What Tools do Strategy Managers Use?

Learn the core tools, software, and programs that Strategy Managers use in their day-to-day role

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Introduction to Strategy Manager Tools

In the intricate chess game of business strategy, the adept Strategy Manager knows that the right tools and software are not mere accessories—they are the lifeblood of planning and execution. These digital assets, ranging from competitive analysis platforms to scenario planning software, are the silent engines that power the strategic vision into reality. They not only enhance efficiency but also sharpen the decision-making process, ensuring that every move is backed by robust data and insightful analytics. For Strategy Managers, proficiency in these tools is not optional; it's a fundamental aspect of the role that drives successful outcomes and sets the stage for long-term organizational growth. Understanding and leveraging these tools is also a critical stepping stone for those looking to carve out a career in strategy management. Mastery of these software solutions is a testament to one's ability to adapt to the rapidly evolving landscape of business strategy, where informed decisions and agile responses are paramount. Aspiring Strategy Managers must recognize that a deep familiarity with these tools is not just about keeping pace—it's about leading the charge in an environment where the confluence of technology and strategic insight can create powerful competitive advantages.

Understanding the Strategy Manager's Toolbox

In the multifaceted role of a Strategy Manager, the arsenal of tools and software at their disposal is crucial for shaping and implementing business strategies. These tools enhance productivity, enable informed decision-making, and foster collaboration, ensuring that strategic initiatives are executed effectively and efficiently. The technological landscape for Strategy Managers is rich and varied, encompassing a range of platforms designed to support different aspects of strategic management. From data analysis to project coordination, the right tools can streamline operations, provide critical insights, and facilitate communication across teams and stakeholders. Here, we explore the essential categories of tools that are central to the role of a Strategy Manager.

Strategy Manager Tools List

Project and Task Management

Project and task management tools are vital for Strategy Managers to keep track of strategic initiatives and ensure that projects are progressing as planned. These tools help in organizing tasks, setting deadlines, and managing resources, providing a clear overview of project timelines and milestones.

Popular Tools


A versatile project management platform that offers customizable workflows and visual project tracking to align team activities with strategic goals.


An enterprise-focused tool that combines elements of project management with powerful spreadsheet capabilities for planning and executing complex strategies.


A collaborative work management platform that provides real-time project updates and prioritization, helping Strategy Managers stay on top of multiple projects.

Data Analysis and Business Intelligence

Data analysis and business intelligence tools are indispensable for Strategy Managers who need to sift through data to uncover trends, measure performance, and make evidence-based decisions. These tools transform raw data into actionable insights, driving strategic planning and execution.

Popular Tools

Power BI

A business analytics service by Microsoft that provides interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.


A data discovery product for creating guided analytics applications and dashboards tailor-made for business challenges.

SAS Business Intelligence

A suite that offers advanced analytics, multivariate analyses, business intelligence, data management, and predictive analytics.

Market Research and Competitive Analysis

Understanding the competitive landscape is critical for Strategy Managers. Tools in this category help in gathering intelligence about competitors, market conditions, and industry trends, informing strategic decisions and positioning.

Popular Tools


Provides information about companies, including funding rounds, mergers and acquisitions, and industry trends to inform competitive analysis.

CB Insights

A comprehensive platform that uses data to provide insights into business trends, competitor strategies, and market movements.


Offers access to a wealth of statistics and studies from over 22,500 sources, aiding in market research and strategic planning.

Collaboration and Communication

Effective collaboration and communication are the backbones of strategic management. Tools in this category enable Strategy Managers to work closely with teams, stakeholders, and external partners, ensuring that everyone is aligned and informed.

Popular Tools


A messaging platform for teams that supports channels for different topics, direct messaging, and integration with numerous work tools.

Microsoft Teams

Combines chat, video meetings, and file collaboration, integrated with Office 365 applications for comprehensive team collaboration.


Facilitates video conferencing, webinars, and real-time messaging, becoming an indispensable tool for remote and hybrid teams to stay connected.

Strategic Planning and Roadmapping

Strategic planning and roadmapping tools help Strategy Managers visualize the future direction of the company, align initiatives with business objectives, and communicate plans to stakeholders. These tools are essential for creating and maintaining a strategic vision.

Popular Tools


An online collaborative whiteboarding platform that enables distributed teams to work effectively on strategic planning and brainstorming.


A visual workspace that combines diagramming, data visualization, and collaboration to accelerate understanding and drive innovation.


A strategic planning software that visualizes company strategy, monitors the health of strategic initiatives, and fosters company-wide alignment.

