The STW one-page summary document is a strategic tool designed to help you condense and organize critical aspects of your company’s strategy, research, and playbook. By summarizing this information onto a single page, you can maintain a clear focus on you goals, align your teams, and use it as a guide for execution. It also serves as an essential reference to evaluate your company's progress and adapt the strategy as market conditions and business needs evolve. We recommend updating this document as needed or at least annually.
Instructions for Completing the STW One-Page Summary
Begin by identifying your company name and the base year. Define your Strategic Objective, which should encapsulate your company’s long-term vision or specific goal, such as achieving a revenue milestone, entering a new market, or improving profitability. Specify a Target Date for achieving this objective, ensuring it aligns with your strategic planning timeframe.
Section 1: Targets
In the Targets section, outline your financial projections in a dimensionalized Profit & Loss (P&L) format for the next three years. Include revenue, gross profit, overhead, and net profit figures. Start with your Base Year as a reference point, then forecast goals for Year 1, Year 2, and Year 3. This provides a quantitative framework for your strategic plan and helps track financial progress.
Section 2: Research
The Research section is where you summarize key insights derived from your coursework on Market Analysis, Internal Capabilities, Customer Journey, and Value Proposition:
Market Insights: Highlight trends, opportunities, and competitive dynamics in your industry.
Internal Insights: Assess your company’s strengths and weaknesses.
Customer Journey: Identify key touchpoints and opportunities for improvement in how customers interact with your product or service.
Value Proposition: Define what makes your company unique and compelling to customers.
This section ensures your strategy is grounded in data and aligned with your business environment.
Section 3: Playbook
The Playbook section breaks down your top three Strategic Priorities, turning them into actionable steps across three years. For each priority:
Assign an Owner responsible for execution.
Specify the Investment required (financial, time, or resources).
Define a Critical Measure to track progress.
List three Tactical Initiatives that directly support the priority.
Calculate the Total $ Impact to understand the financial effect of each priority.
Repeat this for all three strategic priorities. This section helps translate your strategy into a clear, actionable roadmap for success.
By following these instructions and using insights from your coursework, you’ll create a comprehensive yet concise document that empowers your team to execute with focus and clarity. This one-page summary will become a dynamic tool that adapts to your business's growth and changing environment.
Click on Image to Download the Strategy to Win One-Page Summary.

