Strategic planning framework

The 6Ws Business Strategy Worksheet

Map your entire business strategy on one page using the WHY → WHERE → WHAT → WHO → HOW → WHEN framework. The same methodology used by Fortune 500 companies.

500+

Companies using it

Strategic dimensions

2 hrs

Time to complete

F500

Methodology origin

Used by Fortune 500 clients

Board-presentation ready

Download Free Worksheet

PDF + Editable Template • Instant download

What's Inside the Worksheet

Six strategic dimensions that capture your entire business strategy on a single page

WHY (Purpose)

Define your core purpose beyond profit
Articulate your mission in one sentence
Identify the change you want to create
Align leadership around a shared cause

WHERE (3-Year Destination)

Set your 3-year revenue and impact targets
Define what success looks like quantitatively
Map the market position you want to own
Establish measurable milestones along the way

WHAT (Value Proposition)

Clarify what you offer vs. competitors
Define your unique differentiator
Map your product/service portfolio
Identify what to start, stop, and keep doing

WHO (Ideal Clients)

Profile your ideal customer segments
Identify who you should stop serving
Map decision-makers and influencers
Define your client acquisition strategy

HOW (Delivery Method)

Design your operational delivery model
Map core processes and workflows
Identify key partnerships and resources
Define quality standards and KPIs

WHEN (Timeline)

Set quarterly execution milestones
Define 90-day sprint priorities
Create accountability checkpoints
Build review and adjustment cadence

Why This Matters Now

Most companies operate with a strategy that lives in the CEO's head. Team members execute without context, departments optimize in silos, and quarterly planning becomes a reactive exercise instead of a strategic one.

The 6Ws advantage

• Alignment: Every team member understands the full strategic picture
• Clarity: Decisions are made faster because priorities are explicit
• Accountability: Each dimension has clear owners and timelines

This worksheet distills Fortune 500 strategic planning methodology into a single-page framework that any team can complete in under 2 hours. It's the same tool we use with our consulting clients to align leadership and drive execution.

Need Help Building Your Strategy?

The worksheet gives you the framework. Our Strategic Planning service helps you facilitate the process, challenge assumptions, and build an execution roadmap.