# One-Page Strategic Plan (OPSP)
**Organization:** [Name]
**Date:** [Date]
**Plan Period:** [Year or Quarter]

---

## Vision & Identity

### Core Values / Beliefs (Should/Shouldn't)
1. [Value 1]
2. [Value 2]
3. [Value 3]
4. [Value 4]
5. [Value 5]

### Purpose (Why We Exist)
[Purpose statement — the company's reason for being beyond profit]

### BHAG (Big Hairy Audacious Goal — 10-25 Years)
[Measurable, inspiring long-term goal]

---

## Strategic Targets (3-5 Years)

| Metric | Target |
|--------|--------|
| Future Date | [Date] |
| Revenue | [Amount] |
| Profit | [Amount] |
| Market Cap / Cash | [Amount] |

### Sandbox (Where We Play)
[Target market, geography, customer segment, size range]

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## Annual Goals (1 Year)

| Metric | Target |
|--------|--------|
| Year Ending | [Date] |
| Revenue | [Amount] |
| Profit | [Amount] |
| Gross Margin | [Amount] |
| Cash | [Amount] |
| A/R Days | [Number] |
| Inventory Days | [Number] |
| Revenue/Employee | [Amount] |

---

## People — Reputation Drivers

### Employees
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

### Customers
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

### Shareholders
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

---

## Strategic Moves

### Key Thrusts / Capabilities (3-5 Year Bets)
1. [Thrust 1]
2. [Thrust 2]
3. [Thrust 3]
4. [Thrust 4]
5. [Thrust 5]

### Key Initiatives (This Year)
1. [Initiative 1] → *Supports Thrust #[N]: [thrust name]*
2. [Initiative 2] → *Supports Thrust #[N]: [thrust name]*
3. [Initiative 3] → *Supports Thrust #[N]: [thrust name]*
4. [Initiative 4] → *Supports Thrust #[N]: [thrust name]*
5. [Initiative 5] → *Supports Thrust #[N]: [thrust name]*

### Actions to Reinforce Values, Purpose, BHAG
1. [Action 1]
2. [Action 2]
3. [Action 3]
4. [Action 4]
5. [Action 5]

---

## Financial & Brand

### Profit per X
[Economic denominator and targets by year]

### Brand Promises
[What the brand promises and how delivery is measured]

### Brand Promise KPIs
[Specific measurable KPIs for brand promise delivery]

---

## Critical Numbers

### People or Balance Sheet
- Green: [threshold]
- Yellow: [threshold]
- Red: [threshold]

### Process or Profit & Loss
- Green: [threshold]
- Yellow: [threshold]
- Red: [threshold]

---

## Strengths & Weaknesses

### Strengths / Core Competencies
1. [Strength 1]
2. [Strength 2]
3. [Strength 3]

### Weaknesses
1. [Weakness 1]
2. [Weakness 2]
3. [Weakness 3]

---

## Process — Productivity Drivers

### Make/Buy
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

### Sell
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

### Recordkeeping
1. [KPI 1] — Target: [value]
2. [KPI 2] — Target: [value]
3. [KPI 3] — Target: [value]

---

## Quarterly Execution

### Quarter: [Q# Year]

| Metric | Target |
|--------|--------|
| Quarter Ending | [Date] |
| Revenue | [Amount] |
| Profit | [Amount] |
| Gross Margin | [Amount] |
| Cash | [Amount] |
| A/R Days | [Number] |
| Inventory Days | [Number] |
| Revenue/Employee | [Amount] |

### Theme
**Name:** [Theme name]
**Deadline:** [Date]
**Measurable Target:** [What we're racing toward]
**Scoreboard:** [How progress is visible]

### Celebration & Reward
**Celebration:** [What we do when we hit it]
**Reward:** [Tangible reward for the team]

### Rocks (Quarterly Priorities)
| # | Rock | Owner | Due | Supports |
|---|------|-------|-----|----------|
| 1 | [Rock 1] | [Owner] | [Date] | Initiative #[N] → Thrust #[N] |
| 2 | [Rock 2] | [Owner] | [Date] | Initiative #[N] → Thrust #[N] |
| 3 | [Rock 3] | [Owner] | [Date] | Initiative #[N] → Thrust #[N] |
| 4 | [Rock 4] | [Owner] | [Date] | Initiative #[N] → Thrust #[N] |
| 5 | [Rock 5] | [Owner] | [Date] | Initiative #[N] → Thrust #[N] |

