Template: Strategic Plan for Educational Technology and Technical Communication Groups

Instructions: Use this form to organize  initial notes for a strategic plan. When using this in your work, please cite the source.

Time frame covered (such as 1 year):
Where Your Organization Is:
Factors Affecting the Future of Your Organization: (for each, indicate the source of the data and how reliable that data is)

Factor and name Description Source
1.  ___________    
2. ___________    
3. ___________    
Where Your Organization Is Headed:
Observable, Measurable Goals to Achieve in the Long-Term
Long-Term Strategy:
Specific Activities to Achieve the Long-Term Strategy in the Short Term State the time period covered by the short-term.Activity 1:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity 2:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity n:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.
Specific Activities to Achieve the Long-Term Strategy in the Medium Term State the time period covered by the medium term.Activity 1:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity 2:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity n:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity
Specific Activities to Achieve the Long-Term Strategy in the Long Term State the time period covered by the long term.Activity 1:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity 2:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Activity n:

  • Describe the activity.
  • Estimate the human, financial, technical, and other resources needed to successfully complete this activity.
  • Anticipate any issues that might affect the success of this activity.

Anticipate any issues that might affect the success of this activity.

© Copyright 2001-2012. Saul Carliner. All rights reserved.  If sharing or excerpting, should be properly cited.

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About idmodelsandprocesses

Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers. saulcarliner.wordpress.com
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One Response to Template: Strategic Plan for Educational Technology and Technical Communication Groups

  1. Mary Wise says:

    Hi Saul,
    This is terrific. We’ve been told that we have to come up with “transformational” ideas – this template will be quite valuable in helping to turn a transformational idea into a solid, practical, implementable plan.
    Best, Mary

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