Strategic Plan Blueprint

Report
Responsibility Blueprint
C
R
O
Title Page
Names of Team Members
S
S
and area of expertise
F
U
N
C
T
Table Of Contents
Identify Team Member
Responsibility
I
O
N
A
L
Executive Summary
One Page
C
R
O
S
S
-
Situation Analysis
Current Situation
Of Great Cups
I
Definition of the business
Mission
Objectives
Strategies
Corporate Policies
Management profile
O
( Hunger & Wheelen, 2011, pp. 5-10)
F
U
N
C
T
N
A
L
C
R
O
S
S
F
U
N
Situation Analysis
Environmental Scan/Industry
Analysis
Societal Environment, Task Environment,
Porter’s Forces Model, Strategic Groups,
Industry Matrix
(Hunger & Wheelen, 2011, pp. 30-50)
C
Competitive Analysis
T
(Hunger & Wheelen, 2011, pp. 30-50)
I
O
Internal Analysis
N
Competencies, Business Models, Value
Chain, Resources and Capabilities, SWOT
A
(Hunger & Wheelen, 2011, pp. 52-70)
L
C
R
O
S
S
F
U
N
C
T
I
O
Integrated Plan
Integrated Conclusions
What crucial factors were revealed in the
Current Situation, Environ. Scan, Industry
Analysis, and Competitive/Internal Analysis?
Alternative Strategic Choices
Use the TOWS Matrix for all cross-functional
areas to develop the strategic alternatives.
(Hunger & Wheelen, 2011, pp. 77-78)
Integrated Strategies
A
Select the best alternative corporate and
business strategies to increase revenue and
reduce costs
L
(Hunger & Wheelen, 2011, pp. 7-8 & 78-104)
N
C
R
Integrated Plan
O
S
Revised Mission and Rationale
S
This is your consulting teams recommended
mission for Great Cups
( Hunger & Wheelen, 2011, p. 6)
F
U
N
C
T
I
O
N
A
L
Develop SMART Objectives for
Great Cups
Specific, Measurable, Achievable, Relevant,
Time Bound
(Hunger & Wheelen, 2011, p. 6)
C
Integrated Plan
R
O
S
S
F
U
N
C
T
I
O
N
A
L
Develop Major Corporate
Policies
“is a broad guideline for decision making
that links the formulation of strategy with its
implementation”
(Hunger and Wheelen, 2011, p. 8-9)
Develop Detailed
Organizational Chart
Marketing Plan
F
U
N
C
T
I
O
N
A
L
Detailed Target Market
Analysis
Great Cups Sales Forecast
Marketing Objectives and
Marketing Strategies
Positioning Strategy
Communication Plan
Marketing Mix Tools
Marketing Budgets/Payback
and Implementation Plan
E-Marketing Plan
F
U
E-Marketing Strategic Plan
N
C
T
I
O
E-Marketing Campaign,
Tactical Plan, & Sample
Execution
N
A
E-Marketing Budget
L
Web Site Mockup
Human Resource Plan
F
U
N
C
T
I
O
N
A
L
Introduction
Employees Forecast and Turnover Analysis
Compensation Plan
Benefits Plan
Recruiting Plan
Training Plan
Performance Management Program
Budget
Succession Plan
Implementation Plan
Corporate Culture
Change plan
Strategy Map and HR Scorecard
Cost Savings/Avoidance
Financial Plan
F
U
N
C
T
I
O
N
A
L
Ratio and other analysis in the plan Documents
Financial information to be found in the Exhibits section.
A. Sources and Uses of Funds Projection By Year
/Summary
B. Capital Equipment List Projection By Year –
Branding, Remodeling
C. Balance Sheet Projections By Year / Statement of
Retained Earnings
D. Management Financial Statement Template
E. Break-Even Analysis By Dollars each year and
summary
F. Projected Income Statement /Cash Flow By Year
and Summary
Explain basic assumptions used in Financials
Preparation.
Provide other comments necessary to understand
the documents.
Position all documents in exhibits section
Financial Plan
F
U
N
C
T
I
O
N
A
L
G. Historical Records (Balance Sheets, Income
Statements, Cash Flow/Sources and Uses of Funds)
Correct Errors
Provide other comments necessary to understand
the historical documents.
H. Debt
Current Debt Status and Detail
Projected New Debt
Leases- Capital/ Operating and why
Assumptions for changes in debt
I. Income Statement Based on Inflation-Beginning
Budget
J. Discounted Cash Flow Analysis on all Capital
Budgeting/Cost Savings
K. Cash deposits and clearing accounts- any short
term investments and why
MIS Plan
F
U
The MIS Plan is located on the Great Cups of
Coffee Informational Site
N
C
T
MIS Department Strategies
I
O
MIS Strategic Plan
N
A
L
MIS Expenses
C
R
O
S
S
F
U
Conclusion
Closing Comments and Call
to Action
Documentation
APA References
N
C
T
Appendices
I
Including
O
N
A
L
Detailed Financials
Hunger, J.D. & Wheelen, T. L. (2011). Essentials of Strategic
Management. Fifth ed. Upper Saddle River, NJ:
Pearson Prentice Hall.

similar documents