{"schemaVersion":"1.0","source":"The Workflow Finder","sourceUrl":"https://www.theworkflowfinder.com","license":"Free to use with attribution and a link to the cited page","generated":"2026-08-28","workflow":{"title":"Build a Solo Strategic Planning Process Like an Enterprise Strategy Team","slug":"build-a-solo-strategic-planning-process","url":"https://www.theworkflowfinder.com/workflows/build-a-solo-strategic-planning-process","description":"Produce a full strategic plan for the quarter in about half a day.","difficulty":"Intermediate","timeEstimate":"Half a day per quarter","schemaDuration":"PT4H","expectedResult":"A written strategy brief with milestones you can act on immediately, backed by real market data.","tags":["Business","Strategy","Planning"]},"steps":[{"position":1,"title":"Define Strategic Questions","instructions":"Work with Claude to sharpen the two or three big strategic questions your business actually needs to answer this quarter.","input":"Workflow inputs: the topic, goal, or raw materials the user is starting from.","output":"Handoff artifact consumed by Step 2 (\"Gather Market and Competitive Data\").","ioProvenance":{"input":"structural","output":"structural"},"toolSlots":[{"slug":"claude","name":"Claude","url":"https://www.theworkflowfinder.com/tools/claude","category":"Writing","pricing":"freemium","capabilities":["Long-form writing","Code generation","Web research"],"hasApi":true}]},{"position":2,"title":"Gather Market and Competitive Data","instructions":"Use Perplexity to pull current market sizing, trends, and competitor positioning relevant to your strategic questions.","input":"Output of Step 1 (\"Define Strategic Questions\").","output":"Handoff artifact consumed by Step 3 (\"Synthesize Into a Strategy Brief\").","ioProvenance":{"input":"structural","output":"structural"},"toolSlots":[{"slug":"perplexity","name":"Perplexity","url":"https://www.theworkflowfinder.com/tools/perplexity","category":"Research","pricing":"freemium","capabilities":["Web research","Source synthesis"],"hasApi":true}]},{"position":3,"title":"Synthesize Into a Strategy Brief","instructions":"Feed your research into Google NotebookLM to produce a structured, sourced strategy brief.","input":"Output of Step 2 (\"Gather Market and Competitive Data\").","output":"Handoff artifact consumed by Step 4 (\"Build an Action Plan With Milestones\").","ioProvenance":{"input":"structural","output":"structural"},"toolSlots":[{"slug":"notebooklm","name":"Google NotebookLM","url":"https://www.theworkflowfinder.com/tools/notebooklm","category":"Research","pricing":"freemium","capabilities":["Web research","Source synthesis","Note-taking & knowledge management"]}]},{"position":4,"title":"Build an Action Plan With Milestones","instructions":"Turn the brief's recommendations into a concrete action plan with dated milestones in Notion AI.","input":"Output of Step 3 (\"Synthesize Into a Strategy Brief\").","output":"Final workflow output: A written strategy brief with milestones you can act on immediately, backed by real market data.","ioProvenance":{"input":"structural","output":"structural"},"toolSlots":[{"slug":"notion-ai","name":"Notion AI","url":"https://www.theworkflowfinder.com/tools/notion-ai","category":"Productivity","pricing":"paid","capabilities":["Note-taking & knowledge management","Document processing","Long-form writing"]}]}]}