Strategy A3 Downloadable Template

If you look at the page links above you will see that a new page that has been added labeled Downloads.

This page will have files you can download to keep and use.  The initial thought is these will mostly be templates that can be used, but I am not limiting it to just templates.

My intent is not for it to be a template just to fill in but a way for people to learn.  I want it to be a tool that can be helpful to understanding lean and facilitate conversations.

Here is the template.  There are three worksheets in the template.

• SWI – Intent of Use – This is meant to explain the best way I have learned to use the strategy A3.  It tries to answer the questions of what is the purpose of the strategy A3 and how to use it.  It also, gives a standard operating procedure to go about using it.
• Strategy A3 – This is the template to start with.  It leads you through several discussions on what is your mission, metrics, targets, current business conditions and actions to take to reach your targets in the upcoming year.
• Goal 1 Tactics – There are 6 of these sheets.  Only use the ones that you need.  It is based off the number of high level goals you have on our Strategy A3.  These sheets help take the initiatives from the Strategy A3 and go another level deeper to develop a tactical plan to complete the initiative and achieve the goal.

Please feel free to download and use it.  Any feedback on the ease and clarity of use would be appreciated.

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