Importing your strategic plan from the Excel template

If you've filled in the LeaderKit strategic plan template, you can import it to create your Roadmap, goals and key actions in one go. You can download the template from leaderkit.com/strategic-plan-template.

Who can import

The workspace licence holder or a user with CEO permission. Anyone else sees: "Only the workspace licence holder or a CEO can import a plan into this workspace."

File rules

• Only the Excel (.xlsx) version can be imported. The PDF can't, and macro-enabled .xlsm files are refused.
• The file can be up to 2 MB.
• Keep the template's sheet names and column headings.
• We read the file once and don't store it.

Import your plan

1. Go to Roadmap and click Import From Template. If you have no goals yet, you can also use the "Import from template" link in the empty goals table.
2. Choose your filled-in .xlsx file and click Preview import.
3. Check the preview. Fix any errors in the spreadsheet and upload again. Review any warnings, such as an owner who isn't a user in the workspace (the owner is then set to you).
4. Untick any goals or key actions you don't want, and edit owners, due dates and status if needed.
5. Where Purpose, Vision, Values or the 3-year ambition already has text in LeaderKit, choose whether to keep it or replace it.
6. Click Create plan. A results page shows what was created.

Refreshing or going back is safe. It won't import twice.

What goes where

Template	LeaderKit
Purpose, Vision, Values	Purpose, Vision, Values
3-year ambition	Vision milestone 3, due 31 December of the plan year plus 3
Annual strategy	That year's annual strategy. If blank, it's named "{year} strategy".
Strategic themes	Goal themes
Goals	Goals with owner, due date, status, priority and KPI
Key actions	Key actions linked to their goal
Mission	Not imported. Copy it into Purpose or Vision.

Importing only adds goals and key actions. Nothing that already exists is deleted.

Common messages

• "Only .xlsx files can be imported": save the file as an Excel Workbook and try again.
• "Doesn't look like the LeaderKit template": sheets or headings have been renamed or removed. Download a fresh copy of the template.
• "The Goals sheet's headings have changed": restore the original headings, or copy your content into a fresh template.