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Strategy and Goals Input Form

What is a Strategy and Goals Input Form?

Strategy and goals input forms are considered management tools and are used by executives to capture the company’s goals for strategic key performance indicators (KPIs). Some key functionality in this type of strategic input template will allow the company to capture metrics in a database for their most important goals. Later, it is then easy to pull these metrics into budgets, financial reports and dashboards. You will find an example of this type of strategic input template below.

Purpose of Strategy and Goals Templates

Companies and organizations use Strategy and Goals Templates to provide managers with continuous visibility to strategic metrics to help guide their tactics and decision-making. When used as part of good business practices in a Financial Planning & Analysis (FP&A) Department, a company can improve its strategic alignment as well as reduce the risk that managers lose focus on the big picture.

Strategy and Goals Template Example

Here is an example of a strategic goals input form for multiple future years and for both financial and statistical metrics.

Strategy and Goals Input Form

Strategy and Goals Input Form

You can find 100’s of additional examples here.

Who Uses This Type of Strategic Input Template?

The typical users of this type of strategic input template are: The Board of Directors and Executives.

Other Strategic Input Templates Often Used in Conjunction with Strategy and Goals Templates

Progressive Financial Planning & Analysis (FP&A) Departments use several different Strategy and Goals Templates, along with corporate planning presentations and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Technology Solutions and More Examples