Strategy on a Page: Communicate Your Strategy Effectively
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Strategy on a Page: Communicate Your Strategy Effectively

September 14, 2021
10:57 am

A clear strategy gives an organization shared direction and measurable goals. But a strategy only creates value when people understand it, remember it, and use it to guide their decisions. It is easy to create a lengthy strategic plan, file it away, and gradually lose sight of it. A Strategy on a Page helps prevent that by turning the most important elements of your strategy into a simple, visual summary that can be used throughout the organization.

What is a Strategy on a Page?

A Strategy on a Page—often called a SoaP, one-page strategy, or strategy on one page—is a concise visual summary of an organization’s strategy. It distills the plan into its most essential elements so employees, board members, and other stakeholders can quickly understand where the organization is headed and how it intends to get there.

The goal is not to oversimplify a strategy. It is to bring focus to the priorities, choices, and actions that matter most.

What Does a Strategy on a Page Include?

Each Strategy on a Page will look different, reflecting the organization’s purpose and priorities. Some use a visual theme to make the strategy more memorable. Most include a combination of the following elements:

  • Mission: Why the organization exists.
  • Vision: The future the organization is working to create.
  • Values: The principles and philosophical ideals that drive the organization.
  • Focus Areas: The largest and distinct segments of the strategy.  
  • Objectives: Statements of what the organization must do well to achieve its strategy. 
  • Initiatives or Activities: The actions that move objectives forward.
  • Metrics: Key Performance Indicators (KPIs) used to track progress.

The examples below show how these elements can come together in different ways. Some Strategy on a Page documents are more detailed than others, but each brings the organization’s most important priorities, direction, and measures of success into one clear, accessible view.

Strategy on a Page

As these examples illustrate, the goal is not to fit every detail of a strategic plan onto one page. The goal is to identify the long-term priorities and core activities that people need to understand, remember, and use.

How to Create a Strategy on a Page

Developing a one-page strategy requires discipline. It can be easier to write a 100-page plan than to identify the few ideas that deserve to remain front and center. Use these tips to narrow the focus:

  1. Revisit the strategic plan. Identify the elements that are most essential to communicating your organization’s direction. Mission and vision provide important context for the rest of the strategy.
  2. Align it with your performance-management approach. If your organization uses a balanced scorecard or other strategic-performance framework, ensure the most important elements are reflected on the page.
  3. Select the focus areas that best tell the story. Many organizations use three to six focus areas. These may reflect traditional balanced-scorecard perspectives—such as financial, customer, internal process, and learning and growth—or priorities specific to your organization, such as innovation, environment, or community.
  4. Limit strategic objectives to the vital few. As a rule of thumb, include no more than 15 objectives. Prioritize the outcomes most critical to long-term success, and use clear action-oriented language.
  5. Include only the initiatives that matter most. Not every activity belongs on a SoaP. If you include initiatives, focus on the major efforts that will move strategic objectives forward.
  6. Show transformative initiatives clearly. Major cross-functional efforts may deserve their own space, particularly when they span multiple focus areas or affect the entire organization.
  7. Use concise language. Reduce longer statements to their core meaning. A Strategy on a Page should be easy to scan, discuss, and remember.
  8. Eliminate overlap. If an objective or initiative appears in more than one place, determine where it fits best.
  9. Create a clear, memorable layout. The design should make the strategy easier—not harder—to understand.

Put the Strategy to Work

A Strategy on a Page is not simply a communication piece. It is a practical tool for keeping strategy visible and actionable.

Use it in board meetings, leadership discussions, staff onboarding, presentations, team meetings, and progress reviews. Post it where employees can see it, incorporate it into internal materials, and revisit it regularly as decisions are made.

When the strategy stays visible, it is more likely to shape everyday choices and keep the organization moving toward its long-term goals.

Download Bâton Global’s collection of Strategy on a Page examples for inspiration as you develop a clear, practical one-page strategy for your organization.

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September 14, 2021
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