Farm Business & Financial Management
Farm Strategic Planning Worksheet
A worksheet for strategic planning on the farm, guiding owners through where the business stands, where it should go and how to get there over several years.
Download free PDF1 page, US Letter, prints clean in black and white
WorksheetFarm Business & Financial ManagementFree PDF
What you fill in
- Where the farm stands today
- Family and owner goals
- Strengths to build on
- Weaknesses to fix
- Opportunities in your market
- Threats and risks ahead
- Strategic choices to compare
- Actions and responsible people
- Review dates and measures
How to use this worksheet
Use the notes area for your arithmetic. Keep the finished sheet with your records so you can compare it with the next season.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with eXtension and SARE.
For more in this area, see the Farm Money and Grants. Between chores, farm.FM has farm humor, including Farm Succession Planning, and agribusiness farm stories.