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Strategic Planning

Strategic Planning is 6 decks totalling 246 editable slides. Each deck stands on its own and downloads separately, so you can take the one you need for Monday's session without wading through the rest.

Built for Strategy leads, corporate development, founders.

Editable Toolkit to help you reuse our content: 246 PowerPoint slides | 0 Excel sheets

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  • This toolkit in editable PowerPoint and Excel
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What’s in this toolkit

6 decks, 246 editable slides. Download them individually or take the lot.

  • The Analysis, slide 11/5

    Strategy

    SP01AppliedPlaybook

    The Analysis

    Gathering the evidence a strategy has to survive, and turning it into the small number of findings that actually. Editable 44-page PowerPoint template.

    Gathering the evidence a strategy has to survive, and turning it into the small number of findings that actually change a decision. Worked example: Meridian Industrial, a 3,000-person manufacturer with three sites. All figures illustrat

    44 slides

    Checking
  • The Strategic Planning Toolkit, slide 11/5

    Strategy

    SP02IntroTemplate

    The Strategic Planning Toolkit

    Six decks, one planning cycle. Start here, then open only the deck your question belongs to. Editable 26-page PowerPoint template.

    Six decks, one planning cycle. Start here, then open only the deck your question belongs to. Six dividers, one folder 0 Overview and route map 1 Set up the planning project 2 Data and key insights 3 The strategic pla

    26 slides

    Checking
  • Execution, slide 11/5

    Strategy

    SP03AdvancedTemplate

    Execution

    Turning an agreed strategy into funded work with owners, and keeping it alive when the year gets busy. Editable 56-page PowerPoint template.

    Turning an agreed strategy into funded work with owners, and keeping it alive when the year gets busy. Method, one worked example, and a blank instrument you can fill in.

    56 slides

    Checking
  • The Plan Itself, slide 11/5

    Strategy

    SP04AdvancedTemplate

    The Plan Itself

    Part III of four. The plan itself, not the analysis behind it. The Plan Itself Meridian Industrial Limited. Editable 51-page PowerPoint template.

    Part III of four. The plan itself, not the analysis behind it. The Plan Itself Meridian Industrial Limited. Prepared for the board. Where we are going, what we will not do, and what has to be true for it to work. APPROVAL BLOCK

    51 slides

    Checking
  • Setting Up the Exercise, slide 11/5

    Strategy

    SP05AppliedBriefing

    Setting Up the Exercise

    Who runs a strategic planning exercise, how long it takes, what it has to produce. Editable 23-page PowerPoint template.

    Who runs a strategic planning exercise, how long it takes, what it has to produce, and how to stop it becoming an away-day that changes nothing. FILL THESE IN BEFORE YOU CIRCULATE THIS FILE

    23 slides

    Checking
  • The Strategic Investment Case, slide 11/5

    Strategy

    SP06AppliedTemplate

    The Strategic Investment Case

    Initiative B: Sealed systems scale-up One strategic initiative, argued to a board that cannot fund every ask. Editable 46-page PowerPoint template.

    Initiative B: Sealed systems scale-up One strategic initiative, argued to a board that cannot fund every ask. Worked through on a scenario manufacturer, then handed over blank so you can run it yourself. Every figure in this file

    46 slides

    Checking

Objectives

This Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you:

  • Strategy: 6 decks: The Analysis; The Strategic Planning Toolkit; Execution; The Plan Itself; Setting Up the Exercise; The Strategic Investment Case.

Benefits of our AI Toolkits

Accelerate your AI initiatives with frameworks and processes distilled from real AI product and transformation work.

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Don't reinvent the wheel. We have already done the research, structuring and design work across the AI product and operations lifecycle.

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The U2xAI Team

AI practitioners, product leaders & operations experts

Our Story

“Imagine having a team of experienced AI practitioners at your disposal to help you ship AI products and modernize your operations. How much more confident would you be about your organization’s AI journey — and your own career?

