AI Prompts for Strategic Planning and Vision
Okara

AI Prompts for Strategic Planning and Vision

Formulate OKRs, analyze market trends, and navigate complex business decisions.

Drafting

Vision vs Mission Statement

Clarify the ultimate goal.

"Draft a separate Vision statement (the ultimate future state) and a Mission statement (how we get there today) for a new company specializing in [Industry/Niche]. Ensure they are under 2 sentences each, use strong verbs, and avoid buzzwords like 'synergy' or 'disruptive'. Explain the distinct difference between the two to the founding team."

Strategy

Scenario Planning (Best/Worst/Base)

Prepare for multiple macroeconomic futures.

"Conduct a basic Scenario Planning exercise for a [Business Type] mapping out the next 18 months. Detail three potential futures based on inflation and supply chain issues: a 'Base Case' (things stay the same), a 'Worst Case' (recession hits), and a 'Best Case' (rapid growth). Suggest 2 immediate strategic actions the company should take *today* that will benefit them regardless of which scenario occurs."

Strategy

V2MOM Framework

Salesforce's alignment model.

"Write a complete V2MOM (Vision, Values, Methods, Obstacles, Measures) document for a [Department Name, e.g., Customer Success] team aiming to reach [Specific Goal] by the end of the year. Ensure the 'Measures' section contains quantifiable metrics, and that the 'Obstacles' are uncomfortably honest."

Analysis

Blue Ocean Strategy Canvas

Find uncontested market space.

"Apply the 'Blue Ocean Strategy' framework to the heavily saturated [Industry, e.g., fitness app] market. Identify the standard factors that all competitors currently compete on (e.g., price, features). Then, propose a 'Value Innovation' curve: what factors should a new entrant Eliminate, Reduce, Raise, and Create to open up a completely uncontested market space?"

Analysis

Porter's Five Forces

Analyze structural industry profitability.

"Conduct a Porter's Five Forces analysis on the [Specific Sector] industry to determine its long-term profitability. Evaluate the Threat of New Entrants, Bargaining Power of Suppliers, Bargaining Power of Buyers, Threat of Substitutes, and Competitive Rivalry. Conclude with a 1-sentence verdict on whether this is an attractive market to enter right now."

Strategy

OKRs: Cascading Goals

Align the company from top to bottom.

"The CEO's top-level OKR is: 'Objective: Achieve Series A Readiness. Key Result: Hit $1M ARR by Dec 31'. Cascade this single OKR down to three different departments: Sales, Product, and Marketing. Write one specific child-Objective and two specific Key Results for EACH department that directly feed into the CEO's ultimate goal."

Analysis

Core Competency Audit

Identify what you actually do best.

"Our company does [List of activities/products]. Using the VRIN framework (Valuable, Rare, Inimitable, Non-substitutable), run an audit to determine our true 'Core Competency'—the one thing holding our competitive advantage together. Tell us which activities we should double down on, and which we should outsource to third parties."

Strategy

Post-Merger Integration Plan

Merge two cultures after an acquisition.

"Our 50-person company just acquired a 15-person competitor in another city. Outline a 90-day Post-Merger Integration (PMI) plan focusing *only* on culture and communications, not finance. Suggest an immediate day-one announcement strategy, how to handle redundant roles transparently, and a specific project designed to force the two teams to collaborate early."

Drafting

Annual Strategic Offsite Agenda

Plan a leadership retreat.

"Draft a comprehensive 2-day agenda for an executive leadership strategic offsite. The goal is to set the 3-year vision. Block out the time hour-by-hour. Include specific group exercises (e.g., 'Premortem', 'Stop/Start/Continue'), allocate quiet time for reflection, and ensure it doesn't devolve into operational tactical updates."

Strategy

Ansoff Matrix Growth Routes

Decide how to grow.

"We are a $5M revenue company selling [Current Product] to [Current Audience]. We want to reach $10M. Plot 4 growth ideas using the Ansoff Matrix: 1) Market Penetration (sell more to current), 2) Market Development (new audience), 3) Product Development (new product), 4) Diversification (new product, new audience). Rank them by risk."

Drafting

Board of Directors Presentation

Summarize strategy for the board.

"I have a 15-minute slot at the quarterly Board of Directors meeting to present the new 'Go-To-Market Pivot'. Provide a 5-slide outline. Tell me exactly what data must be on Slide 1 (The Hook/Problem), Slide 2 (The Financial Cost of the Status Quo), Slide 3 (The Proposed Pivot), Slide 4 (Resource Reshuffling), and Slide 5 (The Request for Approval)."

Analysis

Strategic "Pre-mortem"

Assume you failed, then figure out why.

"We are about to launch a massive, risky pivot into [New Strategy]. Conduct a 'Project Pre-mortem'. Assume it is exactly 12 months from today, and the strategy has been an absolute, catastrophic failure resulting in bankruptcy. Write the 'autopsy' report detailing the 4 most likely reasons why it failed, looking backwards. Then, provide the preventative fixes we can implement today."

How to Use These AI Prompts for Strategic Planning

Getting started with these strategic planning-specific prompts is simple. Each prompt is designed to address common challenges and workflows in your field while maintaining the highest standards of data privacy.

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Which Open-Source AI Models are Best for Strategic Planning

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