Category

Business Planning & Strategy

Templates for financial plans, cost analysis, and strategic planning.

169 templates

Administration Compliance Gap Analysis Tool Template previewBusiness Planning & Strategy

Administration Compliance Gap Analysis Tool Template

A comprehensive template for tracking and analyzing compliance gaps across administrative functions, employee details, and organizational compliance status.

  • Company information repository
  • Employee directory with contact details
  • Compliance status categorization
intermediate.xlsx
Competitive Analysis using SWOT previewBusiness Planning & Strategy

Competitive Analysis using SWOT

Compare your company against competitors with side-by-side SWOT and financial metrics analysis.

  • Side-by-side SWOT comparison grid
  • Financial metrics dashboard including revenue and profitability
  • Web presence and employee count tracking
intermediate.xlsx
Financial Risk Analysis Template previewBusiness Planning & Strategy

Financial Risk Analysis Template

Assess and track financial risks with scoring, likelihood ratings, and status monitoring across time periods.

  • Risk scoring system (1-80 scale)
  • Likelihood and status classifications
  • Automated risk categorization with IF/COUNTIF formulas
intermediate.xlsx
Gap Analysis Excel Template previewBusiness Planning & Strategy

Gap Analysis Excel Template

A comprehensive gap analysis template for identifying and tracking differences between current and desired states across project areas and processes.

  • Current state and desired state documentation
  • Metrics and description tracking for each gap area
  • Duplicate entry detection with auto-highlighting
intermediate.xlsx
Gap Analysis Template previewBusiness Planning & Strategy

Gap Analysis Template

Identify and analyze gaps between current and desired states to drive strategic improvements.

  • Project focus definition
  • Current state vs. desired state comparison
  • Gap identification and documentation
intermediate.xlsx
Gap Analysis Template previewBusiness Planning & Strategy

Gap Analysis Template

Identify gaps between current and desired states for projects and strategic initiatives.

  • Project-level gap assessment structure
  • Stakeholder responsibility tracking
  • Current vs. desired state framework
intermediate.xlsx
Health Safety Legal Compliance Matrix Template previewBusiness Planning & Strategy

Health Safety Legal Compliance Matrix Template

A comprehensive compliance tracking template for managing health, safety, and legal requirements across departments with automated status monitoring.

  • Automated compliance status counting by department
  • Company information tracking
  • Multiple compliance matrix templates
intermediate.xlsx
IT Vendor Evaluation Matrix Sheet Template previewBusiness Planning & Strategy

IT Vendor Evaluation Matrix Sheet Template

Comprehensive template for evaluating and comparing IT vendors across software, hardware, and cloud services with scoring and ranking capabilities.

  • Evaluation matrix with multiple vendor comparison
  • Product and service categorization (Software, Hardware, Cloud Services)
  • Company and product list setup sheets
intermediate.xlsx
Market Research Analysis Template previewBusiness Planning & Strategy

Market Research Analysis Template

A comprehensive template for analyzing and comparing multiple markets with key metrics like market size and status tracking.

  • Multi-market comparison structure
  • Market size tracking and metrics
  • Status indicators for market monitoring
intermediate.xlsx
Operations Financial Risk Analysis Template previewBusiness Planning & Strategy

Operations Financial Risk Analysis Template

A comprehensive financial risk assessment tool that evaluates operational risks by analyzing likelihood and impact factors to determine overall risk levels for business operations.

  • Risk matrix analysis
  • Likelihood and impact scoring
  • Risk level categorization
intermediate.xlsx
PICK Chart for Lean Six Sigma previewBusiness Planning & Strategy

PICK Chart for Lean Six Sigma

Prioritize improvement initiatives using the PICK matrix—payoff, implementability, complexity, and knowledge.

  • 2x2 prioritization matrix
  • Payoff vs. Implementability visualization
  • Project plotting and categorization
intermediate.xlsx
Project Options Paper Excel Template previewBusiness Planning & Strategy

Project Options Paper Excel Template

Compare and evaluate multiple project alternatives side-by-side to make informed strategic decisions.

