7. Strategic planning checklist



Effective strategic planning requires a clear, organized approach to ensure all key elements are addressed. A strategic planning checklist serves as a roadmap, helping you to stay focused and on track as you work toward achieving your goals.

This checklist outlines the essential steps and considerations for crafting a successful strategy, from setting objectives to measuring progress.


1. Conduct a comprehensive digital workplace assessment.

2. Establish clear, measurable goals for 2025.

3. Identify key benchmarking areas aligned with your strategy.

4. Complete a benchmarking diagnostic.

5. Articulate a clear vision with realistic goals.

6. Develop a roadmap with specific initiatives and timelines.

7. Allocate resources and assign responsibilities.

8. Create a communication plan to share the strategy.

9. Set up regular review and adjustment processes.

10. Plan for ongoing employee feedback and engagement.

As you look ahead to 2025, the time to start planning is now. Strategic planning isn't just about preparing for the future, it's about gaining a competitive edge in an ever-evolving landscape.

By setting clear goals, aligning resources and staying ahead of trends, you position your organization to thrive. Start today, and give your team the direction and focus needed to achieve lasting success in the year to come.

Whether you're looking to define a new strategy, build a vision, engage your stakeholders or you’re simply in search of industry insights, DWG Consulting can help answer your big questions.

DWG Consulting provides independent, high-quality advice and practical hands-on support for digital workplaces and intranet practitioners. Our 16+ years of benchmarking and research provide the foundation for our digital workplace consulting work, and our focus on data and real-world examples keeps our work relevant and useful.

Interested in DWG Consulting services? Book a free one-to-one call to discuss the current status of your digital workplace. Each consultation is followed up with a bundle of useful resources to help get you started.

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