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Intermediate
Business
Strategy
Planning

Build a Solo Strategic Planning Process Like an Enterprise Strategy Team

Produce a full strategic plan for the quarter in about half a day.

Time Required

Half a day per quarter

Expected Result

A written strategy brief with milestones you can act on immediately, backed by real market data.

1

Define Strategic Questions

Work with Claude to sharpen the two or three big strategic questions your business actually needs to answer this quarter.

Claude
2

Gather Market and Competitive Data

Use Perplexity to pull current market sizing, trends, and competitor positioning relevant to your strategic questions.

Perplexity
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3

Synthesize Into a Strategy Brief

Feed your research into Google NotebookLM to produce a structured, sourced strategy brief.

Google NotebookLM
4

Build an Action Plan With Milestones

Turn the brief's recommendations into a concrete action plan with dated milestones in Notion AI.

Notion AI
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