  • Side-by-side option comparison layout
  • Dedicated description field for each alternative
  • Option outline section for detailed analysis
intermediate.xlsx
Pros and Cons List previewBusiness Planning & Strategy

Pros and Cons List

Compare options systematically by listing and scoring advantages and disadvantages side-by-side.

  • Side-by-side pros and cons layout
  • Individual 0-10 scoring for each item
  • Auto-calculated totals for quick comparison
beginner.xlsx
Risk Analysis Template previewBusiness Planning & Strategy

Risk Analysis Template

A comprehensive template for identifying, assessing, and tracking project risks with likelihood ratings and responsible party assignments.

  • Risk identification and documentation
  • Likelihood rating system (Low, Medium, High)
  • Responsible party assignment
intermediate.xlsx
Risk Assessment Business Template previewBusiness Planning & Strategy

Risk Assessment Business Template

A comprehensive risk assessment template for identifying, evaluating, and tracking business risks using probability and impact matrices.

  • Risk ID and description logging
  • Probability rating scale (Unlikely to Likely)
  • Impact rating scale (Low to Medium)
intermediate.xlsx
Risk Assessment Electrical Template previewBusiness Planning & Strategy

Risk Assessment Electrical Template

Comprehensive electrical risk assessment and tracking system with scoring, logging, and monitoring capabilities for manufacturing facilities and operations.

  • Risk scoring system (1-80 scale)
  • Likelihood and severity rating matrices
  • Automated COUNTIF status tracking
intermediate.xlsx
Risk Assessment Flowchart Template previewBusiness Planning & Strategy

Risk Assessment Flowchart Template

A structured flowchart template for identifying, analyzing, and documenting potential risks in business operations or projects.

  • Structured flowchart design
  • Data linking between sheets
  • Step-by-step workflow
intermediate.xlsx
Risk Assessment Hazard Template previewBusiness Planning & Strategy

Risk Assessment Hazard Template

Comprehensive risk assessment and hazard tracking system for identifying, scoring, and managing workplace risks across multiple locations.

  • Risk scoring calculation (Likelihood × Severity)
  • Multi-location hazard tracking
  • Risk status monitoring (Open/Closed)
intermediate.xlsx
Risk Assessment Quality Assurance Template previewBusiness Planning & Strategy

Risk Assessment Quality Assurance Template

Comprehensive risk assessment template for identifying, evaluating, and prioritizing project risks with likelihood and impact scoring.

  • Risk scoring formula (Likelihood × Impact)
  • Risk assessment matrix visualization
  • Responsible person assignment
intermediate.xlsx
Risk Assessment Steps Template previewBusiness Planning & Strategy

Risk Assessment Steps Template

A comprehensive template for systematically identifying, analyzing, and managing risks across projects through structured assessment steps and tracking.

  • Multi-step risk assessment workflow
  • Risk classification system
  • Risk level prioritization (High/Medium/Low)
intermediate.xlsx
Risk Assessment System Template previewBusiness Planning & Strategy

Risk Assessment System Template

A comprehensive risk management system for identifying, analyzing, and tracking risks across multiple years with structured categorization by likelihood and impact.

  • Multi-year risk tracking (2024, 2025)
  • Risk counting formulas (COUNTIF) for High/Medium likelihood aggregation
  • Risk ID and description documentation
intermediate.xlsx
Risk Assessment Workplace Template previewBusiness Planning & Strategy

Risk Assessment Workplace Template

A comprehensive template for identifying, documenting, and tracking workplace hazards and safety risks with scoring and control measures.

  • Risk scoring system (1-80 scale)
  • Risk log with comprehensive tracking fields
  • Department and status setup reference sheet
intermediate.xlsx
SWOT Analysis Template previewBusiness Planning & Strategy

SWOT Analysis Template

Evaluate strengths, weaknesses, opportunities, and threats to inform strategic decisions.

  • Structured SWOT quadrants
  • Objective definition section
  • Organized threat and opportunity mapping
beginner.xlsx