Prompt details

Tested on

Claude Opus 5.5

Length

596 words · 4 fill-ins

Example input

[Your organization and who can own work]: Northgate Technology Partners, a managed IT services provider (MSP) in Sacramento, California. 40 people: 26 engineers (help desk, field and projects), 5 in sales and account management, 4 in operations and finance, 3 leaders (CEO, COO, CTO) and a 2-person security team formed 8 months ago. About 55 small and mid-size business clients on monthly contracts, mostly professional services firms and healthcare clinics. People who can own work: Dana (CEO), Raj (COO), Mei (CTO), Luis (Service Desk Manager), Tom (Sales Lead), Aisha (Security Lead).

[Planning notes or SWOT]: Offsite notes (messy): - Churn is up: lost 6 clients last year vs 2 the year before. Exit calls: 3 said slow ticket response, 2 were acquired, 1 left for a cheaper provider. - Help desk first response went from 45 min avg to 2.5 hours in the last two quarters. Ticket volume up 30%, desk headcount flat. - Security demand growing: 12 inbound requests for security services last year (managed detection, compliance help for clinics), we closed 3. No packaged offer; Aisha builds each one custom. - Two senior engineers gave notice (network lead and Microsoft 365 lead); one is going to a competitor. Most of their knowledge is in their heads, little documentation. - Cyber insurers now require MFA and endpoint detection from our clients; lots of clients asking us to help them fill in insurance questionnaires. - Raj: too many custom one-off deals, every client has a different stack. - Tom: pipeline is fine but we mostly sell projects, not recurring services. - Ideas raised: build a security package; standardize the client stack; open a second office in Reno (Dana's idea, others unsure); launch co-managed IT for bigger clients; get SOC 2 for ourselves.

[Last year's results]: Revenue $6.4M (up 4%). Recurring revenue $380K/month at year end (was $372K). Gross margin 36% (was 40%). 6 clients lost, 7 won. Post-ticket satisfaction (CSAT) 88%, was 94%. 5 of 40 staff left. Security services revenue $210K.

[Budget, people and other limits]: We can add up to 4 net hires. $150K available for tools and training. No outside investment; growth is funded from cash flow. Dana wants recurring revenue at $500K/month within 3 years. The owners want gross margin back to 40% or more. Our biggest client (12% of revenue) comes up for renewal in about 5 months.

Example output

Northgate Technology Partners: Strategy and Plan

*Assumption: replacing the two departing senior engineers is a backfill and does not count against the 4 net hires.*

1. Strategy on a page

Situation. Revenue grew 4% to $6.4M, but recurring revenue rose only $8K in a year, to $380K/month. At that pace, $500K/month would take about 15 years, not 3. Ticket volume rose 30% while the desk stayed the same size. First response slowed from 45 minutes to 2.5 hours, CSAT fell from 94% to 88%, and gross margin fell from 40% to 36%. We lost 6 clients, and 3 of them named slow response. Two senior engineers are leaving with knowledge we never wrote down, and our biggest client (12% of revenue) renews in about 5 months while our service is at its worst.

Diagnosis.

1. We took on more work than we can deliver. Every client runs a different stack, and most deals are custom. That makes the desk slow, cuts margin, keeps knowledge in a few heads, and drives clients away.

2. Our growth is not recurring. We sell projects. Of 12 requests for security services, a natural monthly service, we closed 3 because we had nothing packaged to sell.

Mission (draft). Keep Sacramento's professional services firms and clinics running, secure and insurable, through one dependable monthly service.

3-year aim. Recurring revenue of $500K/month, gross margin at 40% or higher, first response at 45 minutes or less, and CSAT at 94% or higher.

Priorities

#	Priority	Why	What it costs us in focus
1	Fix the help desk first	Slow response caused half of last year's lost clients, and the biggest renewal is 5 months out	2 of our 4 hires go here, and projects slow down when engineers cover the desk
2	One standard client stack, written down	Custom stacks are behind the margin drop, the desk load and the knowledge risk	We reprice or turn away deals that don't fit, and Mei spends less time on new projects
3	Sell security as a monthly package	12 requests and 3 closed means demand is there, and insurers now require MFA and endpoint detection	Aisha stops building custom offers, and 1 hire goes here

Claude Opus 5.5

One-Page Strategic Plan – Strategic planning prompt for ChatGPT and Claude

^$9.99

Kept in your account
Copy filled in or download
Updates included

Pay once and keep it. Or get every premium prompt and skill with the plan, $19.99 a month. Payments are non-refundable. See our Terms.

votes views

Claude Opus 5.5

This prompt turns leadership notes into a strategy your team can follow. Paste your planning notes, results and limits; you get a one-page strategy, OKRs with owners, a 90-day plan and what to stop.

What you get

A one-page strategy: an honest diagnosis, a 3-year aim and 3 to 5 priorities with what each costs
OKRs for each priority, with baselines from your results, targets and one owner per key result
A 90-day plan in order, with owners, finish lines and dependencies
The ideas you will not pursue for now, the risks to watch and a review rhythm

How to use it

1
Paste the raw notes
Include the messy offsite notes, last year's numbers and the limits on money and people. Add the ideas you doubt too; the plan says which to drop and why.
2
Argue with the diagnosis
Read the situation and the priorities with your leadership team first. If the diagnosis is wrong, correct it and run the prompt again before you set targets.
3
Agree targets and owners
Replace every proposed target and placeholder with a number the owner agrees to, and confirm each owner before you share the plan with the team.

Better results

Include every idea raised at the offsite, even the ones you doubt. A strategy is also what you say no to, and the prompt can only drop what it sees.
Name the people who can own work. Without names, every action comes back as [owner needed].
Follow up with: "Write the all-hands version of this plan in 300 words." You get a version to present to the whole team.

Questions

What are good ChatGPT prompts for strategic planning?

Good strategic planning prompts give ChatGPT or Claude your real notes, results and limits, and ask for choices: a few priorities, measurable key results with owners and a list of what to stop. A prompt that asks for "a strategy" with no material gets generic advice back.

Can AI write OKRs?

Yes, AI writes solid OKRs when it has your baselines and goals. It separates outcomes from tasks and puts numbers on key results. Agree every target with the person who will own it, because a target nobody agreed to rarely gets met.

What is the best AI for business strategy?

Any capable chat assistant, such as Claude, ChatGPT or Gemini, helps with business strategy when you give it your own numbers and notes. Use one with web search to check market facts. Choosing the priorities stays with your leadership team.

What goes in a one-page strategic plan?

A one-page strategic plan holds the situation in a few sentences with your numbers, the mission, a 3-year aim, 3 to 5 priorities with their reasons and what you will stop doing. The OKRs, the 90-day plan and the risks sit underneath it.

Updated 8 Nov 2026