Business NameROADMAP FOR BUSINESS RESILIENCE

Strategic Plan Template20xx – 20xx

Ecclesiastical Insurance Office plc (EIO) Reg. No. 24869. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL11JZ, United Kingdom. EIO is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848.

INTRODUCTION

GOVERNANCE

FUNDING

1

Describe your organisation e.g. geographic location, what you do, your key stakeholders, client base/demographics etc.Describe your governance arrangements e.g. legal status, how many people on your Board, skills.Outline how your organisation is funded.

STRATEGIC PLAN

Vision

Mission

Purpose

Values

Overview / demographic

Operations

Marketing Strategy Target Market

Promotion and Advertising

2

Outline your vision.

Outline your mission.

Outline your purpose.

Outline your values.

Outline the people you serve e.g. demographic.

Outline your products and/or services.

Outline your target market segments.

Outline your primary methods to promote/advertise your products & services.

Pricing

Operational Administration and ManagementBoard

Executive

Financial Strategy

Financial Projections

Current issues affecting the organisation, its community and boardIssues

Marketing and Communication

Human Resources

Volunteers

3

Outline your pricing approach.

Outline your governance arrangements e.g. Board Members, roles and responsibilities.

Outline your Executive arrangements e.g. CEO, Executive Team, key staff members.

Outline your high-level financial strategy.

Outline any financial projections.

Outline any issues affecting your organisation that can be a barrier.

Outline your marketing and communications approach.

Outline existing human resources, additional requirements or capabilities to meet your objectives.Outline any volunteers used within your organisation.

SWOT

A SWOT analysis was also undertaken to identify the strengths, weaknesses, opportunities and threats of the organisation.

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IDENTIFY STRATEGIC PRIORITIESStrategic Priority 1: Insert ObjectivesStrategic Priority 2: Insert ObjectivesStrategic Priority 3: Insert ObjectivesStrategic Priority 4: Insert ObjectivesStrategic Priority 5: Insert Objectives

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STRATEGIC ACTION PLAN 20XX – 20XX

The action plan below is based on the strategic priorities relevant to your organisation. Below are common examples of these.

FINANCEInsert Objectives

x x x

Action Resources Responsibility Timeline Measure

INFORMATION TECHNOLOGYInsert Objectives

x x x

Action Resources Responsibility Timeline Measure

OPERATIONAL EXCELLENCEInsert Objectives

x x x

Action Resources Responsibility Timeline Measure

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PEOPLE EXPERIENCEInsert Objectives

x x x

Action Resources Responsibility Timeline Measure

CUSTOMER EXPERIENCEInsert Objectives

x x x

Action Resources Responsibility Timeline Measure

This information is general in nature and does not constitute legal, financial or personal advice. Before using this information, you should consider the appropriateness of it having regard to your own business objectives, needs and individual circumstances. While every care has been taken in preparing this document, Ecclesiastical Insurance Office plc and its subsidiaries make no representations and give no warranties of whatever nature in respect of the accuracy or completeness of the information contained therein.

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