Top 10 Free Team Strategy Doc Templates

Collaborative team strategy plans are essential for keeping your projects and long-term goals on track. Notion's team strategy doc templates provide a centralized space for managing data and documenting progress over time. Customizable, shareable, and easy-to-use, our templates will help keep everyone on the same page.

What Should Team Strategy Doc Templates Include?

Choosing the right Team Strategy Doc template can streamline your team's planning process and enhance overall productivity. Here are key components to look for in a Notion template:

Clear Objectives: The template should have a dedicated section for defining clear, measurable goals that align with your team's mission and vision.
Roles and Responsibilities: It's essential to include a breakdown of team roles and responsibilities to ensure everyone knows what is expected of them.
Timeline and Milestones: A good template will feature a timeline view that helps track major milestones and deadlines, facilitating better time management.
Resource Allocation: There should be a component that outlines the resources available, including budget, tools, and personnel, to optimize project execution.

With these components, a Team Strategy Doc template can serve as a powerful tool to keep your team aligned and focused on achieving collective goals.

What Should Team Strategy Doc Templates Avoid?

When selecting a Team Strategy Doc template in Notion, it's important to be aware of certain elements that can hinder the effectiveness of your team's strategic planning. Here are three key components to steer clear of:

Overly Complex Structures: Templates with complicated frameworks can confuse team members rather than guide them. Opt for simplicity to enhance user engagement and understanding.
Generic Content: Avoid templates that are filled with vague, non-specific placeholders. These can dilute your strategy's focus and make the document less actionable.
Fixed, Non-Customizable Sections: Flexibility in a template is vital. Templates that don't allow easy modifications can restrict your team's ability to adapt the document to specific needs and goals.

Choosing the right template involves avoiding these pitfalls to ensure that your strategic document is both functional and tailored to your team's unique objectives.

1Marketing Project Brief

Streamline your marketing campaigns with our comprehensive "Marketing Project Brief" template, crafted to provide a one-stop solution for planning, execution, and tracking. Organize stakeholders, set clear goals and objectives, define your target audience, and establish a winning communication framework. This robust template also includes a channel strategy, detailed timeline, and key performance indicators (KPIs) to ensure you stay on target throughout your campaign. Customize the template to suit your specific needs and enjoy an organized, efficient, and highly effective marketing campaign that delivers results.

A template preview for Marketing Project Brief

2META ADS PLANNER TEMPLATE

The Meta ADS planner allows marketers to create and manage the day-to-day tasks of a successful META ADS account.

The tasks can be managed by one or multiple marketers.

A template preview for META ADS PLANNER TEMPLATE

3One-Page Marketing Strategy

The Who We Are template is an essential tool for companies seeking to define and communicate their brand identity. It helps you articulate your brand promise and provides a succinct elevator pitch. The template also allows you to outline your company’s core values and strategic initiatives, creating a roadmap for success. It’s perfect for internal communication or as a foundation for marketing strategies.

A template preview for One-Page Marketing Strategy

4Influencer strategy doc

The Influencer Strategy Doc template provides a framework for planning and executing successful influencer marketing campaigns. It facilitates setting clear objectives, defining goals & metrics, segmenting content, and targeting key influencers. Utilize this comprehensive guide to map out your influencer strategy, driving higher engagement and conversions.

A template preview for Influencer strategy doc

5Brand Strategy

Set the foundation for your brand’s identity with this comprehensive Brand Strategy template. Clearly define your brand’s mission and purpose, then move on to establish a brand narrative that aligns with your core values. Additionally, the template aids in setting the tone for product positioning and creating story structures that resonate with your target audience.

6Brand Positioning and Messaging 101 (template & exercises)

The template is designed to help marketers, business owners and founders reflect on their company's core benefits, its position in the market and its key messages. This is the ultimate bible of foundational Marketing. If you are unsure where to start with your Marketing, look no further, start here.

7Marketing Strategy Workbook

Map out your strategy with steps to walk you through things like...

Positioning Statement

How you differ from competitors

Brand personality

Targets

Competitors

Your value proposition

Objectives

Marketing channels

Marketing programs

Content planning

And as a bonus gain access to our Client Manifestation Prompts!

A template preview for Marketing Strategy Workbook

8One-Page Business Plan

Bring your business planning into one simple page with the One-Page Business Plan template.

Clean, simple, and easy to navigate, this template streamlines your strategy, objectives, and action plans onto a single page. Customize it to reflect your brand and add your own content to make it unique.

When you're ready, just hit publish to share your plan effortlessly. It's the perfect tool for anyone looking for a concise and effective way to present their business vision.

A template preview for One-Page Business Plan

9Marketing Campaign Planner

The Marketing Campaign Planner template is your comprehensive solution for strategically planning and executing successful marketing campaigns. This versatile tool empowers you to define campaign objectives, allocate budget resources, outline key tasks, and manage timelines with ease. From brainstorming creative concepts to tracking campaign performance metrics, this template provides a centralized hub for managing every aspect of your marketing initiatives. Streamline collaboration, ensure alignment across teams, and drive results-driven marketing strategies with the Marketing Campaign Planner template.

A template preview for Marketing Campaign Planner

10Business Plan

This simple, aesthetic and minimal business plan allows you to include your logo and brand colors so that you can get a clear view of your branding. It contains several sections:
1. Business details section- business type, model, legal structure, location etc.
2. Business message section - what message do you want to portray?
3. Marketing methods that you'll use to achieve your goals.
4. A simple table that displays your products/services and desired impact on customers.
5. Outline your standard operating procedures/operating systems in the 5th section.
6. Write down the exact steps you'll use to deliver your product/service to customers.

Bonus: Calendar for marking important dates in your business and a milestone tracker!

Closing Thoughts

Utilizing these templates streamlines collaboration and ensures that all team members are on the same page. They are designed to enhance productivity and foster a cohesive strategy development process.

Start implementing these tools in your daily operations to see immediate improvements in team efficiency and communication. Don't miss out on the benefits of structured and accessible project management.

What is a RACI Matrix?

A RACI Matrix is a chart that delineates roles and responsibilities, clarifying who is Responsible, Accountable, Consulted, and Informed for each task.

What is a SWOT Analysis?

SWOT Analysis is a strategic planning tool used to identify Strengths, Weaknesses, Opportunities, and Threats related to project or business ventures.

What is a Stakeholder Map?

A Stakeholder Map is a visual diagram that maps out all parties involved in a project, highlighting their levels of influence and interest.