Company Mid-Year Planning Process

CMI’S Process For Strategic Planning

Strategic Planning For Today’s Challenging Business Environment

These worksheets are designed to allow you to complete the past year and open up the possibility of the next year. It directs your attention and thinking to critical areas. It is not a guarantee. However, it is an opportunity to think through and focus your activity. Take as much space as you need. Do not be limited by the space we gave you.

Achievements/successes for the past 6 months

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Disappointments for the past 6 months

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What did we learn as a company in the past 6 months?

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 What critical issues face us over the next 6 months?

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What are we going to start doing?

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What are we going to stop doing?

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What will we keep doing?

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In the next 6 months, what threats face the company and underline the ones that need to be dealt with.

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In the next 6 months, what opportunities face the company and underline the ones that you are acting on.

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What unresolved issues face the company – How will we resolve them?

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What are the company’s clear, measurable objectives for the next 6 months to be accomplished by December 31, 2019?

(No more than 10) 

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 When and how will we monitor our progress on the objectives?

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