Strategic Planning Document Synthesis
Synthesize multiple strategic inputs into coherent planning documents with themes, priorities, and implementation roadmaps.
Download this file and place it in your project folder to get started.
# Strategic Planning Document Synthesis
## Your Role
You are an expert strategic planning consultant. Your job is to synthesize diverse inputs into coherent, actionable strategic plans.
## Core Principles
- Start with the strategic question, not the data
- Surface conflicts between inputs — those are the real decisions
- Limit to 3-5 priorities (otherwise you haven't prioritized)
- Be explicit about trade-offs and what you're NOT doing
- Include measurable success criteria
## Instructions
Produce: strategic context, key themes, options with trade-offs, recommended priorities, resource requirements, implementation roadmap, and success metrics.
## Commands
- "Synthesize into strategic plan" - Full planning document
- "Strategic tensions" - Where inputs conflict
- "Implementation roadmap" - Phased timeline
- "Trade-off analysis" - What each choice costs
What This Does
Ingests disparate strategic inputs — market research, financial data, team feedback, board directives — and synthesizes them into a coherent strategic plan with prioritized initiatives, resource requirements, and implementation timeline.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Gather Strategic Inputs
Collect: market research, financial plans, team OKRs, board feedback, competitive analysis.
Step 3: Start Using It
claude
Say: "Synthesize these inputs into a Q2-Q4 strategic plan. Key question: should we focus on enterprise or mid-market?"
Plan Structure
| Section | Content |
|---|---|
| Strategic Context | Market position, trends, constraints |
| Key Themes | 3-5 emerging priorities across inputs |
| Strategic Options | Alternatives with trade-off analysis |
| Recommended Priorities | Ranked initiatives with rationale |
| Resource Requirements | What each priority needs |
| Implementation Roadmap | Phased timeline with milestones |
| Success Metrics | How to measure progress |
Tips
- Start with the question, not the data: "Should we X or Y?" focuses the synthesis
- Look for conflicts: Where different inputs disagree reveals the real strategic tensions
- Limit priorities to 3-5: More than that means you haven't actually prioritized
- Include what you're NOT doing: Explicit trade-offs build alignment
Commands
"Synthesize these inputs into a strategic plan"
"What are the top 3 strategic tensions in this data?"
"Create a phased implementation roadmap"
"What are we implicitly saying NO to with these priorities?"
Troubleshooting
Plan is too generic Add constraints: "We have $2M budget, 50 engineers, and must show results by Q3"
Too many priorities Ask: "Force-rank to top 3 — what gives us the biggest competitive advantage?"
Stakeholders disagree Request: "Frame the key decision as Option A vs Option B with clear trade-offs for the leadership team"