Strategic Plan Report Template

Report
CONFIDENTIAL
Strategic Plan Report Template
TABLE OF CONTENTS
I. Executive summary
II. Environmental and internal assessment
A. Industry dynamics and its implications
B. Competitive assessment
C. Internal assessment
III. Strategic definition and implications
A. Strategy articulation
B. Strategic initiatives
C. Financial projection
D. Risks/contingencies and strategic
alternatives
IV. Exhibits
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BU STRATEGIC PLAN DEVELOPMENT
Environmental and internal assessment
Industry
dynamics and
implications
Strategic definition and implications
• What are the major
• What strategy will your BU
Strategy
articulation
changes in industry
dynamics and resulting
opportunities and risks?
+
+
• What are your competitive
Competitive
assessment
• What will be the impact of
Strategic
initiatives
strengths and
weaknesses?
+
major strategic initiatives?
+
• How does your current
Internal
assessment
pursue over the next 3 years?
• What are the expected
business emphasis fit with
industry opportunity and
competitive landscape?
Financial
projections
financial returns of your
strategy?
+
Risk/contingencies & strategic
alternatives
• What strategic alternatives
have you considered?
2
I. EXECUTIVE SUMMARY
Instructions:
The Executive Summary
provides a synthesis of the
Environmental and Internal
Assessments and the
resultant BU
Strategic Plans
3
II. ENVIRONMENTAL AND INTERNAL
ASSESSMENT
4
IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – SUMMARY
A. What are the major changes in industry dynamics and the resulting opportunities and risks?
Instructions:
The answer to this
overarching question
requires a recapitulation
of the section’s main
findings
A.1 What industry are you competing
in? What are the various segments
in the industry?
A.2 How is industry structure changing
(demand, supply, and industry
chain economics)? What are the
resulting opportunities and risks?
A.3 What is the expected competitor
conduct? What are the resulting
opportunities and risks?
Instructions:
These subsections
contain a 1-2 sentence
summary of the relevant
findings
A.4 What are the present and future
external factors that could present
new opportunities and risks?
5
IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1
A.1 What industry are you
competing in? What are
the various segments in
the industry?
Industry definition:
• Industry definition
• Industry segmentation
– Definition
– Sizing
Instructions:
Exhibit 1 could provide
a useful framework for
answering this question
Industry segmentation:
6
IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2
A.2 How is industry
structure changing with
respect to demand,
supply, and industry
chain economics? What
are the resulting
opportunities and
risks?
• Economics of demand
•
•
– By segment
– Substitutes, ability to differentiate
– Volatility, cyclicality
Economics of supply
– Producer concentration and diversity
– Import competition
– Capacity utilization
– Entry/exit barriers
– Cost structure (fixed and variable)
Industry chain economics
– Customer and supplier bargaining power
Instructions:
Exhibit 2,3 or 4 could provide
a useful framework for
answering this question
7
IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 3
A.3 What is the expected
competitor conduct?
What are the resulting
opportunities and
risks?
• Major industry competitor moves
–
–
–
–
–
–
Marketing initiatives
Industry capacity changes
M&As, divestitures
Vertical integration/disaggregation
Alliances and partnerships
Cost control and efficiency improvements
Instructions:
Exhibit 2,3 or 4 could provide
a useful framework for
answering this question
8
IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 4
A.4 What are the present
and future external
factors that could
present new
opportunities and
risks?
• Impact and likelihood of major industry discontinuities
– Changes in regulation/government policy
– Technological breakthroughs
Instructions:
Exhibit 2,3 or 4 could provide
a useful framework for
answering this question
9
IIB. COMPETITIVE ASSESSMENT – SUMMARY
B. What are your competitive strengths and weaknesses?
Instructions:
The answer to this
overarching question
requires a recapitulation
of the section’s main
findings
B.1 What are the capabilities
required to succeed in
this industry?
B.2 How do you compare
against these necessary
capabilities?
Instructions:
These subsections
contain a 1-2 sentence
summary of the relevant
findings
10
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HOW TO CRUSH IT – DELIVER A+ WORK
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Download the full unrestricted template(s) from the members area
a. Use more than one template alternative to cover all the angles
b. Cut and paste from each to produce one unique to your situation
Determine the thought areas that are critical for delivering excellence
For the “excellence areas” do a competitive benchmarking assessment by using the market research
and market intelligence tools
a. State of the industry – current status and trends
b. State of the competition – existing, new, and those in related markets
c. State of your company – get honest internal and external views
From analysis of the data in #3, develop alternative options
a. Out of the box thinking – use the creativity tools to generate unique ideas
b. Test them and get input and feedback – use the collaboration tools to add value from others with
different perspectives
c. Narrow down to the best option for the “excellence areas”
Complete the template using the best “narrowed” down option
Develop eye catching reports that communicate your results very well and cause reviewers to be
awed by its quality
a. Use the designer power point graphics
b. Use the designer excel charts
Ask for help at any point in the process – contact us online or offline.
Present your report and receive praise for its comprehensiveness and creativity. You are now viewed
as different from the pack.
Get bigger rewards, be in demand, and field better opportunities. Use the personal growth tools to get
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