Strategic planning is often misunderstood, with many organizations viewing it as a procedural obligation rather than a tool for actionable insights and execution. This is also why up to 90% of strategic plans never fully launch.
However, companies that approach strategic planning with the right mindset are much more likely to succeed — reports show that 70% of teams that use a formal process to manage strategy outperform competitors.
The process we are talking about begins with a strategic planning questionnaire. In this post, we’ll show you how to create one using a list of carefully tailored questions.
Let’s take a look!
Save time and use our free questionnaire template
Content Snare is a simple tool that helps you collect information, content, and files from clients on time. Use our strategic planning questionnaire as-is, or customize it as you see fit.
30 questions to include in your strategic planning survey
Strategic planning is a broad concept, so it’s best to divide your form into different sections. We prepared a list of questions for each of these areas of the planning process.
Mission and vision
1. What do you believe is the core purpose of our organization?
2. How do you envision the future of our organization in the next 5 to 10 years?
3. What values should guide our organization’s decisions and actions?
4. How would you describe the impact we aim to make on our community or industry?
SWOT analysis
5. What are the primary strengths of our organization?
6. How do these strengths differentiate the company from competitors?
7. What weaknesses do you perceive in our current operations or resources?
8. What opportunities exist in the external environment that we should leverage?
9. What threats or challenges do you foresee that could impede our success or growth?
Stakeholder analysis
10. Who are the key stakeholders of our organization?
Please specify their roles and interests.
11. What strategies do you suggest for effectively engaging with our stakeholders?
12. Are there any emerging stakeholders or shifts in stakeholder dynamics that we should be aware of?
Market analysis
13. What industry or market trends do you observe that may impact our organization?
14. Who are our main competitors?
Please provide their names, strengths, and weaknesses.
15. Are there any emerging technologies or innovations that could disrupt our industry?
16. How do you perceive the demand for our products/services evolving in the coming years?
Goal setting and monitoring
17. What specific objectives do you believe our organization should prioritize in the next year?
18. What measurable outcomes or KPIs should we use to track progress towards our goals?
19. Are there any constraints or limitations that may impact our ability to achieve objectives?
20. Who will be in charge of collecting and analyzing data for evaluation purposes?
21. How will we communicate and use the results of our monitoring and evaluation efforts?
22. How frequently should we review and update our strategic plan?
Resource assessment
23. How effectively are our financial resources allocated to support our strategic priorities?
24. What are the current strengths and limitations of our human resources?
Think about details such as skills, expertise, and capacity.
25. Are there any gaps in our technological infrastructure that need to be addressed?
26. Do you see opportunities for leveraging partnerships to access additional resources?
Risk management
27. Do you see any internal risks or vulnerabilities that could hinder the company’s ability to achieve strategic objectives?
If yes, please provide details.
28. How do external factors pose risks to our organization?
Think about factors such as regulatory changes, economic conditions, and similar.
29. What contingency plans or mitigation strategies should we have in place to address identified risks?
30. How can the company foster a culture of risk awareness and proactive risk management?
What’s the best tool for making a questionnaire?
Capturing business-related data with paper forms or email isn’t a good idea as you’ll get lost in messy communications and miss critical information. The only way to do it right is to use a professional online form builder.
Content Snare is your best option because it offers a whole range of superior features and a free strategic planning survey template with all the questions listed above. Our tool helps you collect accurate information without wasting time on back-and-forth communication.
This is possible thanks to:
- Instructions for every field that requires an explanation
- Automated reminders that gently nudge respondents to fill out the form
- A user-friendly system of approvals and rejections
- Integrations with your existing tools
To make things even better, Content Snare adds several security layers to protect your data and your strategic planning process.
Start your 14-day free trial right now to access our strategic planning survey template.