### Rock Dependencies (Critical Path)
| Rock | Depends On | Blocks | Critical Path? |
|------|-----------|--------|---------------|
| Rock 1 | — | [What it unblocks] | [Yes/No] |
| Rock 2 | [What it needs first] | [What it unblocks] | [Yes/No] |

**Critical path:** [Rock X] → [Rock Y] → [Rock Z]
**Eat the frog:** [Hardest item on the critical path — do this first every day]

### Individual Accountability — KPIs
*Each KPI should be something the individual can directly influence. Targets should be achievable ~50% of the time.*
| # | KPI | Goal | Causal Chain |
|---|-----|------|-------------|
| 1 | [KPI 1] | [Target] | [What they do] → [What it drives] → [Company metric] |
| 2 | [KPI 2] | [Target] | [What they do] → [What it drives] → [Company metric] |
| 3 | [KPI 3] | [Target] | [What they do] → [What it drives] → [Company metric] |

### Personal Quarterly Priorities
| # | Priority | Due |
|---|----------|-----|
| 1 | [Priority 1] | [Date] |
| 2 | [Priority 2] | [Date] |
| 3 | [Priority 3] | [Date] |
| 4 | [Priority 4] | [Date] |
| 5 | [Priority 5] | [Date] |

### Critical Numbers (Quarterly)

**People or Balance Sheet**
- Green: [threshold]
- Yellow: [threshold]
- Red: [threshold]

**Process or Profit & Loss**
- Green: [threshold]
- Yellow: [threshold]
- Red: [threshold]

---

## Trends
1. [Trend 1]
2. [Trend 2]
3. [Trend 3]
4. [Trend 4]
5. [Trend 5]
6. [Trend 6]

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## Eisenhower Matrix — Current Priorities

### Q1: DO (Urgent + Important)
*These are active rocks and critical-path items. Work on these first.*
- [Item] — Owner: [name], Due: [date]

### Q2: SCHEDULE (Important, Not Urgent)
*Strategic work that moves the needle. Protect time for these.*
- [Item] — Target: [timeframe]

### Q3: DELEGATE (Urgent, Not Important)
*Noisy but not strategic. Hand off or systematize.*
- [Item] — Delegate to: [person/system]

### Q4: ELIMINATE (Not Urgent, Not Important)
*Say no to these. They don't serve the strategy.*
- [Item] — Why: [brief reason]

*Last triaged: [date]*

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## Risk Register (from Pre-Mortem)
*Last reviewed: [date]*

### High Priority Risks
| Risk | Likelihood | Impact | Mitigation | Early Warning | Owner |
|------|-----------|--------|-----------|--------------|-------|
| [Risk 1] | [H/M/L] | [H/M/L] | [What we'll do] | [Signal to watch] | [Who] |
| [Risk 2] | [H/M/L] | [H/M/L] | [What we'll do] | [Signal to watch] | [Who] |

### Daily Frog Protocol
*The overlap of your critical path and highest risks = your daily frog.*
Current frogs (do these first every day):
1. [Frog 1 — why it's hard, why it matters]
2. [Frog 2 — why it's hard, why it matters]

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## Benchmarking: [Company] vs. [Industry] Norms

| Metric | Your Target | Industry Median | Top Quartile | Assessment |
|--------|------------|----------------|-------------|-----------|
| [Metric 1] | [value] | [value] | [value] | [On track / Ambitious / Conservative] |
| [Metric 2] | [value] | [value] | [value] | [On track / Ambitious / Conservative] |

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## Quarterly Review Template
*Use this at the end of each quarter before updating the OPSP*

### Scorecard
| Rock | Status (Done / Partial / Not Done) | Notes |
|------|------------------------------------|-------|
| [Rock 1] | | |

### KPI Review
| KPI | Target | Actual | Green/Yellow/Red |
|-----|--------|--------|-----------------|
| [KPI 1] | | | |

### What Worked
-

### What Didn't
-

### Lessons for Next Quarter
-

### Pre-Mortem Check
- Which risks from last quarter actually materialized?
- What new risks do we see?

### Proposed Rocks for Next Quarter
-

---

*Plan generated on [date]. Review and refresh quarterly.*
*Next quarterly review: [date — 1-2 weeks before quarter end]*
*Framework: Scaling Up / Gazelles One-Page Strategic Plan (OPSP)*
