Our strategic planning guide is designed to support estate managers in creating structured, goal-driven operational plans. It includes an overview of the planning process, instructions for defining strategic priorities, and guidance on writing goals, assigning responsibility, setting timelines, and identifying key performance indicators.

The guide also covers how to write a plan suitable for principal review, how to structure quarterly evaluations, and how to track progress over time. A sample plan is included to demonstrate how the format can be applied in practice.

Pro Members can download a free copy in the Member App through March.