[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-245084-105":53,"doc-detail-245084-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","long-term-plan-presentation-template-overview-and-guidance-template-ltp-presentation","Long-Term Plan Presentation Template - Overview and Guidance - Template LTP Presentation","","Long-Term Plan Presentation Template provides structured guidance for delivering corporate Long-Term Plans (LTPs) to institutional investors over a three to seven year horizon. It outlines why to reorient capital markets toward long-term value creation, when to deliver via annual updates or event-triggered moments, and how to embed an LTP into an existing reporting ecosystem. The template includes sections for FD safe harbor, business overview and key messages, trends, corporate purpose, risks and opportunities, and forward-looking financial and operational performance, plus governance and value creation topics.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/long-term-plan-presentation-template-overview-and-guidance-template-ltp-presentation/245084/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/long-term-plan-presentation-template-overview-and-guidance-template-ltp-presentation/245084.png","ImageObject",442,249,{"name":88,"@type":89},"Liam","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-20","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is a Long-Term Plan (LTP) and what time horizon does it cover?","Question",{"text":109,"@type":110},"A Long-Term Plan presents the key elements of a corporation’s long-term strategy over a three to seven year time horizon.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Why deliver a Long-Term Plan to institutional investors?",{"text":114,"@type":110},"Motivations include addressing frustration with earnings calls, consolidating existing disclosures, and becoming a first-mover and leader, supported by six reasons cited in the guidance.",{"name":116,"@type":107,"acceptedAnswer":117},"When should a company deliver or update its Long-Term Plan?",{"text":118,"@type":110},"Companies can deliver and annually update an LTP, and can also issue updated LTPs triggered by events such as recovery from scandal, CEO transition, transformational M&A, or the outcome of activist defense.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},245084,1791742319,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":142},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Long-Term Plan Presentation Template  \nOverview and Guidance  \nAuthors: Brian Tomlinson and Emily Parlapiano  \n© Chief Executives for Corporate Purpose, 2019. Not for distribution. For internal use only.  \nCONTENTS  \nOVERVIEW: LONG-TERM PLANS (LTP)  \n> The Strategic Investor Initiative> Research on LTPs  \n> Why Deliver a LTP> When to Deliver a LTP  \nTEMPLATE LTP PRESENTATION  \n> FD Statement  \n> Business Overview & Key Messages> Trends  \n> Corporate Purpose  \n> Risks and Opportunities  \n> Financial and Operational Performance: forward-looking  \n> Competitive Positioning  \n> Long-Term Value Creation: Innovation and operational ecosystem  \n> Capital Allocation  \n> Human Capital  \n> Corporate Governance: Executive Compensation  \n> Corporate Governance: Shareholders & Stakeholder engagement  \n> Corporate Governance: Strategy and Board Composition> Conclusion  \nFURTHER GUIDANCE  \n> Successful LTPs  \n2 © Chief Executives for Corporate Purpose, 2019. Not for distribution. For internal use only.  \n> The Strategic Investor Initiative is a coalition of companies, institutional investors and professional services firms committed toreorienting our capital markets toward the long-term . Through leading research, we assist companies in developing and communicating Long-Term Plans that help inform the decisions of institutional investors  \n> We provide a venue for CEOs to share Long-Term Plans with audiences of long term investors. A Long-Term Plan enables a corporation to present the key elements of its long-term strategy over a three to seven year time horizon  \n> To date, over 25 CEOs (representing in excess of $2 trillion in market cap) have delivered Long-Term Plans to audiences of institutional investors—each exceeding $25tn AUM.  \n3 © Chief Executives for Corporate Purpose, 2019. Not for distribution. For internal use only.  \nTHE STRATEGIC INVESTOR INITIATIVE ADVISORY BOARD  \n4 © Chief Executives for Corporate Purpose, 2019. Not for distribution. For internal use only.  \nRESEARCH ON LONG-TERM PLANS  \nOur research informs the guidance we provide to enable CEOs to develop and communicate effective Long-Term Plans . Key research publications on Long-Term Plans:  \n> WHY: Reorienting Capital Markets Toward The Long-Term overview of the context for our work (white paper); Six Reasons to deliver a Long-Term Plan (MIT Sloan Management Review)  \n> WHAT: Letter to CEOs from Institutional Investors signed by Bill McNabb and nine other institutional investors setting out Seven Questions for CEOs  \n> HOW: Emerging Practice in Long-Term Plans examples of and guidance for effective long-term disclosures (white paper); The Method of Production of LongTerm Plans guidance for corporations on key collaborations for building a Long-Term Plan (white paper)  \n> VALUE: The Economic Significance of Long-Term Plans sets out early evidence that Long-Term Plans disclose decision-relevant information to the capital markets, summarized in Harvard Business Review (white paper and article)  \n5 © Chief Executives for Corporate Purpose, 2019. Not for distribution For internal use only  \nWHY DELIVER A LONG-TERM PLAN?  \nKey motivations:  \n> Frustration at the earnings call> Consolidating existing disclosures  \n> Be a first-mover and leader in a key space> Six Reasons: (MIT Sloan Management Review)  \n> Investor Segmentation / get ahead of activists: “you get the shareholders you deserve”  \nWhat delivering a Long-Term Plan requires:  \n> Cross-team collaboration  \n> Developing a shared understanding of materiality> Un-siloing ESG  \n> Building beyond the Investor Day or Conference Presentation IR deck  \n6  \nWHEN TO DELIVER A LONG-TERM PLAN  \n> Listed companies should have a long-term strategic plan that is subject to annual review and periodic refreshment. A Long-Term Plan is an opportunity to communicate the key elements of that strategic plan to the capital markets, addressing a longer time horizon and broader set of themes than are often addressed in investor-facing dis","cbCail9tuuCIGskj","https://ap.wps.com/l/cbCail9tuuCIGskj","pdf",523579,24,"English","# Overview: Long-Term Plans (LTP)\n## The Strategic Investor Initiative\n## Research on LTPs\n## Why Deliver a LTP\n## When to Deliver a LTP\n# Template LTP Presentation\n## FD Statement (Safe Harbor)\n## Business Overview & Key Messages\n## Trends\n## Corporate Purpose\n## Risks and Opportunities\n## Financial and Operational Performance: forward-looking\n## Competitive Positioning\n## Long-Term Value Creation: Innovation and operational ecosystem\n## Capital Allocation\n## Human Capital\n## Corporate Governance: Executive Compensation\n## Corporate Governance: Shareholders & Stakeholder engagement\n## Corporate Governance: Strategy and Board Composition\n## Conclusion\n# Further Guidance\n## Successful LTPs","[{\"question\":\"What is a Long-Term Plan (LTP) and what time horizon does it cover?\",\"answer\":\"A Long-Term Plan presents the key elements of a corporation’s long-term strategy over a three to seven year time horizon.\"},{\"question\":\"Why deliver a Long-Term Plan to institutional investors?\",\"answer\":\"Motivations include addressing frustration with earnings calls, consolidating existing disclosures, and becoming a first-mover and leader, supported by six reasons cited in the guidance.\"},{\"question\":\"When should a company deliver or update its Long-Term Plan?\",\"answer\":\"Companies can deliver and annually update an LTP, and can also issue updated LTPs triggered by events such as recovery from scandal, CEO transition, transformational M\\u0026A, or the outcome of activist defense.\"}]","Long-Term Plan Presentation Template - Overview and Guidance - Template LTP Presentation | PDF",1789225012,8]