Most teams facing AI for the first time start from a blank page. They rediscover the same frameworks, make the same avoidable mistakes, and burn months building materials that already exist elsewhere. Specialist consultants can help, but at day rates most budgets can’t sustain.

We created U2xAI Frameworks to close that gap: comprehensive, fully editable toolkits that package the frameworks, processes, 101 guides and how-tos we use in real AI product and transformation work — at a price any professional can justify.

Whether you’re a product manager shipping your first AI feature, a procurement leader modernizing source-to-pay, or a supply chain executive building an AI roadmap, you can now leverage structured, field-tested material without breaking your budget.”

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The library
1. Procurement Agent Design
2. Payables Agent Design
3. AI Literacy for Procurement
4. AI System Design
5. AI Product Leadership
6. AI for Manufacturing
7. AI for Receivables
8. Supply Chain Planning
9. Order Fulfillment & Delivery
10. Returns & Reverse Logistics
11. AI Governance & Business Rules
12. Procure-to-Pay
13. Plan-to-Fulfil
14. Manage Fixed Assets
15. Plan & Analyse Financial Information
16. Project & Service Order
17. Order-to-Cash
18. Record-to-Report
19. Procure-to-Pay Architecture
20. Supply Chain Planning Architecture
21. Manufacturing Architecture
22. Accounts Payable Architecture
23. Accounts Receivable Architecture
24. Agents for Cost Cutting
25. AI Agent Design Diagnostics
26. AI Executive Playbooks
27. AI Project Management
28. Business Playbooks
29. Change Management
30. Corporate Business Strategy
31. Customer Experience
32. Data Analysis Strategy
33. Design Thinking
34. Digital Transformation
35. Leadership Development
36. Management Consulting
37. Operating Model
38. Post Merger Integration
39. Risk Management
40. Strategic Planning
What you get
Editable PowerPoint slidesSample only11,92811,92811,92811,928
Editable Excel sheetsSample only0000
Deck previews2 whole decks a monthUnlimitedUnlimitedUnlimitedUnlimited
Deck downloads20 a month, unlimited on annual20 a month, unlimited on annual20 a month, unlimited on annual20 a month, unlimited on annual
New toolkits while subscribed
Commercial use in your organisation
Support from AI practitionersCommunityNamed contactNamed contactEmailNamed contact
SSO and centralised billing
Seats111Add anytimeUnlimited
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Examples of projects done with our Toolkits and Experts

AI Product Strategy

Defining a two-year AI product strategy for a B2B SaaS platform, resulting in three funded product bets and a 30% increase in expansion revenue within 18 months.

Use Case Portfolio

Running enterprise-wide AI use-case discovery for an industrial group, producing a scored portfolio of 60+ use cases and a funded first wave of 8 pilots.

GenAI Feature Launch

Guiding a marketplace team from PRD to launch of an AI assistant, reaching 40% weekly active adoption within one quarter.

AI Governance

Standing up an AI review board and tiered risk framework for a financial services firm ahead of EU AI Act enforcement.

Procurement AI

Deploying AI spend classification for a global retailer, uncovering $25M in addressable savings across 4 categories.

Demand Forecasting

Piloting ML demand forecasting for a CPG company, cutting forecast error by 18% and safety stock by 12%.

Supplier Risk

Designing an AI-assisted supplier risk monitoring program covering 2,000 suppliers with automated tiering and alerting.

Control Tower

Blueprinting a supply chain control tower for a logistics provider, reducing exception resolution time by 35%.

AI Academy

Launching a role-based AI academy for an operations function of 1,500 people, with 85% completion in six months.

Contract Intelligence

Implementing clause-extraction workflows for a legal-procurement team, cutting contract review time by 50%.

S&OP Upgrade

Embedding forecast-value-added analysis into S&OP for a manufacturer, aligning demand plans across three business units.

Operating Model

Designing a hub-and-spoke AI operating model for a services group, clarifying decision rights across 5 business lines.