Strategic Planning Ebook

Excel Spreadsheets

Make strategic planning results it is the process of analyzing, discussing the reality of a company and evaluating opportunities based on its current situation. It can also be said that strategic planning provides the opportunity to discuss, review and develop the organization's objectives, goals and indicators.

Although there is no rule that defines the ideal format for how to do strategic planning, some steps are necessary and are always present regardless of the methodology you adopt. That is why in this quick guide we will focus much more on explaining and exemplifying the 3 steps that we consider most important, than on talking about a ready formula that should work in any case (even because it does not exist).

The Essence of Strategic Planning

Click on the image below to download the Strategic Planning Quick Guide:


Get to know the 4 essential steps for any Strategic Planning!

I know there are a lot of people who say they understand everything from Strategic planning, that it has to be like this or roasted. I do not believe much in those who think they are very smart, because the biggest problem with these totally pre-defined approaches is that each company faces a different reality and always adopting the same process is not practical and it will not always work.

That is why we have adopted general steps in LUZ 4. Inside the ebook you will see all the content of these 4 steps:

  1. Positioning and Purpose
  2. Establishment of Goals and Indicators
  3. Presentation to the Team
  4. Execution and Control

This path will help you guide your strategic planning resultsregardless of the choices you make. We also approach complementary methods to the EP such as Porter Forces, of Borges, SWOT e Matrix BCG.

See some pages of the Ebook

1 - Application example of SWOT Analysis, one of the complementary methods to the strategic planning that we approach in the Ebook

Screenshot 2014 12-to-09 17.10.47

2 - Example of target tracking of the Strategic Planning Worksheet and explanation of SMART goals

Screenshot 2014 12-to-09 17.19.20

How about downloading now, for free ?!


If you can, leave a comment with your Ebook print. It could be a compliment, criticism, suggestion or request!

See also our Strategic Planning Worksheet!

Strategic Planning Worksheet

Excel Spreadsheets


  1. Thanks for sharing, I read the article it seems to me very good and the download of the book… the video I understand, put in the Portuguese language. Gracias, saludos from Mexico!


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