Financial Modeling and Analysis

Financial modeling and analysis tools are crucial for Strategy Managers to forecast financial outcomes, assess investment opportunities, and evaluate the financial implications of strategic decisions.

Popular Tools


A widely-used spreadsheet tool that, while basic, offers powerful features for financial analysis and modeling when used to its full potential.

Adaptive Insights

A cloud-based software for business planning that provides everything from financial modeling to budgeting and forecasting.


A software that automates financial processes such as budgeting, planning, consolidation, and reporting, providing a comprehensive financial picture to support strategic decisions.
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Learning and Mastering Strategy Manager Tools

As Strategy Managers, the tools and software you wield are extensions of your analytical and strategic capabilities. Mastering these tools is not just about knowing which buttons to press, but understanding how to leverage their full potential to drive your organization's strategic goals. The right approach to learning these tools is multifaceted, combining hands-on experience, community engagement, and continuous education to ensure you remain at the forefront of strategic innovation. Here's how you can embark on this journey of mastery with confidence and efficacy.

Establish a Strategic Learning Framework

Begin by identifying the tools that are most relevant to your strategic objectives. Develop a learning framework that aligns with your strategic planning process, ensuring that each tool enhances your ability to analyze data, forecast trends, and communicate insights. Prioritize learning resources that offer strategic context, such as industry-specific case studies or strategy-focused training modules.

Immerse Yourself in Hands-on Application

Theory only goes so far; the nuances of each tool are best understood through use. Start with trial versions and engage in practical exercises that mirror your strategic challenges. Apply the tools to past case studies or hypothetical scenarios to see how they can influence decision-making and outcomes. This hands-on approach will deepen your understanding of each tool's capabilities and limitations.

Participate in Strategy Tool Communities

Join online forums, user groups, and social media communities dedicated to the strategy tools you're using. These communities are invaluable for exchanging insights, learning best practices, and staying informed about updates and new techniques. Engage actively by asking questions, sharing experiences, and contributing to discussions.

Utilize Official Training and Support Resources

Leverage the training materials, webinars, and support documentation provided by the tool vendors. These resources are tailored to help you grasp the basics quickly and often include advanced strategies for leveraging the tool in complex strategic scenarios. They can serve as a reliable reference point throughout your learning journey.

Advance Your Skills with Specialized Courses

For tools that are critical to your role, seek out specialized courses or certification programs. These structured educational paths can offer in-depth knowledge on advanced functionalities and strategic applications that are not always apparent through self-guided exploration. Certifications can also bolster your credibility and showcase your expertise.

Commit to Ongoing Skill Development

The strategic landscape and the tools it employs are constantly evolving. Make a commitment to lifelong learning by staying abreast of new software releases, updates, and emerging technologies that could affect your strategic approach. Attend industry conferences, subscribe to relevant publications, and periodically reassess your toolkit to ensure it remains effective and current.

Collaborate and Solicit Constructive Feedback

As you refine your mastery of strategy tools, collaborate with colleagues and industry peers. Share your insights and learn from their experiences. Solicit feedback on your approach to using these tools, as external perspectives can reveal opportunities for improvement and innovation. Remember, the collective wisdom of your network is a powerful asset in your learning process.

Tool FAQs for Strategy Managers

How do I choose the right tools from the vast options available?

Choosing the right tools as a Strategy Manager involves aligning with your strategic planning, data analysis, and project management needs. Evaluate tools that facilitate market research, competitive analysis, and business model development. Prioritize those with robust reporting features and compatibility with your organization's tech stack. Seek peer recommendations and opt for platforms with a strong user community and professional support, ensuring they enhance decision-making and streamline strategic initiatives.

Are there any cost-effective tools for startups and individual Strategy Managers?

Strategy Managers must swiftly master new tools to inform decision-making and guide organizational strategy. Prioritize learning core features relevant to data analysis, project management, and market research. Engage with condensed, targeted tutorials on platforms like LinkedIn Learning or Udemy. Join strategy-focused communities for practical tips and networking. Apply these tools in strategic planning scenarios to solidify your understanding and assess their impact on streamlining processes and enhancing strategic insights.

Can mastering certain tools significantly enhance my career prospects as a Strategy Manager?

Strategy Managers can remain current by integrating continuous learning with strategic networking. Engage with professional strategy groups, subscribe to thought leadership publications, and attend industry-specific workshops or conferences. Leveraging platforms like LinkedIn to connect with peers and thought leaders can also yield insights into new strategic tools and methodologies. Embrace a mindset of perpetual curiosity and knowledge-sharing to stay at the forefront of strategic planning and execution.
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