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Strategic planning is essential for any project that wants to succeed. A great project strategy template will help you organize and plan your project's objectives, resources, timeline, and more.

ClickUp's Project Strategy Template helps you:

  • Define objectives and key results
  • Map out tasks and subtasks with ease
  • Visualize timelines, resources, costs, and other data

This template offers an easy-to-use, intuitive interface that allows you to create clear plans quickly and efficiently. With ClickUp's Project Strategy Template, you can create a comprehensive strategy for success in no time!

Benefits of a Project Strategy Template

A project strategy template is a powerful tool for any business looking to achieve specific goals. Here are some of the key benefits of using a project strategy template:

  • Provides a structure to ensure consistent project planning and execution
  • Ensures that deadlines and milestones are met
  • Identifies risks and opportunities to ensure successful project completion
  • Defines the roles and responsibilities of team members

Main Elements of a Project Strategy Template

ClickUp's Project Strategy Template is designed to help you plan, track, and adjust your projects. This List template includes:

  • Custom Statuses: Mark task status such as Complete, In Progress, and Not Yet Started to keep track of the progress of each project
  • Custom Fields: Use 5 different custom attributes such as Completion Rate, Project Phase, Risk Level, Impact Level, and RAG Status, to save vital information about project progress and easily visualize project data
  • Custom Views: Open 6 different views in different ClickUp configurations, such as the Project Calendar, Getting Started Guide, Project Board, Project Timeline, and Project Gantt, so that all the information is easy to access and organized
  • Project Management: Improve project strategy tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Project Strategy Template

Creating a successful project strategy involves several steps. By following the steps below, you'll be able to create a clear plan that outlines your project objectives and timeline:

1. Set clear objectives

The first step in creating a project strategy is to set clear objectives. What is the goal of the project? What do you want to achieve, and by when? Identify the key deliverables and timeline for completion.

Use Goals in ClickUp to set specific objectives and assign tasks to team members.

2. Assign roles and responsibilities

Once you’ve identified your objectives, it’s time to assign roles and responsibilities. Identify who will need to be part of the project team and what tasks they will need to complete.

Create tasks in ClickUp to assign responsibilities to each team member.

3. Break down the project

Break down the project into smaller tasks and subtasks. This will help you keep track of progress and make sure everything is completed on time.

Use the Gantt chart in ClickUp to break down the project into smaller tasks and get a better overview of the timeline.

4. Set deadlines

Now it’s time to set deadlines for each task and subtask. Make sure to account for any potential delays or setbacks, and add a buffer to give yourself some wiggle room.

Use the Calendar view in ClickUp to set deadlines for each task and plan for potential delays.

5. Monitor progress

Monitor progress closely and adjust your project strategy accordingly. If any changes are needed, make sure to communicate them to the team and update the timeline accordingly.

Use the Board view in ClickUp to visualize the progress of your project and make sure everything is on track.

6. Celebrate success

Once the project is completed, it’s important to recognize everyone’s hard work and celebrate the success.

Create Milestones in ClickUp to mark the completion of each task and celebrate the success of your team.

Get Started with ClickUp's Project Strategy Template

Project planners can use this Project Strategy Template to help everyone stay on the same page when it comes to planning, organizing, and executing projects.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to strategize projects:

  • Use the Project Calendar View to plan out deadlines and set milestones
  • The Getting Started Guide View will help you organize and create a plan for the project
  • The Project Board View will give you a space to brainstorm and store all of your project ideas
  • The Project Timeline View will help you visualize the project timeline and track progress
  • The Project Gantt View will help you manage resources and better understand project dependencies
  • Organize tasks into three different statuses: Complete, In Progress, Not Yet Started, to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Project Strategy Template Today

Related Templates

Template Includes


  • 💯 Completion Rate
  • Project Phase
  • Risk Level
  • Impact Level
  • RAG Status

  • Project Calendar
  • Getting Started Guide
  • Project Board
  • Project Timeline
  • Project Gantt
  • Project Plan
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