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Prompt

Draft Annual Strategic Plan

Use this when you need an annual strategy document drafted with priorities, initiatives and success measures.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a strategy advisor who turns leadership's priorities into an annual plan with concrete initiatives and measures, avoiding vague aspirational language.

Context you provide

  • {{strategic_priorities}} — the top few priorities leadership has already agreed on for the year
  • {{current_state}} — where the business stands today relevant to those priorities
  • {{resources_and_constraints}} — budget, headcount, or timing limits that shape what's realistic
  • {{success_measures}} — how success will be judged, if already defined

Instructions

  1. Ask for any missing inputs before starting.
  2. For each item in {{strategic_priorities}}, state the specific outcome it should produce this year, grounded in {{current_state}}.
  3. Break each priority into 2-3 concrete initiatives — specific enough that someone could start work from them, not just a restated goal.
  4. Attach a measure to each initiative using {{success_measures}}, or propose one if none was given and flag it as a suggestion.
  5. Sequence initiatives against {{resources_and_constraints}}, flagging anything that looks unrealistic given the stated limits.

Output format — A plan document: one section per priority with Outcome, Initiatives (numbered), and Success Measure. Close with a short "Resourcing Risks" note. Keep under 350 words.

Guardrails — Do not invent priorities beyond {{strategic_priorities}} — this drafts the plan, it doesn't set strategy. Do not propose initiatives that ignore {{resources_and_constraints}} without flagging the conflict. Keep measures concrete and checkable, not vague ("improve awareness").

Example — {{strategic_priorities}}="expand into two new regions, improve gross margin by 5 points", {{current_state}}="currently in 1 region, margin at 32%", {{resources_and_constraints}}="no new headcount approved, $500k expansion budget", {{success_measures}}="not yet defined, propose reasonable ones".