Skip to Content
Have you outgrown Outlook for internal comms? See why 100s of teams are switching to Workshop icon

The Internal Communications Strategy Workbook

This strategy workbook is designed to help internal communicators get organized, stay aligned, and lead with clarity. Whether you’re starting from scratch or refining what’s already in place, this resource gives you a practical framework, helpful examples, and ready-to-use templates to guide your work. Use it to build a strategy that’s clear, flexible, and built for real teams.

 template img

How to use this internal comms strategy workbook

This free workbook is built to help internal communicators create a clear, effective strategy that aligns with their company’s goals — and actually supports day-to-day work. It’s especially useful if you’re documenting your strategy for the first time, refreshing an outdated version, or trying to make your work more intentional.

With this strategy workbook, you can:

  • Build a flexible, goal-oriented internal comms strategy — one that works across teams and channels

  • Walk through each element with helpful examples, tips, and editable templates

  • Connect your strategy to real campaigns, channels, and metrics

  • Give stakeholders visibility, while staying focused on what employees actually need

What you’ll find in this internal comms strategy workbook

Before you dive in, take a moment to:

  • Reflect on what’s working (and what’s not!)  in your current internal communications approach

  • Gather any existing materials you have: company goals, past campaigns, engagement data, team charters, or survey results

  • Think about who your strategy needs to support: frontline teams, people managers, new hires, execs, or all of the above

Here’s how to make the most of the workbook:

  • Follow the framework: Each section walks through a key part of your strategy — with examples, tips, and editable templates

  • Customize it for your company: Use the worksheets to map your goals, channels, audiences, and messages

  • Connect strategy to action: Build communication plans and campaigns that directly support business outcomes

  • Revisit and revise: And remember, your strategy isn’t set in stone. Make it a living doc that grows with your team and company

Other resources that may come in handy as you plan:

Internal Communications Goals Template — A simple, fill-in-the-blank resource to help you define clear, measurable goals for your internal comms efforts. Use it to align your team’s priorities with company objectives and get buy-in from stakeholders.

Employee Persona Template — This worksheet helps you segment your audience based on roles, needs, and communication preferences. It’s especially useful for tailoring messages that resonate with specific employee groups.

Internal Communications Metrics Dashboard — A ready-to-use format for tracking your comms performance over time. It’s built to help you identify what’s working, make data-driven decisions, and share results in a way that’s easy to understand.

Download this template:

Join the Happy Monday Club!

Start your week inspired and energized with our practical newsletter about positive company culture! It features actionable articles and little surprises, sent every Monday morning.

Happy Monday Club