One-Page Strategic Plan (OPSP) Working Session Template

The One-Page Strategic Plan, or OPSP, captures a company's entire strategy on a single page, from core values all the way down to this quarter's priorities. This working session builds it row by row with the leadership team. The OPSP working session template is based on the Scaling Up (Rockefeller Habits) model created by Verne Harnish.

When to use it

Use it whenever you need to create the OPSP for the first time or do a focused rebuild outside of annual planning. It also works as a deep-dive when the team senses the plan has drifted and the rows no longer line up. The goal is a single coherent page everyone can see and act on.

Who attends

The leadership team, usually four to ten people. A small, senior room keeps the debate honest and the page tight rather than a committee-written compromise.

How to run it

Start by orienting the team to how the OPSP is structured so the conversation has a shared map. Then work left to right and top to bottom: core values and purpose, the long-range and mid-range targets, this year's goals and key initiatives, and finally the current quarter's priorities and theme. Finish by assigning owners and reading the whole page top to bottom to make sure every row supports the one above it. The session flows from foundation to near-term execution on a single canvas.

Facilitator tips

• Keep it to one page. The constraint is the value.
• Work top to bottom so each row aligns with the one above it.
• Use draft language and refine, rather than stalling on perfect wording.
• Assign an owner to every row before you leave.

Common mistakes

• Letting the plan spill onto multiple pages and lose its punch.
• Filling rows that contradict each other because no one read top to bottom.
• Debating wording for an hour instead of drafting and moving on.
• Building the page and then never putting it in front of the team again.

Ready to get your whole strategy on one page your team actually uses? Run it in OrgTP and keep the plan alive.