Define Your User
Value Proposition Canvas · Client Discovery Questionnaire · Pre-interview research (OUSS)
Analyze Problems
Research Plan Canvas · Stakeholder requirements · POR Initiative Canvas
Understand User Psychology
Value Proposition Canvas · 4Cs of Marketing · Client Discovery Questionnaire
Get Feedback & Opinions
Stakeholder requirements · 4Cs of Marketing · Pre-interview research (OUSS)
Define Your Market Environment
PESTEL · SWOT Matrix Analysis · Competitive Analysis
Generate Ideas phase
Evaluation phase
Test Ideas
NHF Discussion · PI Meeting · AARRR framework
Risk Analysis
NHF Discussion · Stakeholder requirements · CRC Feedback
Discussion Tools
NHF Discussion · Stakeholder requirements · Top 3
Process Evaluation
NHF Discussion · CRC Feedback · Growth Funnel Discussion
Project Planning phase
Business Strategy
Strategy Clarity · Weekly Socials · MEDDICC Sales Prospects
Prioritization
Priorities & Deliverables · Check-In Meeting · Action Plan + Change Log
Business & Brand Culture
Multichannel content strategy · Habit tracker · Perception of Value
Business Canvas
Business Model Canvas · PESTEL · SWOT Matrix Analysis
Strategic Planning
Landing page strategy · Multichannel content strategy · NHF Discussion
Team Management phase
Meetings & Workshops
KEAP Interview Process · NHF Discussion · Strategy Clarity
Async Sessions
NHF Discussion · Top 3 · Wish, Wonder, Need
Approvals & Feedback
Top 3 · Meeting Notes · CRC Feedback
1:1s & Coaching
Incident Report · 1-on-1 Basic Check-in · 1-on-1 meeting notes
Check-in & Team Retros
Department Scorecard · Priorities & Deliverables · Check-In Meeting
Surveys
Safe Space Survey · Team Dynamics Survey · Team Needs Check-in Survey
Culture & Growth
Incident Report · RPO Employees' Self-evaluation · Greiner's Growth Model
Develop Existing Products phase
Market Opportunities
Strategy Clarity · Wish, Wonder, Need · PESTEL
Product Redesign and Development
Timeline · 3 horizons model · POWER Canvas
Re-evaluate Customer Needs
Wish, Wonder, Need · 5 Human factors · Card Sort
Future Scoping
Timeline · Wish, Wonder, Need · 3 horizons model