Strategic Initiatives (SIs) are specific action items focused on achieving strategic priorities and overarching business goals. SIs are a great way to set yourself up for success through the creation of a detailed road map designed to achieve your goals. They also provide leadership with the ability to review and track projects & progress easily.

At Future Proof Advisors, we have put together a template to help you get started crafting your very own SIs. Click here to view and download: Future Proof Advisors Strategic Initiative Templates

Need help turning this template into an actionable plan? Our team can help! Reach out to us at info@futureproofgrp.com.